Skip to main content
TrustRadius
Ledgy

Ledgy

Starting at $0 free
View Pricing

Overview

What is Ledgy?

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…

Read more
Recent Reviews

TrustRadius Insights

Ledgy provides a comprehensive solution for managing equity plans, capital rounds, and portfolio management. It eliminates the need for …
Continue reading
TrustRadius

Leaving a review helps other professionals like you evaluate Stock Option Plan Administration Software

Be the first one in your network to review Ledgy, and make your voice heard!

Return to navigation

Pricing

View all pricing

Launch

$0

Cloud
free

Growth

$3

Cloud
per stakeholder

Scale

$300

Cloud
per month

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://ledgy.com/company-pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
Return to navigation

Product Details

What is Ledgy?

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 gain the power to attract and retain key talent. Employee dashboards display shareholdings, vesting schedules, and future valuation.

Ledgy Features

  • Supported: Employee participations plans with employee dashboards
  • Supported: Scenario & exit modeling
  • Supported: Investor relations with investor dashboards
  • Supported: Transaction-based cap table that's always accurate and updates in real-time
  • Supported: Automated workflows and signature requests, custom document templating
  • Supported: End-to-end grant management

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!

Ledgy Video

A high-level overview that shows how Ledgy supports more than 2,000 companies manage their equity with a range of features, including: * Intro to Ledgy * Ledgy’s dashboard * Stakeholders * Cap table overview * Transaction insights * Cap table management * Employee equity plans * Employee dashboards * Conclusion

Ledgy Integrations

Ledgy Competitors

Ledgy Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesDACH, UK, Nordics
Supported LanguagesEnglish, German, French

Ledgy Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)30%
Mid-Size Companies (51-500 employees)70%
Enterprises (more than 500 employees)0%
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Ledgy provides a comprehensive solution for managing equity plans, capital rounds, and portfolio management. It eliminates the need for manual tracking in spreadsheets and reduces the risk of incorrect data by offering a centralized documentation of reportings and legal documents. The software has a plug-and-play solution that is easy to use, cost-efficient, and fun, saving time for administrators of equity plans while providing an excellent experience.

For employees, Ledgy promotes transparency by offering complete visibility of shares ownership and remaining shares in the pool. It helps track their portfolio and worth, transactions, and provides a second source of information. Management can share KPIs directly with shareholders in real-time using quarterly, monthly or annual reports. Additionally, stakeholders can easily communicate on fundraising scenario modeling using the software.

Users are confident in their actions when managing capital rounds and option plans since Ledgy enables them to do so seamlessly. The team provides great onboarding support to set up the software; users claim the team is very reactive following up regularly on status. With its history of transactions, splits, and valuations functionality it eliminates painful searching, making the process pain-free.

Overall, Ledgy offers an excellent experience that simplifies share, option plan management while promoting transparency to help increase employee understanding and visibility of plans.

Intuitive Interface: Multiple users have praised Ledgy for its intuitive interface, which is easy to use and understand. The software's functions become clear after working with it for some time. This has made cap table management significantly easier, allowing users to manage employees' equity plans in a compliant way.

Excellent Customer Support: Several reviewers have appreciated Ledgy's customer support, which was responsive and helpful in addressing questions and fixing bugs. Users found the input, support, and advice provided during the onboarding process to be excellent as well. The software also offers an all-in-one overview of important information such as cap tables, financing scenarios, and reporting.

Constant Improvements: A majority of reviewers have praised Ledgy's constant improvements and added features that make managing shareholders more comfortable than ever before. They describe the software as insanely simple to use while helping keep shareholders updated and informed. This makes bulk management of cap tables possible by copying data from Excel and keeping plans structured and organized.

Tricky data upload: Some users have experienced difficulties with uploading and bulk updating data in Ledgy, which can cause challenges. Outdated UI: The user interface of Ledgy has been described as feeling outdated and not very intuitive by some reviewers. Lacks customization features: According to some users, Ledgy lacks advanced customization and scenario modeling features, which could limit its usefulness for certain purposes.

Sorry, no reviews are available for this product yet

Return to navigation