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### Equity Management
Users consistently praise Ledgy's equity management capabilities. They highlight the ease of organizing portfolios, maintaining cap tables, and tracking transactions efficiently. The platform's integrated features, prompt responses from the Ledgy team, and continuous implementation of new user-requested functionalities contribute to a positive user experience. Ledgy's ability to provide a clear view of equity plans and empower stakeholders to access their portfolios independently adds value to organizations seeking streamlined equity management solutions. The tool's paperless work approach and generation of e-certificates and forms further enhance the efficiency and transparency of equity management processes.

### Cap Table Management
Users consistently praise Ledgy for its robust cap table management capabilities, highlighting features such as real-time updates, stakeholder access, and the ability to model various investment scenarios. The platform's user-friendly interface and efficient handling of historical data make it a preferred choice for managing cap tables effectively. While some users mention a slight learning curve for advanced functions, overall, Ledgy's cap table management functionality receives high marks for its comprehensive and streamlined approach.

### Shareholder Administration
Reviewers consistently praise Ledgy's stakeholder management capabilities. Users appreciate the ease of use and efficiency in managing shareholders, stakeholders, and investors. The platform's ability to provide clear visibility into equity ownership, facilitate communication with stakeholders, and offer modeling features for investment rounds has garnered positive feedback. Additionally, the platform's functionality in generating reports and maintaining an up-to-date cap table has been well-received by users. Ledgy's shareholder administration tools are seen as a valuable asset in streamlining equity program administration and enhancing overall stakeholder experience.

### Employee Stock Options
Users consistently highlight Ledgy's employee stock options functionality as a standout feature, praising its ease of use and effectiveness in managing option grants and exercises. The platform's ability to provide a central repository for documents and streamline the process of share option awards and exercises has garnered positive feedback from users. Additionally, Ledgy's intuitive interface and comprehensive support have been commended for enhancing the employee experience and simplifying the management of employee equity programs. The platform's paperless handling of employee stock option plans has also been lauded for its cost-saving benefits and efficient stakeholder management.

### Investment Tracking
Users generally agree that Ledgy's investment tracking capabilities receive positive feedback. The platform is commended for its ability to provide a comprehensive overview of investment rounds, financing scenarios, and transaction history. While some users find certain aspects challenging, such as modeling complex funding rounds, the majority appreciate the ease of tracking portfolio performance, ownership details, and cap table scenarios. Ledgy's investment tracking functionality is seen as a valuable tool for stakeholders to monitor their investments and make informed decisions based on real-time data.

### Financial Reporting
Users consistently praise Ledgy's financial reporting features for providing a comprehensive and user-friendly overview of their company's financial data. The tool's ability to generate detailed reports, track metrics, and facilitate investor reporting has been highlighted as particularly beneficial. While some users suggest room for improvement in terms of integrating with external platforms for automated reporting, overall, Ledgy's financial reporting functionality is regarded as a valuable asset in managing and analyzing financial information effectively.

### Document Management
Users consistently praise Ledgy's document management capabilities for providing a centralized repository for all essential documents, including legal paperwork and equity-related files. The platform's document signing workflows and organization features have garnered positive feedback for streamlining processes and enhancing overall efficiency. While some users mentioned the need for improved folder organization within the data room, the majority appreciate Ledgy's efforts in simplifying document management tasks and ensuring a smooth experience for stakeholders.

### Transaction Management
Users seem to have varied opinions on Ledgy's transaction management capabilities. Some users find it simple and efficient to track transactions, view cap tables at specific dates, and conduct simulations. They appreciate the ease of organizing portfolios, maintaining cap tables, and the prompt responses from the Ledgy team. However, others mention initial challenges in implementing historic data and the need for more comprehensive coverage of certain aspects. Despite these mixed reviews, Ledgy's transaction management features seem to offer a range of functionalities that cater to different user needs.

### Compliance and Legal Documentation
Users unanimously praise Ledgy's efficiency in handling necessary paperwork, contracts, and legal documents. The platform's streamlined approach to compliance and legal documentation has garnered high acclaim for its user-friendly interface and time-saving capabilities. Customers appreciate Ledgy's ability to simplify complex legal processes and ensure accurate documentation, enhancing overall operational efficiency. Despite some minor challenges reported by a few users regarding the signing process for legal entities, the general consensus remains positive regarding Ledgy's compliance and legal documentation functionalities.

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.

Launch

Growth

Scale

Ledgy

Stock Option Plan Administration is for administering stock option plans.

Stock Option Plan Administration

Ledgy’s dashboard gives you a high-level overview of all your equity-related activities on one, accurate single source of truth.

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.

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.

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.

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.

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!

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

Manage your equity with Ledgy

A brief intro into Ledgy, the leading equity management platform built for high-growth companies. 

In this video you will find a high-level overview that shows how we support more than 2,000 companies manage their equity with a range of features, including:

0:00 Intro to Ledgy
0:43 Ledgy’s dashboard
0:56 Stakeholders
1:54 Cap table overview
2:30 Transaction insights
3:25 Cap table management
4:19 Employee equity plans
6:04 Employee dashboards
6:59 Conclusion

If you would like to learn, you can book a custom in depth demo to see Ledgy in action:
https://ledgy.com/demo/ledgy/

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Ledgy

Overview

What is Ledgy?