About Ledgy

Ledgy is an equity management software which assists businesses with managing employee participation plans, shareholdings, preparing capitalization tables, and more on a unified platform. The platform enables financial organizations to automate the document signing process, create custom documents using templates, and implement workflows to sign shareholder agreements and convertible loans.

Ledgy allows enterprises to store documents in a centralized repository, provide role-based access, organize data by history, send verification invites, and share KPIs with investors via reports. It offers a host of features including schedule tracking, notifications, reporting templates, data export, real-time updates, GDPR compliance, comparison models, waterfall analysis, and more. Administrators can also design personalized dashboards using custom logos and themes, which lets employees view their stakes, track progress, and receive email notifications about grants.

HR managers can use Ledgy to onboard new employees, attach PDF, Excel or PowerPoint documents to transactions, filter data, and send messages about events like vesting cliff, end, and maturity. Investors can also handle multiple investment portfolios and gain insights into liquidity rate and profit & loss statements via reports and analytics.

Pricing starting from:

€3,00/month

  • Free Trial
  • Free Version
  • Subscription

Key benefits of Ledgy

Flexible cap tables that scale with your companies growth
Build accurate financial scenarios and exit models
Manage employee incentive plans: ESOPs & PSOPs
Manage investor relations
Grant employees and investors their own custom dashboards

Book a custom demo to see how Ledgy can unlock the power of your company's equity:
https://ledgy.com/demo/ledgy

Devices

Business size

S M L

Pricing starting from:

€3,00/month

  • Free Trial
  • Free Version
  • Subscription

Images

Ledgy custom capitalization tables
Ledgy employee dashboard
Ledgy exit modeling
Ledgy KPI reports
Ledgy portfolio management
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Ledgy video
Ledgy screenshot: Ledgy custom capitalization tables Ledgy screenshot: Ledgy employee dashboard Ledgy screenshot: Ledgy exit modeling Ledgy screenshot: Ledgy KPI reports Ledgy screenshot: Ledgy portfolio management Ledgy screenshot:

Features

Total features of Ledgy: 60

  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Automated Scheduling
  • Benchmarking
  • Bonds / Stocks
  • Cap Table Management
  • Client Portal
  • Compensation Plan Modeling
  • Compensation Statements
  • Compliance Management
  • Compliance Tracking
  • Cost Analysis
  • Customizable Branding
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Deal Management
  • Digital Signature
  • Document Automation
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Signature
  • Employee Reward Programs
  • Financial Analysis
  • Financial Management
  • Financial Modeling
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Incentive Management
  • Investments Tracking
  • Investor Reporting
  • Modeling & Simulation
  • Options Management
  • Organizational Charting
  • Participant Portal
  • Performance Metrics
  • Portfolio Management
  • Portfolio Rebalancing
  • Private Equity
  • Profit/Loss Statement
  • Progress Reports
  • Real Time Analytics
  • Real Time Comparisons
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Analytics
  • Risk Management
  • Role-Based Permissions
  • Search/Filter
  • Status Tracking
  • Summary Reports
  • Template Management
  • Third Party Integrations
  • Valuation Management
  • Vesting Management
  • Visual Analytics

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Reviews

Overall rating

4,9 /5
(15)
Value for Money
4,8/5
Features
4,6/5
Ease of Use
4,8/5
Customer Support
5/5

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Showing 5 reviews of 15
Julian K.
Overall rating
  • Industry: Venture Capital & Private Equity
  • Company size: 11-50 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Continuous improvement

Reviewed on 2020/05/11

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.

Dominik B.
Overall rating
  • Industry: Financial Services
  • Company size: 11-50 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Very easy and quickly implemented

Reviewed on 2020/04/29

great product!

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.

Jan O.
Overall rating
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Cool tool for organizing your portfolio

Reviewed on 2020/08/03

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.

Nicholas P.
Overall rating
  • Industry: Telecommunications
  • Company size: 11-50 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Good bye Excel Cap Tables

Reviewed on 2020/06/11

Very pleasant. Support to set up is great, very reactive and following up on the status regularly....

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.

Christian M.
Overall rating
  • Industry: Computer Software
  • Company size: 51-200 Employees
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Getting rid of manual calculations and Excel spreadsheets

Reviewed on 2019/09/12

Share-, Option-, generally the whole stakeholder Management is substentially simplified, super...

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.

Showing 5 reviews of 15 Read all reviews

Ledgy FAQs

Below are some frequently asked questions for Ledgy.

Ledgy offers the following pricing plans:

  • Starting from: €3,00/month
  • Pricing model: Free, Subscription
  • Free Trial: Available

Ledgy offers custom pricing for companies and investors based on your needs: https://preview.ledgy.com/company-pricing https://preview.ledgy.com/investor-pricing Book a demo and discover the power of Ledgy: https://ledgy.com/demo/ledgy Details include: Startup – Free Premium – €3/stakeholder/month Enterprise – Custom pricing on request

We do not have any information about Ledgy features

Ledgy has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

We do not have any information about what languages Ledgy supports

Ledgy supports the following devices:

Ledgy integrates with the following applications:

BambooHR

Ledgy offers the following support options:

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

Related categories

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