Record large amounts of historical data
Certent keeps the cap table accurate and allows me to provide accurate ownership information to the management team and shareholders quickly.
4.5
Equity management that grows with you
Certent takes employee equity management off your hands. One platform for the full lifecycle, from early funding through IPO and beyond. No migration, no broker lock-in.
For private companies
Startup to IPO
Manage cap tables, grants, and compliance in one system, from your first priced round through IPO and beyond. No migration as you grow, no untrustworthy ownership number.
For public companies
Audit-ready
Automate ASC 718 expense, Section 16 filings, and SEC and proxy reporting, and give participants self-service access. Every disclosure number traces back to its source.
For brokers & partners
Your own brand
Offer equity management as a branded extension of your firm, from a provider that is not a broker. No conflict of interest, no proprietary build, no accounts to capture.
Certent platform
One platform for the full equity lifecycle
Cap table management, grant administration, reporting, and participant access in one system that scales from your first funding round to public company and beyond.
Cap table management
Cap table management
Keep ownership accurate as you grow
OwnershipScenariosWaterfall
One source of truth for every security, funding round, and stakeholder, with waterfall and scenario modeling for exits and future rounds run on your live cap table.
Grant administration
Grant administration
Automate equity administration
ApprovalsVestingE-signing
Grant creation, approvals, vesting, and participant communications run automatically across 15+ award types, with digital signing, tracking, and complete audit trails.
Reporting & compliance
Reporting & compliance
Compliance without the manual work
SEC/FASBSection 16Auditable
Pre-built reports cover SEC, FASB, and IFRS. Section 16 forms file directly to the SEC, and audit trails stay current, so readiness is maintained, not assembled.
Participant portal
Participant portal
Clear equity visibility for all
Self-serveExcersizesDocuments
Employees, founders, and shareholders view holdings, model exercises, set tax elections, and sign documents in one place, cutting routine questions to your team.
Software or full service
Software or full service
Run it yourself, or hand it over
Self-runManagedHybrid
Run Certent yourself, or hand the plan to our Certified Equity Professionals. Both run on one system, so moving between them is a business decision, not a rebuild.
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Why equity teams choose Certent
Support during busy reporting periods
Customer support was great through this last proxy season.
20+
years administering equity plans
From cap table management through IPO and public company reporting, Certent covers the full equity lifecycle in one system, with no migration as you grow.
1.5k+
corporate clients served
Companies and brokers alike run their equity on Certent. Together they trust us with more than 1 million equity plan participants.
15+
award types supported
From cap table management through IPO and public company reporting, Certent covers the full equity lifecycle in one system, with no migration as you grow.
Resources
Guidance for equity and finance teams
Practical guides on equity administration, compliance, and reporting, written for the finance and HR teams who own equity plans alongside everything else.
Brochure
Simplify and automate your clients’ equity plan management
Certent empowers your firm to offer white-labeled, scalable equity plan services that strengthen client relationships and grow your business. Certent…
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Brochure
Equity Compensation Management for Private Companies
Certent’s comprehensive Equity Management simplifies and streamlines all the crucial aspects of stock administration and reporting.
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Whitepaper
Driving ROI for IPO with a comprehensive equity compensation solution
Managing equity compensation with spreadsheets costs organizations time, money, and compliance confidence, especially on the path to an IPO. Certent…
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See how Certent grows with you
Map your equity challenges to Certent with a certified equity specialist, and see the full platform in action, from cap table management to public company reporting.