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Ledgy Logo

Equity management platform for compliance and automation

Table of Contents

Ledgy - 2026 Pricing, Features, Reviews & Alternatives

Verified reviewer profile picture
Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Ledgy overview

What is Ledgy?

Ledgy is an equity management software built for high-growth startups to manage their equity. Companies can easily manage employee participation plans, funding rounds, and investor relations that seamlessly update to a transaction-based capitalization table.

CFOs and their finance teams are able to map out their financing scenarios and exits with accurate modeling, create custom documents using templates, automate the document signing process and workflows, from signing shareholder agreements to convertible loans, and more.

Ledgy allows enterprises to store documents in a centralized repository, provide role-based access, organize data by history, send verification invites, and share KPIs with investors via reports. It offers a host of features including schedule tracking, notifications, reporting templates, data export, real-time updates, GDPR compliance, comparison models, waterfall analysis, and more.

Employees are able to self-manage their equity. Administrators can also design personalized dashboards using custom logos and themes, which lets employees view their stakes, see the future potential of their success with your company, track progress, and receive email notifications about grants.

HR managers can use Ledgy to onboard new employees, attach PDF, Excel or PowerPoint documents to transactions, filter data, and send messages about events like vesting cliff, end, and maturity.

VCs & Investors can handle multiple investment portfolios and gain insights into liquidity rate, profit & loss statements, and custom reports with powerful analytics.

Key benefits of using Ledgy

• Flexible cap tables that scale with companies’ growth

• Build financial scenarios and exit models

• Manage employee incentive plans: ESOPs & PSOPs

• Manage investor relations

• Grant employees and investors their own custom dashboards

Starting price

3per user /
per month

Alternatives

with better value for money

Ledgy’s user interface

Ease of use rating:

Ledgy reviews

Overall rating

4.9

/5

29

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.59/10
Rating distribution

5

4

3

2

1

26

3

0

0

0

Pros
“Besides the great tool, the customer success manager has been very helpful and is always available. Every ask I had he could help fast.”
OZ

Oliver Z.

CEO

“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.”
Verified reviewer profile picture

Jan O.

Intern

It’s simplicity and fun atmosphere (just love the title “Danger Zone” in the settings😉!).
NP

Nicholas P.

Head of Finance

Cons
“Some features still missing, but it's a young product and company, so they'll add those eventually.”
MN

Michael N.

CEO

“In the beginning it takes some effort to implement all the historic data which can lead to some difficulties.”
Verified reviewer profile picture

Jan O.

Intern

Who uses Ledgy?

Based on 29 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Computer Software
Information Technology and Services
Financial Services
Venture Capital & Private Equity
Others

Use cases

Equity Management
Investment Management
Compensation Management

Ledgy's key features

Most critical features, based on insights from Ledgy users:

Vesting management
Cap table management
Deal management
Valuation management
Employee portal
Portfolio management

All Ledgy features

Features rating:

Third-Party integrations
Reporting/Analytics
Compliance management
Modeling & simulation
Document management
Financial modeling
Client portal
Fund management
Goal setting/tracking
Grant management
Incentive management
Investments tracking
Investor reporting
Market data analysis
Multi-Currency
Organizational charting
Performance metrics
Portfolio rebalancing
Private equity
Real-Time analytics
Real-Time data
Reporting & statistics
Risk management
Role-Based permissions
Scenario planning
Transaction history
Visual analytics
Workflow management
Activity dashboard
Activity tracking
Alerts/Notifications
API
Benchmarking
Benefits management
Bonds/Stocks
Budget management
Compensation plan modeling
Compensation statements
Compliance tracking
Customizable reports
Customizable templates
Data import/export
Document storage
Employee database
Employee management
Employee onboarding
Employee reward programs
Financial analysis
Financial management
For investment advisors
For investors & traders
Forecasting

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Ledgy pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Launch

0.00

Features included:

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

Growth

3

/user

Per month

Features included:

  • 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

Per month

Features included:

  • Cap Table Management
  • Custom & Performance Vesting
  • Download Holding Confirmations
  • Employee Scenarios
  • Exit Modelling
  • HR System Integration
  • Secondaries
  • Shareholding Confirmations
  • Simple Vesting
  • Transaction Notifications
  • Unlimited Equity Plan Grants
  • Unlimited Scenarios and Unlimited Storage

User opinions about Ledgy price and value

Value for money rating:

To see what individual users think of Ledgy's price and value, check out the review snippets below.

“Besides the great tool, the customer success manager has been very helpful and is always available. Every ask I had he could help fast.”
OZ

Oliver Z.

CEO

“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.”
Verified reviewer profile picture

Jan O.

Intern

Ledgy integrations (7)

Integrations rated by users

We looked at 29 user reviews to identify which products are mentioned as Ledgy integrations and how users feel about them.

BambooHR logo
BambooHR

Integration rating: 5.0 (1)

Crucial for streamlining the process of issuing equity to a large number of employees.

BS

Bianca S.

Head of Legal

Personio logo
Personio

Integration rating: 5.0 (1)

Ledgy support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

FAQs/Forum
Email/Help Desk
Phone Support
24/7 (Live rep)
Knowledge Base
Chat

Training options

In Person
Webinars
Documentation
Live Online
Videos

Ledgy FAQs

Q. What type of pricing plans does Ledgy offer?

Ledgy has the following pricing plans:
Starting from: €3.00/month
Pricing model: Free, Subscription
Free Trial: Available | (No Credit Card required)

These products have better value for money


Q. Who are the typical users of Ledgy?

Ledgy has the following typical customers:
Large Enterprises, Mid Size Business, Small Business


Q. What languages does Ledgy support?

Ledgy supports the following languages:
English, French, German


Q. Does Ledgy offer an API?

Yes, Ledgy has an API available for use.


Q. What other apps does Ledgy integrate with?

Ledgy integrates with the following applications:
Docusign, Personio, Microsoft Entra ID, BambooHR, OneLogin, Okta


Q. What level of support does Ledgy offer?

Ledgy offers the following support options:
FAQs/Forum, Email/Help Desk, Phone Support, 24/7 (Live rep), Knowledge Base, Chat

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