---
title: Ledgy Reviews
meta_title: 'Ledgy Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 85 reviews by the users' company size, role or industry to
  find out how Ledgy works for a business like yours.
aggregate_rating:
  rating_value: 4.7
  review_count: 85
  scale: '5'
date_modified: '2026-09-30'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# Ledgy Reviews
**Vendor:** Ledgy  
**Category:** [Equity Management Software](https://www.g2.com/categories/equity-management)  
**Average Rating:** 4.7/5.0  
**Total Reviews:** 85  
**AI Verified:** At least 10 G2 reviewers have confirmed using this product's AI features and functionality.
## About Ledgy
Stay compliant, save time and engage your team. Ledgy is the world's first unified platform for equity and executive compensation, built to take your company further. Turn time-consuming, manual processes into simple, automated workflows. Adapt Ledgy to your needs, update records instantly, and keep it working for your team in any country, at any time. With AI built into the core of the platform and 70+ HRIS integrations, your data stays accurate as you scale. Create simple, effective communications that bring equity to life for your people. Get set up quickly, and Ledgy is ready to deliver value, day in, day out. Ledgy is exactly what you need to drive greater efficiency and stay on top of compliance and risk, from first hire to IPO and beyond. It's the single source of truth that aligns every stakeholder, so you can achieve more and inspire positive change. Speak with an expert to see Ledgy in action. https://ledgy.com/demo/ledgy/?utm\_source=g2



## Ledgy Pros & Cons
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.

**What users like:**

- Users commend Ledgy's **exceptional customer support** , highlighting its ease of use and seamless onboarding experience. (5 reviews)
- Users commend Ledgy for its **intuitive cap table management** , making the process seamless and efficient for stakeholders. (2 reviews)
- Users appreciate the **customisation options** in Ledgy, enhancing their ability to tailor the platform to specific needs. (2 reviews)
- Users appreciate the **intuitive interface** of Ledgy, requiring minimal training for employees and enhancing overall usability. (2 reviews)
- Users value the **exemplary support** from Ledgy's team, enhancing their experience with training and management assistance. (2 reviews)
- Users praise Ledgy for its **intuitive user interface** , enhancing the overall experience for participants and administrators alike. (2 reviews)
- Users appreciate the **ease of use** of Ledgy, finding it intuitive and efficient for equity management. (1 reviews)
- ESOP Management (1 reviews)
- Flexibility (1 reviews)
- Users appreciate the **easy integration process** with HR platforms, ensuring a smooth onboarding experience for all. (1 reviews)

**What users dislike:**

- Users face **technical issues** like occasional bugs and reporting errors, though the team is quick to resolve them. (2 reviews)
- Users experience **occasional reporting system hiccups** with skewed data, but appreciate the team's quick resolutions. (1 reviews)
- Users note the **limited customization** options in Ledgy, yet appreciate the team's willingness to assist with workarounds. (1 reviews)
- Users face **occasional bugs** and desire more educational tools for stakeholders within Ledgy's platform. (1 reviews)

## Ledgy Reviews
  ### 1. All Equity Info in One Place—with Employee Dashboards and Automated Signatures

**Rating:** 5.0/5.0 stars

**Reviewed by:** Elodie S. | Head of Total Rewards & HR Operations, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google using a business email account

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review.

**Reviewed Date:** September 30, 2026

**What do you like best about Ledgy?**

Ledgy makes equity management completely effortless. My favorite aspects include:<br>- Centralized equity hub: Brings all cap table data, documentation, and history together in one secure platform.<br>- Employee empowerment: Dedicated dashboards give employees full visibility into their equity and vesting schedules.<br>- Seamless automation: Automated signature workflows eliminate manual follow-ups and speed up the grant issuance process.

**What do you dislike about Ledgy?**

Not much to complain about here! It’s mostly just feature requests as we scale. In the past, making bulk updates to parameters across several transactions at once felt a bit manual. Expanded bulk-editing capabilities would be a great quality-of-life enhancement.

**What problems is Ledgy solving and how is that benefiting you?**

Ledgy addresses the complexity and friction typically associated with cap table management. It allows us to transition from manual, paper-heavy signature processes to fast, scalable digital workflows. It also eliminates the pain of complex equity reporting with clean, centralized data. Most importantly, it creates a transparent culture where employees can easily track and appreciate the value of their equity stake.

  ### 2. Ledgy Keeps Complex Equity Data in One Place - Intuitive and Shareholder-Friendly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Justyna D. | Plan Manager, Enterprise (> 1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** September 22, 2026

**What do you like best about Ledgy?**

What I like best about Ledgy is having everything in one place. We have a PE-style share structure with multiple share classes, so having a single source of truth for the equity data is really useful. It also gives shareholders a great experience, as they can easily access their documents, transaction history and share information in one place.

**What do you dislike about Ledgy?**

There isn’t anything significant that I dislike. As with any equity platform, there are some areas where you need to spend a little time understanding how certain features work, particularly with a more complex share structure, but overall the platform has been very intuitive.

**What problems is Ledgy solving and how is that benefiting you?**

Ledgy gives us one central place to manage our equity data, which is especially helpful with a PE-style structure and multiple share classes. It reduces the need to rely on separate records and documents, makes reporting and day-to-day administration easier, and gives shareholders much better visibility of their own information, documents and transaction history. Overall, it saves time and gives us a much clearer single source of truth.

**Official Response from Valma Wenzl:**

> Thanks so much Justyna for this review, really glad Ledgy is giving you that single source of truth for a PE-style, multi-share-class structure. That's where the complexity tends to live, so good to hear it's staying manageable.

Also great to hear shareholders are getting a much better experience with their documents and transaction history in one place too. If you ever have any feedback, don't hesitate to reach out to the customer support team.

Valma

  ### 3. From Complexity to Clarity: Scalable, Audit-Ready Equity Management with Ledgy

**Rating:** 5.0/5.0 stars

**Reviewed by:** Yuliia P. | Compensation &amp; Benefits specialist, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review.

**Reviewed Date:** September 14, 2026

**What do you like best about Ledgy?**

Managing equity for a fast-scaling global workforce comes with unique operational challenges—from tracking complex grant structures to maintaining compliance with international reporting standards like IFRS 2. Backbase turned to Ledgy for a unified platform capable of handling these intricacies while making equity management intuitive for administrators and transparent for employees.
Built to scale: future-proofing for long-term growth
As Backbase continues to expand its footprint across global banking markets, choosing a platform capable of scaling alongside the business was critical. Ledgy’s public company readiness, equipped with granular financial reporting, automated workflow tracking, and real-time ownership management, ensures Backbase maintains full compliance and agility at every phase of its growth journey.
Granular visibility, full control
A key driver for Backbase’s team was Ledgy’s robust transaction audit logging, which provides detailed, time-stamped records of every equity event. From finance to admin, the team can effortlessly prepare responses for audits at any level of detail—ensuring every transaction remains clear, transparent, and easy to track across the organization.
“Having this degree of visibility and governance is essential,” shared by the HR team. “From finance to administration, we can quickly pull data and prepare for audits at any level of detail. Knowing that every single event is clear, transparent, and easy to track gives us complete confidence as we continue scaling globally.”
Equity management that scales with ambition
For Backbase, adopting Ledgy is about aligning equity operations with strategic growth. Whether managing expanding employee share plans, navigating multinational compliance, or supporting long-term liquidity events, Ledgy’s platform provides the foundation needed to turn equity into a key driver of talent engagement.

