Capitalization & Equity Compensation Management

Manage, administer, account for, and report on equity compensation plans

Equity awards and grants remain an indispensable component of compensation for privately held companies. However, from accounting complexities to managing multiple rounds of funding, your stock plan and capitalization table management can quickly become a drain on productivity.

Now there’s a better way. Certent’s comprehensive Capitalization and Equity Compensation Management simplifies and streamlines all the crucial aspects of stock administration and reporting. With a participant portal, full administration console, and 400+ pre-built reports, you can streamline equity comp processes, improve productivity, and tighten compliance.

© 2017 Certent | All Rights Reserved | Capitalization and Equity Compensation Management

Capitalization and Equity Compensation Management Platform

Complete Accounting FeaturesCertent automatically computes single-life

or multiple-life valuations using peer-group volatility data from up to 12 different peers and provides audit reports showing the fair value details. Certent computes detailed expense and journal entry reporting, and you can incorporate unlimited experience groups for defining forfeiture rates using either static or dynamic compounding for the annual rate. Certent adjusts for actual forfeitures in a GAAP-compliant mannerby crediting expense at the date of forfeiture and properlyaccounts for all types of modifications, including accelerations, re-pricing, and award exchanges. You can automatically create cumulative adjustments for liability, non-employee, and performance-based awards.

© 2017 Certent | All Rights Reserved | Capitalization and Equity Compensation Management

Administration

The Certent platform enables you to administer multiple separate award types, from cash-settled grants to performance grants. Administrators have access to a complete audit trail of transactions and can easily cancel, replace or make modifications to grants. Certent also tracks when a grantee moves to another department, country, or regulatory jurisdiction. And you can get alerts and notifications regarding activity that requires your intervention.

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Market Leadership Certent is the leading stock

administration and reporting provider with more than 400 private

firms, including Levi’s, Airbnb, and Arby’s, as well as more than 800

public company customers such as United Technologies, Angie’s List

and The New York Times.

Unsurpassing Flexibility

Certent’s software-as-a-service(SaaS) delivery includes multiple

major and minor releases a year.We offer more than 400 prebuilt,

out of-the-box reports and support15 different award types.

Customer Focus Customer success is our sole focus.

You have access to stock plan and financial reporting professionals

from CEPs to CPAs – as well as online resources and extensive

educational content.

© 2017 Certent | All Rights Reserved | Capitalization and Equity Compensation Management

The Participant Portal

Certent simplifies the sometimes confusing equity-compensation process for plan participants by automating the entire exercise and settlement workflow. Integrated online grant delivery and acceptance complies with electronic delivery and signature requirements. Participants can make tax payment elections on restricted awards vesting, model exercises, and access their grant portfolio and transaction statements.

Reporting

Our comprehensive Web-based solution features more than 400 prebuilt reports

you can use right out of the box including capitalization summary and detail reports, a fully diluted capitalization table report, beneficial ownership reports and more. Any report that you need can be pre-scheduled to run automatically and be delivered right to your inbox – and each report has extensive filtering and sorting capabilities. If you can’t find the report you’re looking for, our easy-to-use report writer allows you to create your own.

This industry-leading reporting capability streamlines and simplifies financial reporting by automating processes, eliminating spreadsheets and improving accuracy – creating greater speed and significant cost savings. With Certent, you enjoy clearer visibility into equity compensation across your enterprise and the ability to refocus limited resources on higher-value activities.

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The Certent extras and connectors

Sandbox - Forecast and model various scenarios using your company data in a test environment.

Peer Group Volatility - Calculate weighted average volatility for up to 12 peer companies.

HR Payroll Connector - Use automated two-way integration with leading payroll/HRIS systems to synchronize tax and demographic information.

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How We Make You Successful

When you need the best in equity compensation management, the choice is Certent. It starts with the most comprehensive implementation of any stock plan software provider including options such as:

• Data conversion from your legacy systems• Accounting reconciliation• Unlimited, free web-based training• One seat at our 2-day Equity Management Bootcamp

Our expert consultants can help you address and resolve questions about complex accounting, reconciliation, and methodology issues. And we back that with robust customer support, extensive online resources, regular software updates, and a commitment to ensuring you derive the maximum value from your investments through an unwavering focus on innovation, simplicity, and service.

That’s why more than 2,400 companies rely on Certent.

Pleasanton, California 94588 USA Tel: +1 866-336-3274 www.certent.com

Get in touch

Visit us www.certent.com

Call us at +1 866-336-3274

Write to us at hello@certent.com

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