--- title: Ledgy Reviews meta_title: 'Ledgy Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 76 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: 76 scale: '5' date_modified: '2026-08-15' 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:** 76 ## 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 **What users like:** - Users commend Ledgy for its **exceptional customer support** , highlighting responsive assistance and comprehensive onboarding guidance. (5 reviews) - Users praise the **intuitive cap table management** of Ledgy, highlighting its flexibility and excellent support throughout the onboarding process. (2 reviews) - Users value the **extensive customization options** in Ledgy, allowing for tailored experiences and improved management. (2 reviews) - Users find the **intuitive interface** of Ledgy makes equity management easy and requires minimal training for employees. (2 reviews) - Users value the **exceptional support from Ledgy's team** , enhancing user experience through excellent 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 experience **occasional technical issues** with Ledgy, but appreciate the team's quick resolution and dedication to improvement. (2 reviews) - Users report **complex reporting issues** in Ledgy, though the team responds quickly to resolve them. (1 reviews) - Though there are **customization limitations** , the team is supportive in finding workarounds and addressing feedback. (1 reviews) - Users report occasional **bugs** in Ledgy, wishing for more education resources for stakeholders about equity. (1 reviews) ## Ledgy Reviews ### 1. Simple to set up, simple to use, great time-saver! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 03, 2022 **What do you like best about Ledgy?** We didn't yet have an employee equity plan when we invested in Ledgy and it was 100% the right thing to do to get a tool before attempting to set up the plan, as we got so much input, support and advice on the plan structure as part of the onboarding process. The absolute best thing about Ledgy is how much time and trouble it takes out of the administration of an employee equity plan, from granting shares, getting documentation signed, making changes to grants, terminating grants and all the while knowing exactly what is left in the pool. **What do you dislike about Ledgy?** Once data was uploaded it was tricky or not possible to bulk update data, I imagine that is something the team might already be working on. **What problems is Ledgy solving and how is that benefiting you?** Having complete transparency of our shares ownership and knowing how many shares we still have left in the pool. Time saving for the administrator of the plan. Visibility and improved understanding of the plan for employees. ### 2. Great cap table management tool **Rating:** 4.0/5.0 stars **Reviewed by:** Nicolas C. | Conseiller en transmission d'entreprise, Small-Business (50 or fewer emp.) **Reviewed Date:** April 04, 2022 **What do you like best about Ledgy?** Ease of use Integration with HRIS system Workflow management **What do you dislike about Ledgy?** Interface sometimes complicated to interpret **What problems is Ledgy solving and how is that benefiting you?** Management of the incentive plan, cap table, communication to shareholders ### 3. Clean interface, easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Giulio S. | Legal Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** October 04, 2021 **What do you like best about Ledgy?** Tool very helpful with the share numbers **What do you dislike about Ledgy?** Issues with the currencies and having to provide an exchange rate **Recommendations to others considering Ledgy:** Ledgy is a very easy to use and feature-packed solution that offers a great overview of the transaction history of your company **What problems is Ledgy solving and how is that benefiting you?** Issues with share numbers ### 4. Highly recomended for anyone digitising their shareholder records **Rating:** 5.0/5.0 stars **Reviewed by:** Ben L. | Chief Technology Officer, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2020 **What do you like best about Ledgy?** 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. **What do you dislike about Ledgy?** 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. **What problems is Ledgy solving and how is that benefiting you?** 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. ### 5. Ledgy is easy to navigate and user-friendly. Strongly recommended! **Rating:** 4.5/5.0 stars **Reviewed by:** Stefani C. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2020 **What do you like best about Ledgy?** 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 **What do you dislike about Ledgy?** It would be better if we could have different valuations for different share classes under the same company. **Recommendations to others considering Ledgy:** Definitely you should try Ledgy, you can easily manage your equity and involve the stakeholders. Dynamic and useful tool. **What problems is Ledgy solving and how is that benefiting you?** Equity & Portfolio management Automatic track of transactions Paperless work Generating e-certificates & forms Involvement of the employee ### 6. Ledgy has been a wealth of clarity to our well funded startup! **Rating:** 5.0/5.0 stars **Reviewed by:** Makenna S. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2020 **What do you like best about Ledgy?** 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. **What do you dislike about Ledgy?** That I didn't have Ledgy during our last round! **What problems is Ledgy solving and how is that benefiting you?** - Communication between stakeholders - Document consolidation - Improved employee awareness of their benefits ### 7. Great Tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Carl M. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2020 **What do you like best about Ledgy?** Ledgy helps me as a business angel to get "organized" and in control of my portfolio view. **What do you dislike about Ledgy?** It still takes work to get my "shoe box" of old documents into the digital age - no matter how supportive the tools are. **Recommendations to others considering Ledgy:** 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. **What problems is Ledgy solving and how is that benefiting you?