**What do you dislike about Ledgy?**

While Ledgy is generally well regarded for equity and cap table management, users often highlight a few recurring drawbacks. Reporting and export can feel restrictive, since custom reporting isn’t always very flexible and there are limited ways to export tailored views or filtered data directly to PDF. There are also some complex edge cases: standard equity plans tend to run smoothly, but modeling highly customized funding rounds or non-standard exit scenarios may require manual workarounds. Finally, there’s no direct phone support, as live customer service is mainly handled through chat and email rather than an immediate 24/7 phone line.

**What problems is Ledgy solving and how is that benefiting you?**

For Backbase, adopting Ledgy is about aligning equity operations with strategic growth. Whether it’s managing expanding employee share plans, navigating multinational compliance requirements, or preparing for long-term liquidity events, Ledgy’s platform provides a solid foundation to help make equity a meaningful driver of talent engagement.

**Official Response from Valma Wenzl:**

> Thanks you for a thorough review, and it's great to hear Ledgy is giving Backbase the scale, audit visibility, and compliance confidence you need as you grow globally. That HR quote on audit-readiness really stood out to us!
Appreciate the honest feedback as well. We hear you on reporting and export flexibility, and on wanting more support for complex, non-standard scenarios like unusual funding rounds or exits, both are areas we're actively working on, and I've shared this feedback with the team. 

Thanks again for taking the time to write this, and for being a great partner in scaling equity management the right way.
Valma

  ### 4. Intuitive, Feature-Rich Ledgy That Makes Reporting Easy

**Rating:** 5.0/5.0 stars

**Reviewed by:** Elena N. | Mid People Specialist - Equity at Revolut, Enterprise (> 1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 11, 2026

**What do you like best about Ledgy?**

There are plenty of features to use and new ones to add, it's very intuitive and you can get around very easily.
For example creating new reports, adding custom fields, adding transactions.

**What do you dislike about Ledgy?**

I don't have any major things that I dislike about Ledgy. One current improvement the team is working on at the moment is end of the year statements fro employees where you can select the ranges that you want the data to populate from.

**What problems is Ledgy solving and how is that benefiting you?**

Managing over 10k stakeholders, doing bulk transactions and settlements - it overall reduces the workload for our equity admins and it makes all these actions so much smoother.
Also organizing documents and storing them on the platform is something our employees love most.
The tax upon exercise feature is also very useful and helps us be as transparent and as clear as possible.

**Official Response from Valma Wenzl:**

> Hi Elena, thanks so much for the review! Being able to manage over 10k stakeholders with bulk transactions, documents and tax upon exercise smoothly is no easy task, and that's exactly what Ledgy aims for at that scale. Good to know the year-end statement range selector is already on your radar too, that's landing with our roadmap. Excited for our continued collaboration!

  ### 5. Ledgy: Intuitive, User-Friendly, and Highly Customizable

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** September 22, 2026

**What do you like best about Ledgy?**

What I like most about Ledgy is how easy and intuitive it is to use. The platform has a very user-friendly interface, while still offering a high level of customization to adapt to different needs and equity management processes.

**What do you dislike about Ledgy?**

Honestly, there is very little I dislike about Ledgy. The platform is highly flexible and customizable, which makes it easy to adapt to different processes and needs. If I had to point out one area for improvement, it would be the synchronization of custom fields across different views, such as the Stakeholder and Transactions screens. Ideally, changes made to a custom field in one place would automatically be reflected in the other.

**What problems is Ledgy solving and how is that benefiting you?**

Ledgy helps us make equity management more automated, reducing the need for manual spreadsheets. It keeps all the equity information in one place and makes our day-to-day processes easier and more organized.

**Official Response from Valma Wenzl:**

> Thank you for the review! It's wonderful to hear that the balance of intuitive and highly customisable is working for you, that's definitely one of Ledgy's strengths. 

Appreciate you sharing your experience on field syncing between Stakeholder and Transactions views too, I've passed it on to the product team.

Valma


  ### 6. Intuitive Equity Administration

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Biotechnology | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review.

**Reviewed Date:** September 07, 2026

**What do you like best about Ledgy?**

The platform is extremely intuitive, so minimal training is needed to get up and running. It makes equity administration much easier because you can customize workflows to handle employee offboarding and automatically generate option exercise documents. It also pulls data through an HRIS integration, which reduces manual data entry. Online data management is highly customizable as well, so you can quickly adjust how tables are displayed in the platform without having to download an Excel file and manipulate it manually.

**What do you dislike about Ledgy?**

One feature that would be really useful is the ability to submit a valuation request online directly through the platform. At the moment, Ledgy works with an external valuation firm instead of handling valuation requests within the platform itself.

**What problems is Ledgy solving and how is that benefiting you?**

Option grants used to be handled very manually, which took a lot of time. Ledgy has reduced a lot of the back-and-forth over email and saved us significant manual effort. It has also made the process easier for employees, since the platform is so intuitive to use.

**Official Response from Valma Wenzl:**

> Thanks so much for the review, really glad to hear the platform is cutting down manual work so much, especially around offboarding, document generation, and the HRIS integration doing the heavy lifting on data entry.

Noted on the valuation requests. I can understand wanting that handled directly in-platform rather than through an external firm, I've passed that along to the team. 


  ### 7. Ask Ledgy AI Agent: Fast, Intuitive, and Scales Stakeholder & Equity Plan Updates

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 13, 2026

**What do you like best about Ledgy?**

The Ask Ledgy AI Agent helps me pull data quickly for ad hoc requests and makes complex cases easier to understand. The user interface is intuitive and easy to use, and compared to other platforms, my onboarding was much faster. Ledgy's speed is notable -- it takes almost no time to update stakeholders, equity plans, and documentation at scale. My Customer Success Manager has also been very supportive in helping me get the most out of the platform, and I’ve been able to stay up to speed on the latest features Ledgy has introduced. Overall, I’ve enjoyed the user interface and feel confident in Ledgy's ability to support unique cases within a complex, evolving equity setup.

**What do you dislike about Ledgy?**

When I’m sorting data, the automatic clustering can be confusing at times, and it often feels unnecessary.

**What problems is Ledgy solving and how is that benefiting you?**

- Administering new and legacy equity programmes at scale
- Understanding equity pool distribution and burn rate
- Deep diving into specific cases to understand equity awards globally

**Official Response from Valma Wenzl:**

> Hi there, we're glad to hear the Ask Ledgy AI Agent is speeding up your ad hoc data pulls, and that onboarding and updating stakeholders and equity plans at scale has been fast compared to other platforms. We love to hear that your CSM has kept you up to speed on new features too!

Appreciate the feedback on automatic clustering when sorting data, we'll look at making that clearer. Thanks for taking the time to review Ledgy!

  ### 8. Solid equity management tool that keeps getting better

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** July 31, 2026

**What do you like best about Ledgy?**

From an employee’s perspective, the platform feels very intuitive. It makes it simple to track grants, stay on top of vesting progress, and sign documents digitally without any hassle. We don't use HRIS integrations yet, but the Google SSO option keeps access straightforward using work emails. From an administrative perspective, it provides a lot of useful features (documents management, tracking exercises and grants). Having grant tracking automated instead of relying on manual data entry gives me confidence that our records are clean and accurate.
Support is consistently responsive, and they were particularly helpful when we had to update multiple transactiond. I especially appreciate how actively the team is working on ongoing product improvements. The good thing about the pricing is that it's flexible as it is linked to the stakeholder.

**What do you dislike about Ledgy?**

While the platform covers core workflows very well, some edge cases in equity modeling or custom reporting still require a bit of manual tweaking. Also, as the product evolves rapidly with new updates, the navigation can occasionally take a moment to get used to when a feature moves or changes layout. Nothing major or deal-breaking, but there's still room for small refinements as they scale the product.

