About Certent
Certent is a Technology company based in Pleasanton (United States) founded in 2002, and was acquired by insightsoftware in January 2021. Cloud-based SaaS solutions for equity compensation and compliance are provided. Certent has raised $36.2 million across 8 funding rounds from investors including Western Alliance Bank and insightsoftware. Certent has completed 2 acquisitions, including DisclosureNet and Rivet Software. Its website certent.com draws about 10 thousand monthly visits. Certent offers products and services including Certent Equity Management, Certent CDM, and Certent DisclosureNet. Its focus areas include Enterprise Applications, GRC Software, Compliance and Performance Reporting & Accountability. Its legal entity is CERTENT, INC. Its competitors include Carta, Workiva and Compliance.ai; 3 of its 3 listed competitors have raised funding.
Company details
Certent (fka EASi) provides cloud-based SaaS solutions for equity compensation management, equity compensation reporting and disclosure management. It provides customized solutions for both public and private companies. It also provides compliance software to automate equity financial and tax reporting. The company announced its next generation Disclosure Management solutions to support expansion of its financial compliance capabilities in Feb, 2016
- Headquarters Pleasanton, United States
- Stage Acquired
- SectorsTechnology
- Email••••••••
- Website certent.com
- Social LinkedIn X Facebook Instagram YouTube
- Acquired by insightsoftware (Jan 2021)
- Legal Name Certent, Inc
- Total Equity Funding$36.2M (USD)
in 8 rounds
- Latest Funding Round$6.5M (USD), Debt – Conventional
Apr 2015
- InvestorsWestern Alliance Bank
& 1 more
- Investments & AcquisitionsDisclosureNet
& 1 more
- Acquired byinsightsoftware
(Jan 2021)
Products & Services of Certent
Certent offers a comprehensive portfolio of products and services, including Certent Equity Management, Certent CDM, and Certent DisclosureNet.
Manages equity compensation plans for compliance and reporting.
Handles financial disclosure processes for accuracy and speed.
Provides access to accounting standards and regulatory filings.
Apps and channels of Certent
its YouTube channel insightsoftware has 1.16K subscribers and 30 videos.
Videos from Certent
The most watched videos on Certent's YouTube channel, insightsoftware (1.16K subscribers). Click a video to play it here.
More on insightsoftware.
Funding Insights of Certent
Certent has successfully raised a total of $36.2M across 8 strategic funding rounds. The most recent funding activity was a Debt – Conventional round of $6.5 million completed in April 2015. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $36.2M
- Total Rounds 8
- Last Round Debt – Conventional — $6.5M
- First Round $275,000
(Jan 2003)
- Investors Count 1
All 8 funding rounds of Certent with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr 2015 | $6.5M | Debt – Conventional | – | – | |
| Sep 2014 | $21.39M | Series D | – | – | – |
| Jul 2014 | $3.53M | Series D | – | – | – |
| Oct 2012 | $5M | Series D | – | – | – |
| Oct 2011 | $709,625 | Series C | – | – | – |
| Oct 2008 | $3.5M | Series C | – | – | – |
| Feb 2007 | $1.8M | Series B | – | – | – |
| Jan 2003 | $275,000 | Seed | – | – | – |
2 investors in total: 2 institutional.
Investors in Certent
Certent has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include Western Alliance Bank and insightsoftware.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Commercial banking services, including loans and treasury management, are provided. | 2001 | westernalliancebancorporation.com | Phoenix, United States | |
Financial reporting and performance management solutions are provided for businesses. | 2001 | insightsoftware.com | Raleigh, United States |
Investor details for Certent
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Certent
208 people are tracked at Certent (76 in leadership, 132 in team).
