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Certent Equity Management

Comprehensive and Flexible Equity Management.

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Overview

Certent Equity Management, now part of insightsoftware, provides solutions for equity compensation management, including administration, accounting, and reporting. It caters to both public and private companies, helping them streamline processes, ensure compliance, and manage their equity plans effectively.

✨ Key Features

  • Equity Plan Administration
  • Cap Table Management
  • Financial Reporting (ASC 718)
  • SEC Form Preparation
  • Participant Portal
  • Waterfall Analysis

🎯 Key Differentiators

  • Integration with insightsoftware's broader suite of financial reporting tools.
  • Strong focus on financial reporting and compliance.
  • Serves both public and private companies of various sizes.

Unique Value: Streamlining equity management with a focus on confident compliance and integration with financial reporting.

🎯 Use Cases (3)

Public company stock plan administration and reporting Private company cap table and equity management Compliance with ASC 718 and other accounting standards

✅ Best For

  • Automating ASC 718 compliance for public companies
  • Managing cap tables and funding rounds for private companies
  • Generating reports for financial audits and SEC filings

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Very small startups with minimal equity management needs
  • Companies looking for a free or very low-cost solution

🏆 Alternatives

Shareworks by Morgan Stanley Carta Computershare

Offers deeper integration with financial reporting and enterprise performance management software compared to standalone equity management platforms.

💻 Platforms

Web

🔌 Integrations

Various ERP, HR, and payroll systems

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (All tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SSO ✓ SOC 1 Type 2 ✓ SOC 2 Type 2

💰 Pricing

Contact for pricing

📊 Market Info

Customers: 2400+

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