Ledgy Reviews & Product Details

Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Using Ledgy has clarified our captable, ESOP pool (including all of the tedious cliffs, vestings, and contracts) workflow. We've invited all of our stakeholders, and there is no longer any ambiguity on the current standing of the company or shares. Review collected by and hosted on G2.com.

What do you dislike?

That I didn't have Ledgy during our last round! Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

- Communication between stakeholders

- Document consolidation

- Improved employee awareness of their benefits Review collected by and hosted on G2.com.

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Ledgy Overview

What is Ledgy?

Ledgy is an equity management solution built for fast-growing companies. Scaleable, flexible, and easy to use for end-to-end equity management with best-in-class security and privacy. Get your cap table and employee participation plans right from the beginning: ESOPs & PSOPs to empower your employees with ownership. Make your financing rounds a success and engage your investors with always accurate scenario and exit modeling. For your investors and lawyers Ledgy shows the latest information about their investments, streamlines due diligence and handles every vesting schedule. Invite investors into their own custom dashboard that reflect accurate funding scenarios in real-time: valuations, dilutions, exits, and more. On the employee side your company will have the power to attract and retain key talent. Employees get their own dashboard to transparently monitor their shareholdings, vesting schedules, and future in your company's success. Ledgy is the best equity management platform and is currently used by leading companies to leverage the power of their equity. Book a Demo to see how Ledgy can unlock the power of your company's equity. https://ledgy.com/demo/ledgy

Ledgy Details
Website
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.

How do you position yourself against your competitors?

We work with hundreds of companies, VCs and lawyers in need of a highly scalable infrastructure for their equity management. We differentiate ourselves with native e-signatures, powerful HR and Finance Software integrations, all powered by customized workflow automation and the stellar customer success team, supporting you from beginning to end.

As a Swiss company we follow a privacy-first strategy and implemented data security by design. All data stored is securely stored in Switzerland. For Ledgy, GDPR is the default and not an obligation.


Seller Details
Seller
Ledgy
Company Website
Year Founded
2017
HQ Location
Zurich, Zurich
Twitter
@Ledgy
258 Twitter followers
LinkedIn® Page
www.linkedin.com
18 employees on LinkedIn®

Overview Provided by:
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Ledgy Reviews

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Managing Director
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Ledgy is insanely simple to use. I haven't had to refer to any documentation whilst using or setting it up. I converted all of my shareholders from excel with a breeze and I now use it for shareholder updates as well as any transactions of shares. Review collected by and hosted on G2.com.

What do you dislike?

I wish that they offered a generic employee share participation plan instead of the country-specific ones as the UK does not have a company-specific share participation plan. I also wished there was better facilities to organise the annual general shareholders meeting. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I initially used ledgy to simply manage shareholders as I had all of the details spread across multiple excel spreadsheets. Since simply importing the details, I have discovered the power of being able to share KPIs directly with shareholders in real time as well as providing quarterly, monthly or annual reports. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

Easy to organise our portfolio, maintain the cap tables, track all the transactions.

Ledgy team always responds promptly and they always try to implement new features according to our needs.

Integrated with Bamboo HR which is timesaving and useful.

Clear view in equity plans.

Stakeholders can access their portfolio in Ledgy by themselves.

Simple to use Review collected by and hosted on G2.com.

What do you dislike?

It would be better if we could have different valuations for different share classes under the same company. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Definitely you should try Ledgy, you can easily manage your equity and involve the stakeholders. Dynamic and useful tool. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Equity & Portfolio management

Automatic track of transactions

Paperless work

Generating e-certificates & forms

Involvement of the employee Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Ledgy helps me as a business angel to get "organized" and in control of my portfolio view. Review collected by and hosted on G2.com.

What do you dislike?

It still takes work to get my "shoe box" of old documents into the digital age - no matter how supportive the tools are. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Get going! Spend the time for setup early and reap the benefits early. Don't wait for document piles to grow big, get started right away. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Getting my portfolio organized. They've thought of all kinds of little helpers to help you get in your documents. Still, "reaching into these old binders" takes some personal discipline. When you invest it, though, you've finally got everything in one place, it beatifully designed and you are the star of your co-investors. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

The solution provided all I needed. It helped me to get compliant and the customer support was outstanding Review collected by and hosted on G2.com.

