Ledgy Review

Ledgy is an advanced capital management platform designed for fast-growing startups that need efficient control over their financial resources. The software allows companies to easily manage employee equity plans, funding rounds, and investor relations, automatically syncing these elements into a capitalization table based on transactions. CFOs and their financial teams can map their funding scenarios and exits with accurate modeling, create customized documents using templates, and automate the document signing process and workflows, from shareholder agreements to convertible loans and more.

Ledgy enables companies to store documents in a centralized repository, provide role-based access, organize data by history, send verification invitations, and share KPIs with investors via reports. It offers a range of features, including planning tracking, notifications, reporting templates, data exports, real-time updates, GDPR compliance, benchmarking templates, waterfall analysis, and more.

LEDGY – TUTORIAL

LEDGY – FEATURES

• Equity Plan Automation: streamlines equity workflows and saves time
• Employee Engagement: bring equity to life with an intuitive dashboard for employees
• Compliance: keep your equity compliant and secure across jurisdictions
• Cap Table Management: keep your cap table accurate and up-to-date
• Valuations: get accurate valuations from market-leading experts
• Equity Plan Administration: manage the best equity plans at scale with automated workflows
• Employee Communication: keep participants informed with intuitive dashboards
• Taxes and Compliance: stay compliant with a single source of accurate truth
• Financial Reporting: generate financial reports instantly, ready for audit
• Negotiation and Settlement: simplify participant negotiations on a single modern platform