# Ledgy Reviews **Vendor:** Ledgy **Category:** [Equity Management Software](https://www.g2.com/categories/equity-management) **Average Rating:** 4.7/5.0 **Total Reviews:** 65 ## About Ledgy Stay compliant, save time and engage your team. Ledgy is the modern equity management platform that takes your company further. Make your time-consuming, manual processes easy by automating key tasks. Adapt it to your needs, update records in an instant, and ensure it works for your team — in any country, at any time. Create simple and effective communications that empower your people. Get set up and started in an instant, and then it’s ready to deliver value, day-in day-out. Ledgy is exactly what you need to drive greater efficiency and take care of compliance and risk management. It’s the platform that enables you to align all of your stakeholders to achieve more and inspire positive change. Book a Demo to see Ledgy in action. https://ledgy.com/demo/ledgy/?utm\_source=g2 ## Ledgy Pros & Cons **What users like:** - Users value the **exemplary customer support** from Ledgy, enhancing their experience with effective training and management assistance. (7 reviews) - Users praise Ledgy's **intuitive and user-friendly interface** , which simplifies equity management and enhances overall experience. (5 reviews) - Users appreciate the **ease of use** of Ledgy, enjoying its intuitive interface and seamless integration with HR platforms. (4 reviews) - Users praise the **intuitive cap table management** of Ledgy, fostering seamless navigation and flexibility for specific needs. (3 reviews) - Users appreciate the **customization options** in Ledgy, enabling tailored experiences and efficient management of their needs. (2 reviews) - Users value the **intuitive interface** of Ledgy, which simplifies onboarding and training for employees. (2 reviews) - Users appreciate the **easy integration process** with HR platforms, ensuring a smooth onboarding experience for all. (2 reviews) - Users love the **smooth onboarding process** with Ledgy, ensuring easy integration and efficient equity management from the start. (2 reviews) - Process Simplification (2 reviews) - Simple (2 reviews) **What users dislike:** - Users experience **technical issues** like occasional bugs and skewed data in Ledgy's reporting system. (2 reviews) - Users experience **complex reporting** issues with skewed data, but the team promptly addresses these problems. (1 reviews) - Users note **limited customization** options, but appreciate the team's willingness to help find workarounds. (1 reviews) - Users encounter **occasional bugs** and desire more educational tools for stakeholders within the Ledgy platform. (1 reviews) ## Ledgy Reviews ### 1. Ledgy as a tool for easy Equity Management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Enterprise (> 1000 emp.) **Reviewed Date:** April 29, 2026 **What do you like best about Ledgy?** I like Ledgy because it has a very clear interface and feels intuitive to use. **What do you dislike about Ledgy?** So far, I haven’t found anything I can point to as something I dislike. **What problems is Ledgy solving and how is that benefiting you?** Ledgy lets me see what my equity looks like and how it grows over time, so I can easily keep track of it. ### 2. A Flexible and Intuitive Cap Table Platform with Outstanding Onboarding Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 15, 2025 **What do you like best about Ledgy?** We recently transitioned our cap table management to Ledgy and have been thoroughly impressed. The platform is both flexible and intuitive, making it easy to navigate and adapt to our specific needs. One standout feature is its native support for equity instruments more common in the EU and UK, such as hurdle shares—something we didn't find at providers more focused on the US market. The user interface is well-designed and pleasant to use, contributing to a seamless experience. The onboarding support was exceptional. The team guided us through every step, ensuring the transition and rollout went smoothly for our stakeholders. Overall, Ledgy has been an excellent choice for managing our cap table, and we highly recommend it to companies looking for a robust and user-friendly solution. **What do you dislike about Ledgy?** Many investors already have accounts with other more established cap table management providers, which makes it convenient for them just to add another company in their existing portfolio. **What problems is Ledgy solving and how is that benefiting you?** Single source of truth for equity and esop management. No need to keep and update a separate spreadsheet with cap table. ### 3. Simplifying Equity Management with Exceptional Support! **Rating:** 4.5/5.0 stars **Reviewed by:** Tobias B. | Global Head of Compensation & Benefits, Mid-Market (51-1000 emp.) **Reviewed Date:** September 16, 2024 **What do you like best about Ledgy?** What I like best about Ledgy is its user-friendly interface and the efficiency it brings to managing our equity. It's intuitive, much easier to navigate compared to other tools I've used like Global Shares or Computer Share. The platform simplifies complex equity management tasks and the customer success team has been incredibly attentive. Anytime there's a need for assistance, they are quick to respond and go the extra mile to resolve any issues, which makes the experience all the more seamless. **What do you dislike about Ledgy?** While Ledgy overall performs well, there are occasional hiccups with the reporting system where some data might be skewed. However, the best part is that the team is proactive in addressing these issues and typically resolves them within a few business days. The quick turnaround on fixes ensures minimal disruption, and I truly appreciate the dedication to continuously improving the platform **What problems is Ledgy solving and how is that benefiting you?