What do you dislike?

The tool is so powerful, that you need to be a semi-expert around CAP Table and how to manage shareholders. But you always get the support you need Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Ledgy is a powerful tool. It will support you in managing all your shares, stock splits, investment rounds, etc. But it is useful if you are familiar with these financial mechanics.

If you need support, I have made a great experience with the customer support team on video calls. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I manage all my shareholders. I manage all my stock splits and investment rounds. I share online with the available access function the communication to all my shareholders Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

The dashboards for the cap table provide exactly the right visualization for shareholders. I'm able to pull ownership reports and keep my investors updated, while managing all of my documents in one place. Review collected by and hosted on G2.com.

What do you dislike?

The metrics reporting is getting better over time, but still needs improvement. If it integrated with Stripe or Xero and automatically pulled those reports, that would be easier. Another roadmap item might be the ability to automatically send preformatted update reports on a weekly, monthly, or quarterly basis. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I use Ledgy to update my shareholders, store signed investment agreements, and generally give a sense of professional governance. Review collected by and hosted on G2.com.

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AI
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

I like that everything is very simple and it helps to keep our plans structured and organised. They are continually improving the platform and adding more features that supports us even more. I also have a good support from the Ledgy team whenever I have questions or need more information. Review collected by and hosted on G2.com.

What do you dislike?

I think it would be ideal to have ledgy integrated to our own employee system, but this is something they are already working on. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Good tool - explore all the features and have a demo view with their team Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

No manual tracking of our equity plans - we used one excel but many times the data was incorrect.

Also Ledgy is great to give our employees more transparency around their plans - what is their portfolio and their worth Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

We use a fraction of the features however they do the job perfectly. The interface is quick and intuitive and it's easy to get various professional-looking reports for shareholders or Management. Review collected by and hosted on G2.com.

What do you dislike?

The monthly pricing per stakeholder is not adapted to a light usage such as ours. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

It's replace Excel for our share register, it provides a single source of truth where we can easily make modifications, share reports, etc. Review collected by and hosted on G2.com.

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Junior Consultant/Technical Project Lead
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

The ease of use and the blazing fast onboarding. Ledgy covers more than what we'd need, but one thing we most appreciate is the native HR integration and the digital signatures. These two features saved us days and weeks of time, syncing back and forth. Review collected by and hosted on G2.com.

What do you dislike?

Nothing so far to be honest. We have been using Ledgy for almost 2 years now and everything we ever asked for, be it feature requests or technicals questions regarding calculations, the team was replied quickly and gave us the support needed. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Employee participation plan management. Automated option granting workflows and requesting signatures with a blink of an eye. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

The presentations to the user, it gives a very good overview. Review collected by and hosted on G2.com.

What do you dislike?

The log on procedure has been a little bit confusing for new users. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Ledgy has replaced the Excel-file and by that decreased the possibility to make errors. Review collected by and hosted on G2.com.

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Co-fondateur & CEO
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Two of the best features for me are the ability to create scenarios for the future and directly and easily see the impact in terms of dilution and valuation of the company. The other is the ability to track the options and vesting which would be a nightmare to follow otherwise. Review collected by and hosted on G2.com.

What do you dislike?

So far nothing, the interface is really easy to use and I have not found yet a feature that is missing. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Go for it ! Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Ledgy makes my life dealing with shareholders really simple, at a very affordable cost. It's really a no-brainer ! Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Always up-to-date cap table

Stakeholder access directly (investors, employees)

Modeling functionality for potential investment rounds

Investor reporting

New feature to sign documents Review collected by and hosted on G2.com.

What do you dislike?

Nothing so far. All works great and new features keep being added. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Give it a try. Quickly setup.

