Valuation Services
Automated valuation services for equity and company assets, streamlining compliance and financial reporting.
Executive Summary
Ledgy's Valuation Services provide comprehensive tools for accurately valuing equity and company assets, integrated within its broader equity and share plan management platform. These services are essential for maintaining compliance, facilitating financial reporting, and transparently managing employee equity plans. The platform automates complex valuation processes, significantly reducing manual effort and ensuring high data accuracy. By leveraging Ledgy's robust capabilities, companies can keep their valuations up-to-date and compliant with various financial and legal standards. This offering supports businesses of all sizes, from startups to enterprises, in efficiently and transparently managing their equity, ensuring stakeholders have clear visibility into their ownership and its value.
Use Cases
- Generating compliance reports for equity valuations (e.g., 409A equivalent)
- Supporting financial reporting and audits with accurate asset and equity valuations
- Managing and communicating the value of employee equity plans to stakeholders
- Valuing company assets for fundraising, M&A activities, or internal assessments
- Streamlining document workflows associated with valuation processes
Features
Visibility
- Employee Share Ownership Visibility: Provides employees with clear dashboards to view their share ownership and valuation details.
Technical Specifications
- Architecture
- Cloud-native SaaS with a GraphQL API for robust integration and data management.
- Deployment
- SaaS
- Authentication
- SAML
- API Available
- Yes
Integrations
- HRIS systems (70+ integrations)
Security & Compliance
Certifications: ISO 27001, GDPR
Encryption: TLS 1.3
Pricing
- Model
- Subscription-based, tiered
- Starting Price
- €3,000/year (for Scale plan, free tier available)
- Target Customer
- SMB,Mid-Market,Enterprise
- Contract Type
- Annual
- Free Trial
- Yes, Unlimited (free tier) (no credit card required)
About Ledgy
Ledgy is a B2B software company that provides an equity management platform to automate equity processes for thousands of companies globally. Their main products and services include cap table management, employee participation plans, financial reporting, and investor relations, aiming to make equity transparent and compliant. They target startups, scale-ups, high-growth companies, and their investors, particularly focusing on international teams.
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