Case Study: CXO Strategies saves money and simplifies cap table management with Cake Equity

CXO Strategies cuts onboarding to 3–4 minutes per employee with Cake Equity

CXO Strategies, a Northern California advisory firm, was seeking a more cost-effective alternative to their long-standing equity management platform, Carta. Founder and CFO Tom Hakel was hesitant about the potential operational disruption of migrating to a new vendor but was motivated by the goal of finding better value for their money.

Cake Equity implemented its equity management platform for CXO Strategies, handling the entire data migration process with a white-glove service that required minimal effort from the client. The solution provided an intuitive interface for cap table management and employee onboarding. As a result, CXO Strategies achieved significant cost savings, reduced employee onboarding time to just 3-4 minutes, and empowered founders with little financial background to manage their cap tables independently.

CXO Strategies