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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.