** 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. ### 8. My personal experience with Ledgy **Rating:** 5.0/5.0 stars **Reviewed by:** Oliver Z. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** March 25, 2020 **What do you like best about Ledgy?** The solution provided all I needed. It helped me to get compliant and the customer support was outstanding **What do you dislike about Ledgy?** 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 **Recommendations to others considering Ledgy:** 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. **What problems is Ledgy solving and how is that benefiting you?** 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 ### 9. Ledgy saved me so much time in reporting and communication with my shareholders and Board. **Rating:** 5.0/5.0 stars **Reviewed by:** Docity H. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2020 **What do you like best about Ledgy?** 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. **What do you dislike about Ledgy?** 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. **What problems is Ledgy solving and how is that benefiting you?** I use Ledgy to update my shareholders, store signed investment agreements, and generally give a sense of professional governance. ### 10. Great Platform - no more manual tracking **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2020 **What do you like best about Ledgy?** 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. **What do you dislike about Ledgy?** I think it would be ideal to have ledgy integrated to our own employee system, but this is something they are already working on. **Recommendations to others considering Ledgy:** Good tool - explore all the features and have a demo view with their team **What problems is Ledgy solving and how is that benefiting you?** 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 ### 11. Great tool to manage your share register **Rating:** 5.0/5.0 stars **Reviewed by:** Laurent O. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2020 **What do you like best about Ledgy?** 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. **What do you dislike about Ledgy?** The monthly pricing per stakeholder is not adapted to a light usage such as ours. **What problems is Ledgy solving and how is that benefiting you?** It's replace Excel for our share register, it provides a single source of truth where we can easily make modifications, share reports, etc. ### 12. Ledgy really helped us streamline our employee participation plan with ease! **Rating:** 5.0/5.0 stars **Reviewed by:** Klara H. | Junior Consultant/Technical Project Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2020 **What do you like best about Ledgy?** 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. **What do you dislike about Ledgy?** 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. **What problems is Ledgy solving and how is that benefiting you?** Employee participation plan management. Automated option granting workflows and requesting signatures with a blink of an eye. ### 13. Very easy to use, a lot of helpful tools. **Rating:** 5.0/5.0 stars **Reviewed by:** Kenneth J. | Senior Financial Advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2020 **What do you like best about Ledgy?** The presentations to the user, it gives a very good overview. **What do you dislike about Ledgy?** The log on procedure has been a little bit confusing for new users. **What problems is Ledgy solving and how is that benefiting you?** Ledgy has replaced the Excel-file and by that decreased the possibility to make errors. ### 14. Very easy to use and great to plan ahead **Rating:** 5.0/5.0 stars **Reviewed by:** Alexandre G. | Co-fondateur & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2020 **What do you like best about Ledgy?** 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. **What do you dislike about Ledgy?** So far nothing, the interface is really easy to use and I have not found yet a feature that is missing. **Recommendations to others considering Ledgy:** Go for it ! **What problems is Ledgy solving and how is that benefiting you?** Ledgy makes my life dealing with shareholders really simple, at a very affordable cost. It's really a no-brainer ! ### 15. Easy management of cap table and stock options **Rating:** 5.0/5.0 stars **Reviewed by:** Marc H. | Co-founder, Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2020 **What do you like best about Ledgy?** Always up-to-date cap table Stakeholder access directly (investors, employees) Modeling functionality for potential investment rounds Investor reporting New feature to sign documents **What do you dislike about Ledgy?** Nothing so far. All works great and new features keep being added. **Recommendations to others considering Ledgy:** Give it a try. Quickly setup. Key is to get all the stakeholders on the platform. **What problems is Ledgy solving and how is that benefiting you?** Cap table management Stock options for employees Modeling of new investment rounds Tax value sent to investors ### 16. Ledgy is a powerful and time saving tool for startups and scaleups **Rating:** 4.5/5.0 stars **Reviewed by:** Felix H. | Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2020 **What do you like best about Ledgy?** 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 **What do you dislike about Ledgy?** nothing really to complain, its fast and reliable **What problems is Ledgy solving and how is that benefiting you?** all shareholder transactions, all funding rounds, stock option program ### 17. One easy to use cockpit for all stakes related tasks **Rating:** 4.5/5.0 stars **Reviewed by:** Christian M. | Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 02, 2020 **What do you like best about Ledgy?** Dashboard, Transactions and Equity Plans **What do you dislike about Ledgy?** Hm. Maybe missing SHID (special request) **What problems is Ledgy solving and how is that benefiting you?** 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. ### 18. Must have tool for startups! **Rating:** 5.0/5.0 stars **Reviewed by:** Manuel I. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2020 **What do you like best about Ledgy?** Totally paperless handling of employee stock ownership plans [ESOP]. **What do you dislike about Ledgy?** Nothing so far, from onboarding experience to product outstanding! **Recommendations to others considering Ledgy:** Saves time and money: Go for it! **What problems is Ledgy solving and how is that benefiting you?