Compare Carta Software and Certent Equity Management 
Featured Products
At a Glance
Market Segments
Mid-Market (48.2% of reviews)
Mid-Market (52.6% of reviews)
Entry-Level Pricing
Free 25 Stakeholders Per Year
No pricing available
Carta
Star Rating
(222)4.4 out of 5
Market Segments
Mid-Market (48.2% of reviews)
Pros & Cons
Entry-Level Pricing
Free 25 Stakeholders Per Year
Free Trial is available
Browse all 4 pricing plansCertent Equity Management
Star Rating
(117)4.4 out of 5
Market Segments
Mid-Market (52.6% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Certent Equity ManagementSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Certent Equity Management excels in customer support, with users praising the responsiveness and expertise of their customer success manager. One user highlighted how their CSM, Tina Carlson, is "extremely knowledgeable" and quick to resolve issues, making the support experience a standout feature.
- Users say that Carta offers a seamless integration experience with HRIS platforms, which simplifies access to equity data and overall compensation packages. This capability is particularly appreciated by users who value having a "clear, reliable source of truth for equity ownership," which is crucial for leadership and finance teams.
- Reviewers mention that both platforms provide user-friendly interfaces, but Certent stands out for its organization of equity information. Users appreciate how it keeps all equity details in one place, making it easy to track grants and vesting schedules without the hassle of manual spreadsheets.
- According to verified reviews, Carta shines in its ability to manage cap tables and employee option grants efficiently. Users find the platform's UI clean and easy to navigate, allowing for quick issuance of grants and accurate tracking of ownership records, which enhances day-to-day usability.
- G2 reviewers highlight that while both platforms have similar ratings for ease of use, Certent has a slight edge in setup ease. Users have noted that Certent's onboarding process is intuitive, which can be a significant advantage for teams looking to get started quickly.
- Users report that Certent provides robust reporting capabilities, with one user mentioning the system's efficiency in generating necessary reports for month-end close and quarterly reporting. This feature is particularly beneficial for companies that require detailed financial insights, showcasing Certent's strength in reporting.
Pricing
Entry-Level Pricing
Carta
Carta Launch
Free
25 Stakeholders Per Year
Free for new customers with up to 25 stakeholders and up to $1M raised: https://carta.com/equity-management/launch/
- Cap table management
- SAFE management
- SAFE and Priced Modeling
Certent Equity Management
No pricing availableFree Trial
Carta
Free Trial is available
Certent Equity Management
No trial information availableRatings
Meets Requirements
8.8
162
8.9
88
Ease of Use
8.6
175
8.6
92
Ease of Setup
7.9
133
7.5
71
Ease of Admin
8.4
105
8.6
69
Quality of Support
8.3
144
9.2
88
Has the product been a good partner in doing business?
8.4
99
9.1
68
Product Direction (% positive)
8.0
155
8.8
81
Features by Category
Platform Basics
8.2
107
8.7
58
Platform Data
8.3
113
8.3
55
8.0
104
8.5
54
8.7
114
8.5
56
Platform Content
8.1
90
8.4
45
Platform Additional Functionality
8.9
107
7.8
35
8.7
88
7.6
28
8.7
97
8.4
40
Agentic AI - Equity Management
7.6
26
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Regulatory Change Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform - Compensation Planning
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Additional Features - Compensation Planning
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Plan Management - Stock Plan Administration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Compliance - Stock Plan Administration
Not enough data
Not enough data
Not enough data
Not enough data
Employee Self-Service - Stock Plan Administration
Not enough data
Not enough data
Not enough data
Not enough data
Analytics & Data Management - Stock Plan Administration
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
Carta and Certent Equity Management are categorized as Equity Management and Compensation Planning
Unique Categories
Carta has no unique categories
Certent Equity Management is categorized as Stock Plan Administration and Regulatory Change Management
Reviews
Reviewers' Company Size
Carta
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Certent Equity Management
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Computer Software
29.2%
Financial Services
12.8%
Information Technology and Services
8.2%
Internet
5.5%
Accounting
5.0%
Other
39.3%
Biotechnology
11.2%
Banking
10.3%
Oil & Energy
9.5%
Pharmaceuticals
6.0%
Information Technology and Services
6.0%
Other
56.9%
Alternatives
Discussions
How much does Carta cost?
2 Comments
Official Response from Carta
Pricing depends on which plan you choose. For company products, it will also depend on the number of stakeholders on the cap table. For investor products, it...Read more
What was your experience during the public listing event (IPO)? Any issues with the platform?
1 Comment
PN
No issues whatsoever.Read more
What does Carta company do?
1 Comment
YK
The platform helps to allocate the stock option execution timeline, schedule, and amount, as well as execute options on the end of the recipient, by paying...Read more
Can Certent’s platform work with private and public companies?
1 Comment
Official Response from Certent Equity Management
Yes, Certent has the ability to support you from start-up, pre-IPO, & IPO. With support for your Cap Table, Analytics, Equity Management, & Financial...Read more
Does your product perform Cap Table and waterfall analysis?
1 Comment
Official Response from Certent Equity Management
Yes, Certent’s Cap Table reporting keeps track of your shareholders and their holdings. We have the ability to support SAFE agreements, Convertible Notes,...Read more
How does Certent help private companies through the IPO process?
1 Comment
Official Response from Certent Equity Management
Certent has a services team that can help you with your IPO process with best policy and procedures. As well as has a relationship with over 12 brokers you...Read more
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