**What problems is Ledgy solving and how is that benefiting you?**

Ledgy has been very proactive in helping us overcome these hurdles, setting up alignment calls to truly understand our challenges and take note of product improvements we need. Thanks to that feedback, they’ve implemented key features that simplified some complex admin workflows, like bulk editing transactions and handling stakeholder offboarding. Having a platform and a team that actively works to streamline these multi-step processes saves us significant time and gives us confidence that our equity records remain accurate and up to date.

**Official Response from Valma Wenzl:**

> Hi there, thanks for such a thorough review. Really glad grant tracking, digital signing and admin tools like bulk editing and offboarding are saving you time, and that our alignment calls are turning into features you actually needed.

Noted on the edge cases and navigation, we'll work to keep improving this as we continue to scale.

  ### 9. Automation and Flexible Reporting with Ledgy MCP and AI Agent

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 12, 2026

**What do you like best about Ledgy?**

Automation, the Ledgy AI Agent, and the available self-service options really stand out for me. I also appreciate the flexibility around reporting, as well as the integration with HRIS. The document integration with DocuSign makes issuing grant-related documents automatic, with straightforward tracking throughout the process.

**What do you dislike about Ledgy?**

Nothing significant. Perhaps more flexibility with dashboard display.

**What problems is Ledgy solving and how is that benefiting you?**

We’re using the Ledgy MCP across several workflows, including employee off-boarding, share pool modelling, and quarterly reporting.

The Ledgy Agent is also great, and I expect it will be especially valuable for admin users who aren’t on the platform every day. Features like the employee snapshot with future-dated vesting are really useful when I need to share information with other stakeholders. I’ve also been using the agent to figure out which report to pull for specific data, and it saves a lot of trial-and-error time.

**Official Response from Valma Wenzl:**

> Thanks so much for this, really glad the Ledgy MCP and AI Agent are pulling their weight across offboarding, share pool modelling and quarterly reporting, and that the DocuSign integration is keeping grant documents moving smoothly.

Sorry to hear the dashboard display isn't quite as flexible as you'd like. Feel free to reach out to your customer success manager, they can definitely help you set it up to work better for you.

Thanks again for taking the time to write this, appreciate it.

Valma

  ### 10. A smooth equity platform with a genuinely useful AI agent

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Music | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** Validated through a business email account added to their profile

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** September 27, 2026

**What do you like best about Ledgy?**

What I like best about Ledgy is how easy the platform is to use day to day. Posting new grants and transferring holdings between shareholders is quick and simple, which saves us a lot of admin time compared to managing it manually. The offboarding workflow is another big plus. When someone leaves, it's straightforward to process their equity and make sure everything is handled correctly, which used to be one of the more time-consuming tasks. The recent addition of Ledgy Agent, the built-in AI agent, has made things even better. It's super easy to use and very efficient: you just describe what you need, such as drafting a transaction or offboarding a stakeholder, and it prepares it for you to review and approve before anything is executed. Everything is laid out clearly, so it's easy to find what you need and keep the cap table up to date without needing much support.

**What do you dislike about Ledgy?**

Honestly, there isn't much I dislike. The only limitation I've come across is that I haven't been able to set a valuation at a specific date of the year, which would be useful for reporting at particular points in time. Apart from that, the platform does everything we need it to.

**What problems is Ledgy solving and how is that benefiting you?**

Ledgy solves the problem of managing equity administration manually by bringing grants, transfers, and offboarding into one easy-to-use platform, and with Ledgy Agent handling tasks like drafting transactions for our approval, it saves us significant time and keeps our cap table accurate and up to date.

**Official Response from Valma Wenzl:**

> Thank you for sharing your positive experience with Ledgy! We're thrilled to hear that you find our platform user-friendly and time-saving, especially with features like the offboarding workflow and Ledgy Agent. Your feedback about setting valuations at specific dates is valuable, and we'll certainly take that into consideration for future updates. We're glad Ledgy is solving your equity administration challenges and making your processes more efficient. If you have any further suggestions or need assistance, please feel free to reach out to our customer support team. We're here to help!

  ### 11. Ledgy’s Intuitive UI Makes Equity Administration Easy - for Europe especially

**Rating:** 5.0/5.0 stars

**Reviewed by:** Josh G. | Chief Operating Officer, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** August 12, 2026

**What do you like best about Ledgy?**

Moving away from Carta, we're super happy with the ease of use of the UI with Ledgy. It's a significantly more intuitive platform, both from a Company and Stakeholder perspective. We've also noticed it being a significantly better platform for European based companies given the intricacies of UK/EU equity administration.

**What do you dislike about Ledgy?**

Nothing major - there are still a few feature requests that I've raised to the team, they've been taken seriously and I have high conviction in their roadmap.

**What problems is Ledgy solving and how is that benefiting you?**

Ledgy is helping us efficiently and effectively manage our cap table / equity processes.

**Official Response from Valma Wenzl:**

> Hi Josh, we love to hear that you've had a great experience since moving off Carta, UK/EU equity is Ledgy's bread and butter. Really appreciate you raising feature requests directly with the team too, that's exactly what builds our confidence in the roadmap. Thanks again for taking the time to share this!

  ### 12. Ledgy’s Self-Service Custom Fields Enable Fast, Client-Specific Reporting

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** September 14, 2026

**What do you like best about Ledgy?**

Ledgy empowers users to tailor the platform to their clients' needs through its self-service custom fields capability. Rather than relying on development resources for every new requirement, users can create bespoke fields themselves and incorporate them directly into reporting. This enables greater agility, reduces development overhead, and allows teams to build client-specific reports quickly and efficiently.

**What do you dislike about Ledgy?**

Ledgy's current design meets our requirements well, and during the migration phase there have been no major aspects of the platform that I would consider a drawback. The system is intuitive, flexible, and supports many of the operational needs of both administrators and clients.

There are, however, a few items on the wishlist that could further enhance the user experience. One example relates to the Stakeholder Custom Fields functionality within the Data Management section. Currently, these fields are limited to free-text input, whereas Transaction Custom Fields support predefined selection options.

For example, a stakeholder field such as "Tax Form Required (Y/N)" would benefit from having a dropdown or selection list rather than a free-text field. This would ensure data consistency by preventing users from entering different variations such as "Yes", "Y", "yes", or leaving values blank. Introducing selectable values for stakeholder custom fields would improve data quality, reporting accuracy, and overall usability while maintaining the flexibility that custom fields provide.

Overall, while Ledgy already delivers significant value through its configurable data model and self-service reporting capabilities, enhancements such as dropdown-based stakeholder custom fields would further strengthen data governance and the administrator experience.

**What problems is Ledgy solving and how is that benefiting you?**

The legacy system does not provide the ability for users to create bespoke data fields or build customised reports independently. Any additional data requirements or reporting enhancements must be submitted to the system supplier, resulting in increased reliance on third-party development, longer turnaround times, and additional costs.

In contrast, Ledgy offers a highly flexible, self-service approach through its custom fields functionality. This allows users to create and manage bespoke fields to meet client-specific requirements without requiring developer intervention. At the same time, our migration team can standardise core data fields across all clients, creating a consistent data structure that greatly enhances reporting, analysis, and cross-client comparisons.

Ledgy's reporting capabilities further empower non-technical users and administrators to generate their own customised reports and create bespoke reporting metrics by simply selecting the relevant fields. This reduces dependency on developers and system suppliers, enables faster access to client-specific data and insights, and allows the business to respond more effectively to evolving client requirements.

