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SPECIFICTION
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Certent Equity Management

insightsoftware.com

Web
Visit insightsoftware.com
Spec score 7.7 #8 of 29 in Equity Compensation Management Software

What it is

Certent Equity Management is a paid web product for managing employee equity from early funding through IPO. It handles live cap tables, grant administration, participant access, reporting, and compliance for private companies, public companies, and brokers or partners. Teams can model exits and future funding rounds, including payout waterfalls by security class. Grant workflows cover creation, approvals, vesting, and communications across more than 15 award types, with digital signatures and audit trails. Employees, founders, and shareholders can view holdings, model exercises, set tax elections, and sign documents in a participant portal. Prebuilt reports cover SEC, FASB, and IFRS, with Section 16 filing directly to the SEC. Payroll and broker connectors exchange data with HRIS, payroll systems, and major brokerages. Optional modules include Sandbox, ESPP Management, Cap Table Analytics, Document Management and Section 16, and Tax Rates. Pricing is on request.

Spec sheet

Purpose
Certent manages employee equity from early funding through IPO, including cap tables, grants, reporting, and participant access.Read 8 Oct 2026 · insightsoftware.com
Product
Certent manages employee equity across the lifecycle from early funding through IPO and beyond.Read 8 Oct 2026 · insightsoftware.com
Audience
The product is presented for private companies, public companies, and brokers or partners.Read 8 Oct 2026 · insightsoftware.com
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.Read 8 Oct 2026 · insightsoftware.com
Security
insightsoftware says its cloud solutions encrypt data in transit and at rest using TLS and AES-256.Read 8 Oct 2026 · insightsoftware.com
Compliance
insightsoftware says it completes annual SOC 2 Type 2 audits and that specific products and services meet ISO 27001 standards.Read 8 Oct 2026 · insightsoftware.com
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.Read 8 Oct 2026 · insightsoftware.com
Company
Certent is one of insightsoftware's three specialized brands, and the company says it will continue selling and supporting its products.Read 8 Oct 2026 · insightsoftware.com
Broker choice
Certent says it is not a broker and connects to most leading brokers, so customers can work with one or several.Read 8 Oct 2026 · insightsoftware.com
Cap table
It models exits and future funding rounds against the live cap table, including payout waterfalls by security class.Read 8 Oct 2026 · insightsoftware.com
File transfer
Payroll connector files can be transferred over SFTP or an SSL-secured web uploader, with PGP encryption supported.Read 8 Oct 2026 · insightsoftware.com
Grant administration
Grant creation, approvals, vesting, and participant communications can be automated across 15+ award types, with digital signing and audit trails.Read 8 Oct 2026 · insightsoftware.com
Optional modules
Optional modules include Sandbox, ESPP Management, Cap Table Analytics, Document Management and Section 16, and Tax Rates.Read 8 Oct 2026 · insightsoftware.com
Participant portal
Participants can view holdings, model exercises, set tax elections, and sign documents through a self-service portal.Read 8 Oct 2026 · insightsoftware.com
Participants
Employees, founders, and shareholders can view holdings, model exercises, set tax elections, and sign documents in the participant portal.Read 8 Oct 2026 · insightsoftware.com
Pricing
The vendor directs visitors to a pricing request form and displays no listed price on that page.Read 8 Oct 2026 · insightsoftware.com
Reporting
Prebuilt reports cover SEC, FASB, and IFRS, and Section 16 forms can be filed directly with the SEC.Read 8 Oct 2026 · insightsoftware.com
Service options
Customers can self-administer, outsource administration to a Certified Equity Professionals team, or use a hybrid approach.Read 8 Oct 2026 · insightsoftware.com
Valuations
409A valuations are delivered by independent partners rather than by Certent.Read 8 Oct 2026 · insightsoftware.com

Plans and prices

Certent Equity Management Priced on request Pricing and promotions by request Read 8 Oct 2026 · insightsoftware.com

Every Certent Equity Management plan and price →

Strong points and limits

Strong points

  • Models exits and future funding rounds
  • Automates grants across 15+ award types
  • Participant self-service portal
  • SEC, FASB, and IFRS reports
  • Payroll and broker connectors

Limits

  • Pricing is on request
  • Certent is not a broker
  • 409A valuations come from independent partners
  • Security listing excludes SOC 2

Who it suits

It suits private or public companies and brokers managing varied equity awards, cap tables, compliance, and participant workflows. Organizations can self-administer, outsource to Certified Equity Professionals, or use a hybrid approach.

Verdict

Certent brings cap-table modeling, grant workflows, participant self-service, compliance reporting, and integrations into one web product. Buyers should account for request-based pricing, broker connections, and external 409A valuation partners.

Where Specifiction places it

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