Cake Equity onboarding

7 emails over 14 days, counted from the day we signed up.

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Day 0First email
Email 1 · WelcomeWelcome to Cake! 🎉Switch to Cake today, complete your checklist to get set up and investment-ready
Day 11 day later
Email 2 · OnboardingStart here: set up your share classesTakes 2 minutes. Unlocks everything else...
Day 32 days later

What each email does

Day 0First emailWelcomeWelcome to Cake! 🎉Welcomes new users to Cake and points them to a setup checklist. It also highlights support options, valuation services, and customer reviews.
Day 11 day laterOnboardingStart here: set up your share classesCake Equity guides new users to set up share classes as a first step, then explains which equity-management tasks this setup enables. It offers a single call to action and notes that Cake does not provide legal advice.

OnboardingBring your co-founder & attorney into CakeEncourages new users to invite a co-founder, attorney, or advisor to help manage equity tasks together. It highlights shared cap table, grant, and compliance work, with a single invitation call to action.

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