15 reviews

Ledgy

The Equity Management Platform for High-Growth Companies

4,9 /5 (15 reviews) Write a Review!
Overall rating
4,9
/
5
Value for Money
4,8
Features
4,6
Ease of Use
4,8
Customer Support
5
100% recommended this app
15 reviews
Julian K.
Industry: Venture Capital & Private Equity
Company size: 11-50 Employees

Continuous improvement

Used Weekly for 1-5 months
Reviewed on 2020/05/11
Review Source: Capterra

Pros

- Ease of use: Once you start working with Ledgy, the functions all become very intuitive and easy to use.
- All-in-all overview: Ledgy shows information, which would take hours to find with our old approach, in only one click and in a very easily understandable & visually appealing way.
- Customer support: Whenever I had any question or reported a bug with Ledgy, I got a response within a day and the bug was often fixed shortly after.

Cons

- Initial bugs: Not really a con, but as in any other software there were some bugs in the beginning, which made exact handling difficult. However, as I stated above Ledgy's customer support did a great job and fixed most of the bugs in a short amount of time.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Dominik B.
Industry: Financial Services
Company size: 11-50 Employees

Very easy and quickly implemented

Used Weekly for 1+ year
Reviewed on 2020/04/29
Review Source: Capterra

great product!

Pros

There are so many features that Ledgy provides. But especially the round modelling helps a lot. For us it was important that all stakeholders have an easy separate login and have an overview over their investment.

Cons

The notification feature is not that easy to understand. Also, it would be great to have an international QES functionality.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Jan O.
Industry: Financial Services
Company size: 2-10 Employees

Cool tool for organizing your portfolio

Used Weekly for 1-5 months
Reviewed on 2020/08/03
Review Source: Capterra

Pros

The tool provides vc firms with a great overview of their portfolio. You immediately see what your stake at a company is, what kind of shares you have, how much money you invested and so on. The tool helps to plan the portfolio better by allowing the user to create scenarios.

Cons

In the beginning it takes some effort to implement all the historic data which can lead to some difficulties. However, there is great customer support and Ledgy always tries to help as much as they can.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Nicholas P.
Industry: Telecommunications
Company size: 11-50 Employees

Good bye Excel Cap Tables

Used Weekly for 1-5 months
Reviewed on 2020/06/11
Review Source: Capterra

Very pleasant. Support to set up is great, very reactive and following up on the status regularly. The team are open to suggestions. When [SENSITIVE CONTENT HIDDEN] did not know an answer to my question, he did not wing an answer, but promised to get back to me. This swiss attitude is much appreciated.

Pros

The fact that I can have multiple finance tasks done on one platform (Cap Table, reporting, signing of legal documents, ESOP, financing scenarios)
It’s simplicity and fun atmosphere (just love the title “Danger Zone” in the settings😉!)

Cons

As a novice in the use of Ledgy, I still have to find the answer to that question.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Christian M.
Industry: Computer Software
Company size: 51-200 Employees

Getting rid of manual calculations and Excel spreadsheets

Used Monthly for 1+ year
Reviewed on 2019/09/12
Review Source: Capterra

Share-, Option-, generally the whole stakeholder Management is substentially simplified, super efficient and even makes fun. History on transactions, splits, valuations can be seen at once, no painful searching necessary. Confidence that even if new requirements would come up, there is a friendly and reactive team supporting us.

Pros

Ease of use, Reactivity of the Ledgy-Team, Proactivity (offering support, explaining features, pioneering), Speed in development

Cons

Generally nothing worth mentioning. Great thing would be a mass mailing function to all stakeholders incl one or multiple attachements.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Marc H.
Industry: Computer Software
Company size: 11-50 Employees

Makes cap table and employee stock management easy

Used Monthly for 6-12 months
Reviewed on 2020/03/31
Review Source: Capterra

Pros

Overview
Shared with relevant stakeholders (investors, employees)
Modeling of investment rounds
Integrated Stock Option Plans

Cons

Nothing so far. All working great and regular additions of new features.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Laurent G.
Industry: Medical Devices
Company size: 11-50 Employees

Must have for every startup

Used Monthly for 6-12 months
Reviewed on 2019/08/12
Review Source: Capterra

Pros

Excellent captable management tool with additional features for management of shareholders and option holders

Cons

No particular things I did not like. New features are continuously released.

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend: 10.0/10

Martin D.
Industry: Information Technology & Services
Company size: 51-200 Employees

No brainer

Used Monthly for 2+ years
Reviewed on 2019/08/09
Review Source: Capterra

It's plug and play... very easy to use and cost efficient

Pros

* Ease of use
* Various easy to use functions for shareholders
* Modelling capability
* Uploading of relevant documents

Cons

* Not yet fully usable when it comes to modelling complex funding rounds

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Felix H.
Industry: Program Development
Company size: 51-200 Employees

Nice tool for handling cap table and shareholder transcations

Used Monthly for 2+ years
Reviewed on 2020/04/29
Review Source: Capterra

Pros

simplicity and possiblity to give investors access, also the round modelling is nice

Cons

the signature process ist just being implemented, happy to see that coming soon

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Verified Reviewer
Industry: Venture Capital & Private Equity
Company size: 11-50 Employees

Cap Table Management made easy

Used Weekly for 1-5 months
Reviewed on 2020/05/11
Review Source: Capterra

Pros

Using the bulk function, the cap tables can be easily copied from Excel to Ledgy, thus saving a lot of time with large amounts of data.

Cons

I would like to be able to use the bulk function if I want to adjust a financing round again. This function does not seem to be available yet.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Michael N.
Industry: Internet
Company size: 2-10 Employees

Equity management for startups

Used Monthly for 1+ year
Reviewed on 2019/08/07
Review Source: Capterra

Pros

Ledgy takes everything around cap table management and company ownership to the next level. The tedious spreadsheet days are gone.

Cons

Some features still missing, but it's a young product and company, so they'll add those eventually...

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Tobias G.
Industry: Consumer Goods
Company size: 11-50 Employees

Must-have for every startup

Used Monthly for 6-12 months
Reviewed on 2019/08/08
Review Source: Capterra

Pros

Offers all the features we need and customer service is state of the art.

Cons

The UX does sometimes not feel 100% intuitive, but they're getting there.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Andrea B.
Industry: Information Technology & Services
Company size: 11-50 Employees

Perfect tool for stakeholder management

Used Monthly for 1-5 months
Reviewed on 2020/04/01
Review Source: Capterra

Perfect tool for portfolio management and communication with stakeholders in general.

Pros

Great help in stake holder management, everything in one place, less emails, easy to use, better overview.

Cons

Adding folders into the data room for documents would be great, so that the documents in there can be organized more clearly.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Oliver Z.
Industry: Computer Software
Company size: 2-10 Employees

My personal experience

Used Monthly for 1-5 months
Reviewed on 2020/03/25
Review Source: Capterra

Besides the great tool, the customer success manager has been very helpful and is always available. Every ask I had he could help fast

Pros

The solution is very intuitive and is helping us to manage our shareholders in a compliant way

Cons

can't think of any negative. Software functions and support have been all the time great

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Manuel I.
Industry: Human Resources
Company size: 11-50 Employees

Must have tool for all startups!

Used Monthly for 1-5 months
Reviewed on 2020/07/30
Review Source: Capterra

Outstanding onboarding experience, flawless software, simply great.

Pros

Paperless handling of employee stock option plans that saves hundreds of Swiss Franks in law fees.

Cons

There are no features missing as I could tell so far.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10