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How Cake Equity’s scores are calculated

The full audit trail, recomputed from the verdict data at build time through the same code that produced the leaderboard: verdict × quality × story weight per cell, cells sum to dimension scores, dimensions blend into the PA Score. Every number on the product page is reproducible from this page alone; for why the formula looks like this, see the methodology.

verdict factors: full ×1.0 · partial ×0.6 · disputed ×0.3 · none ×0.0 · n/a excluded from both sides · cell points = weight × quality × factor · cell max = weight × 10

PA Score11/100

Agent-ready 22.1 × 0.30 = 6.63

API quality 0.0 × 0.20 = 0.00

Openness 0.0 × 0.20 = 0.00

Built-in AI 24.0 × 0.15 = 3.60

Automation 7.2 × 0.15 = 1.08

(6.63 + 0.00 + 0.00 + 3.60 + 1.08) ÷ (0.30 + 0.20 + 0.20 + 0.15 + 0.15) = 11.31 ÷ 1.00 = 11.3

Scores are stored to 1 decimal; the product page’s pills round to whole numbers for display. Each dimension below shows the stories, verdicts, and cited evidence behind its number.

Agent-ready22.1/100×0.30 of the PA blend

Outside-in: can YOUR agent reach and drive this product — API, MCP, CLI, headless runs, agent docs.

Point an agent at llms.txt or agent-oriented docsweight 2

2 (weight) × 9 (quality) × 1.0 (full) = 18.0 of 20 max

  • [probe] https://help.cakeequity.com/llms.txt“PROBE llms.txt: HTTP 200 at https://help.cakeequity.com/llms.txt # Cake Help Centre Get help and support on all things Cake. ## Getting Started - [Understanding Company View vs My Ca”
  • [claimed-docs] https://help.cakeequity.com/article/connect-ai-assistant-to-cake.md“Connect Claude, Codex, Cursor or any MCP client and ask about your Cap Table in plain English.”
  • [claimed-docs] https://help.cakeequity.com/article/what-you-can-do-with-cake-mcp.md“Ask your AI assistant about shareholders, option pool headroom, vesting, share classes, SAFEs and notes - answered from your live Cap Table in Cake.”

Run the product headlessly / in CI for automationweight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

  • [probe] https://help.cakeequity.com/openapi.json“PROBE openapi: all candidate paths 404 (https://help.cakeequity.com/openapi.json, https://help.cakeequity.com/swagger.json, https://help.cakeequity.com/api/openapi.json, https://help.cakeequity.com/.well-known/openapi.json)”
  • [claimed-docs] https://help.cakeequity.com/article/connect-ai-assistant-to-cake.md“Connect Claude, Codex, Cursor or any MCP client and ask about your Cap Table in plain English.”
  • [claimed-docs] https://help.cakeequity.com/article/what-you-can-do-with-cake-mcp.md“Ask your AI assistant about shareholders, option pool headroom, vesting, share classes, SAFEs and notes - answered from your live Cap Table in Cake.”

Plug MCP servers into this product so it can use their toolsweight 3

3 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 30 max

  • [claimed-docs] https://help.cakeequity.com/article/connect-ai-assistant-to-cake.md“Connect Claude, Codex, Cursor or any MCP client and ask about your Cap Table in plain English.”
  • [claimed-docs] https://help.cakeequity.com/article/what-you-can-do-with-cake-mcp.md“Ask your AI assistant about shareholders, option pool headroom, vesting, share classes, SAFEs and notes - answered from your live Cap Table in Cake.”

Connect an agent via an official MCP serverweight 3

3 (weight) × 8 (quality) × 1.0 (full) = 24.0 of 30 max

  • [claimed-docs] https://help.cakeequity.com/article/connect-ai-assistant-to-cake.md“Connect Claude, Codex, Cursor or any MCP client and ask about your Cap Table in plain English.”
  • [claimed-docs] https://help.cakeequity.com/article/what-you-can-do-with-cake-mcp.md“Ask your AI assistant about shareholders, option pool headroom, vesting, share classes, SAFEs and notes - answered from your live Cap Table in Cake.”

