Certent

Founded by Cureton Stone in 2002

Manage cap tables, employee equity grants, and regulatory compliance from startup to IPO

Pricing model

Paid

Rating

★ Mixed Reviews

Time to value

Long Setup (> 1 day)

You can use Certent to manage cap tables, employee stock awards, and equity reporting throughout your company's growth. It handles grant creation, digital signing, and vesting schedules across multiple equity types. Finance teams can automate ASC 718 expense calculations, generate SEC and proxy reports, and file Section 16 documents directly with regulators. Employees and shareholders receive a dedicated portal to view their holdings, run exercise scenarios, and sign agreements. You can also run waterfall analyses and exit modeling on live ownership records.

What Certent does

Calculate stock-based compensation expensesIssue stock option grants to employeesFile Section 16 forms to the SECModel ownership dilution for new financing roundsGenerate proxy and annual reporting disclosuresCollect digital signatures on equity grant agreementsRun exit waterfall analysis modelsTrack cap tables and live ownership records across all funding roundsAutomate ASC 718 stock compensation expense calculationsSubmit Section 16 compliance filings directly to the SECModel financial exit scenarios and waterfall payoutsIssue grants and manage vesting for over 15 equity award typesProvide employees with self-service portals to track holdings and exercise sharesAsk an integrated AI assistant questions about equity plans and regulatory rules

Pricing breakdown

Pricing model: Paid

Frequently asked

Workday, Oracle NetSuite, SAP, ADP, UltiPro, Merrill Lynch (Wealth Management), Charles Schwab, Fidelity, Merrill Lynch, Morgan Stanley

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