Question 1

What are the typical Cake Equity subscription charges I might see on my statement?

Accepted Answer

Cake Equity generally charges either monthly or annually for its cap table and equity management software, with pricing varying by company size, number of stakeholders, and features (such as ESOP tools or advanced reporting). You’ll usually see one recurring charge per billing cycle under a descriptor like “CAKE EQUITY” or “CAKEEQUITY.COM.” Many companies start on a lower tier while small and move to higher tiers as they add more shareholders or employees, so the amount can increase over time when the plan is upgraded. For exact pricing and your current plan, check the Billing/Subscription section after logging in at cakeequity.com.

Question 2

Why do I see a Cake Equity charge if my company was on a free or trial plan?

Accepted Answer

Cake Equity offers free or low-cost entry options and trial periods for early-stage startups, but charges begin once your company moves onto a paid plan or exceeds free-plan limits. Common triggers include adding more stakeholders than the free tier allows, activating ESOP/option plan features, or choosing annual billing at the end of a trial. The first paid invoice is then charged to the card stored on file. You can confirm when your trial ended and when billing started by viewing your invoices and plan history in your Cake account settings.

Question 3

How do I cancel or change my Cake Equity subscription to stop future charges?

Accepted Answer

To cancel or downgrade, a user with admin or billing permissions must log into your workspace at cakeequity.com and go to the Billing or Subscription area in the settings menu. From there you can change your plan, switch between monthly and annual billing (if available), or request cancellation at the end of the current term. Because Cake is a business SaaS product, access typically continues until the end of the paid billing period, and partial refunds for unused time may not be standard. If you’re unsure who in your company has admin rights, ask your founder, finance lead, or legal/ops owner who set up the account.

Question 4

How can I request a refund or dispute an unexpected Cake Equity charge?

Accepted Answer

If you believe you’ve been charged in error—for example, after you thought you cancelled, or for a plan you didn’t intend to upgrade to—first review your subscription and invoice history in your Cake account. If it still looks incorrect, contact Cake Equity support through the in-app help widget or the support/contact details listed at cakeequity.com, providing the charge date, amount, company name, and the email associated with the account. Cake’s team can confirm whether the charge is valid (such as an annual renewal or upgrade) and advise whether a refund or credit is possible under their current billing and cancellation policies. Avoid filing a bank chargeback until you’ve spoken with support, as that can delay resolution for active company accounts.

Question 5

Why do I see a small or duplicate Cake Equity amount as a pending or temporary charge?

Accepted Answer

Small or duplicate Cake Equity amounts often appear when the platform places an authorization hold to verify a new or updated card. These holds are not actual fees and should automatically disappear or be reversed by your bank within a few business days. You might also see a partial or pro‑rated charge if your company upgrades plans mid-cycle, followed by the regular recurring amount at the next billing date. If a pending hold doesn’t clear after several days, contact your bank and then reach out to Cake support with a screenshot of the transaction.

Question 6

How do I contact Cake Equity about a charge if I don’t have access to the company account?

Accepted Answer

If you’re an employee or cardholder seeing a Cake Equity charge but don’t manage the company’s cap table, first check internally with your finance, HR, or founder team—Cake is usually set up by someone responsible for equity or fundraising. If no one recognizes the subscription, go to cakeequity.com and use the help or contact links to reach support, including as much detail as possible (last 4 digits of the card, charge date and amount, and your company name). The support team can verify whether your card is linked to an active workspace and advise the account owner on next steps. For privacy reasons, they may only share full account details with verified admins, but they can confirm the nature of the transaction and help you stop future charges where appropriate.

Question 7

Why has my Cake Equity charge amount changed from one billing period to the next?

Accepted Answer

A change in your Cake Equity billing amount typically means your company’s subscription was upgraded, more stakeholders were added, or additional features (such as ESOP or advanced reporting tools) were activated. In some cases, you might see a higher charge when switching from monthly to annual billing or when a promotional discount expires. You can see exactly what changed by reviewing the line items on your invoices in the Billing section of your Cake account. If you don’t recognize the upgrade, ask an account admin or contact Cake support to review recent plan changes.

Question 8

Can I access invoices or receipts for Cake Equity charges showing on my card?

Accepted Answer

Yes, invoices and receipts for Cake Equity payments are stored in the company’s account under Billing, Invoices, or a similar section. An admin or billing contact can download PDFs for accounting, reimbursement, or tax records, and they usually receive invoice emails at the address used during sign-up. If you need a copy of a specific invoice and can’t access the account, ask your internal account owner or reach out to Cake support with the transaction details so they can help locate the corresponding invoice.

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