**Official Response from Valma Wenzl:**

> Thanks so much for the detailed review, especially while you're in the middle of a migration. I'm glad to hear that the custom fields capability is already paying off, especially being able to build client-specific reports without waiting on dev.



Appreciate the callout on Stakeholder Custom Fields as well, I've passed this on to product. 



Welcome aboard, and thanks again for taking the time to write this up.

Valma

  ### 13. Ledgy Makes Employee Incentive Plan Management and Reporting Easy

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jeri-Lea B. | Head of Corporate Services and Administration, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** August 18, 2026

**What do you like best about Ledgy?**

Makes managing an employee incentive plan really easy, from administering the plan itself to handling the reporting.

**What do you dislike about Ledgy?**

I haven't come across anything that I dislike about Ledgy so far

**What problems is Ledgy solving and how is that benefiting you?**

Ledgy solves a lot for us and brings many benefits. We’ve moved from a manual, Excel-based setup to a fully integrated, auditable system that helps us produce a variety of reports in minutes. It also gives participants live access to data on their holdings, which we weren’t able to provide before.

**Official Response from Valma Wenzl:**

> Thank you for taking the time to share your feedback! It's great to hear Ledgy's made plan administration and reporting so much easier, and that reports which used to take a while now come together in minutes.

Really glad participants having live access to their holdings has been such a big shift too, going from manual Excel to a fully integrated, auditable system is the kind of change we love to hear about.

Valma

  ### 14. Solid equity tool that grows with you

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


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**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** August 14, 2026

**What do you like best about Ledgy?**

The transaction grid view for amending or creating documents and transactions has saved me a significant amount of time. Being able to edit directly in a structured layout eliminates the back-and-forth of jumping between pages.

The new AI agent has been a standout feature as well, especially when I’m troubleshooting complex grant issues and need quick answers without having to raise a support ticket.

Custom views in the stakeholder tables have also been a real win. The ability to add columns, apply filters, save those views, and share them across the team means everyone is working from the same picture, and I don’t have to rebuild it each time.

**What do you dislike about Ledgy?**

The DocuSign integration could be smoother. When a document is sent out for signing, stakeholders receive two emails: one from Ledgy, which doesn’t include a working link, and one from DocuSign, where the actual signing link lives. Almost every time, people open the Ledgy email first, realise the link doesn’t work, and then come back to us confused. It creates unnecessary back-and-forth that we end up having to resolve manually.

Another friction point is language. Equity terminology is highly specific, and for someone newer to the space, both the platform and the help documentation can feel dense and difficult to navigate. That said, the AI agent has genuinely helped here - being able to ask it to simplify a concept or provide more context has made a real difference - so this feels less like a blocker than it used to.

**What problems is Ledgy solving and how is that benefiting you?**

Ledgy strikes a balance that’s hard to find in equity tools: it’s accessible enough for someone new to the space, without being so simplified that it loses value for those with deeper expertise. That balance alone has been a significant benefit for our team.

What stands out most is how Ledgy seems to solve problems before we’ve even encountered them. New features like the AI agent and MCP integration have arrived at exactly the right moment, so when those challenges do come up, the solution is already in place. The grid view in transactions is a good example of a smaller change with an outsized impact, it has meaningfully sped up how quickly we can work through tasks in the platform.

The Humaans integration has also been a real highlight. Now that Ledgy accepts more fields, it works much better with our HRIS than our previous system ever did, and it’s genuinely starting to open up possibilities for what we can do when both platforms are communicating with each other properly.

**Official Response from Valma Wenzl:**

> 
Thanks for taking the time to write such a detailed review, really appreciate it!

Really glad the transaction grid view, the AI agent, and shareable custom views are all pulling their weight, especially the AI agent stepping in for quick answers on complex grant issues instead of needing a ticket. The team have worked hard on this!

I'll be sure to share your feedback on the DocuSign flow with the team, but it's good to hear the AI agent is already helping smooth over the equity lingo learning curve, that's great signal for where it adds the most value.

Valma

  ### 15. Streamlined Equity Management with Exceptional Support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


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**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** August 11, 2026

**What do you like best about Ledgy?**

I like that we can bulk-upload anything and make presets and the signature flow from grant to signed agreement is accounted for. The sync with our HRIS makes account creation smooth. I don't have to manually create accounts or enter grants one-by-one, saving me a lot of manual work. The signature flow provides all documents and an audit trail in one place, which is useful for financial reporting and audits. I also appreciate Ledgy's excellent customer support team, who are very quick and knowledgeable. It was quite easy to set up from the HR side with their help. The HRIS integration has allowed us to scale from 80 to 250 people smoothly.

**What do you dislike about Ledgy?**

I have a challenge with syncing grants over from our HRIS to Ledgy due to missing information in the HRIS. This creates more manual work in creating and maintaining the equity admin from the HR side, which I'd like to reduce.

**What problems is Ledgy solving and how is that benefiting you?**

I use Ledgy to automate report generation for finance, manage equity and terminations, and plan for IPOs or acquisitions. It helps with bulk uploads, syncing with HRIS to avoid manual account creation, and provides an audit trail for documents, which is great for financial reporting.

**Official Response from Valma Wenzl:**

> Searched the web

Hi there, we're really glad the bulk uploads, presets and HRIS sync have made scaling from 80 to 250 people manageable, and that support was quick and knowledgeable getting it set up.

Appreciate the flag on grant syncing when HRIS data is incomplete, that's useful and we'll keep working on it. Thanks again for taking the time to review Ledgy!

  ### 16. Customer Success That Truly Solves Problems

**Rating:** 4.5/5.0 stars

**Reviewed by:** Joe K. | Chief Operating Officer, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

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**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 10, 2026

**What do you like best about Ledgy?**

The Customer Success function really wants to solve our problems, and is very effective.

**What do you dislike about Ledgy?**

The integrations with our HRIS is not as good as it could or should be.

**What problems is Ledgy solving and how is that benefiting you?**

We wanted our equity scheme to sit on a platform that’s highly customisable. We were moving away from a system where most features only came in one standard option, and that simply didn’t give us the flexibility we needed.

**Official Response from Valma Wenzl:**

> Hi Joe, thanks for the honest review. Really glad our CS team has been genuinely useful in solving problems rather than just being reactive, that's the bar we hold them to. Appreciate the flag on HRIS integrations too, I'll pass that to our product team, and do raise the specifics with your CSM so we prioritise correctly. Glad the platform's flexibility is delivering what you needed. Thanks again!

  ### 17. Clear UI, Useful AI Search, and Seamless HR Integration

**Rating:** 4.5/5.0 stars

**Reviewed by:** Matthew A. | Senior Analyst - Data Management &amp; IT Solutions, Small-Business (50 or fewer emp.)

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**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** August 07, 2026

**What do you like best about Ledgy?**

The UI is very clear and straightforward, and the HR system integration is a great feature. I haven’t had any performance issues so far, and the AI search/help features are genuinely useful. Their support staff are really helpful.

**What do you dislike about Ledgy?**

I haven't run into a downside as yet, as all of the features I have used have worked well.

**What problems is Ledgy solving and how is that benefiting you?**

Ledgy makes my workflows a lot easier than with previous systems I have used, as the processes are very streamlined.

**Official Response from Valma Wenzl:**

> Hi Matthew, thanks so much for this, really glad the UI, HR integration and AI search are all serving you well, and that our support team has been helpful along the way. Great to hear Ledgy is streamlining your workflows compared to what you used before. Appreciate you taking the time to share this!

