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Ledgy Review

Ledgy
Our score: 7.0 User satisfaction: N/A

What is Ledgy?

Ledgy is a secure equity management tool used by many companies, especially startups, to properly handle employee participation plans, prepare capitalization tables and build successful investor relationships. It consolidates all the things businesses need in a single system, enabling them to perform their essential equity management processes in one place. These processes include getting access to vesting event information and updates, making preparations for due diligence, executing financial round modeling, and generating investment portfolio reports.

Companies can utilize this tool for any type of employee participation plan they are managing – be it a stock option, phantom stock, or vested stock. Ledgy also complies with data security standards and regulations. Users are given the freedom to determine who is allowed to access specific equity-relation information stored in the tool. Moreover, it maintains auditable records of transactions and their associated documents.

Overview of Ledgy Benefits

Efficient Employee Participation Plan Management

Ledgy supports the efficient implementation and management of different types of employee participation plan, encompassing stock options, phantom stocks, warrants, and vested stocks. All relevant information and details about the employee participation plans can be accessed by users right straight within the tool, such as monitoring the options that have been granted to employees and those ones that are still available. They can also set their own vesting schedules and receive notifications about vesting events.

Capitalization Tables for Future Due Diligences

Capitalization table management capabilities are included in Ledgy. The tool allows users to create capitalization tables that are easy-to-understand, error-free, and legally valid. These capitalization tables can be viewed, explored, and analyzed in multiple ways. In addition, Ledgy permits them to automatically generate, assign, and check share numbers as well as link documents to transactions. Given all these capabilities, they will no longer have a hard time making preparations for future due diligence activities.

Smooth Investor Relationships

The equity management tool is ideal for startups who want to build and maintain smooth relationships and engagements with their investors. With Ledgy, they will be able to easily create all the important investment portfolio reports their investors need. Investors can access and evaluate these reports to keep track of portfolio modification and updates and find out how the company is performing.

Equity Data Security

Ledgy is a secure equity management solution. It makes sure that all equity-related information and documents stored in its system are always guarded against any unauthorized access or data security issue. Users can set access rights and privileges to specify which individuals are allowed to view or edit equity data and documents.

Overview of Ledgy Features

  • Employee Participation Plan Management
  • Capitalization Tables
  • Due Diligence
  • Financing Round Modeling
  • Equity Data Security

Ledgy Position In Our Categories

Knowing that businesses have their own business-related wants, it is reasonable they abstain from buying a one-size-fits-all, ”best” business program. At any rate, it is difficult to try to find such an app even among well-known software solutions. The best step to undertake should be to write the varied essential functions which merit scrutiny such as essential features, budget, skill ability of staff, business size, etc. After which, you must perform your product research fully. Read some of these Ledgy reviews and look over each of the applications in your list more closely. Such comprehensive product research ascertain you stay away from mismatched applications and choose the one that meets all the aspects your company requires.

Position of Ledgy in our main categories:

Ledgy is also listed in the following subcategories:

Each enterprise has its own characteristics, and can require a particular type of Financial Reporting Software solution that will be fit for their company size, type of clients and employees and even individual niche they deal with. It's not wise to count on locating a perfect software that is going to work for every business no matter what their background is. It may be a good idea to read a few Ledgy Financial Reporting Software reviews first and even then you should keep in mind what the service is supposed to do for your company and your employees. Do you require a simple and intuitive service with just basic features? Will you actually use the complex functionalities needed by experts and large enterprises? Are there any specific tools that are especially beneficial for the industry you operate in? If you ask yourself these questions it is going to be much easier to get a reliable app that will fit your budget.

How Much Does Ledgy Cost?

Ledgy Pricing Plans:

Free Trial

Free Plan

€0

Premium Plan

€2/month/user

Enterprise Plan

by quote

Ledgy offers three pricing plans –

Free

  • Cap table management
  • Reporting
  • Recurring reports, KPIs
  • Financing round modeling
  • 1 round, 1 scenario
  • Access rights
  • 2 admins, stakeholder access
  • Document storage
  • Up to 50 MB
  • Holding confirmations
  • Pooled investments
  • Convertibles
  • Two-factor authentication.

 


Premium Plan
– €2/month/user (monthly billing) Ideal for growing companies

  • All standard features
  • Equity plan management
  • Any vesting schedule
  • Financing round modeling
  • Multiple rounds, 3 scenarios
  • Access rights
  • 4 admins, view-only access
  • Document storage
  • Up to 500 MB
  • Notifications
  • Vesting, expiry, maturity
  • Liquidation preferences
  • Breakpoint & exit analyses

Enterprise plan

  • All Premium features
  • Priority support
  • Phone & chat, onboarding
  • Financing round modeling
  • Unlimited rounds & scenarios
  • Access rights
  • Unlimited admins
  • Document storage
  • Unlimited
  • Document workflow – Coming soon
  • Electronic signatures – Coming soon

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We realize that when you make a decision to buy Financial Reporting Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Ledgy reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Ledgy. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Technical details

Devices Supported

  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English
  • German
  • French

Pricing Model

  • Free
  • Monthly payment
  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are Ledgy pricing details?

Ledgy Pricing Plans:

Free Trial

Free Plan

€0

Premium Plan

€2/month/user

Enterprise Plan

by quote

Ledgy offers three pricing plans –

Free

  • Cap table management
  • Reporting
  • Recurring reports, KPIs
  • Financing round modeling
  • 1 round, 1 scenario
  • Access rights
  • 2 admins, stakeholder access
  • Document storage
  • Up to 50 MB
  • Holding confirmations
  • Pooled investments
  • Convertibles
  • Two-factor authentication.

 


Premium Plan
– €2/month/user (monthly billing) Ideal for growing companies

  • All standard features
  • Equity plan management
  • Any vesting schedule
  • Financing round modeling
  • Multiple rounds, 3 scenarios
  • Access rights
  • 4 admins, view-only access
  • Document storage
  • Up to 500 MB
  • Notifications
  • Vesting, expiry, maturity
  • Liquidation preferences
  • Breakpoint & exit analyses

Enterprise plan

  • All Premium features
  • Priority support
  • Phone & chat, onboarding
  • Financing round modeling
  • Unlimited rounds & scenarios
  • Access rights
  • Unlimited admins
  • Document storage
  • Unlimited
  • Document workflow – Coming soon
  • Electronic signatures – Coming soon

What integrations are available for Ledgy?

Ledgy supports document and KPI integrations.

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Reviewed By Jenny Chang
Page last modified
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