Ledgy vs. Shareworks, by Morgan Stanley

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Ledgy
Score 8.0 out of 10
Mid-Size Companies (51-1,000 employees)
Ledgy is an equity management solution boasting compliance in all countries with security, privacy, and scalability. Users can show the latest information to all stakeholders, including employees and investors, about their investments, streamline due diligence and handle every vesting schedule, with scenarios and exit modeling. Invite investors into their own dashboard that reflects funding scenarios: valuations, dilutions, and exits. The vendor states that with Ledgy, companies…
$0
free
Shareworks, by Morgan Stanley
Score 4.9 out of 10
N/A
Shareworks by Morgan Stanley (formerly Solium Shareworks, and with the capabilities of the former Capshare) is a cloud-based equity compensation administration platform. It allows users to collaborate, share, comply, trade, model, support decisions, create reports and control plans more simply and securely.N/A
Pricing
LedgyShareworks, by Morgan Stanley
Editions & Modules
Launch
$0
free
Growth
$3
per stakeholder
Scale
$300
per month
No answers on this topic
Offerings
Pricing Offerings
LedgyShareworks, by Morgan Stanley
Free Trial
YesNo
Free/Freemium Version
YesNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsTop-tier Scale plan pricing is based on company needs
More Pricing Information
Community Pulse
LedgyShareworks, by Morgan Stanley
Top Pros

No answers on this topic

Top Cons

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User Ratings
LedgyShareworks, by Morgan Stanley
Likelihood to Recommend
-
(0 ratings)
1.0
(7 ratings)
Support Rating
-
(0 ratings)
9.0
(1 ratings)
User Testimonials
LedgyShareworks, by Morgan Stanley
Likelihood to Recommend
Ledgy
No answers on this topic
Solium
Well suited for privately or publicly held companies with stock option plans or ESPP. Helpful for calculating stock compensation expense.
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Pros
Ledgy
No answers on this topic
Solium
  • Calendar of vesting schedule
  • Visibility into value of various equity based compensation
  • Ability to setup default release elections at vesting dates
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Cons
Ledgy
No answers on this topic
Solium
  • At the time, couldn't calculate a formula based on milestone vesting
  • Had some small hiccups with calculating stock option compensation expense, but Capshare was able to solve over time.
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Support Rating
Ledgy
No answers on this topic
Solium
We had a great team consisting of two Solium Shareworks admin experts, and one financial reporting expert to help us with the implementation. After the implementation, I feel we are in good hands with the Solium Shareworks relationship manager. We have quarterly contact with the team when new grants need to be added. Other then that, we are self-sufficient with the tool.
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Alternatives Considered
Ledgy
No answers on this topic
Solium
We like Carta because they offer transfer agent services in addition to Cap Table management. Shareworks is the upgraded Capshare. This is for IPO ready companies who are ready to take the next steps
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Return on Investment
Ledgy
No answers on this topic
Solium
  • Positive - easy for employees to review stock plan and agreement.
  • Positive - easy to pull cap table reports.
  • Negative - requires a lot of administrative work for account activation, acceptance by users.
  • Negative - support is not responsive.
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ScreenShots

Ledgy Screenshots

Screenshot of Ledgy’s dashboard gives you a high-level overview of all your equity-related activities on one, accurate single source of truth.Screenshot of Ledgy transforms your cap table into a digital transaction-based based tool that syncs in real-time to your equity actions, always accurate, no more manual updates.Screenshot of Employee dashboards allow your employees to see a transparent view of their future success and self-manage their equity: check vesting, valuations, sign their documents and exercise grants.Screenshot of Investor portfolio dashboards give you key metrics: revenue, P&L, liquidity, runway; with a clear overview of your portfolio’s status: IRR, MOIC, fully-diluted, and more with automated custom reports and signature workflows.Screenshot of Ledgy's exit model feature allows you to map complex funding rounds and exits, perform waterfall and breakpoint analysis, understand dilution, see impact on share classes and stakeholders, and easily export what you need.Screenshot of Ledgy organizes all your equity-related documents in one place, a secure data room, with powerful search to always find and export what you need. No more missing documents!