Migrate from Cake Equity to Automo
Drop a Cake Equity CSV or Excel export. Automo reads it on your device, then after sign-up it opens in Equity so you can import.
What moves across
- Contacts, shareholders and option holders
- Share classes, plans and grants
- Share and option transaction rows
What does not
- Cake Equity billing and account settings
- Anything you do not export as CSV or Excel
Export from Cake Equity
- In Cake Equity export contacts, shareholders, plans and transactions
- Drop those files in the bay on this page. They stay in this browser
- Create a free Automo account. The files open in Equity so you can import
Questions about moving from Cake Equity
Does this copy my Cake Equity account?
No. This page reads CSV or Excel files you export from Cake Equity. Billing and account settings stay in Cake Equity.
Is moving a cap table free?
Reading the export in your browser is free. After sign-up, managing the cap table follows Automo Equity on your plan.
Can I drop an Excel workbook?
Yes. CSV and Excel both work. Each sheet is read as a table in your browser.
Where does it open after sign-up?
In Equity, with the export ready to review and import.
