Ledgy Review

Problem #1: Complicated employee stock option plan management

In the beginning, Excel worked fine for David as he was managing the company’s employee incentive plans. But once it grew to 50 employees, things became complex. And with high-growth plans to more than double their team this year, they started searching for a better solution and found Ledgy.

With Ledgy, David and his team were able to transform their spreadsheets into a digital platform that’s intuitive to use and brings together all their equity-related activities in one platform. With the system’s equity plan automation function, most of the manual tasks like granting, exercising, signature requests, and document storage are now streamlind. Nothing ever gets lost, and everything has its place.

Document templating saves them time, and they are able to easily download and share what they need. And since employees have their own dashboards, they are able to self-manage their options, no more questions on vesting, valuation, or status requests. This gives David and his HR team more time and energy to focus on other tasks.

Features: Equity plan automation, document templating, employee dashboards

Problem #2: Complex financing rounds and investor relations

Laura is the CFO of a high-growth startup that uses Ledgy to manage its financing rounds and investor relations. Having one platform that models scenarios and manages their equity while keeping investors engaged has been key to their growth. Anna and her finance team were able to handle the details of their Series A round with Ledgy. The transaction-based cap table stayed updated in real-time with every equity-related action while handling the details of their ESOPs and PSOPs. She is currently in the process of planning for their Series B, and Ledgy gives her a clear picture of all the implications, including valuation and dilution, through scenario and exit modeling.

Inviting investors into their own dashboard to monitor shared KPIs, manage and request signatures, and securely store documents in Ledgy’s data room has saved both Anna’s company and their investors precious time while providing them with clarity. No more tracking multiple spreadsheets or managing data living in silos. Ledgy delivers all this with enterprise-grade security and privacy by design while remaining compliant in all countries.

Features: Scenario and exit modeling, compliant option expensing, investor dashboards

Problem #3: Managing multiple portfolio companies

The team at Leading Venture Capital was searching for a tool that could streamline the management of their portfolio companies. Its main goal was to have one platform that would consolidate their entire portfolio into clear snapshots with overall portfolio performance and the ability to drill down into company-specific details. Ledgy was a perfect fit and a game-changer.

Ledgy comes equipped with performance dashboards and robust custom reporting tools. With these, they finally have one single source of truth to keep track of their stakes in 100+ portfolio companies. No more sifting through various cap table versions, closing binders, and internal performance sheets. It allows everyone from their team to lookup portfolio-wide metrics and performance KPIs of individual companies at any time. And the reporting functionality of their portfolio companies adds an unprecedented level of transparency and efficiency that lets them keep up with global compliance standards.

Features: Portfolio-wide metrics, performance dashboards, custom reporting, global compliance