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Certent Equity Management
What it is
Certent Equity Management is a web product for managing employee equity from early funding through IPO and beyond. It covers cap tables, grants, reporting, and participant access for private companies, public companies, and brokers or partners. Teams can model exits and future funding rounds against a live cap table, including payout waterfalls by security class. Grant workflows handle creation, approvals, vesting, and participant communications across more than 15 award types, with digital signing and audit trails. Employees, founders, and shareholders can view holdings, model exercises, set tax elections, and sign documents in the participant portal. Prebuilt reports address SEC, FASB, and IFRS requirements, while Section 16 forms can be filed directly with the SEC. Payroll and broker connectors exchange data with HRIS, payroll, and major brokerages. Optional modules include Sandbox, ESPP Management, Cap Table Analytics, Document Management and Section 16, and Tax Rates. Pricing is on request. Equity Management is listed under SOC 1 and ISO 27001 coverage, not SOC 2.
For and against
For
- Models funding rounds and payout waterfalls
- Automates grants across 15+ award types
- Provides participant self-service tools
- Includes SEC, FASB, and IFRS reports
- Connects payroll and broker systems
Against
- Pricing is available only on request
- 409A valuations come from independent partners
- Optional modules may require additional selection
The verdict
Certent Equity Management combines cap-table modeling, grant administration, compliance reporting, and participant access. Request pricing and confirm required modules, valuation arrangements, and service responsibilities.
Who it suits
It suits private and public companies, brokers, and partners managing varied equity awards, vesting, reporting, and participant workflows. Self-administration, outsourced administration, and hybrid service options are available.
Plans and prices
Certent Equity Management
Pricing and promotions by request
Read 8 Oct 2026 · insightsoftware.com
On the record
- Audience
- The product is presented for private companies, public companies, and brokers or partners.insightsoftware.com · read 8 Oct 2026
- Broker choice
- Certent says it is not a broker and connects to most leading brokers, so customers can work with one or several.insightsoftware.com · read 8 Oct 2026
- Cap table
- It models exits and future funding rounds against the live cap table, including payout waterfalls by security class.insightsoftware.com · read 8 Oct 2026
- Company
- Certent is one of insightsoftware's three specialized brands, and the company says it will continue selling and supporting its products.insightsoftware.com · read 8 Oct 2026
- Compliance
- insightsoftware says it completes annual SOC 2 Type 2 audits and that specific products and services meet ISO 27001 standards.insightsoftware.com · read 8 Oct 2026
- File transfer
- Payroll connector files can be transferred over SFTP or an SSL-secured web uploader, with PGP encryption supported.insightsoftware.com · read 8 Oct 2026
- Grant administration
- Grant creation, approvals, vesting, and participant communications can be automated across 15+ award types, with digital signing and audit trails.insightsoftware.com · read 8 Oct 2026
- Integrations
- The HR Payroll Connector syncs year-to-date tax, compensation, and demographic data with payroll or HRIS systems; the Broker Connector supports major brokerages through direct connections or FIX links.insightsoftware.com · read 8 Oct 2026
- Optional modules
- Optional modules include Sandbox, ESPP Management, Cap Table Analytics, Document Management and Section 16, and Tax Rates.insightsoftware.com · read 8 Oct 2026
- Participant portal
- Participants can view holdings, model exercises, set tax elections, and sign documents through a self-service portal.insightsoftware.com · read 8 Oct 2026
- Participants
- Employees, founders, and shareholders can view holdings, model exercises, set tax elections, and sign documents in the participant portal.insightsoftware.com · read 8 Oct 2026
- Pricing
- The vendor directs visitors to a pricing request form and displays no listed price on that page.insightsoftware.com · read 8 Oct 2026
- Product
- Certent manages employee equity across the lifecycle from early funding through IPO and beyond.insightsoftware.com · read 8 Oct 2026
- Purpose
- Certent manages employee equity from early funding through IPO, including cap tables, grants, reporting, and participant access.insightsoftware.com · read 8 Oct 2026
- Reporting
- Prebuilt reports cover SEC, FASB, and IFRS, and Section 16 forms can be filed directly with the SEC.insightsoftware.com · read 8 Oct 2026
- Security
- insightsoftware says its cloud solutions encrypt data in transit and at rest using TLS and AES-256.insightsoftware.com · read 8 Oct 2026
- Service options
- Customers can self-administer, outsource administration to a Certified Equity Professionals team, or use a hybrid approach.insightsoftware.com · read 8 Oct 2026
- Support
- Customers can run Certent themselves or hand plan administration to Certified Equity Professionals; the vendor also offers professional services such as training and custom reporting.insightsoftware.com · read 8 Oct 2026
