20+years
Administering equity plans
Private companies
Private company equity management that grows with you
Cap table management, grant administration, reporting, and compliance in one system, from your first priced round through IPO and beyond. No migration, no rework.
4.5
Based on980+reviews
Certent Equity Management keeps the cap table accurate and allows me to provide accurate ownership information to the management team and shareholders quickly
One platform for private company equity
How private companies use Certent
One source of truth for ownership
One ownership record for every security, funding round, and stakeholder. Priced rounds, convertible debt, and SAFEs are tracked through conversion. Detailed and summary cap table reports come on demand, so ownership stays current for every board meeting and diligence request.
Participant self-service & document workflows
Grant agreements, tax forms, and communications run through automated workflows: digital signing, acknowledgment tracking, and secure storage. Employees, investors, and owners get 24/7 self-service access to holdings, vesting, exercise modeling, and tax elections across 15+ award types.
Go public without re-implementing
ASC 718 expense, 10-K and 10-Q disclosures, proxy tables, and Forms 3, 4, and 5 run on the same platform that managed your cap table pre-IPO. No migration, no second implementation, and a CEP-certified team that has taken private companies public for 20+ years.
Software or full service, one team
Run Certent self-administered, fully outsourced, or hybrid. A named, CEP-certified team can handle equity accounting, tax, and participant communications, so you get the expertise without the headcount, under one contract for software and administration both.
Built on two decades of equity expertise
1,500+
Corporate clients served
15+
Award types supported
Resources for private company teams
Guides on cap table management, scenario modeling, and getting IPO-ready, written for the finance and HR teams who run equity alongside everything else.
Frequently asked questions
Does Certent handle SAFEs and convertible debt?
Yes. Both are tracked as issued and carried through conversion, so your cap table and waterfall reflect them without a separate model.
Can Certent run waterfall and exit scenario analysis?
Yes. Waterfall and scenario modeling run against your live cap table for payout by class of security and future funding rounds.
What happens to our equity data when we go public?
The same platform supports ASC 718 expense, 10-K and 10-Q disclosures, proxy tables, and Forms 3, 4, and 5. No migration, no second implementation.
Does Certent work for LLCs and profit interest units?
Yes. Profit interest units are tracked, valued, and reported alongside every other award type, with 83(b) elections, distributions, and share repurchases processed in the platform.
Do you provide 409A valuations?
409A valuations are delivered by independent partners rather than by Certent, which keeps the valuation defensible.
Are we locked into a particular broker?
No. Certent is a software and plan administration provider, not a broker, and works alongside UBS, Bank of America, Fidelity, and others. Keep your brokers or change them without moving your data, now or after a brokerage change.