This Kit contains resources focused on cap table management, ownership reporting, 409A valuation, and much more!

Unlock the Private Company Equity Management Toolkit 

If you are a Private Company in the early stages of gathering funding, this Equity Management Toolkit can arm you with what you need to make critical decisions.

From thought leadership white papers and educational webinars to featured articles and product demos - this is your space to explore and learn best practices and key issues in ownership equity and valuation.

Register now to access:

  • Cap table and waterfall analysis reporting
  • 409A Valuation best practices
  • Private company equity plan blueprint
  • Product demonstration and free trial


Product Highlights

Getting Started

Complete Private Company Equity Plan Blue Print

Six Pitfalls to Avoid for Equity Compensation

Why your Company Needs 409A



Best Practices

The Case for an Equity Plan Solution

Five Factors That Will Make a Big Difference With your 409a

Pre-IPO – Four Steps to Prepare Your Equity Plan for Audit



Five Key Steps to a Successful Equity Plan

Common Equity Mistakes for Private Companies

Is your Stock Plan Audit Ready?



Best in Class Solutions

Selecting your Stock Plan Management Solution

Startup Valuation and Cap Table

Cap Table Analytics

Additional Resources

IRS impacts regarding Incorrect Valuation

NASPP Sharing Equity While Staying Private

Will Limit on Investors for Angel Funds Increase?

Together, we’re in it to win it.

"They genuinely care about their clients, they make your life a lot easier, and they have a great rpoduct and a great service."

- Lorna G
Black Hills Corporation

"I have found the new reporting capabilities useful and easy to use.  I also appreciate that I did not have to reload my favorites that they stayed the same on the updated system."

- Michael M
Atmos Energy

"The Certent support team has always been there for us. I can call them at any point in time and they are there to help. They’ve been there to walk me through processes and make sure what I was doing was the right thing."

- Terry T

The Certent platform allowed our accounting team to save time in accounting calculations, improve the integrity of the equity plan data, and satisfy employee communication needs in a more streamlined fashion. Best of all, we are well-positioned, in the scenario of another tender offer or IPO, to select and integrate with our preferred broker and transfer agent.

Nancy B.
Director of Accounting, U.S. 
Controller, SurveyMonkey

About Certent

Certent, Inc. is a leading provider of software and services for equity compensation and financial disclosure management and reporting. Founded in 2002, Certent serves more than 2,400 public, private, and pre-IPO companies with innovative stock plan management, regulatory compliance and reporting technology. With five global offices, Certent delivers confidence across mission-critical finance and HR processes.