Certent Equity Management (insightsoftware)
Comprehensive and Flexible Equity Management.
Overview
Acquired by insightsoftware, Certent Equity Management provides a platform for companies to manage, administer, account for, and report on equity compensation plans. It supports both private companies with cap table management and public companies with ASC 718 compliance and SEC form preparation.
✨ Key Features
- Cap Table Management
- Equity Plan Administration
- ASC 718 and IFRS 2 Reporting
- SEC Reporting (Forms 3, 4, 5)
- Waterfall Analysis
- Participant Portal
🎯 Key Differentiators
- Strong focus on financial and regulatory reporting.
- Part of the larger insightsoftware suite of financial tools.
- Scalable solution that grows from private to public company needs.
Unique Value: Delivers confidence in compliance by automating complex accounting and reporting for equity compensation.
🎯 Use Cases (4)
✅ Best For
- Finance and accounting teams in public companies focused on compliance.
- Late-stage private companies preparing for robust reporting requirements.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Early-stage startups needing a simple, low-cost solution.
- Companies looking for a modern, founder-centric user interface.
🏆 Alternatives
Offers deeper integration with other financial reporting tools from insightsoftware, providing a more holistic solution for the Office of the CFO compared to standalone equity platforms.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
🔄 Similar Tools in Equity Compensation
Carta
Manages cap tables, valuations, and equity plans for private and public companies....
Pulley
Cap table and equity management software for startups....
Ledgy
Equity and share plan management software for growing companies....
Shareworks by Morgan Stanley
Comprehensive equity management for private and public companies....
Rippling
Unified workforce platform that can manage equity compensation....
Shoobx
An equity management platform focused on automating corporate legal and HR workflows....