Ledgy 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Ledgy

4.9

(29)

Pricing

Starting at €3.00 per month

About Ledgy

Ledgy is an equity management software solution for growing companies. It engages employees and investors to align them with the common goal of achieving growth. Key features include employee participation plan templates and automated equity-related processes.

Companies can use Ledgy to track finances and simplify compliance. This platform supports end-to-end account management for business capital structures, ranging from modeling financing rounds and digitizing cap tables to handling investor relations and option expensing. Venture capitalists and angel investors can create a dashboard, manage multiple portfolios, determine possible investments, and analyze various exit model scenarios.

Ledgy generates automated equity performance reports, allowing companies to share key performance indicators with shareholders easily. It has an employee engagement dashboard with current and future valuations of workers’ stakes, and users can monitor employee benefits and compensation.

Ledgy Screenshots

Ledgy Pricing and Plans

Starting price: €3.00 per month

Free Trial

Free Version

Launch

€0.00

Plan includes:

1 Scenario and 50mb Storage
5 Equity Plan Grants
Cap Table Management
Download Holding Confirmations
Simple Vesting

Growth

€3.00

per user, per month

Plan includes:

3 Scenarios and 500mb Storage
50 Equity Plan Grants
Cap Table Management
Custom & Performance Vesting
Download Holding Confirmations
Employee Scenarios
Shareholding Confirmations
Simple Vesting
Transaction Notifications

Scale

€300.00

flat rate, per month

Plan includes:

Cap Table Management
Custom & Performance Vesting
Download Holding Confirmations
Employee Scenarios
Exit Modelling
HR System Integration
Secondaries
Shareholding Confirmations
Simple Vesting
Transaction Notifications

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Ledgy Features

Popular features found in Compensation Management
Approval Process Control
Benefits Management
Bonus Management
Compensation Statements
Employee Database
Employee Reward Programs
Payroll Management
Performance Management
Reporting/Analytics
Salary Planning
More features of Ledgy
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Benchmarking
Bonds/Stocks
Budget Management
Cap Table Management
Client Portal
Compensation Plan Modeling
Compliance Management
Compliance Tracking
Customizable Reports
Customizable Templates
Data Import/Export
Deal Management
Document Management
Document Storage
Employee Management
Employee Onboarding
Employee Portal
Financial Analysis
Financial Management
Financial Modeling
Forecasting
For Investment Advisors
For Investors & Traders
Fund Management
Goal Setting/Tracking
Grant Management
Incentive Management
Investments Tracking
Investor Reporting
Market Data Analysis
Modeling & Simulation
Multi-Currency
Organizational Charting
Performance Metrics
Portfolio Management
Portfolio Rebalancing
Private Equity
Real-Time Analytics
Real-Time Data
Reporting & Statistics
Risk Management
Role-Based Permissions
Scenario Planning
Third-Party Integrations
Transaction History
Valuation Management
Vesting Management
Visual Analytics
Workflow Management

Ledgy Integrations

BambooHR

Personio

OneLogin

Microsoft Entra ID

Okta

Docusign

Ledgy User Reviews

Overall Rating

4.9

Ratings Breakdown

90%

10%

Secondary Ratings

Ease of Use

4.7

Value for money

4.7

Customer support

4.9

Functionality

4.5

Have you used Ledgy and would like to share your experience with others?

Julian K.

Verified reviewer

Venture Capital & Private Equity

11-50 employees

Used weekly for less than 6 months

Review source

Reviewed May 2020

Continuous improvement

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

- Ease of use: Once you start working with Ledgy, the functions all become very intuitive and easy to use. - All-in-all overview: Ledgy shows information, which would take hours to find with our old approach, in only one click and in a very easily understandable & visually appealing way. - Customer support: Whenever I had any question or reported a bug with Ledgy, I got a response within a day and the bug was often fixed shortly after.

Cons:

- Initial bugs: Not really a con, but as in any other software there were some bugs in the beginning, which made exact handling difficult. However, as I stated above Ledgy's customer support did a great job and fixed most of the bugs in a short amount of time.

Guillaume C.

Verified reviewer

Financial Services

51-200 employees

Used daily for less than 6 months

Review source

Reviewed July 2023

They say they make equity works. Indeed, it works.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

There are lot of things that are really valuable from Ledgy. The ease to set up our account, import our transactions, create pools of incentives and grant stock options and other incentives through Ledgy. We really appreciate how the dashboard is. organised and the ease of customise our view and export them. The UX/UI of Ledgy is a plus. Every time we have question, there is always someone to answer to it efficiently and quickly.

