Ledgy vs Optio

Paycor

Spiff

Certent Equity Management

Cegid HR

Carta

LightWork Performance Management

Compare Ledgy and Optio based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration.

Streamline cap table & equity management, tighten compliance, minimize risk, improve productivity. It's life beyond the spreadsheet.

Cegid TalentSoft provides HR teams and recruiters with tools for human resource (HR) and talent management. It offers products for recruiting, performance and competency tracking, learning management, talent review, compensation management, onboarding, and workforce management.

Ledgy is an equity management software which helps businesses manage cap table, employee participation plans, funding rounds, investor relations, and more. Users can create custom, automate document signing and utilize workflows to fully streamline equity-related actions.

Activity Dashboard

Activity Tracking

Alerts/Notifications

Benchmarking

Benefits Management

Bonds/Stocks

Budget Management

Cap Table Management

Client Portal

Compensation Plan Modeling

Compensation Statements

Compliance Management

Compliance Tracking

Customizable Reports

Customizable Templates

Data Import/Export

Deal Management

Document Management

Document Storage

Employee Database

Employee Management

Employee Onboarding

Employee Portal

Employee Reward Programs

Financial Analysis

Financial Management

Financial Modeling

For Investment Advisors

For Investors & Traders

Forecasting

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

Reporting/Analytics

Risk Management

Role-Based Permissions

Scenario Planning

Third-Party Integrations

Transaction History

Valuation Management

Vesting Management

Visual Analytics

Workflow Management

Ledgy

Web-based

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

Intern

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.

Head of Finance

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

People Ops Manager

Assigned Customer Experience Manager was amazing.

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

In the beginning it takes some effort to implement all the historic data which can lead to some difficulties.

Ledgy screenshot: Ledgy’s dashboard gives you a high-level overview of all your equity-related activities on one, accurate single source of truth.

Ledgy screenshot: Ledgy transforms your cap table into a digital transaction-based based tool that syncs in real-time to your equity actions, always accurate, no more manual updates.

Ledgy screenshot: Employee dashboards allow your employees to see a transparent view of their future success and self-manage their equity: check vesting, valuations, sign their documents and exercise grants.

Ledgy screenshot: Ledgy's exit model feature allows you to map complex funding rounds and exits, perform waterfall and breakpoint analysis, understand dilution, see impact on share classes and stakeholders, and easily export what you need.

Ledgy screenshot: Investor portfolio dashboards give you key metrics: revenue, P&L, liquidity, runway; with a clear overview of your portfolio’s status: IRR, MOIC, fully-diluted, and more with automated custom reports and signature workflows.

Ledgy screenshot: Ledgy organizes all your equity-related documents in one place with powerful search to always find and export what you need. No more missing documents!

Large Enterprises

Mid Size Business

Small Business

Paycor’s all-in-one, cloud-based human capital management (HCM) platform modernizes every aspect of people management, from recruiting, onboarding and payroll to career development and retention.

The LightWork Performance Management system encourages employee development, highlights strengths, and identifies areas for improvement in employee performance

Spiff is a cloud-based commission management solution that facilitates automated reconciliations for businesses of all sizes. It integrates with multiple third-party systems including ERP, payment processing, and payroll to deliver personalized results for representatives. Core features of the platform include a real-time commission portal, automated recommendations, personalized performance dashboards, events tracking and more.

Optio's platform simplifies equity management throughout the entire process, from start to finish. It includes a user-friendly administrator portal, compliance tools, a portal for shareholders, and share custody capabilities. With Optio, managing equity is made easy and understandable

Accounting

Audit Trail

Performance Management

Reminders

Optio

Linux

Windows

Optio screenshot: Optio - Admin portal - Seamlessly manage equity globally with local expertise

Optio screenshot: Optio - Participant portal - Seamlessly manage equity globally with local expertise

Optio screenshot: Optio - Cap Table - Seamlessly manage equity globally with local expertise

Non Profit

Public Administrations

Ledgy vs Optio Comparison (2026)

Ledgy vs Optio Comparison (2026)

Ledgy

Optio

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives