Ledgy Pricing, Features, Reviews & Comparison of Alternatives

Ledgy

Equity management software for HR, employees and investors

5.0/5 (13 reviews)

Ledgy overview

What is Ledgy?

Ledgy is an equity management software which assists businesses with managing employee participation plans, shareholdings, preparing capitalization tables, and more on a unified platform. The platform enables financial organizations to automate the document signing process, create custom documents using templates, and implement workflows to sign shareholder agreements and convertible loans.

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. Administrators can also design personalized dashboards using custom logos and themes, which lets employees view their stakes, 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. Investors can also handle multiple investment portfolios and gain insights into liquidity rate and profit & loss statements via reports and analytics.
www.ledgy.com

Pricing

Starting from
€2/month
Pricing options
Free
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, India, Germany

Supported languages

English
Ledgy screenshot: Ledgy custom capitalization tablesLedgy Lunch Webinar: The power of round modellingLedgy screenshot: Ledgy employee dashboard Ledgy screenshot: Ledgy exit modelingLedgy screenshot: Ledgy KPI reportsLedgy screenshot: Ledgy portfolio management

Ledgy reviews

Excellent
13

Very good
0
Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  4.8
  4.6
  4.8
  5.0
Julian Kuhlmann

Continuous improvement

Used weekly for less than 6 months
Reviewed 2020-05-11
Review Source: Capterra

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.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Nicholas Petrig

Good bye Excel Cap Tables

Used weekly for less than 6 months
Reviewed 2020-06-11
Review Source: Capterra

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.

Pros
The 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😉!)

Cons
As a novice in the use of Ledgy, I still have to find the answer to that question.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Dominik Bucher

Very easy and quickly implemented

Used weekly for 1-2 years
Reviewed 2020-04-29
Review Source: Capterra

great product!

Pros
There 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.

Cons
The notification feature is not that easy to understand. Also, it would be great to have an international QES functionality.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Christian Menzi

Getting rid of manual calculations and Excel spreadsheets

Used monthly for 1-2 years
Reviewed 2019-09-12
Review Source: Capterra

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.

Pros
Ease of use, Reactivity of the Ledgy-Team, Proactivity (offering support, explaining features, pioneering), Speed in development

Cons
Generally nothing worth mentioning. Great thing would be a mass mailing function to all stakeholders incl one or multiple attachements.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Marc Hauser

Makes cap table and employee stock management easy

Used monthly for 6-12 months
Reviewed 2020-03-31
Review Source: Capterra

Pros
Overview Shared with relevant stakeholders (investors, employees) Modeling of investment rounds Integrated Stock Option Plans

Cons
Nothing so far. All working great and regular additions of new features.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Ledgy pricing

Starting from
€2/month
Pricing options
Free
Subscription
Free trial
View Pricing Plans

Ledgy offers a free version and 7 days free trial for paid plans. Details include:

Startup – Free
Premium – €2/stakeholder/month
Enterprise – Details on request

Ledgy features

Activity Dashboard
Automatic Notifications
Compliance Management
Customizable Reporting
Data Import/Export
Financial Analysis
Reporting & Statistics
Third Party Integration

API (277 other apps)
Accounting Integration (162 other apps)
Accounting Management (181 other apps)
Audit Trail (137 other apps)
Billing & Invoicing (186 other apps)
Electronic Payments (171 other apps)
Expense Tracking (164 other apps)
Invoice Management (234 other apps)
Invoice Processing (151 other apps)
Multi-Currency (166 other apps)
Real Time Data (147 other apps)
Workflow Management (151 other apps)

Videos and tutorials

Additional information for Ledgy

Key features of Ledgy

  • Alerts/Notifications
  • Bonds / Stocks
  • Cap Table Management
  • Compliance Reporting
  • Deal Management
  • Equities
  • Financial Modeling
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Investments Tracking
  • Investor Reporting
  • Modeling & Simulation
  • Options Management
  • Participant Portal
  • Portfolio Rebalancing
  • Valuation Management
  • Vesting Management
View All Features