  ### 18. Outstanding Account Manager and Customer Service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Louise E. | Manager, Incentive Compensation, Computer Software, Enterprise (> 1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 13, 2026

**What do you like best about Ledgy?**

The customer service from our account manager

**What do you dislike about Ledgy?**

Would great to have an automatic void when someone doesnt sign their document

**What problems is Ledgy solving and how is that benefiting you?**

Tracking and administering our equity plans

**Official Response from Valma Wenzl:**

> Thanks so much for the review, it's fantastic to hear that your customer support manager has been a good experience - we love to hear that!

Good shout on the auto-void for unsigned documents too, that's a sensible workflow improvement and I've passed it on to the product team.

Valma

  ### 19. Versatile Features, Smooth HRIS Integration, and Helpful Support

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 25, 2026

**What do you like best about Ledgy?**

The variety of functionalities, the integration with our HRIS and the helpful support team

**What do you dislike about Ledgy?**

Because of the many functionalities, it can be a bit confusing when you're new to Ledgy

**What problems is Ledgy solving and how is that benefiting you?**

Having a quick overview of Ledgy and an automated process in handling our equity

**Official Response from Valma Wenzl:**

> Thanks so much for the review, really glad to hear the HRIS integration and support team are hitting the mark, and that Ledgy's helping automate the overview of your equity.

Totally fair point on the learning curve too, with that much functionality on offer, we know onboarding can feel like a lot at first. We're always working on making that ramp-up smoother.

Valma

  ### 20. Great UI, Easy to Use Equity Management Platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Hubert F. | Co-Founder &amp; CEO, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

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**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** April 07, 2026

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Ledgy?**

Very simple UI, easy for employees to track and understand the value of their share options with simple scenario modelling

**What do you dislike about Ledgy?**

Some limitations with specific share schemes (growth shares, CSOP etc) mean that you have to 'reverse engineer' share schemes which is hazardous. Functionality seems to have improved however

**What problems is Ledgy solving and how is that benefiting you?**

Giving employees (and alumni) transparent access to their options holdings and how the value evolves over time

**Official Response from Valma Wenzl:**

> Hi Hubert, thanks for this, glad the UI and scenario modelling are helping your employees actually understand their equity, that's exactly the goal at Ledgy!  Appreciate the limitations you're experiencing, we'll keep improving it.

  ### 21. 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.)

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name, job title, or picture.


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**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**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.

**Official Response from Valma Wenzl:**

> We're glad to hear that you find Ledgy's interface clear and intuitive to use. We strive to make equity management as seamless as possible for our users.

  ### 22. Easy to Use and Highly Editable—Great for Storing Large Amounts of Data

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** Validated through a business email account added to their profile

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 11, 2026

**What do you like best about Ledgy?**

editability and easy to use. Good place to store large amounts of data.

**What do you dislike about Ledgy?**

Sometimes it is hard to understand where the information about the employees is

**What problems is Ledgy solving and how is that benefiting you?**

Equity admin simplification

**Official Response from Valma Wenzl:**

> Hi there, we're glad Ledgy's editability and ease of use are working well for storing your equity data. Appreciate the note on finding employee information, we'll definitely look at making that easier to navigate. Thanks for the review!

  ### 23. 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.)

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**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

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**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**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.

  ### 24. 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.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

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**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**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!

  ### 25. Helps simplify equity management and employee incentives

**Rating:** 5.0/5.0 stars

**Reviewed by:** Adam V. | Legal Director, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**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 occasional 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!

  ### 26. Great Equity Management Platform!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Sara C. | Head of Finance, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google using a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**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 truly 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.

  ### 27. Entity share options flip

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Airlines/Aviation | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

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**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** February 18, 2025

**What do you like best about Ledgy?**

Ledgy is simple to use and the backup 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 configuration of our document templates and loaded them all for us to use.

**What do you dislike about Ledgy?**

Nothing 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

  ### 28. 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.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google using a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**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

  ### 29. Upgrade of the overall incentive program

**Rating:** 4.5/5.0 stars

**Reviewed by:** Eskil N. | Legal counsel, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through Google using a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**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 participants 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.

  ### 30. 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.)

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**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!

  ### 31. Great tool that is constantly improving

**Rating:** 4.5/5.0 stars

**Reviewed by:** Wesley H. | Manager, Total Rewards, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**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 of the 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 accommodate 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! 

  ### 32. Fantastic customer support & product - Ledgy for start up

**Rating:** 4.5/5.0 stars

**Reviewed by:** Maartje (Maarty) R. | Lead Talent Manager, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** May 21, 2024

**What do you like best about Ledgy?**

The whole process from getting in touch, to the first demo, through to contracting and onboarding has been phenomenal. I have onboarded various SaaS tools before but never did they go out of their way like this to support us. 

We had many questions on how to best design our share option scheme, getting the right documentation in place, our HR system integration and Ana Silva has been incredible in staying on top of everything. 

Implementation took us longer than we expected (on our side) and I had to reschedule meetings regularly but Ana was an absolute star, making sure we always had speedy support when needed. Thank you so much for all your efforts.

The platform is very easy to use, our external accountants haven't had any problems either, and the dashboard view for employees is awesome. I love this tool and even though you have to do your own valuations, the price / quality is excellent value.

**What do you dislike about Ledgy?**

Perhaps a few more ''?'' buttons next to fields on the platform. Sometimes I am not 100% sure what certain terminology means.

In the employee view, they will see the projected value of certain scenarios (amazing feature), however that is if everything were to have vested. I'd love a feature where you could add an exit date on a scenario, so they can see how much it's actually worth, based on what has vested.

**What problems is Ledgy solving and how is that benefiting you?**

Easy admin to manage our EMI scheme, easy oversight of cap table, great tool for our employees to keep track of their share options.

**Official Response from Karime Andere:**

> Hi Maartje, 

Thank you for your glowing review of Ledgy! We're thrilled to hear about your positive experience with our customer support team, and will be sure to pass on the kudos to Ana Silva. Your feedback on adding more "?" buttons for clarity and the suggestion for the employee scenarios taking vested amount into account at an exit date is valuable to us. We'll definitely take these into consideration for future updates. 

We're delighted that Ledgy is helping you manage your EMI scheme, cap table, and empowering your employees to track their share options easily. If you need any further assistance or have more suggestions, please feel free to reach out. Thank you for choosing Ledgy!

  ### 33. Ledgy is fantastic platform to monitor cap-tables for all business and portfolios

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Venture Capital & Private Equity | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google using a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** October 28, 2024

**What do you like best about Ledgy?**

Simple interface, API access, Draft and publish capabilities, Variety of instruments, Row level security and Access, Customer success team

**What do you dislike about Ledgy?**

There are a few customisability limitation, but the team seem onboard with helping to find work arounds and put them on the development rao

**What problems is Ledgy solving and how is that benefiting you?**

We have a portfolio of companies that need cap-table management solutions and so need to aggregate this information easily.

**Official Response from Karime Andere:**

> Hi there, 
Thank you for sharing your positive experience with Ledgy! We're thrilled to hear that you appreciate our simple interface, API access, and dedicated customer success team. We understand your concerns about customizability limitations and want to assure you that we are continuously working to improve our platform based on customer feedback. If you have any specific requests or suggestions for enhancements, please feel free to reach out to our support team. Thank you for choosing Ledgy!

  ### 34. I appreciate the outstanding support which is always pleasant and very fast.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Mining & Metals | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** January 20, 2025

**What do you like best about Ledgy?**

I like the fact that support is also available via Teams. The guides are also well done.