Use an official CLIweight 2

n/a — not applicable to this product: excluded from numerator and denominator

no evidence cited — the verdict rests on absence of evidence, re-checked on refresh

Drive the product through a documented public APIweight 3

3 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 30 max

  • [probe] https://help.cakeequity.com/openapi.json“PROBE openapi: all candidate paths 404 (https://help.cakeequity.com/openapi.json, https://help.cakeequity.com/swagger.json, https://help.cakeequity.com/api/openapi.json, https://help.cakeequity.com/.well-known/openapi.json)”
  • [claimed-docs] https://help.cakeequity.com/article/connect-ai-assistant-to-cake.md“Connect Claude, Codex, Cursor or any MCP client and ask about your Cap Table in plain English.”
  • [claimed-docs] https://help.cakeequity.com/article/what-you-can-do-with-cake-mcp.md“Ask your AI assistant about shareholders, option pool headroom, vesting, share classes, SAFEs and notes - answered from your live Cap Table in Cake.”

Issue scoped/least-privilege API credentials for an agentweight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

  • [claimed-docs] https://help.cakeequity.com/article/connect-ai-assistant-to-cake.md“Connect Claude, Codex, Cursor or any MCP client and ask about your Cap Table in plain English.”
  • [claimed-docs] https://help.cakeequity.com/article/what-you-can-do-with-cake-mcp.md“Ask your AI assistant about shareholders, option pool headroom, vesting, share classes, SAFEs and notes - answered from your live Cap Table in Cake.”
  • [probe] https://help.cakeequity.com/openapi.json“PROBE openapi: all candidate paths 404 (https://help.cakeequity.com/openapi.json, https://help.cakeequity.com/swagger.json, https://help.cakeequity.com/api/openapi.json, https://help.cakeequity.com/.well-known/openapi.json)”

Build against official SDKsweight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

  • [claimed-docs] https://help.cakeequity.com/article/connect-ai-assistant-to-cake.md“Connect Claude, Codex, Cursor or any MCP client and ask about your Cap Table in plain English.”
  • [claimed-docs] https://help.cakeequity.com/article/what-you-can-do-with-cake-mcp.md“Ask your AI assistant about shareholders, option pool headroom, vesting, share classes, SAFEs and notes - answered from your live Cap Table in Cake.”
  • [probe] https://help.cakeequity.com/openapi.json“PROBE openapi: all candidate paths 404 (https://help.cakeequity.com/openapi.json, https://help.cakeequity.com/swagger.json, https://help.cakeequity.com/api/openapi.json, https://help.cakeequity.com/.well-known/openapi.json)”

Subscribe to events via webhooksweight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

  • [probe] https://help.cakeequity.com/openapi.json“PROBE openapi: all candidate paths 404 (https://help.cakeequity.com/openapi.json, https://help.cakeequity.com/swagger.json, https://help.cakeequity.com/api/openapi.json, https://help.cakeequity.com/.well-known/openapi.json)”
  • [claimed-docs] https://help.cakeequity.com/article/connect-ai-assistant-to-cake.md“Connect Claude, Codex, Cursor or any MCP client and ask about your Cap Table in plain English.”
  • [claimed-docs] https://help.cakeequity.com/article/what-you-can-do-with-cake-mcp.md“Ask your AI assistant about shareholders, option pool headroom, vesting, share classes, SAFEs and notes - answered from your live Cap Table in Cake.”

Agent-ready = 42.0 ÷ 190 × 100 = 22.1

API quality0.0/100×0.20 of the PA blend

The programmable surface once an agent is there — machine-readable spec, interactive docs, sandbox, versioning discipline.

Explore an interactive API reference with runnable examplesweight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

  • [probe] https://help.cakeequity.com/openapi.json“PROBE openapi: all candidate paths 404 (https://help.cakeequity.com/openapi.json, https://help.cakeequity.com/swagger.json, https://help.cakeequity.com/api/openapi.json, https://help.cakeequity.com/.well-known/openapi.json)”
  • [claimed-docs] https://help.cakeequity.com/article/connect-ai-assistant-to-cake.md“Connect Claude, Codex, Cursor or any MCP client and ask about your Cap Table in plain English.”
  • [claimed-docs] https://help.cakeequity.com/article/what-you-can-do-with-cake-mcp.md“Ask your AI assistant about shareholders, option pool headroom, vesting, share classes, SAFEs and notes - answered from your live Cap Table in Cake.”

