Ledgy
The equity management platform for compliant, engaging, and efficient share plans.
Executive Summary
Ledgy is an equity management platform designed for high-growth startups to public companies, streamlining cap table management, employee equity plans, and investor relations. It provides a single source of truth for equity data, enabling compliance across multiple jurisdictions and automating complex financial reporting. The platform empowers finance, legal, and people teams to manage equity efficiently, engage employees with transparent dashboards, and prepare for funding rounds or IPOs with confidence.
Use Cases
- Managing and automating cap tables for private and public companies.
- Administering employee equity plans (options, RSUs, phantom shares) and engaging participants.
- Generating compliant financial reports for audits, board meetings, and funding rounds.
- Preparing for IPOs and managing share plans for publicly traded companies.
- Ensuring global compliance for equity plans across multiple jurisdictions.
- Streamlining investor relations and reporting for funding rounds.
Features
Visibility
- Real-time Cap Table Management: Maintain an accurate, up-to-date, and visual cap table, transforming static spreadsheets into a dynamic digital asset.
- Employee Equity Dashboards: Provide employees with intuitive, personalized dashboards to understand their ownership, vesting schedules, and potential value.
- Comprehensive Financial Reporting: Generate instant, audit-ready financial reports compliant with IFRS 2, UKGAAP, USGAAP, and IAS12 for various stakeholders.
- Investor Reporting & Data Room: Share KPIs and relevant equity data with investors via customizable reports and a secure data room with role-based access.
- Transaction Audit Trails: Track every change made to transactions, including who made the change and when, ensuring transparency and accountability.
Intelligence
- Equity Plan Automation: Automate workflows for granting, vesting, exercising, and onboarding/offboarding employees with equity, reducing manual tasks.
- Scenario Modeling & Exit Planning: Model various financing rounds, exits, and employee scenarios to strategically plan for the future of the company's equity.
- Automated Valuations: Integrates with market-leading experts to provide accurate and audit-ready company valuations.
- AI-Powered Document Data Extraction: Utilizes AI to extract structured data from PDF documents, streamlining the input process and improving data accuracy.
- Global Compliance Automation: Automatically generates country-specific compliance reports and tracks international grant types and currencies to ensure adherence to global regulations.
Support
- Dedicated Customer Success Management: Customers on Scale and Enterprise plans receive dedicated CSMs for personalized support and strategic guidance.
- Comprehensive Help Center & Knowledge Base: Access a rich repository of guides, tutorials, FAQs, and articles to get started quickly and resolve common queries.
- Onboarding with Data Audits: Assistance with data migration and audits during implementation to ensure the accuracy of historical equity data.
- Webinars and Educational Resources: Offers webinars, reports, and blog content to educate users on equity best practices and platform functionalities.
Technical Specifications
- Architecture
- Cloud-native SaaS
- Deployment
- Cloud/SaaS
- Authentication
- SSO, SAML 2.0, MFA, 2FA
- API Available
- Yes
- MCP Server
- No
Infrastructure
- GCP
- AWS
AI/ML Stack
- NLP
- Machine Learning
Integrations
- Personio
- BambooHR
- HiBob
Security & Compliance
Certifications: SOC 2 Type II, ISO 27001, GDPR
Encryption: AES-256 at rest, TLS 1.3 in transit
Data Residency: EU (Swiss company)
Pricing
- Model
- Tiered subscription (Launch, Growth, Scale, Enterprise)
- Starting Price
- Launch plan is free; other plans require contacting sales for pricing.
- Target Customer
- Startups to Public Companies, Mid-market to Enterprise
- Contract Type
- Annual (implied by subscription models)
- Free Trial
- Yes, Free Launch plan available; custom demo for other plans (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.