Cake Equity vs Shareworks
Cake Equity
cakeequity.com
Shareworks
morganstanley.comSide by side
| Figure | Cake Equity | Shareworks |
|---|---|---|
| Price from | $83.33/mo | — |
| Free plan | Yes | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| Plans published | 4 | 1 |
| Spec score · Equity Compensation Management Software | 8.5 (#4) | 7.2 (#18) |
| Spec score · Cap Table Management Software | 8.5 (#5) | 7.2 (#21) |
| Headquarters | Venice, California, United States | Morgan Stanley lists its worldwide headquarters at 1585 Broadway, New York, NY 10036. |
| Purpose | Cake describes itself as an equity management platform for growing startups, covering cap table accuracy, compliance readiness, and employee ownership. | Shareworks is an equity compensation management platform for private and public companies. |
| Security | Cake's Trust Center identifies ISO/IEC 27001:2022 under its compliance information and provides a way to request access to security documentation. | Morgan Stanley describes Shareworks as supporting secure collaboration with data protection and privacy features. |
| Support | The Pro plan includes priority support through a dedicated Slack channel. | Plan administrators are directed to contact their Relationship Manager for support. |
Plans
In their own words
Cake Equity
Cake Equity has no write-up on Specifiction yet; its figures are above.
Shareworks
Shareworks is an equity compensation management platform for private and public companies, available on Android, iOS, and the web. Administrators can set up custom global plans and use a sandbox to model budgets and compare forecasts. Reporting supports audit-ready outputs, including 409A valuations and Section 16 filings; private companies can also track capitalization data. The platform shares HRIS data in real time through an API, and Morgan Stanley has announced integrations with Pave, Wilson Sonsini, and Workday. The mobile app lets account holders review portfolios and transaction history, sell or transfer shares, and exercise options. A Shareworks account is required to use it. The iOS app says it supports Face ID or Touch ID, encrypts communications, and does not store financial data on the device. The platform supports restricted stock units, stock options, employee stock purchase plans, custom vesting rules, employee portals, and valuations. Pricing is on request. Services are provided by Morgan Stanley Smith Barney LLC and its affiliates.