Certent Equity Management
A Platform for Every Equity Management Need
One platform to manage your cap table, streamline reporting, and support your company’s growth.
Empowering Success Through Service
Service and partnership are keys to our success with insightsoftware. They provide the follow-through and continued communications we need along with a supportive team.
User Friendly Equity Management System
It’s a pretty user-friendly product to help professionals manage stock awards and I’d be comfortable recommending it to any colleague.
The Equity Management Support You Need
Certent Equity Management is easy to use, it is easy to administer data, and the support team is very courteous and responsive. The help section is really helpful.
Tailored Equity Management for Every Stage
Private Companies
Manage your cap table, issue securities, and run waterfall analysis for exit scenarios. Our platform scales with you through every funding round.
Public Companies
Confidently automate your ASC 718 compliance and SEC form preparation. Our platform simplifies complex accounting and reporting, generating audit-ready reports with complete data transparency.
Brokers
You’re not locked into a single broker. Certent works with your preferred partners, giving you the freedom to choose what’s best for your business.
Comprehensive and Flexible Equity Management
Scalable Solutions for Every Stage
Certent adapts as your business grows. Easily manage everything from simple startup plans to complex, multi-entity equity programs—so you can focus on what’s ahead, not on switching systems.
Confidence in Compliance
Automated calculations and robust audit trails help you stay current with evolving regulations. With built-in support for local and global compliance, you can trust your data is secure and your reporting is accurate.
User First Experience
Give every stakeholder—from admins to participants—a platform that’s intuitive and accessible. With streamlined workflows and self-service tools, Certent makes equity management easier for everyone involved.
Learn More About Equity Management Best Practices
Explore our library of practical guides, in-depth articles, and innovative tools designed to support your equity management journey.
Top 4 Benefits of Outsourcing Equity Plan Administration
Explore the Future of SEC Compliance with EDGAR Next
Breaking Free from Broker Lock-In: The Key to Scalable Equity Solutions
Start With Us, Stay With Us
Request a demo to see how Certent Equity Management can support your organization’s unique needs, from startup to IPO and beyond.
