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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.

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

Equity management that grows with you