Certent Equity Management vs Tabulate
Certent Equity Management
insightsoftware.comTabulate
incentiv.financeSide by side
| Figure | Certent Equity Management | Tabulate |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 1 | 0 |
| Spec score · Equity Compensation Management Software | 7.7 (#8) | 6.9 (#21) |
| Cap table | It models exits and future funding rounds against the live cap table, including payout waterfalls by security class. | The cap table updates when equity events such as issuances, transfers, exercises, or conversions are recorded. |
| Compliance | insightsoftware says it completes annual SOC 2 Type 2 audits and that specific products and services meet ISO 27001 standards. | Tabulate generates Companies Act-aligned compliance documentation, including SH-6, for equity events. |
| Purpose | Certent manages employee equity from early funding through IPO, including cap tables, grants, reporting, and participant access. | Tabulate manages equity and cap tables, including ESOPs, shareholders, investor updates, and ownership records. |
| Reporting | Prebuilt reports cover SEC, FASB, and IFRS, and Section 16 forms can be filed directly with the SEC. | It generates board pack reports, investor updates, and due-diligence documentation from the ownership record. |
Plans
Certent Equity Management
- Certent Equity ManagementPriced on request
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.
Tabulate
Tabulate is a web-based ownership and equity management product from Incentiv, founded in 2022 in Bangalore. It keeps shares, options, warrants, SAFEs, convertible notes, and other share classes in one ownership record. Recording an issuance, transfer, exercise, or conversion updates the cap table in real time and adds an audit-trail entry. Founders and finance teams can model proposed funding rounds and see potential dilution among founders, investors, and the ESOP pool. ESOP workflows cover bulk digital grant letters, e-signatures, vesting tracking, employee self-service, exercise and exit management, and expense reports. Grantees can view grant details, vesting progress, and value through an employee portal. Tabulate generates board-pack reports, investor updates, due-diligence documents, and Companies Act-aligned paperwork such as SH-6. Share records are described as aligned with NSDL/CDSL dematerialisation requirements. It integrates with Incentiv Transact for liquidity workflows. Pricing is on request, with a 30-day trial.