All Ledgy Reviews
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Julian
Verified reviewer
Venture Capital & Private Equity, 11-50 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed May 2020
Continuous improvement
- 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
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.
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.
CONSThe 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
Verified reviewer
Financial Services, 2-10 employees
Used weekly for less than 6 months
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
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.
CONSIn 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
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!
PROSThe 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.
CONSI 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
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.
PROSIt 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.
CONSNothing 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
Pablo
Information Technology and Services, 51-200 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2023
Probably the best equity management software
1- The possibility to make groups of stakeholders.2- The way to show the employee stock options is excellent.
CONSIt's been an excellent migration experience so far, everything is going very well.
Reasons for switching to Ledgy
Because Carta tripled the pricing.
Dominik
Financial Services, 11-50 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2020
Very easy and quickly implemented
great product!
PROSThere are so many features that Ledgy provides. But especially the round modelling helps a lot. For us it was important that all stakeholders have an easy separate login and have an overview over their investment.
CONSThe notification feature is not that easy to understand. Also, it would be great to have an international QES functionality.
Reasons for switching to Ledgy
Excel was not feasible anymore
Kajal
Internet, 51-200 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
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.
PROSUser 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.
CONSMore flexibility when running custom reports. Filters would be great.
Camilla
Venture Capital & Private Equity, 11-50 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
3
CUSTOMER SUPPORT
2
FUNCTIONALITY
4
Reviewed July 2023
Goodbye spreadsheets. Hello Ledgy.
It's easy to set up and navigate. The investors also find it easy to find their outstanding positions.
CONSNot 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.
Janis
Information Technology and Services, 51-200 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2023
Easy implementation - intuitive to use
Easy set-up. Intuitive use. Great onboarding process and support.
CONSWe are still working on integrating with our HR system, but there has been a new release.
Max
Aviation & Aerospace, 51-200 employees
Used weekly for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
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.
PROSIt 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.
CONSIt is not super intuitive initially. Here, a bit improved UX would be appreciated.
Reason for choosing Ledgy
From my perspective, ledgy had the best HR integration and dealt best with phantom shares.
Nicholas
Telecommunications, 11-50 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed June 2020
Good bye Excel Cap Tables
Very pleasant. Support to set up is great, very reactive and following up on the status regularly. The team are open to suggestions. When [SENSITIVE CONTENT HIDDEN] did not know an answer to my question, he did not wing an answer, but promised to get back to me. This swiss attitude is much appreciated.
PROSThe fact that I can have multiple finance tasks done on one platform (Cap Table, reporting, signing of legal documents, ESOP, financing scenarios) It’s simplicity and fun atmosphere (just love the title “Danger Zone” in the settings!)
CONSAs a novice in the use of Ledgy, I still have to find the answer to that question.
Reason for choosing Ledgy
1. Checked all the boxes we had for our needs 2. Swiss company 3. Data stored in Switzerland 4. Qualified electronic signatures
Marc
Computer Software, 11-50 employees
Used monthly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2020
Makes cap table and employee stock management easy
Overview Shared with relevant stakeholders (investors, employees) Modeling of investment rounds Integrated Stock Option Plans
CONSNothing so far. All working great and regular additions of new features.
Christian
Computer Software, 51-200 employees
Used monthly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2019
Getting rid of manual calculations and Excel spreadsheets
Share-, Option-, generally the whole stakeholder Management is substentially simplified, super efficient and even makes fun. History on transactions, splits, valuations can be seen at once, no painful searching necessary. Confidence that even if new requirements would come up, there is a friendly and reactive team supporting us.
PROSEase of use, Reactivity of the Ledgy-Team, Proactivity (offering support, explaining features, pioneering), Speed in development
CONSGenerally nothing worth mentioning. Great thing would be a mass mailing function to all stakeholders incl one or multiple attachements.
Laurent
Medical Devices, 11-50 employees
Used monthly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
FUNCTIONALITY
5
Reviewed August 2019
Must have for every startup
Excellent captable management tool with additional features for management of shareholders and option holders
CONSNo particular things I did not like. New features are continuously released.
Martin
Verified reviewer
Information Technology and Services, 51-200 employees
Used monthly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2019
No brainer
It's plug and play... very easy to use and cost efficient
PROS* Ease of use * Various easy to use functions for shareholders * Modelling capability * Uploading of relevant documents
CONS* Not yet fully usable when it comes to modelling complex funding rounds
Reason for choosing Ledgy
I know the founder
Reasons for switching to Ledgy
reduce time spent on managing cap tables
Chris
Computer Software, 51-200 employees
Used monthly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2023
Easy to use & great customer support
Makes managing option grants & exercising significantly easier
PROSWe switched from a competitor product to Ledgy & found the product far superior and much easier to use. The onboarding experience took about 6 weeks due to complexities on our end, however the onboarding team were more than helpful every step of the way.
CONSWe require signature witnessing and this requires an integration with Docusign, which was an additional expense for us. It would be great if Ledgy could build in witnessing capabilities to their own product (it has signature functionality, but not witnessing).
Reasons for switching to Ledgy
Product was inflexible & customer support was not good.
Felix
Program Development, 51-200 employees
Used monthly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2020
Nice tool for handling cap table and shareholder transcations
simplicity and possiblity to give investors access, also the round modelling is nice
CONSthe signature process ist just being implemented, happy to see that coming soon
Dilyana
Health, Wellness and Fitness, 51-200 employees
Used monthly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed October 2021
Highly recommended
Ledgy offers a fantastic cap table management solution. The Customer Success team did a great job in helping us get up to speed and answering all our requests while setting up the tool initially.
CONSI am overall quite happy with Ledgy. Since the company is quite young, they are yet to develop more advanced customization and scenario modeling features and I am very much looking forward to them.
Michael
Internet, 2-10 employees
Used monthly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2019
Equity management for startups
Ledgy takes everything around cap table management and company ownership to the next level. The tedious spreadsheet days are gone.
CONSSome features still missing, but it's a young product and company, so they'll add those eventually...
Alessandro
Banking, 51-200 employees
Used monthly for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed October 2022
Practical tool to manage equity incentive plans
Easeness of setup, intuitive, compliance, support
CONSDesigns might be upgraded as they seemed a bit old fashioned
Ralph
Computer Software, 51-200 employees
Used weekly for less than 6 months
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed February 2023
Ledgy at Crunchr
Since we use Ledgy, our cap table is very organized and employees have a good view on their options and value from that. Great support from CS team in setting it up.
PROSEmployee experience is great: looks shiny but easy to understand.
CONSThe share value as presented on the main screen can be improved.
Anonymous
11-50 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2020
Cap Table Management made easy
Using the bulk function, the cap tables can be easily copied from Excel to Ledgy, thus saving a lot of time with large amounts of data.
CONSI would like to be able to use the bulk function if I want to adjust a financing round again. This function does not seem to be available yet.
Nicolas
Human Resources, 51-200 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed October 2021
Pro and cons
It makes the workflow easier and reduce the time we have to spend. For example to sign contracts for the capital increase.
CONSThat it is not so easy for a legal entity to sign contracts.
Tobias
Consumer Goods, 11-50 employees
Used monthly for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed August 2019
Must-have for every startup
Offers all the features we need and customer service is state of the art.
CONSThe UX does sometimes not feel 100% intuitive, but they're getting there.