**What do you dislike about Ledgy?**

I cannot report about any downsides. I am fine with everything so far.

**What problems is Ledgy solving and how is that benefiting you?**

Contract templates can be uploaded, adjusted in bulk and then the participants can be invited. This significantly simplifies the workflow.

  ### 35. A Comprehensive Equity Management Tool

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Venture Capital & Private Equity | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** June 10, 2024

**What do you like best about Ledgy?**

What I like best about Ledgy is how incredibly easy it is to use. The interface is super intuitive, making it simple to manage cap tables and stock options without feeling overwhelmed. The real-time updates are a game-changer, and it's awesome to have everything in one place, from investor reports to legal documents. Plus, their customer support is top-notch, always ready to help with any questions.

**What do you dislike about Ledgy?**

One thing I dislike about Ledgy is that it can get pretty pricey, especially for smaller startups. Sometimes the range of features feels a bit overwhelming, and it takes a while to get used to everything. Also, while their integrations are good, I'd love to see more options added. Lastly, occasional bugs can be a bit frustrating, though they usually get fixed quickly.

**What problems is Ledgy solving and how is that benefiting you?**

Ledgy solves the hassle of managing complex cap tables and employee stock options, which is a huge relief. It keeps everything organized and up-to-date, saving a ton of time and reducing errors. The transparency it provides helps keep employees and investors in the loop, making everyone feel more connected and informed. Overall, it takes the stress out of equity management and lets me focus on growing the business.

**Official Response from Karime Andere:**

> Hi there, 

Thank you for sharing your positive experience with Ledgy! We're thrilled to hear that you find our platform easy to use and appreciate the real-time updates and customer support. 

We understand your concerns about pricing and the learning curve for our broad range of features, as well as the need for more integrations and occasional bugs. Your feedback is valuable to us, and will be shared with the team as we continuously work to improve our offering. 

We're glad to hear that Ledgy has taken the stress out of managing equity for you so you can focus on growing the business - that is our goal! If you need any further assistance, please feel free to reach out. Thank you for choosing Ledgy!

  ### 36. Diving into the Depths of Ledgy

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Capital Markets | Enterprise (> 1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** June 05, 2024

**What do you like best about Ledgy?**

Ledgy is widely appreciated for its user-friendly interface and comprehensive feature set, making it a top choice for equity management. The platform offers seamless cap table management, employee equity plan administration, scenario modeling, and compliance reporting, all presented in a clear and intuitive manner. Implementation is straightforward, with the Ledgy team providing excellent support to ensure a smooth onboarding process. Customer support is a standout feature, with users frequently praising the team’s responsiveness and expertise. Many companies find themselves using Ledgy regularly to keep their equity structures organized and transparent. Its ability to integrate with various HR and accounting systems further enhances its value, streamlining workflows and maintaining data consistency. While it might lack some specialized advanced features, Ledgy's robust and well-rounded offerings make it an ideal solution for most startups and growing businesses.

**What do you dislike about Ledgy?**

While Ledgy is highly regarded, it does have some areas where users have expressed dissatisfaction. Some users find that the platform can be overwhelming initially due to the complexity of equity management, even though it's designed to be user-friendly. The learning curve can be steep for those unfamiliar with equity terms and processes. Although the implementation is generally smooth, a few users have encountered challenges with data migration and initial setup, requiring additional time and effort. While customer support is often praised, there have been occasional reports of slower response times during peak periods. The frequency of updates and new feature releases can sometimes lag behind user expectations, leaving some advanced needs unmet. Additionally, while Ledgy integrates well with many systems, certain integrations can be cumbersome or limited in functionality. Despite these drawbacks, Ledgy remains a strong choice, though there's room for improvement in these areas.

**What problems is Ledgy solving and how is that benefiting you?**

Ledgy proves invaluable in addressing several pressing challenges in equity management, thereby greatly benefiting my consulting practice. By automating cap table management, Ledgy ensures precise tracking of ownership structures and equity transactions, sparing us the errors and time constraints associated with manual spreadsheet management. Its robust compliance reporting capabilities ease the complexities of navigating legal and tax regulations, reducing the risk of non-compliance for both my clients and me. Through sophisticated scenario modeling, Ledgy empowers me to conduct comprehensive analyses and offer strategic insights, elevating the quality of my advisory services. Furthermore, its investor reporting functionalities foster transparency and collaboration in client relationships, facilitating smoother communication with stakeholders. Overall, Ledgy's efficiency, accuracy, and seamless integration with investor reporting contribute significantly to enhancing my productivity and effectiveness as a consultant, enabling me to deliver valuable strategic guidance to my clients with greater confidence and precision.

**Official Response from Karime Andere:**

> Hi there, 

Thank you for sharing your detailed feedback on Ledgy! We're thrilled to hear that you appreciate our user-friendly interface, comprehensive features, and excellent customer support. We understand your concerns about the initial learning curve and challenges with data migration and will work with our CX and product team to improve these for you and future users. 

Please feel free to reach out to our support team for further assistance or to provide more feedback. Thank you for choosing Ledgy, we look forward to continuing to support you in the future! 

  ### 37. Amazing equity management software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** March 04, 2024

**What do you like best about Ledgy?**

We've been using Ledgy for almost two years now and we can say that it's simply amazing. 

We would highlight the following: 

- Its team. We had to implement in Ledgy a very complex share reorganization and Ledgy's Customer Experience Manager assisted us and got involved directly throughout the whole process from the beginning to the end. He took the time to meet us as many times as needed and answered our questions super fast. We were delighted with the personal attention received. 

- Its features and its user-friendly interface: we used one of Ledgy’s competitors in the past and nothing was intuitive nor user-friendly, every action we had to carry out required previous study of complicated instructions; Ledgy, however, is very easy to use and intuitive. It has plenty of filtering possibilities, you can group the stakeholders, see all the transactions done and remove or edit them or create scenarios for the future and see its impact in the cap table of the company.

- Its help center. You will find information, videos, and instructions about almost anything you need to do on Ledgy. It is really really useful.

- The clear view of the equity plans that it allows, user-friendly and easy to navigate. 

- Its continuous improvement of the platform according to the needs of its clients. 

- Its availability to all stakeholders, as they can access their portfolio whenever they want.

- Its integration with Bamboo HR, which is super time-saving.

**What do you dislike about Ledgy?**

Nothing so far. We are very happy with it.

**What problems is Ledgy solving and how is that benefiting you?**

Ledgy helps us manage our equity plans and provides our stakeholders access to them.

**Official Response from Karime Andere:**

> Hi there,

Thank you for sharing your experience with Ledgy!

We're glad to hear that our team has been so helpful, and our help centre, user-friendly interface and features like the integration with Bamboo HR have been valuable for you. We're committed to providing a seamless and intuitive experience for all our users, and are grateful for customers like you who help us continue to provide great value as we grow. Stay tuned for even more improvements to come!

  ### 38. Great stakeholder management tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Karan S. | Founde's Associate, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** August 28, 2024

**What do you like best about Ledgy?**

Ledgy is very easy to use and implement in our team. It is used often to keep a track of transactions and stakeholders

**What do you dislike about Ledgy?**

There is nothing which we dislike about Ledgy and would recommend it

**What problems is Ledgy solving and how is that benefiting you?**

Allowing us to keep a track of stakeholders and make a cap table as a result

**Official Response from Karime Andere:**

> Hi Karan, 
Thank you for your positive feedback! We're thrilled to hear that Ledgy has been easy to use and implement for your team. We're glad to hear that it's helping you keep track of transactions and stakeholders effectively. If you ever have any questions or need assistance with anything, please don't hesitate to reach out. We're here to help and support you every step of the way.

