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Certent Equity Management vs Captable.io Comparison

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Overview

Streamline cap table & equity management, tighten compliance, minimize risk, improve productivity. It's life beyond the spreadsheet.

Captable.io is an equity management solution for startups, which offers tools for creating, collaborating on, and sharing...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$160/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.4

(27)

5

4

3

2

1

15

11

0

0

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
95%
would recommend this app

5.0

(2)

5

4

3

2

1

2

0

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

Certent is great to help me understand my equity grants. It, very clearly, lists out my grants and any relevant information.
I am always comfortable that if I have a question I have the support desk to help me.
We've had a pretty good experience so far with Equity Management from Certent.

Pros

Not enoughreviews yet

Cons

Can be so fickle with timing of the activity. Not very fluid to correct misinformation from data uploads.
The software is missing some key features that will impact the future.
The Section 16 part of the software maybe the most difficult part to learn, but once you figure it all out it is no big deal.

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last review8 months ago
  • Vendor responds to reviews
  • Last reviewN/A

Key features

  • Total features31
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Audit Management
  • Audit Trail
  • Cap Table Management
  • Collaboration Tools
  • Compensation Statements
  • Compliance Management
  • Configurable Workflow
  • Customizable Reports
  • Dashboard Creation
  • Data Import/Export
  • Data Storage Management
  • Data Visualization
  • Deal Management
  • Document Storage
  • Email Alerts
  • Employee Reward Programs
  • Employee Self Service
  • Financial Analysis
  • Financial Management
  • Financial Modeling
  • Grant Management
  • Graphical Data Presentation
  • Incentive Management
  • Investor Reporting
  • Options Management
  • Participant Portal
  • Private Equity
  • Project Management
  • Public Equity
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Reminders
  • Reporting & Statistics
  • Rewards Management
  • Scenario Planning
  • Search/Filter
  • Self Service Portal
  • Stock Management
  • Summary Reports
  • Tagging
  • Vesting Management
  • Visual Analytics
  • Workflow Management
  • Total features23
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Audit Management
  • Audit Trail
  • Cap Table Management
  • Collaboration Tools
  • Compensation Statements
  • Compliance Management
  • Configurable Workflow
  • Customizable Reports
  • Dashboard Creation
  • Data Import/Export
  • Data Storage Management
  • Data Visualization
  • Deal Management
  • Document Storage
  • Email Alerts
  • Employee Reward Programs
  • Employee Self Service
  • Financial Analysis
  • Financial Management
  • Financial Modeling
  • Grant Management
  • Graphical Data Presentation
  • Incentive Management
  • Investor Reporting
  • Options Management
  • Participant Portal
  • Private Equity
  • Project Management
  • Public Equity
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Reminders
  • Reporting & Statistics
  • Rewards Management
  • Scenario Planning
  • Search/Filter
  • Self Service Portal
  • Stock Management
  • Summary Reports
  • Tagging
  • Vesting Management
  • Visual Analytics
  • Workflow Management

Integrations

  • Total integrations1
  • ADP Workforce Now
  • BambooHR
  • Facebook
  • Gmail
  • Google Calendar
  • Google Workspace
  • Greenhouse
  • Indeed
  • LinkedIn
  • Microsoft 365
  • Microsoft Outlook
  • Microsoft Teams
  • Okta
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Slack
  • SuccessFactors
  • Twitter
  • Zapier
  • iCIMS Talent Cloud
  • Total integrationsN/A
  • ADP Workforce Now
  • BambooHR
  • Facebook
  • Gmail
  • Google Calendar
  • Google Workspace
  • Greenhouse
  • Indeed
  • LinkedIn
  • Microsoft 365
  • Microsoft Outlook
  • Microsoft Teams
  • Okta
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Slack
  • SuccessFactors
  • Twitter
  • Zapier
  • iCIMS Talent Cloud

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

Certent Equity Management vs. Captable.io

See how Certent Equity Management and Captable.io stack up against each other by comparing features, pricing, ratings, integrations, security & more.

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