Certent Equity Management vs Eqvista
Certent Equity Management
insightsoftware.comEqvista
eqvista.comSide by side
| Figure | Certent Equity Management | Eqvista |
|---|---|---|
| Price from | — | $2/mo |
| Free plan | — | Yes |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| Plans published | 1 | 3 |
| Spec score · Equity Compensation Management Software | 7.7 (#8) | 8.2 (#6) |
| Spec score · Cap Table Management Software | 7.5 (#15) | 8.1 (#8) |
| Product | Certent manages employee equity across the lifecycle from early funding through IPO and beyond. | Eqvista combines equity management, in-house valuation services, and AI-powered company valuation for private companies. |
| Security | insightsoftware says its cloud solutions encrypt data in transit and at rest using TLS and AES-256. | Eqvista says its servers use AWS, data at rest is encrypted with AWS KMS, and data in transit is protected with TLS/SSL. |
| 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. | Eqvista provides support documentation and says assistance is available by phone or email. |
Plans
Certent Equity Management
- Certent Equity ManagementPriced on request
Eqvista
- Freemium Cap TableFree
- Premium Cap Table$2 a month
- 409A Valuation & Premium Cap Table Bundle$990 a year
In their own words
Certent Equity Management
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.
Eqvista
Eqvista combines equity management, valuation services, and app-based company valuation for private companies. Its cap table tools track ownership and manage shares, options, SAFEs, and employee equity, alongside vesting schedules, compliance, and funding or liquidity scenario modeling. Governance and compliance features include board resolutions and voting, 83(b) elections, Rule 701, Form 3921, and ASC 718 support. Valuation offerings include 409A and fair market valuations, software and IP, gift and estate tax, ASC 820 portfolio valuations, and QSBS attestation letters. Real-Time Company Valuation provides an app-based estimate of common stock value for private companies; Eqvista says it does not replace a certified 409A valuation. Eligible companies can connect QuickBooks to send financial data into that feature, and the mobile app provides valuation insights on iOS and Android. The free cap table plan covers fewer than 20 stakeholders. Premium Cap Table costs $2 a month, billed per stakeholder; a valuation and cap table bundle is listed from $990 a year. Eqvista says it uses AWS, AWS KMS encryption at rest, and TLS/SSL in transit.