Certent Equity Management Software

Streamline Administration, Tighten Compliance, and Minimize Risk of Managing Equity Compensation Plans with Certent Equity Management Software

Do Your Equity Administration and Reporting Processes Suffer from These Challenges?

You Spend Too Much Time on Low-Value, Manual Processes

Equity administration is typically punctuated by periods of high-volume activity, making it more tough to handle alongside your other day-to-day tasks. Whether you’re facing stock grant renewals, or experiencing a period of fast development, filings, and manual operations such as financial reporting under ASC 718 can get onerous.

You Face Increased Pressure to Meet Financial Compliance Requirements

There’s little confidence to be found in relying on manual methods for your equity plan management. Manually administering stock schemes, cap tables, and financial reports is time consuming and mistake prone. From lack of connectivity across systems to the lack of audit trails and security limits for your manual Excel-based reporting, you know you’re putting your organization’s regulatory compliance at risk.

Your Existing Platform Can’t Scale to Support Your Growing Business

As your firm has developed, you’ve realized that tracking and maintaining equity programs is getting progressively more complicated. Managing your equity plan on spreadsheets worked well enough in the beginning, but as you go through more financing rounds or maybe an IPO, your disclosure and compliance needs will get considerably more complex, and the penalties for doing it wrong exponentially more serious.

Cap Table and Equity Management Software and Administration Services That Grow with Your Business

Cap Table and Equity Management Software

Simplified web-based platform for complete SEC, FASB, and IFRS calculations
Supports for over 15 award types
Full audit trail to track changes
Grant modifications
Simplified data import
Administrative alerts
Cap table management and waterfall analytics
ESPP administration and accounting

Enterprise-Class Accounting Calculations and Reporting

Expense calculations and logbook entries
Earnings per share/dilution calculations
Tax accounting and reporting for deferred tax asset, deferred tax benefit, Additional Paid in Capital Pool Amounts, and jurisdictional tax allocations.
Library of customisable, pre-built reports covering disclosures and proxy reporting
Modeling and forecasting tools

Self-Service Participant Portal

Online grant delivery and acknowledgement
Connection to your broker of choice
Support for end-to-end exercise and settlement process
Flexible share payment methods
Participant email communications

Document Management

Upload single or many documents including agreements and plan terms and conditions
Distribute as solo papers or document bundles and track them quickly and efficiently
Manage signing procedure (when necessary) with an integrated signature gathering app. Create a signature hierarchy for papers requiring multiple signatures to ensure individuals sign in the proper order
Provide access through the participant portal or through a secure email connection