"Certent keeps the cap table accurate and allows me to provide accurate ownership information to the management team and shareholders quickly."
Equity management
Discover the power of effective private equity management
Certent automates cap table management, valuations, and compliance so you can focus on creating value.

Optimize your equity plan performance with proven tools
Custom stock options & compensation
Streamline the process of designing, granting, and managing stock-based incentives, including employee stock options and restricted stock units. Our solution provides the tools and support needed to ensure compliance, accuracy, and transparency, enabling you to effectively reward and motivate your team.

Robust reporting & analytics
Utilize advanced reporting tools to generate insightful analytics that support strategic decision-making and drive business growth. With detailed reports that offer a deep dive into your data, you can uncover trends and patterns, enabling better forecasting and planning with confidence.

Shareholder tracking & management
Maintain comprehensive records of all shareholder transactions and communications with ease. Our solution ensures that you can track ownership changes accurately, manage shareholder inquiries promptly, and communicate effectively with all stakeholders.

"Certent is easy to use, it is easy to administer data, and the support team is very courteous and responsive."
"I have nothing but good things to say about insightsoftware administrative services. It’s a good product and top-notch service."
Features that grow your equity plans
Whether navigating mergers, acquisitions, or increased investor interest, Certent keeps pace, so your equity data, reporting, and compliance carry forward instead of starting over.
409A valuation
Cap table management
Stock options administration
Shareholder management system
Private equity management
Built-in waterfall analysis
Tailored reports
Advanced forecasting and modeling
Integrated financial data