Cake Equity adds Rule 701 tracking to Pro plan, filling the equity compliance gap
What happened
Between the Jun 22, 2026 and Jun 29, 2026 captures of Cake Equity's pricing page, Pulse recorded one change: Rule 701 tracking added to Pro plan, appearing in the Pro plan card between Form 3921 reporting and Point-in-time reporting, and as a new row in the comparison table. Pulse files it as a product change (feature added) with an upward direction. Pulse's latest capture (Oct 19, 2026) lists Build at $83.33, Team at $229.17, 409A Valuation Add-on at $125, QSBS Add-on at $41.67 and Special purpose vehicle (SPV) Add-on at $41.67.
It lands 17 days after Cake Equity's previous change, "Cake Equity launches free plan for pre-team founders with cap table tools" (Jun 15, 2026). Before that Pulse recorded "Cake Equity: Free plan removed: the standalone $0 'For founders pre-team' tier (up to 5 stakeholders, 'Always free') was…" (Jun 1, 2026) and "Cake Equity doubles 409A valuations for Growth plans to 2 per year" (May 26, 2026). Cake Equity has been tracked since 2026-05-16.
In the same window Ledgy, Carta and Pulley also changed their Finance & Accounting pricing pages. Those moves are listed further down, and the Pulse Agent can compare them side by side.
- Pro · FeatureAddedNo Rule 701 trackingRule 701 tracking
| Plan | Field | Before | After | Change |
|---|---|---|---|---|
| Pro | Feature | No Rule 701 tracking | Rule 701 tracking | Added |
Values as written on Cake Equity's public pricing page in the two captures Pulse compared; where the page states no number, the cells give the wording before and after.
Evidence
The two captures Pulse comparedFull-page captures of Cake Equity's pricing page (www.cakeequity.com) from Jun 22, 2026 and Jun 29, 2026; the change is marked near the top of the page, where Rule 701 tracking now appears.
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The two full-page captures with this change marked up are free with an account.
Cake Equity, the last 90 days
Full history- Aug 24, 2026packagingCake Equity's Pro plan quietly caps stakeholders at 100, then $60 each extra
- Aug 17, 2026packagingCake Equity: Custom plan adds Annual/Quarterly billing option
- Aug 3, 2026packagingCake Equity: Plan taglines re-targeted to funding stages (Pre Seed, Series B+)
- Jul 2, 2026improvedCake Equity adds Rule 701 tracking to Pro plan, filling the equity compliance gap · this change
- Jun 15, 2026packagingCake Equity launches free plan for pre-team founders with cap table tools
- Jun 1, 2026packagingCake Equity: Free plan removed: the standalone $0 'For founders pre-team' tier (up to 5 stakeholders, 'Always free') was…
- May 26, 2026improvedCake Equity doubles 409A valuations for Growth plans to 2 per year
Across Finance & Accounting in the same window
All Finance & Accounting changes- LedgyMay 22Ledgy drops Monte Carlo valuations from Advanced add-on
- CartaApr 5Carta reveals 50-stakeholder cap on Build plan, revamps tier messaging
- PulleySep 21Pulley shutting down Dec 8, 2026 — no pricing changes with the news
- CartaJul 20Carta swaps QuickBooks for Ramp in integrations logo row
- CartaJan 20Carta Transforms Launch Plan with New Fundraising Benchmarks and Simplified Terminology
Questions about this change
Did Cake Equity raise prices in June 2026?
No list-price increase was recorded between Jun 22, 2026 and Jun 29, 2026. The change Pulse detected was a product change: feature added.
What changed on Cake Equity's pricing page between Jun 22, 2026 and Jun 29, 2026?
Pro feature: No Rule 701 tracking → Rule 701 tracking, added. Pulse compared the captures it took on Jun 22, 2026 and Jun 29, 2026; the before/after table above lists each item as written on the page.
How often does Cake Equity change its pricing?
Pulse recorded 3 other pricing-page changes for Cake Equity in the 90 days before this one; the previous change was "Cake Equity launches free plan for pre-team founders with cap table tools" on Jun 15, 2026; Cake Equity has been tracked since 2026-05-16.