** Ledgy solves the challenge of managing complex equity structures by providing a streamlined and intuitive platform. It simplifies tasks like tracking vesting schedules, handling grants, and generating reports, which used to be time-consuming and prone to errors with other tools I've used. With Ledgy, I have a clearer overview of our equity data, which has improved decision-making and transparency. Additionally, the responsive customer support ensures that any issues are quickly resolved, minimizing disruptions and allowing me to focus more on strategic tasks rather than manual equity management. **Official Response from Karime Andere:** > HI Tobias, Thank you for sharing your positive experience with Ledgy! We are thrilled to hear that you find our platform user-friendly and efficient for managing equity. Our team is dedicated to providing exceptional customer support, and we are delighted that you have found our customer success team to be attentive and responsive. We appreciate your feedback regarding occasional hiccups with the reporting system. Rest assured, we are continuously working to improve our platform and address any issues promptly. Your satisfaction is our priority, and we are committed to delivering a seamless experience for all our users. If you need any further assistance or have additional feedback, please do not hesitate to reach out. We are here to ensure that your experience with Ledgy remains positive. Thank you for choosing Ledgy for your equity management needs! ### 4. Helps simplify equity management and employee incentives **Rating:** 5.0/5.0 stars **Reviewed by:** Adam V. | Legal Director, Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2024 **What do you like best about Ledgy?** Ease of use for employees - intuitive interface, requires minimal employee training Customisable - plenty of filtering options, saved views and granular access control settings. Having tried a competitor, this really marks Ledgy out Easy to onboard and integrate with HRIS system It has everything you need to manage your cap table, employee equity incentive schemes and reporting **What do you dislike about Ledgy?** The occassional bug, and I would love more ways to educate stakeholders about their equity from within the platform. However Ledgy is continuing to develop the platform and their product team is highly responsive to ideas **What problems is Ledgy solving and how is that benefiting you?** Equity management can get incredibly complicated, with large numbers of stakeholders and multiple schemes. This would become impossible if sticking to Google Sheets. Ledgy simplifies and creates a trusted single source of truth **Official Response from Karime Andere:** > Hi Adam, Thank you for sharing your positive experience with Ledgy! We're thrilled to hear that you find our platform intuitive, customizable, and easy to integrate with your HRIS system. We appreciate your feedback on areas for improvement and the desire for more educational resources for stakeholders. We will pass this on to the team and are committed to improving our customers' experience. If you encounter any issues or have further suggestions, please don't hesitate to reach out. We're here to support you every step of the way! ### 5. Great Equity Management Platform! **Rating:** 4.5/5.0 stars **Reviewed by:** Sara C. | Head of Finance, Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2024 **What do you like best about Ledgy?** Ledgy has been great in helping our company manage our cap table and automate the share option issuance. Some highlights: -It has truely made our share option management stress free, with the templated agreements, integration with docusign and compliance reporting. -There is continuous improvement and additions to the platform -Customer support is always timely and helpful; willing to jump on a call to walk you through something -Onboarding and implementation was incredibly quick and easy **What do you dislike about Ledgy?** Some areas which I would love to see improved: - Navigation in some areas - some actions (like "edit") are slightly hidden and difficult to find - No direct integration with HMRC, and the exported files are too big to upload to HMRC -Filters and appearance of reporting **What problems is Ledgy solving and how is that benefiting you?** Ledgy has been great in helping our company manage our cap table and automate the share option issuance. It gets rid of manual admin work, reduces errors and keeps everything organised. **Official Response from Karime Andere:** > Hi Sara, Thank you for sharing your positive experience with Ledgy! We're thrilled to hear that our platform has helped make your share option management stress-free, with highlights like easy onboarding, timely customer support, and continuous improvements. We also appreciate your feedback points and will certainly take your suggestions into consideration for future updates as we work to make Ledgy even better. If you need any assistance, please don't hesitate to reach out to our customer support team. We appreciate your support and look forward to continuing to provide you with excellent service. ### 6. Entity share options flip **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Airlines/Aviation | Mid-Market (51-1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Ledgy?** Ledgy is simople to use and the back up support from their team is exemplary. For example we changed our share options plan and had to have people sign an agreement, the team did the final configration of our document templates and loaded them all for us to use. **What do you dislike about Ledgy?** Nothng that I can think of to be honest. **What problems is Ledgy solving and how is that benefiting you?** Simple administration and modeling for investment strategy ### 7. Intuitive cap table management and great team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2025 **What do you like best about Ledgy?