Ledgy is an equity management software which helps you manage your cap table, employee participation plans, funding rounds, investor relations, and more. Create custom, automate your document signing and workflows to fully streamline your equity-related actions.
Ledgy is an equity management software which helps you manage your cap table, employee participation plans, funding rounds, investor relations, and...

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Optio's platform simplifies equity management throughout the entire process, from start to finish. It includes a user-friendly administrator portal, compliance tools, a portal for shareholders, and share custody capabilities. With Optio, managing equity is made easy and understandable
Optio's platform simplifies equity management throughout the entire process, from start to finish. It includes a user-friendly administrator portal,...

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Starting from

€3.00/month

  • Free Version
  • Free Trial
  • Subscription

Starting from

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Overall rating

4.9 /5
(28)

Ease of Use

4.7/5

Features

4.5/5

Customer Service

4.9/5

Value for Money

4.7/5

Overall rating

4.7 /5
(7)

Ease of Use

4.4/5

Features

4.4/5

Customer Service

4.7/5

Value for Money

4.6/5

Total features 55

  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Audit Trail
  • Benchmarking
  • Benefits Management
  • Bonds/Stocks
  • Cap Table Management
  • Client Portal
  • Compensation Plan Modeling
  • Compensation Statements
  • Compliance Management
  • Compliance Tracking
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Deal Management
  • Document Management
  • Document Storage
  • Employee Database
  • Employee Management
  • Employee Onboarding
  • Employee Portal
  • Employee Reward Programs
  • Financial Analysis
  • Financial Management
  • Financial Modeling
  • For Investment Advisors
  • For Investors & Traders
  • Forecasting
  • Fund Management
  • Goal Setting/Tracking
  • Grant Management
  • Incentive Management
  • Investments Tracking
  • Investor Reporting
  • Modeling & Simulation
  • Multi-Currency
  • Organizational Charting
  • Performance Management
  • Performance Metrics
  • Portfolio Management
  • Portfolio Rebalancing
  • Private Equity
  • Real-Time Analytics
  • Real-Time Data
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Management
  • Role-Based Permissions
  • Scenario Planning
  • Third-Party Integrations
  • Transaction History
  • Valuation Management
  • Vesting Management
  • Visual Analytics
  • Workflow Management

Total features 42

  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Audit Trail
  • Benchmarking
  • Benefits Management
  • Bonds/Stocks
  • Cap Table Management
  • Client Portal
  • Compensation Plan Modeling
  • Compensation Statements
  • Compliance Management
  • Compliance Tracking
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Deal Management
  • Document Management
  • Document Storage
  • Employee Database
  • Employee Management
  • Employee Onboarding
  • Employee Portal
  • Employee Reward Programs
  • Financial Analysis
  • Financial Management
  • Financial Modeling
  • For Investment Advisors
  • For Investors & Traders
  • Forecasting
  • Fund Management
  • Goal Setting/Tracking
  • Grant Management
  • Incentive Management
  • Investments Tracking
  • Investor Reporting
  • Modeling & Simulation
  • Multi-Currency
  • Organizational Charting
  • Performance Management
  • Performance Metrics
  • Portfolio Management
  • Portfolio Rebalancing
  • Private Equity
  • Real-Time Analytics
  • Real-Time Data
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Management
  • Role-Based Permissions
  • Scenario Planning
  • Third-Party Integrations
  • Transaction History
  • Valuation Management
  • Vesting Management
  • Visual Analytics
  • Workflow Management
  • BambooHR
  • Personio
  • BambooHR
  • Personio