** Stakeholder management, especially regarding ESOP. ### 19. It is a great help to reduce the equity management effort **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mechanical or Industrial Engineering | Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2020 **What do you like best about Ledgy?** Easy to use and generates very helpful overviews **What do you dislike about Ledgy?** Sometimes there are still some bugs in the software or it is not obvious how to do stuff **What problems is Ledgy solving and how is that benefiting you?** I can manage capital rounds and option plans. It gives me a higher confidence level that what we have done is correct. ### 20. Excellent relationship with Armon. Understands and listens to our needs. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Venture Capital & Private Equity | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2020 **What do you like best about Ledgy?** Collaboration with portfolio startups is the most important issue **What do you dislike about Ledgy?** Loss of information in exports, with lose historic for the moment **Recommendations to others considering Ledgy:** Look at the information you need in a captable export: do you need stocks and flux or just stocks **What problems is Ledgy solving and how is that benefiting you?** Collaborating with portfolio startups - still testing ### 21. Great help for early stage startups! **Rating:** 4.5/5.0 stars **Reviewed by:** Lucas B. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2020 **What do you like best about Ledgy?** Ledgy replaces the Excel sheets and helps you understanding how all the equity stuff works. **What do you dislike about Ledgy?** It would be nice to have more automation in contract creation. **What problems is Ledgy solving and how is that benefiting you?** Replacing Excel sheets with automated, shared overview of who owns how much stocks at what time. ### 22. great overview, still missing some features **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2020 **What do you like best about Ledgy?** Adding financing rounds and CLA, sending out documents and e-signature **What do you dislike about Ledgy?** sometimes not so user friendly to add transactions; not every aspect covered (many esop possibilities which is hard to cover all) **Recommendations to others considering Ledgy:** try out **What problems is Ledgy solving and how is that benefiting you?** tracking transactions and have a second source of information **Official Response from Ermias Giovanni:** > 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. ### 23. easy to use, lots of functionality **Rating:** 5.0/5.0 stars **Reviewed by:** Andreas I. | Chief Financial Officer & Compliance Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2020 **What do you like best about Ledgy?** simplicity to add historic data. ability to see cap-tables at specific date and being able to do simulations. **What do you dislike about Ledgy?** So far I could not find anything I consider as improvable or not got. **Recommendations to others considering Ledgy:** none **What problems is Ledgy solving and how is that benefiting you?** Actualised Cap-Table Communication with Stakeholders ESOP-managment ### 24. Ledgy provides an ideal overview over all things related to Equity. **Rating:** 5.0/5.0 stars **Reviewed by:** Jakob S. | Analyst , Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2020 **What do you like best about Ledgy?** I like the simple ownership overview which tells you everything about share classes, legal reportings, etc. **What do you dislike about Ledgy?** Inserting the Captables takes time and isnt yet automated. **What problems is Ledgy solving and how is that benefiting you?** It is currently making our internal overviews slicker ### 25. Professional Equity Management **Rating:** 5.0/5.0 stars **Reviewed by:** Michael N. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2020 **What do you like best about Ledgy?** 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. **What do you dislike about Ledgy?** 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. **What problems is Ledgy solving and how is that benefiting you?** Equity management, employee stock option management, convertible loans, round modeling, planning of financing rounds, reporting, document signing workflows, etc. ### 26. Ledgy is a game changer for us **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Venture Capital & Private Equity | Small-Business (50 or fewer emp.) **Reviewed Date:** March 17, 2020 **What do you like best about Ledgy?** 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 **What do you dislike about Ledgy?** No complaints so far - overall, it's a great tool! **What problems is Ledgy solving and how is that benefiting you?** 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). ## Ledgy Discussions - [What is Ledgy used for?](https://www.g2.com/discussions/what-is-ledgy-used-for) - [View Ledgy pricing details and edition comparison](https://www.g2.com/products/ledgy/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-15+19%3A26%3A24+-0500&secure%5Bsession_id%5D=5388a1f1-25fe-4415-b551-e09eac79573b&secure%5Btoken%5D=030e76908fb545c51ed3d3e786d4f25122731df6876ed8d37456764fd710bc8b&format=llm_user) ## Ledgy Integrations - [Airwallex](https://www.g2.com/products/airwallex/reviews) - [BambooHR](https://www.g2.com/products/bamboohr/reviews) - [CharlieHR](https://www.g2.com/products/charliehr/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [HiBob HRIS](https://www.g2.com/products/hibob-hris/reviews) - [Humaans](https://www.g2.com/products/humaans/reviews) - [Lucca](https://www.g2.com/products/lucca/reviews) - [Okta](https://www.g2.com/products/okta/reviews) - [Personio](https://www.g2.com/products/personio/reviews) - [Skribble](https://www.g2.com/products/skribble/reviews) - [Workday](https://www.g2.com/products/workday-workday/reviews) ## 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 ## Top Ledgy Alternatives - [Certent](https://www.g2.com/products/certent/reviews) - 4.4/5.0 (116 reviews) - [Shareworks by Morgan Stanley](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews) - 3.8/5.0 (32 reviews) - [Carta Equity Suite](https://www.g2.com/products/carta-equity-suite/reviews) - 4.3/5.0 (233 reviews)