** Intuitive cap table management, automated reporting for cap table plus other compliance reports, ability to manage stakeholders directly. We're very well supported by the team from a training and customer management perspective **What do you dislike about Ledgy?** Nothing significant. Make sure to understand what is included in your package **What problems is Ledgy solving and how is that benefiting you?** Automation of complex cap table management ### 8. Upgrade of the overall incentive program **Rating:** 4.5/5.0 stars **Reviewed by:** Eskil N. | Legal counsel, Mid-Market (51-1000 emp.) **Reviewed Date:** January 23, 2025 **What do you like best about Ledgy?** Ledgy has a great user interface and very easy to use - both for pariticpants in our incentive programs and for administrators such as me. Easy to integrate with our HR-platform. Great CSM. **What do you dislike about Ledgy?** Could improve the overall document management/signature function. **What problems is Ledgy solving and how is that benefiting you?** Generally going from Google sheets -> Ledgy has obviously been a huge upgrade for the whole team. ### 9. Great customer support and easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Mina A. | Sales Development - Enterprise (UKI & Northern Europe), Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2024 **What do you like best about Ledgy?** Happy with the customer support, it does take time to set things up but great support along the way! I never used any technology for investor reporting before, but this one is pretty intuitive and easy to use whcih is great if you're not tech savvy like me :))) Have to say, saves so much time compared to excel spreadsheets **What do you dislike about Ledgy?** i guess the only thing i can think of at the moment is it does get a little buggy sometimes, but as i said customer support is great so normally resolve pretty quickly **What problems is Ledgy solving and how is that benefiting you?** Biggest thig is compiling all the data for reporting purposes can be a very tedious and long task, there is a lot of manual processes usually involved in getting things in a reportable format, whereas in Ledgy information is already presented in a very clear way and they have pre-set reporting that can be also tailored also to your specific needs. Overall, saves lots of time **Official Response from Karime Andere:** > Hi Mina, Thank you for your positive feedback! We're thrilled to hear that you find Ledgy easy to use and our customer support helpful. We appreciate your patience during the setup process and are glad to assist you every step of the way. We apologize for any inconvenience caused by occasional bugs. Our team is continuously working to improve the platform's performance and stability. If you encounter any issues in the future, please don't hesitate to reach out to us for a prompt resolution. It's great to hear that Ledgy has streamlined your investor reporting process, saving you time and effort. We're committed to providing a user-friendly experience and customizable reporting options to meet your specific needs. Thank you for choosing Ledgy! ### 10. Great tool that is constantly improving **Rating:** 4.5/5.0 stars **Reviewed by:** Wesley H. | Manager, Total Rewards, Mid-Market (51-1000 emp.) **Reviewed Date:** September 05, 2024 **What do you like best about Ledgy?** I enjoy the layout of the transactions and documents in the platform, which is easy to use and provides all the functionality required. **What do you dislike about Ledgy?** I would like to see some more advancements on the reporting capabilities and the flexibility ofnthe automated granting, but there have been many improvements this year. **What problems is Ledgy solving and how is that benefiting you?** We have a very unique equity solution, and Ledgy is able to accomodate our needs! **Official Response from Karime Andere:** > Hi Wesley, Thank you for your feedback! We're thrilled that Ledgy is able to accommodate your unique equity solution, it's very important to us to build a flexible solution that can cater to our customers' exact needs. We are committed to making continuous improvements and will keep your feedback on automated granting and reporting in mind for the future. We appreciate your positive review! ## Ledgy Discussions - [What is Ledgy used for?](https://www.g2.com/discussions/what-is-ledgy-used-for) - [View Ledgy pricing details and edition comparison](https://www.g2.com/products/ledgy/reviews/ledgy-review-9117504?section=pricing&secure%5Bexpires_at%5D=2026-06-03+14%3A00%3A53+-0500&secure%5Bsession_id%5D=897d55af-ca26-42ac-afb8-fb0faa8e033e&secure%5Btoken%5D=3d5b1b57830bc11dd50544b5210cf2a52c815734f343074475c770447822f92b&format=llm_user) ## Ledgy Features **Platform Basics** - Reporting **Plan Management - Stock Plan Administration** - Document Management - Trading & Settlement - Equity Compensation - Cap Table - Workflows **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Platform Data** - Visualization - Platform Search - Dashboard **Compliance - Stock Plan Administration** - Security - Tax **Platform Content** - File Sharing **Employee Self-Service - Stock Plan Administration** - Documents - Education **Platform Additional Functionality** - Cap Table - 409a - Equity Governance **Analytics & Data Management - Stock Plan Administration** - Integration - Reporting **Agentic AI - Equity Management** - Autonomous Task Execution ## Top Ledgy Alternatives - [Certent Equity Management](https://www.g2.com/products/certent-equity-management/reviews) - 4.4/5.0 (116 reviews) - [Shareworks by Morgan Stanley](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews) - 3.8/5.0 (32 reviews) - [Carta](https://www.g2.com/products/carta-carta/reviews) - 4.4/5.0 (228 reviews)