Download a machine-readable API spec (OpenAPI or equivalent)weight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

  • [probe] https://help.cakeequity.com/openapi.json“PROBE openapi: all candidate paths 404 (https://help.cakeequity.com/openapi.json, https://help.cakeequity.com/swagger.json, https://help.cakeequity.com/api/openapi.json, https://help.cakeequity.com/.well-known/openapi.json)”

Test against a sandbox environment without touching production dataweight 1

1 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 10 max

  • [claimed-docs] https://help.cakeequity.com/article/what-you-can-do-with-cake-mcp.md“Ask your AI assistant about shareholders, option pool headroom, vesting, share classes, SAFEs and notes - answered from your live Cap Table in Cake.”
  • [probe] https://help.cakeequity.com/openapi.json“PROBE openapi: all candidate paths 404 (https://help.cakeequity.com/openapi.json, https://help.cakeequity.com/swagger.json, https://help.cakeequity.com/api/openapi.json, https://help.cakeequity.com/.well-known/openapi.json)”

Rely on versioned APIs with a documented deprecation policyweight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

  • [probe] https://help.cakeequity.com/openapi.json“PROBE openapi: all candidate paths 404 (https://help.cakeequity.com/openapi.json, https://help.cakeequity.com/swagger.json, https://help.cakeequity.com/api/openapi.json, https://help.cakeequity.com/.well-known/openapi.json)”
  • [claimed-docs] https://help.cakeequity.com/article/connect-ai-assistant-to-cake.md“Connect Claude, Codex, Cursor or any MCP client and ask about your Cap Table in plain English.”
  • [claimed-docs] https://help.cakeequity.com/article/what-you-can-do-with-cake-mcp.md“Ask your AI assistant about shareholders, option pool headroom, vesting, share classes, SAFEs and notes - answered from your live Cap Table in Cake.”

API quality = 0.0 ÷ 70 × 100 = 0.0

Openness0.0/100×0.20 of the PA blend

Can you leave, inspect, or self-host — data export, open source, portability.

Do everything through the API that I can do in the UIweight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

  • [claimed-docs] https://help.cakeequity.com/article/connect-ai-assistant-to-cake.md“Connect Claude, Codex, Cursor or any MCP client and ask about your Cap Table in plain English.”
  • [claimed-docs] https://help.cakeequity.com/article/what-you-can-do-with-cake-mcp.md“Ask your AI assistant about shareholders, option pool headroom, vesting, share classes, SAFEs and notes - answered from your live Cap Table in Cake.”
  • [probe] https://help.cakeequity.com/openapi.json“PROBE openapi: all candidate paths 404 (https://help.cakeequity.com/openapi.json, https://help.cakeequity.com/swagger.json, https://help.cakeequity.com/api/openapi.json, https://help.cakeequity.com/.well-known/openapi.json)”

Export all of my data in open formats and leaveweight 3

3 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 30 max

  • [claimed-docs] https://help.cakeequity.com/article/how-to-migrate-from-carta-to-cake.md“You export your data from Carta, send it to us, and we build your cap table in Cake within 48 hours.”
  • [claimed-docs] https://help.cakeequity.com/article/pulley-switch-credits.md“Cake credits the months you've already paid Pulley off your first annual payment, on top of the 20% Pulley migration discount”
  • [claimed-docs] https://help.cakeequity.com/article/how-to-migrate-from-a-spreadsheet-to-cake.md“Cake's bulk upload tools can import your data directly. Most spreadsheet-managed cap tables can be migrated in under two hours.”

Read the product's source under an open licenseweight 2

n/a — not applicable to this product: excluded from numerator and denominator

no evidence cited — the verdict rests on absence of evidence, re-checked on refresh

Self-host the core productweight 3

n/a — not applicable to this product: excluded from numerator and denominator

no evidence cited — the verdict rests on absence of evidence, re-checked on refresh

Openness = 0.0 ÷ 50 × 100 = 0.0

Built-in AI24.0/100×0.15 of the PA blend

Inside-out: how agentic the product itself is for its users — built-in assistants, autonomous features.

