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Certent Equity Management

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What Certent Equity Management is

Certent Equity Management is a web-based product for managing employee equity from early funding through IPO and beyond. It covers cap tables, grant administration, reporting, and participant access for private companies, public companies, and brokers or partners. Teams can model exits and future funding rounds against a live cap table, including payout waterfalls by security class. Grant workflows cover creation, approvals, vesting, and participant communications across more than 15 award types, with digital signing and audit trails.

Employees, founders, and shareholders can use the participant portal to review holdings, model exercises, set tax elections, and sign documents. Prebuilt reports cover SEC, FASB, and IFRS requirements, and Section 16 forms can be filed directly with the SEC. Optional modules include Sandbox, ESPP Management, Cap Table Analytics, Document Management and Section 16, and Tax Rates. The HR Payroll Connector syncs year-to-date tax, compensation, and demographic data with payroll or HRIS systems; the Broker Connector connects with major brokerages directly or through FIX links. Payroll connector files can move through SFTP or an SSL-secured web uploader, with PGP encryption supported.

Customers can administer plans themselves, outsource administration to Certified Equity Professionals, or combine those approaches. Professional services include training and custom reporting. 409A valuations come from independent partners. The vendor lists Equity Management under SOC 1 and ISO 27001 coverage, but not SOC 2. Pricing is available by request.

Who it suits

Certent Equity Management suits private and public companies that administer employee equity across funding, growth, and public-company reporting needs. It also fits teams that want participants to access holdings and documents, and organizations that prefer self-administration, outsourced administration, or a mix of both.

What it does well

Models exits and future funding against a live cap table.
Automates grant workflows across 15+ award types.
Participants can view holdings, model exercises, and sign documents.
Prebuilt reporting covers SEC, FASB, and IFRS.
Section 16 forms can be filed directly with the SEC.
Offers self-administered, outsourced, and hybrid service options.

What to know first

Pricing is available only by request.
The product is web-based.
409A valuations come from independent partners rather than Certent.
The vendor's certification table does not list SOC 2 coverage for Equity Management.

Limits

Pricing is available by request. 409A valuations are delivered by independent partners rather than by Certent.

Plans

Plan	Billed and limits	Price
Certent Equity Management	Pricing and promotions by request	On request

As insightsoftware.com lists them, read 8 Oct 2026. The maker's own page has the final word.

Getting started

Visit the Certent Equity Management website.
Submit a pricing request.
Choose self-administration, Certified Equity Professionals administration, or a hybrid approach.
Use the web product and participant portal for plan and participant access.
Consider optional modules such as ESPP Management, Cap Table Analytics, or Tax Rates.

Verdict

Choose Certent Equity Management if you need cap table modeling, grant workflows, participant access, and equity reporting in a web product. Look elsewhere if you need a listed price or want 409A valuations delivered directly by the product vendor.

Questions

How much does Certent Equity Management cost?

The vendor directs visitors to a pricing request form and displays no listed price.

Which award types does it cover?

Listed types include stock options, RSUs, RSAs, SARs, performance-based awards, ESPP, PIUs, and profit interest units.

Can participants access their equity information?

Yes. Employees, founders, and shareholders can view holdings, model exercises, set tax elections, and sign documents through the participant portal.

What reporting and compliance support does it provide?

Prebuilt reports cover SEC, FASB, and IFRS, and Section 16 forms can be filed directly with the SEC.

Can a company outsource plan administration?

Yes. Customers can administer plans themselves, outsource to Certified Equity Professionals, or use a hybrid approach.

What security certifications are listed for the product?

The vendor's certification table lists Equity Management as covered by SOC 1 and ISO 27001, but not SOC 2.

Facts from Certent Equity Management's own pages

Audience: The product is presented for private companies, public companies, and brokers or partners. · insightsoftware.com, 8 Oct 2026
Broker choice: Certent says it is not a broker and connects to most leading brokers, so customers can work with one or several. · insightsoftware.com, 8 Oct 2026
Cap table: It models exits and future funding rounds against the live cap table, including payout waterfalls by security class. · insightsoftware.com, 8 Oct 2026
Company: Certent is one of insightsoftware's three specialized brands, and the company says it will continue selling and supporting its products. · insightsoftware.com, 8 Oct 2026
Compliance: insightsoftware says it completes annual SOC 2 Type 2 audits and that specific products and services meet ISO 27001 standards. · insightsoftware.com, 8 Oct 2026
File transfer: Payroll connector files can be transferred over SFTP or an SSL-secured web uploader, with PGP encryption supported. · insightsoftware.com, 8 Oct 2026
Grant administration: Grant creation, approvals, vesting, and participant communications can be automated across 15+ award types, with digital signing and audit trails. · insightsoftware.com, 8 Oct 2026
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. · insightsoftware.com, 8 Oct 2026
Optional modules: Optional modules include Sandbox, ESPP Management, Cap Table Analytics, Document Management and Section 16, and Tax Rates. · insightsoftware.com, 8 Oct 2026
Participant portal: Participants can view holdings, model exercises, set tax elections, and sign documents through a self-service portal. · insightsoftware.com, 8 Oct 2026
Participants: Employees, founders, and shareholders can view holdings, model exercises, set tax elections, and sign documents in the participant portal. · insightsoftware.com, 8 Oct 2026
Pricing: The vendor directs visitors to a pricing request form and displays no listed price on that page. · insightsoftware.com, 8 Oct 2026
Product: Certent manages employee equity across the lifecycle from early funding through IPO and beyond. · insightsoftware.com, 8 Oct 2026
Purpose: Certent manages employee equity from early funding through IPO, including cap tables, grants, reporting, and participant access. · insightsoftware.com, 8 Oct 2026
Reporting: Prebuilt reports cover SEC, FASB, and IFRS, and Section 16 forms can be filed directly with the SEC. · insightsoftware.com, 8 Oct 2026
Security: The vendor's certification table lists Equity Management as covered by SOC 1 and ISO 27001, but not SOC 2. · legal.insightsoftware.com, 8 Oct 2026
Service options: Customers can self-administer, outsource administration to a Certified Equity Professionals team, or use a hybrid approach. · insightsoftware.com, 8 Oct 2026
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. · insightsoftware.com, 8 Oct 2026
Valuations: 409A valuations are delivered by independent partners rather than by Certent. · insightsoftware.com, 8 Oct 2026

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