  ### 39. Brilliant support from Engineering, Account and Product teams

**Rating:** 5.0/5.0 stars

**Reviewed by:** Emilija S. | Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** April 10, 2024

**What do you like best about Ledgy?**

The team at Ledgy have been extremely helpful and accommodating throughout our onboarding/implementation phase. This has created brilliant relationships between various stakeholders, and as a result, the team is super happy with the platform.

**What do you dislike about Ledgy?**

There were some bugs and issues that we experienced when testing the platform, but most importantly, these issues were fixed very swiftly.

**What problems is Ledgy solving and how is that benefiting you?**

Allowed us to centralise and automate our share options management which is saving time for our Finance team and has minimised the possibility of human errors.

**Official Response from Karime Andere:**

> Hi Emilija, 

Thank you for sharing your positive experience with Ledgy! 
We're thrilled to hear that our entire team provided wonderful support during your onboarding process. We appreciate your feedback on the bugs you encountered, and we're glad to hear that they were resolved swiftly. It's great to know that Ledgy is helping you centralize and automate your share options management, saving time for your Finance team and reducing the risk of errors. 

If you have any further feedback or encounter any more issues, please don't hesitate to reach out. We're here to help and ensure you have and continue to have a seamless experience with Ledgy.

  ### 40. Supportive onboarding onto a clean and informative tool that promotes the value of options.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** June 17, 2024

**What do you like best about Ledgy?**

All Ledgy representatives involved have been friendly, respectful of time and business demands, and very collaborative. The platform itself is easy to use and there are options for workarounds in case your administration of options is not straightforward. Onboarding contact was responsive and helpful in implementing information, and was not pushing an unfinished onboarding onto the account manager.

**What do you dislike about Ledgy?**

Nothing yet. There could be some stakeholder view improvements, but their layout is already the best I have seen, so this is marginal.

**What problems is Ledgy solving and how is that benefiting you?**

Employee experience. Option administration

**Official Response from Karime Andere:**

> Hi there, 

Thank you for your positive feedback! We are thrilled to hear that you had a great experience collaborating with our team and found Ledgy easy to use. We are also delighted to hear that you appreciate our stakeholder view layout, but could think of some improvements - if you have any specific ideas for these enhancements, please feel free to share them with us. We are committed to continuously improving our platform to better serve your needs. If you ever have any questions or need assistance, please don't hesitate to reach out. 

Thank you for choosing Ledgy to enhance your employee experience and option administration!


  ### 41. State-of-the-art Captable and VSOP tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Christoph Z. | VP Finance, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through Google One Tap using a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** September 18, 2024

**What do you like best about Ledgy?**

It's super user friendly and allows for am lot of customization

**What do you dislike about Ledgy?**

Really nothing atm.
We are super happy and hope it stays that way.

**What problems is Ledgy solving and how is that benefiting you?**

Managing our captable & VSOP in an efficient and compliant way.

**Official Response from Karime Andere:**

> Hi Christoph, 
Thank you for your positive feedback! We're thrilled to hear that you find Ledgy user-friendly and customizable. If you ever have any questions or need assistance with anything, please don't hesitate to reach out. We're here to help and ensure your experience with Ledgy remains top-notch. Thank you for choosing Ledgy!

  ### 42. Overall good but slow product progress

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Aviation & Aerospace | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** January 03, 2024

**What do you like best about Ledgy?**

Ledgy is a great tool to visualize the impact of equity based compensation for employees. It is rather easy to understand and offers quite some additional information on equity-based compensation in general.<br><br>It helps to move away from a pen and paper process towards a more digital solution.<br><br>The integration with standard HR tools is very smooth and uncomplicated!

**What do you dislike about Ledgy?**

Sadly, it does not allow really advanced analytics of the distributed equity packages from the company's point of view.<br><br>Also requested changes might take quite some time if not in line with company's priorities.<br><br>What needs to change is that admins can actually delete transactions as well as documents without leaving a trace.

**What problems is Ledgy solving and how is that benefiting you?**

Ledgy is a great solution to leave the pen and paper approach behind and to shift to a digital solution to sign equity-based compensation contracts.<br><br>Also it is a great tool to offer to the employees since it makes the ambiguous topic of equity-based compensation easier to understand.

**Official Response from Karime Andere:**

> Hello,
Thank you for sharing your feedback on Ledgy!
We're glad to hear that you find our tool helpful in visualizing equity-based compensation and transitioning to a digital solution as well as our HR integrations.
We appreciate your input on the need for more advanced analytics and the ability for admins to delete transactions and documents without a trace. Your suggestions are valuable to us, and we will definitely relay them to the product team for future consideration.
If you are interested in sharing more with us, we would love to connect and hear more about your experience: please feel free to reach out to your CX manager and they can set up a time to go through this.
We are committed to continuously enhancing Ledgy to better serve your needs.

  ### 43. User friendly interface

**Rating:** 4.0/5.0 stars

**Reviewed by:** Mustafa B. | ANALYST, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** June 12, 2024

**What do you like best about Ledgy?**

1) All in one place 
2) User friendly 
3) Trust worthy 
4) Better management of cap table

**What do you dislike about Ledgy?**

1) Its paid 😅
2) Historic database at initial screening

**What problems is Ledgy solving and how is that benefiting you?**

For me personally cap table management and employees engagement

**Official Response from Karime Andere:**

> Hi Mustafa, 

We're thrilled to hear you find Ledgy trustworthy, user-friendly and appreciate having everything in one place! We continuously strive to enhance our services and appreciate your feedback. If you have any further suggestions or questions, please feel free to reach out. We're here to assist you every step of the way!

  ### 44. Solid platform with helpful customer support

**Rating:** 3.5/5.0 stars

**Reviewed by:** Philipp P. | Group Chief Financial Officer, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** January 16, 2024

**What do you like best about Ledgy?**

It works. Flexible migration/importing of data, helpful support, easy to correct errors, improving automation/workflows.

**What do you dislike about Ledgy?**

Default reports could do with a little more thought. It took time to be able to export worthwhile cap tables into Excel. Could be more flexible in pool management, custom vesting schedules and growth shares.

**What problems is Ledgy solving and how is that benefiting you?**

Holds our cap table including options. Allows us to automate the creation and signing of documents. A significant time saver.

**Official Response from Karime Andere:**

> Hi Philipp, 
Thank you for your positive feedback and valuable insights on areas for improvement. We're glad to hear that Ledgy has been helpful in managing your cap table and automating document processes saving you significant time!
We appreciate your suggestions regarding default reports, Excel exports, pool management, vesting schedules, and growth shares. We'll make sure to take your comments back to our product team so they can be taken into consideration for future updates. If you have any specific suggestions or further feedback, please feel free to reach out to your CX manager or our support team. We're here to support you every step of the way.

  ### 45. Fantastic software for equity management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** May 23, 2024

**What do you like best about Ledgy?**

Easy to use, seamless onboarding (integration with HiBob worked perfectly), attentive customer service, clean UI

**What do you dislike about Ledgy?**

There is no SCIM outside of Okta and we use Jumpcloud.

**What problems is Ledgy solving and how is that benefiting you?**

Ability to view our cap table live, all documents being in one place, employee education

**Official Response from Karime Andere:**

> Hi there, 

Thank you for your positive feedback! We're glad to hear that Ledgy has been able to provide you with a live view of your cap table and a centralized location for all your documents. We appreciate your input regarding the SCIM integration and will take that into consideration for future updates. We're committed to continuously improving our platform to better serve our users.