| Name | Role | Group |
|---|---|---|
John Neider | Director | Leadership |
Gerry Floyd | Director, Tax & Treasury | Leadership |
Rozario Arun Prakash A | Director Of Talent Acquisition, HR (apac - India, Australia And Singapore) | Leadership |
Mrudula Rathkanthiwar | Director Of Accounting | Leadership |
Sean Lembree | Vice President - Certent Equity Management | Leadership |
Corwin Schroeder | Global Head Of TA - Vp, Talent Acquisition | Leadership |
Vc Cheemalakonda | Vice President, Engineering | Leadership |
Ramachandra Vellanki | Senior Director, Engineering | Leadership |
Dustin J. Richardson | Director Of Business Operations | Leadership |
Michael Teal | Director Of Software Engineering | Leadership |
Jim Louys | Vice President, Architecture Services | Leadership |
Nicole Ferros | Director, Growth Marketing - Enterprise [north America] | Leadership |
Manoj Kumar | Director Of Engineering | Leadership |
Erik Poppelreiter | Senior Director Of Software Engineering | Leadership |
Joe Healey | COO | Leadership |
Kyrie S. | Senior Director, Growth Marketing | Leadership |
Monica Green Boydston | General Manager (gm), Controllership & EPM Business Units | Leadership |
Jamie Eagan | Vice President Product Management, Controllership | Leadership |
Lori Cheshire | Director, Marketing Automation | Leadership |
Michelle Ahn | Director, Demand Generation | Leadership |
188 more people are available in the full profile.
Complete people profiles for Certent
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Certent
Certent has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include DisclosureNet and Rivet Software.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Disclosure Management Solution | disclosurenet.com | Toronto, Canada | 2002 | Jun 2016 | •••• | |
SEC compliance reporting software is developed by Rivet Software. | rivetsoftware.com | Pleasanton, United States | 2002 | Sep 2014 | •••• |
Complete acquisition details for Certent
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Certent
6 dated milestones of Certent across 19 years, from founding to its latest funding, stage changes and deals.
- Founded Certent is founded.
- Funding First funding round of $275K.
- Acquisition Acquires Rivet Software.
- Funding Latest funding round, Debt – Conventional, of $6.5M.
- Acquisition Acquires DisclosureNet.
- Exit Acquired by insightsoftware.
Competitors of Certent
Certent has 3 listed competitors in our database, 3 of them funded. They include Carta, Workiva and Compliance.ai.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| carta.com | 2012 | San Francisco, United States | $1.16B | 882 | Software-based equity management solutions are offered to companies and investors. | |
| workiva.com | 2008 | Ames, United States | $57.28M | 2,526 | Cloud-based platform for compliance and reporting management is delivered. | |
| compliance.ai | 2016 | San Francisco, United States | $13M | Regulatory change management and regulatory intelligence solutions platform |
Detailed competitors of Certent
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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Verified entity values are shown only after access is granted.
Web traffic of Certent
The website of Certent (certent.com) receives about 10.2K visits a month.
- Monthly visits10.2K
▼ 17.2% vs previous month
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Certent (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Certent
Complete news archive for Certent
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Frequently Asked Questions about Certent
Certent was founded in 2002 and raised its 1st funding round 1 year after it was founded.
Certent is headquartered in Pleasanton, United States. It is registered at Pleasanton, California, United States.
Certent is a funded company, having raised a total of $36.2M across 8 funding rounds to date. The company's 1st funding round was a Seed of $275K, raised on Jan 2003.
Certent (fka EASi) provides cloud-based SaaS solutions for equity compensation management, equity compensation reporting and disclosure management. It provides customized solutions for both public and private companies. It also provides compliance software to automate equity financial and tax reporting. The company announced its next generation Disclosure Management solutions to support expansion of its financial compliance capabilities in Feb, 2016.
Certent's top competitors include Carta, Workiva and Compliance.ai.
Certent offers Certent Equity Management, Certent CDM, and Certent DisclosureNet.
Certent has made 2 acquisitions, including DisclosureNet, and Rivet Software.
Certent has 2 investors. Key investors include Western Alliance Bank, and insightsoftware.
Certent operates through Certent, Inc.
Yes. Certent was acquired by insightsoftware in January 2021.