Get AI-generated insights and suggestions from my data inside the productweight 2

2 (weight) × 6 (quality) × 0.6 (partial) = 7.2 of 20 max

  • [claimed-docs] https://help.cakeequity.com/article/connect-ai-assistant-to-cake.md“Connect Claude, Codex, Cursor or any MCP client and ask about your Cap Table in plain English.”
  • [claimed-docs] https://help.cakeequity.com/article/what-you-can-do-with-cake-mcp.md“Ask your AI assistant about shareholders, option pool headroom, vesting, share classes, SAFEs and notes - answered from your live Cap Table in Cake.”

Set up automations that run autonomously in the backgroundweight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

  • [claimed-docs] https://help.cakeequity.com/article/connect-ai-assistant-to-cake.md“Connect Claude, Codex, Cursor or any MCP client and ask about your Cap Table in plain English.”
  • [claimed-docs] https://help.cakeequity.com/article/what-you-can-do-with-cake-mcp.md“Ask your AI assistant about shareholders, option pool headroom, vesting, share classes, SAFEs and notes - answered from your live Cap Table in Cake.”
  • [claimed-docs] https://www.cakeequity.com/features/stock-options“Flexible vesting engine Automate cliffs, schedules, milestones, and pauses without manual work.”
  • [claimed-docs] https://www.cakeequity.com/features/stock-options“Fast approvals Complete board sign-offs and e-signing in minutes with automated flows.”

Delegate tasks to a built-in AI assistant inside the productweight 3

3 (weight) × 4 (quality) × 0.6 (partial) = 7.2 of 30 max

  • [claimed-docs] https://help.cakeequity.com/article/connect-ai-assistant-to-cake.md“Connect Claude, Codex, Cursor or any MCP client and ask about your Cap Table in plain English.”
  • [claimed-docs] https://help.cakeequity.com/article/what-you-can-do-with-cake-mcp.md“Ask your AI assistant about shareholders, option pool headroom, vesting, share classes, SAFEs and notes - answered from your live Cap Table in Cake.”

Operate the product with natural-language commandsweight 2

2 (weight) × 6 (quality) × 0.6 (partial) = 7.2 of 20 max

  • [claimed-docs] https://help.cakeequity.com/article/connect-ai-assistant-to-cake.md“Connect Claude, Codex, Cursor or any MCP client and ask about your Cap Table in plain English.”
  • [claimed-docs] https://help.cakeequity.com/article/what-you-can-do-with-cake-mcp.md“Ask your AI assistant about shareholders, option pool headroom, vesting, share classes, SAFEs and notes - answered from your live Cap Table in Cake.”

Built-in AI = 21.6 ÷ 90 × 100 = 24.0

Automation7.2/100×0.15 of the PA blend

Depth of automation primitives — rules, scheduling, bulk operations, webhooks.

Perform bulk operations across many items at onceweight 2

2 (weight) × 3 (quality) × 0.6 (partial) = 3.6 of 20 max

  • [claimed-docs] https://help.cakeequity.com/article/how-to-migrate-from-a-spreadsheet-to-cake.md“Cake's bulk upload tools can import your data directly. Most spreadsheet-managed cap tables can be migrated in under two hours.”
  • [probe] https://help.cakeequity.com/openapi.json“PROBE openapi: all candidate paths 404 (https://help.cakeequity.com/openapi.json, https://help.cakeequity.com/swagger.json, https://help.cakeequity.com/api/openapi.json, https://help.cakeequity.com/.well-known/openapi.json)”

Define rules that trigger actions automatically on eventsweight 3

3 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 30 max

  • [claimed-docs] https://www.cakeequity.com/features/stock-options“Flexible vesting engine Automate cliffs, schedules, milestones, and pauses without manual work.”
  • [claimed-docs] https://www.cakeequity.com/features/stock-options“Fast approvals Complete board sign-offs and e-signing in minutes with automated flows.”
  • [claimed-docs] https://help.cakeequity.com/article/adding-your-registered-agent.md“Cake can automatically notify your registered agent whenever you make share issuances, transfers, or conversions.”

Schedule recurring jobs or workflowsweight 2

n/a — not applicable to this product: excluded from numerator and denominator

no evidence cited — the verdict rests on absence of evidence, re-checked on refresh

Version, review, and roll back my automationsweight 1

n/a — not applicable to this product: excluded from numerator and denominator

no evidence cited — the verdict rests on absence of evidence, re-checked on refresh

Automation = 3.6 ÷ 50 × 100 = 7.2