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Ledgy

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84 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.7
Serving customers since
2017

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Star Rating

72
12
1
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Ledgy Reviews

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Profile Name
Star Rating
72
12
1
0
0
Elodie S.
ES
Elodie S.
09/30/2026
Validated Reviewer
Verified Current User
Review source: Seller invite

All Equity Info in One Place—with Employee Dashboards and Automated Signatures

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.
Verified User in Music
AM
Verified User in Music
09/27/2026
Validated Reviewer
Review source: Organic

A smooth equity platform with a genuinely useful AI agent

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.
Justyna D.
JD
Justyna D.
Manager- Share Plans at PA Consulting Group
09/22/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

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

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.

About

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HQ Location:
Zurich, Zurich

Social

@Ledgy

What is Ledgy?

Ledgy is an equity management platform designed to help companies, investors, and employees manage shares, options, and equity in a transparent and efficient manner. Positioned as a tool for fast-growing startups and established enterprises alike, Ledgy simplifies the complexities of shareholding and investment tracking, cap table management, and employee participation plans.Key features of Ledgy include streamlined equity plan administration, real-time cap table updates, scenario modeling capabilities, secure stakeholder access, and comprehensive reporting tools. These features aim to make equity management accessible, understandable, and actionable for all stakeholders involved.By using Ledgy, companies can ensure compliance with local regulations, improve their decision-making processes with detailed financial insights, and enhance communication with shareholders and employees regarding their equity stakes.

Details

Year Founded
2017
Website
www.ledgy.com