Cons:

The possibility for investors to have a scenario modelling feature as we have as the Company, the PDF export doesn't take into account our customised view instead of the Excel export. The thing is, the tool is so good it gets a little bit frustrating when you realise the missing feature doesn't exist yet.

Reasons for switching to Ledgy

Ledgy is a more complete and achieved tool and with our needs increasing, Ledgy was a better fit.

Jan O.

Verified reviewer

Financial Services

2-10 employees

Used weekly for less than 6 months

Review source

Reviewed August 2020

Cool tool for organizing your portfolio

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The tool provides vc firms with a great overview of their portfolio. You immediately see what your stake at a company is, what kind of shares you have, how much money you invested and so on. The tool helps to plan the portfolio better by allowing the user to create scenarios.

Cons:

In the beginning it takes some effort to implement all the historic data which can lead to some difficulties. However, there is great customer support and Ledgy always tries to help as much as they can.

Bianca S.

Verified reviewer

Information Technology and Services

201-500 employees

Used daily for less than 6 months

Review source

Reviewed July 2023

Wish I'd moved to Ledgy sooner!

We were looking for an equity management platform that not only made the process of issuing equity easier and more efficient but we also wanted to provide our employees with an equity dashboard that they would find engaging and motivating. Ledgy has done just that. Creating efficiencies with investor reporting has been a surprising benefit!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The CS team is incredibly supportive and knowledgeable which is just what you need when dealing with sensitive employee equity data. Having spoken to their Product team, it is clear that they are laser focussed on their customers and making a product that speaks directly to their needs.

Cons:

I understand Ledgy are currently building out their functionality to make it even easier to prepare annual ERS filings and other standard reporting.

Reasons for switching to Ledgy

Fully supported migration to an equity management platform that has more of a focus on UK and European companies.

Rajko C.

Verified reviewer

International Trade and Development

201-500 employees

Used weekly for less than 6 months

Reviewed March 2023

The best tool to manage VSOP I have seen so far

API interface was set up in no time. From the very first moment we were in good hands. The tool itself is very easy to be used.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is super easy to use and appealing look. Implementation was very fast and support from Ledgy was always outstanding. Our employees love the tool as well to see the development of their shares.

Cons:

Nothing I can think of until now. We have been very happy from the first moment.

Reasons for switching to Ledgy

Shareworks was very complicated and time consuming to maintain

Max G.

Verified reviewer

Aviation & Aerospace

51-200 employees

Used weekly for less than 12 months

Review source

Reviewed September 2023

Ledgy saves you time

Love it. Once you get to know it, it is easy to use, saves you heaps of time, increases transparency with shareholders and employees, and quickly became non-replaceable.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It saves me around 1 hour per week on average, maybe 3-5 hours per week in phases where we hire a lot of people or are close to closing a financing round.

Cons:

It is not super intuitive initially. Here, a bit improved UX would be appreciated.

Reasons for choosing Ledgy

From my perspective, ledgy had the best HR integration and dealt best with phantom shares.

Camilla C.

Verified reviewer

Venture Capital & Private Equity

11-50 employees

Used weekly for less than 6 months

Review source

Reviewed July 2023

Goodbye spreadsheets. Hello Ledgy.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's easy to set up and navigate. The investors also find it easy to find their outstanding positions.

Cons:

Not having a phone to contact customer support and not having the bot running 24/7. It's not a great experience if you work in different timezones and the team is not located in Europe.

Kajal P.

Verified reviewer

Internet

51-200 employees

Used daily for less than 6 months

Review source

Reviewed August 2023

Overall great experience from Implementation to Launch

Assigned Customer Experience Manager was amazing. Hands on help with implementation and accommodated my requests for regular catch ups. Collaboration was customised for my company and not a general Ledgy approach.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

User friendly. So many other tools on the market focus on the compliance side. Ledgy has a good balance between both. You don't need to be an expert to implement and use this tool. Lots of integrations which make maintenance so much easier.

Cons:

More flexibility when running custom reports. Filters would be great.

Janis U.

Verified reviewer

Information Technology and Services

51-200 employees

Used weekly for less than 12 months

Reviewed March 2023

Easy implementation - intuitive to use