  ### 46. Ledgy review

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Market Research | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** June 30, 2024

**What do you like best about Ledgy?**

It is easy for reporting and communication. Data related to financial operations is kept confidential. I used to struggle to navigate easily when was just registering on the platform.

**What do you dislike about Ledgy?**

We tried to integrate it with Trello platform but it was not successful.

**What problems is Ledgy solving and how is that benefiting you?**

It helps to generate reports for investors so they stay up-to-date.

**Official Response from Karime Andere:**

> Hi there, 

Thank you for sharing your feedback! We're glad to hear that you find Ledgy easy to use for reporting and communication. We apologize for any initial struggles you faced during registration and the unsuccessful integration with Trello. We appreciate your patience and feedback as we continuously work to improve our platform. If you need any assistance or have further questions, please don't hesitate to reach out. We're happy to help! 

  ### 47. The best platform for stakeholder management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Raiko C. | Head of Global People Operations, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** January 16, 2024

**What do you like best about Ledgy?**

Very easy to use, simple uploading feature of grants, interface with HR system, easy to understand dashboard for grant holders

**What do you dislike about Ledgy?**

Nothing I can think of, all has been top so far

**What problems is Ledgy solving and how is that benefiting you?**

no manual stakeholder adding since it is connected to our HRIS. Grants can be uploaded in bulk through an excel file. Very easy to navigate through the system

**Official Response from Karime Andere:**

> Hi Raiko,
We're delighted to hear that you find our platform easy to use and that it seamlessly integrates with your HR system. We're also excited to hear our user-friendly dashboard is benefiting grant holders too.
Thank you for choosing Ledgy!

  ### 48. Ledgy Review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Haris K. | FX sales Dealer, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** June 15, 2024

**What do you like best about Ledgy?**

Easy to use, user friendly, Customer support

**What do you dislike about Ledgy?**

Implementation at the begining was a bit challenging.

**What problems is Ledgy solving and how is that benefiting you?**

Shows everything on my dashboard

**Official Response from Karime Andere:**

> Hi Haris, 

Thank you for sharing your feedback! We're thrilled to hear that you find Ledgy easy to use and appreciate our customer support. It's also great to know that Ledgy's dashboard provides you with a comprehensive view of everything you need. We appreciate that implementation can be a bit challenging and will take this feedback back to our team to further improve our processes. If you have any further questions or need assistance, please don't hesitate to reach out. We're here to help!

  ### 49. Best in class cap table management tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Lambros A. | CFO, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** February 15, 2024

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Ledgy?**

Great visibility of cap table and makes admin easy

**What do you dislike about Ledgy?**

Modelling functionality doesn't help on more advanced things like growth shares and warrants

**What problems is Ledgy solving and how is that benefiting you?**

Visibility of cap table at point in time
Communicates value of shares to employees

**Official Response from Karime Andere:**

> Hi Lambros,
Thank you for your feedback!
We're delighted to hear that Ledgy provides great visibility of your cap table and makes equity administration easy for you. We appreciate your input on the modelling functionality and will take it into consideration for future improvements. Please don't hesitate to reach out to your dedicated CX manager or our support team at any time should this require more assistance.

  ### 50. No more spreadsheets and data errors!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** September 15, 2023

**What do you like best about Ledgy?**

1. Equity Management - eliminates manual tasks such as spreadsheet record-keeping and the manual issuance of equity grants. This is a massive change for all: Finance, managers and employees. The dashboards are exceptionally clear and user-friendly, leaving employees with no confusion about their vested options.

2. IFRS Reporting - this has revolutionised our reporting process. No more errors, clear and neat data with minimal input on our part.

3. Cap Table Management - while we're still in the initial stages of onboarding in this area, it's already evident that it will significantly reduce the time spent searching for historical data and streamline modelling for potential rounds.

4. Support - the onboarding process, as well as any additional support requirements, have consistently been efficient and hassle-free. Notably, Armon Battig, Michelle Chin, and Luke McGee have provided exceptional assistance, contributing to our great experience.

**What do you dislike about Ledgy?**

1. Reporting - the platform's reporting currently lacks a filter functionality, which would undeniably save us a considerable amount of time. Currently, we need to export reports from Ledgy and combine them externally to achieve the desired outcomes.

2. Connection with HMRC and Companies House - we had anticipated that Ledgy would offer a direct connection to HMRC and Companies House (which we believed it did). Such integration would significantly streamline our regulatory compliance efforts.
3. Electronic signature partners - currently, Ledgy exclusively integrates with DocuSign, making it the sole choice for maximizing efficiency. However, it's worth noting that if you haven't subscribed to DocuSign already, this entails an additional cost, particularly since DocuSign lacks cost-effective packages for small businesses.

**What problems is Ledgy solving and how is that benefiting you?**

1. Equity Management:
* Record-keeping of current and historical data
* Issuing grants
* Managing grant exercises

2. Cap Table Management:
* Record-keeping of current and historical data
* Modelling of data
* Issuing share certificates

3. Compliance:
* HMRC valuations
* HMRC reporting
* IFRS2 reporting (External Audit assistance)

Ledgy is a time-saving tool that enables us to operate in a well-organized and error-free environment.

**Official Response from Karime Andere:**

> Hi there, 

Thank you for sharing your detailed feedback on Ledgy! We're thrilled to hear that our equity management, IFRS Reporting, and support have made such a positive impact on your operations enabling you to have error-free data. We appreciate your shoutout to our team and will make sure this gets back to them as well! 

When it comes to the lack of filter functionality: good news, this has since been added! We appreciate your suggestions around the integration with HMRC and Companies House, and the exclusive integration with DocuSign. Your feedback is valuable, and we will share it with our product team for consideration.

We are committed to continuously improving Ledgy to better meet your needs. If you have any further suggestions or require assistance, please don't hesitate to reach out to your CX manager or our support team. Thank you for choosing Ledgy to streamline your equity management and compliance processes!


## Ledgy Discussions
  - [What is Ledgy used for?](https://www.g2.com/discussions/what-is-ledgy-used-for)
  - [How are you using Ledgy custom fields for client-specific reporting, and what would you improve?](https://www.g2.com/discussions/how-are-you-using-ledgy-custom-fields-for-client-specific-reporting-and-what-would-you-improve) - 1 upvote

- [View Ledgy pricing details and edition comparison](https://www.g2.com/products/ledgy/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-30+11%3A46%3A55+-0500&secure%5Bsession_id%5D=71725d5b-7055-4e97-9c67-4dff2e5e8ee9&secure%5Btoken%5D=f47509f343a68e3520e0e30812e69810ad546be7ea913d2b78a79d49178354b9&format=llm_user)

## Ledgy Features
**Platform Basics**
- Reporting
- Investor 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
- Activity 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
- Public Equity

**Analytics & Data Management - Stock Plan Administration**
- Integration
- Reporting

**Agentic AI - Equity Management**
- Autonomous Task Execution

**Additional Functionality**
- Audit Management
- Vesting Management
- Workflow Management
- Forecasting
- Alerts/Notifications
- Audit Trail
- Performance Metrics
- Portfolio Management
- CRM
- API
- Third-Party Integrations
- Scenario Planning
- AI Copilot
- Grant Management
- Compliance Management
- Financial Analysis
- Multi-Currency
- Financial Modeling
- Financial Management
- Real-Time Data
- Transaction History
- Role-Based Permissions
- Deal Management
- Generative AI
- Document Management
- Valuation Management
- Customizable Reports
- Real-Time Analytics
- Document Storage
- Client Portal
- Reporting & Statistics
- Activity Tracking

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