Ledgy

RATING:

4.9

(28)

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 sha...

Ledgy Pricing

Ledgy offers flexible pricing plans for companies and investors based on your needs: Launch – Free, Growth – €3 / stakeholder / month, Scale – starting at €300 / month with custom pricing on request. Book a free custom demo for more details: https://ledgy.com/demo/ledgy

Starting price: 

€3.00 per month

Free trial: 

Available

Free version: 

Available

Ledgy brings together all your equity-related activities on one easy to use platform: flexible, always accurate, and built to scale.
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Ledgy Reviews

Overall Rating

4.9

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Ledgy

1 - 5 of 28 Reviews

User Profile

Julian

Verified reviewer

Venture Capital & Private Equity, 11-50 employees

Used weekly for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed May 2020

Continuous improvement

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

Financial Services, 51-200 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed July 2023

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

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.

User Profile

Jan

Verified reviewer

Financial Services, 2-10 employees

Used weekly for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed August 2020

Cool tool for organizing your portfolio

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

Information Technology and Services, 201-500 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

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!

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

International Trade and Development, 201-500 employees

Used weekly for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

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.

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