Key is to get all the stakeholders on the platform. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Cap table management

Stock options for employees

Modeling of new investment rounds

Tax value sent to investors Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Having our cap table live, see all past transactions and be able to do round modelling; also nice is to have our option program in there Review collected by and hosted on G2.com.

What do you dislike?

nothing really to complain, its fast and reliable Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

all shareholder transactions, all funding rounds, stock option program Review collected by and hosted on G2.com.

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Success Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Dashboard, Transactions and Equity Plans Review collected by and hosted on G2.com.

What do you dislike?

Hm. Maybe missing SHID (special request) Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

No manual tracking of transactions. Systems supports me when issuing, granting or transferring stakes, really convenient. Dashboard shows me all relevant info, easy, appealing. Equity plans gives me fast overview on options, granting, execution. Overall realiable and fast overview on all equity related questions. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

Totally paperless handling of employee stock ownership plans [ESOP]. Review collected by and hosted on G2.com.

What do you dislike?

Nothing so far, from onboarding experience to product outstanding! Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Saves time and money: Go for it! Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Stakeholder management, especially regarding ESOP. Review collected by and hosted on G2.com.

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AM
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

Easy to use and generates very helpful overviews Review collected by and hosted on G2.com.

What do you dislike?

Sometimes there are still some bugs in the software or it is not obvious how to do stuff Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I can manage capital rounds and option plans. It gives me a higher confidence level that what we have done is correct. Review collected by and hosted on G2.com.

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UV
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Collaboration with portfolio startups is the most important issue Review collected by and hosted on G2.com.

What do you dislike?

Loss of information in exports, with lose historic for the moment Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Look at the information you need in a captable export: do you need stocks and flux or just stocks Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Collaborating with portfolio startups - still testing Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

Ledgy replaces the Excel sheets and helps you understanding how all the equity stuff works. Review collected by and hosted on G2.com.

What do you dislike?

It would be nice to have more automation in contract creation. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Replacing Excel sheets with automated, shared overview of who owns how much stocks at what time. Review collected by and hosted on G2.com.

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AF
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Adding financing rounds and CLA, sending out documents and e-signature Review collected by and hosted on G2.com.

What do you dislike?

sometimes not so user friendly to add transactions; not every aspect covered (many esop possibilities which is hard to cover all) Review collected by and hosted on G2.com.

Recommendations to others considering the product:

try out Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

tracking transactions and have a second source of information Review collected by and hosted on G2.com.

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Response from Ermias Giovanni of Ledgy

Thank you for your review,

Please feel free to reach out to us so we can schedule a personal demo and walk you through maximizing Ledgy for your needs.

See how Ledgy improved
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

simplicity to add historic data. ability to see cap-tables at specific date and being able to do simulations. Review collected by and hosted on G2.com.

What do you dislike?

So far I could not find anything I consider as improvable or not got. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

none Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Actualised Cap-Table

Communication with Stakeholders

ESOP-managment Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

I like the simple ownership overview which tells you everything about share classes, legal reportings, etc. Review collected by and hosted on G2.com.

What do you dislike?

Inserting the Captables takes time and isnt yet automated. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

It is currently making our internal overviews slicker Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

Finally! Thanks to Ledgy equity management no longer has to take place in spreadsheets. This makes things much more user-friendly, and with much higher accountability. Review collected by and hosted on G2.com.

What do you dislike?

Nothing really, Ledgy is a very handy tool with everything related to equity management, employee stock options, round modeling, etc. It's indispensable for the startup founders I'm involved with. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Equity management, employee stock option management, convertible loans, round modeling, planning of financing rounds, reporting, document signing workflows, etc. Review collected by and hosted on G2.com.

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UV
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

Super easy to keep track of portfolio (investment history, ownership, .. ) + easily understand cap table and model scenarios

Great reporting tool that simplifies communication with founders and co-investors Review collected by and hosted on G2.com.

What do you dislike?

No complaints so far - overall, it's a great tool! Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We use Ledgy to track all of our investments. It enables simple cap table as well as portfolio management (incl. fundraising scenario modeling, centralized documentation of reportings and legal documents). Review collected by and hosted on G2.com.

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