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Ledgy Reviews & Product Details

Stay compliant, save time and engage your team. Ledgy is the modern equity management platform that takes your company further. Make your time-consuming, manual processes easy by automating key tasks. Adapt it to your needs, update records in an instant, and ensure it works for your team — in any country, at any time. Create simple and effective communications that empower your people. Get set up and started in an instant, and then it’s ready to deliver value, day-in day-out. Ledgy is exactly what you need to drive greater efficiency and take care of compliance and risk management. It’s the platform that enables you to align all of your stakeholders to achieve more and inspire positive change. Book a Demo to see Ledgy in action. https://ledgy.com/demo/ledgy/?utm_source=g2

Seller

Ledgy

Discussions

Ledgy Community

Languages Supported

German, English, French

Product Description

Ledgy is the Equity Management platform built for growing companies to manage their cap table, employee shareholdings, financing rounds, and investor relations. A Swiss company built on privacy, accuracy and legal compliance.

Overview by

Joe Brennan

Pricing

Pricing provided by Ledgy.

Launch

Free

Growth

Starting at €75.00

Per Month

View More Pricing Information

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Ledgy Integrations

(1)

Integration information sourced from real user reviews.

Ledgy Media

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

Ledgy Demo - Ledgy - Transaction based cap table

Transaction-based cap table, investor relations, option expensing, digital signatures. Support for any transaction type, including issuance, transfer, convertibles, stock split, share destruction, and valuations. Featuring unlimited share classes, treasury shares, pooled investments, and ...

Our employee dashboard supports you to engage and motivate your employees with their potential returns.

Invite your investors to use Ledgy - here they can manage multiple portfolios, build accurate scenarios and exit models, automate reporting.

Ledgy Demo - Ledgy - Automated Workflows

Save valuable time with automated workflows to create hundreds of error-free documents and send them out for signature to employees in seconds.

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Verified User in Computer Software

Mid-Market (51-1000 emp.)

1/15/2025

"A Flexible and Intuitive Cap Table Platform with Outstanding Onboarding Support"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Tobias B.

Global Head of Compensation & Benefits

Mid-Market (51-1000 emp.)

9/16/2024

"Simplifying Equity Management with Exceptional Support!"

4.5/5

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Karime Andere of Ledgy

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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!

Adam V.

Legal Director

Mid-Market (51-1000 emp.)

10/28/2024

"Helps simplify equity management and employee incentives"

5/5

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 Review collected by and hosted on G2.com.

What do you dislike about Ledgy?

The occassional bug, and I would love more ways to educate stakeholders about their equity from within the platform. However Ledgy is continuing to develop the platform and their product team is highly responsive to ideas Review collected by and hosted on G2.com.

Response from Karime Andere of Ledgy

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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!

Sara C.

Head of Finance

Small-Business (50 or fewer emp.)

8/15/2024

"Great Equity Management Platform!"

4.5/5

What do you like best about Ledgy?

Ledgy has been great in helping our company manage our cap table and automate the share option issuance.

Some highlights:

-It has truely made our share option management stress free, with the templated agreements, integration with docusign and compliance reporting.

-There is continuous improvement and additions to the platform

-Customer support is always timely and helpful; willing to jump on a call to walk you through something

-Onboarding and implementation was incredibly quick and easy Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Response from Karime Andere of Ledgy

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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.

Verified User in Airlines/Aviation

Mid-Market (51-1000 emp.)

2/18/2025

"Entity share options flip"

5/5

What do you like best about Ledgy?

Ledgy is simople to use and the back up support from their team is exemplary. For example we changed our share options plan and had to have people sign an agreement, the team did the final configration of our document templates and loaded them all for us to use. Review collected by and hosted on G2.com.

What do you dislike about Ledgy?

Nothng that I can think of to be honest. Review collected by and hosted on G2.com.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

2/28/2025

"Intuitive cap table management and great team"

5/5

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 Review collected by and hosted on G2.com.

What do you dislike about Ledgy?

Nothing significant. Make sure to understand what is included in your package Review collected by and hosted on G2.com.

Eskil N.

Legal counsel

Mid-Market (51-1000 emp.)

1/23/2025

"Upgrade of the overall incentive program"

4.5/5

What do you like best about Ledgy?

Ledgy has a great user interface and very easy to use - both for pariticpants in our incentive programs and for administrators such as me. Easy to integrate with our HR-platform. Great CSM. Review collected by and hosted on G2.com.

What do you dislike about Ledgy?

Could improve the overall document management/signature function. Review collected by and hosted on G2.com.

Mina A.

Sales Development - Enterprise (UKI & Northern Europe)

Small-Business (50 or fewer emp.)

6/24/2024

"Great customer support and easy to use"

4/5

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Response from Karime Andere of Ledgy

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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!

Wesley H.

Manager, Total Rewards

Mid-Market (51-1000 emp.)

9/5/2024

"Great tool that is constantly improving"

4.5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Ledgy?

I would like to see some more advancements on the reporting capabilities and the flexibility ofnthe automated granting, but there have been many improvements this year. Review collected by and hosted on G2.com.

Response from Karime Andere of Ledgy

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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!

Maartje (Maarty) R.

Lead Talent Manager

Small-Business (50 or fewer emp.)

5/21/2024

"Fantastic customer support & product - Ledgy for start up"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Karime Andere of Ledgy

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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!