What is Ledgy?
Pros from reviewers
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Efficient customer support: Ledgy offers excellent customer support, responding to queries and resolving issues within a day. This support extends to the implementation process, making the transition to Ledgy smooth and successful
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Comprehensive support for migration: Ledgy provides comprehensive support for companies migrating to an equity management platform that is more tailored to their needs. It also offers a great system for managing shares, with a free tier for those with less than 25 shareholders.
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Intuitive and user-friendly software: Ledgy is easy to use and navigate, providing a comprehensive and visually pleasing overview of information that would otherwise take hours to find
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Customizable and organized dashboard: Ledgy allows users to customize their view and export them, offering an organized dashboard that displays valuable aspects such as transactions, incentive pools, and stock options
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Scenario modelling feature for investors: Ledgy provides a scenario creation tool for portfolio planning, which is particularly useful for venture capital firms. It also enables the formation of stakeholder groups and displays employee stock options excellently
Cons from reviewers
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No customer support phone line or 24/7 bot: The absence of a customer support phone line and a 24/7 bot can be inconvenient, particularly for teams working across different time zones or outside of Europe.
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Absence of certain features: Some users have reported frustration when a feature they need is not yet available in the software
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Limited PDF export functionality: The software does not allow for the export of customized views in PDF format, unlike the Excel export feature
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Complicated notification feature: Some users have found the notification feature to be somewhat difficult to understand
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Lack of flexibility in custom reports: There is a desire for more flexibility when it comes to running custom reports and the addition of filters
25% off your first year on Ledgy
Get 25% off your first year on Ledgy and up to $6,500 savings with Secret.
Main features
Starting Price
Free Plan
Improve employees management and engagement
Boost options management
Monitor employee equity ownership easily with Ledgy's Equity Tracking
Streamline equity management with Ledgy's Automated Vesting
Stay ahead of the game with Ledgy's Projections and Scenario Modeling
Starting Price
$3
/ user / month
Free Plan
No
Improve employees management and engagement
Boost options management
Monitor employee equity ownership easily with Ledgy's Equity Tracking
Streamline equity management with Ledgy's Automated Vesting
Stay ahead of the game with Ledgy's Projections and Scenario Modeling
25% off your first year on Ledgy
Get 25% off your first year on Ledgy and up to $6,500 savings with Secret.
How Ledgy compare to similar software?
Product
Price
$3
/ user / month
Free plan
No
Main features
Pros
Cons
Alternatives
Deal
25% off your first year on Ledgy
Save up to $6,500
Ledgy and Carta are both robust equity management platforms, but they cater to different needs and preferences with distinct differences in their features and functionalities.
One of the key differences between Ledgy and Carta is their target audience and the scalability they offer. Ledgy is particularly tailored to startups and growing companies in Europe, focusing on user-friendly features and ensuring compliance with European regulations. It excels in handling employee participation plans and providing transparent equity management, which is essential for smaller organizations looking to scale without extensive legal overhead.
In contrast, Carta is a more comprehensive solution that targets companies at various growth stages, including those gearing towards public offerings. It offers a broad suite of services including cap table management, 409A valuations, and IPO planning, making it ideal for larger enterprises or those with complex equity structures and multiple stakeholders....
Who is Ledgy best for according to our reviewers?
Startups: Ledgy is suitable for startups due to its ease of setting up an account, importing transactions, creating incentive pools, and granting stock options. The software also offers a comprehensive overview of company data and excellent customer support
Venture Capital Firms: The software provides a great overview of portfolios for venture capital firms, allowing them to quickly view company stake, share type, and investment amount. It also aids in portfolio planning through scenario creation
HR Departments: Ledgy is beneficial for HR departments as it simplifies the process of issuing equity and offers an engaging and motivating equity dashboard for employees. It also provides comprehensive support for migration to an equity management platform
Employees: Employees can use Ledgy to monitor their shares. The tool is user-friendly and visually pleasing, making it easy for employees to navigate and understand their equity
Small Companies: Ledgy is a great system for small companies to manage shares, even offering a free tier for those with less than 25 shareholders. However, the ability to print a share certificate requires an upgrade to a higher tier.
25% off your first year on Ledgy
Get 25% off your first year on Ledgy and up to $6,500 savings with Secret.
Ledgy Reviews
4.7
Ledgy rating
4.8
Ease of use
4.8
Customer service
4.7
Value for money
4.8
Likelihood to recommend
4.5
Features
20 Ledgy Reviews
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Jean Martinez
Effortless Setup - User-Friendly Interface
I found Ledgy's setup to be simple and intuitive. The onboarding process and support were excellent. We are still integrating it with our HR system, but a new release has been launched.
August 18, 2024
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Andrea N
Exceptional Customer Support at Ledgy: Responsive and Knowledgeable Assistance
The customer support team at Ledgy is highly responsive and knowledgeable, always ready to assist with any queries or issues.
August 10, 2024
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Charles
Simplifying Equity Management: A Venture Capitalist's Perspective on Ledgy
As a venture capitalist, I appreciate how Ledgy simplifies the process of managing my portfolio companies' equity
August 6, 2024
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William
Effortless Employee Stock Option Plan Management with Ledgy
As an HR manager, I've found Ledgy's employee stock option plan management to be incredibly straightforward and easy to use
July 30, 2024
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Teresa
Likely the Top Equity Management Software
I appreciate Ledgy's feature that enables the formation of stakeholder groups and their excellent display of employee stock options. My transition to Ledgy has been smooth and successful. I primarily switched to Ledgy because Carta tripled their prices.
July 20, 2024
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Steven M
Efficient Financial Reporting with Ledgy's Reporting Feature
The reporting feature on Ledgy has saved me countless hours in preparing financial reports for stakeholders
July 15, 2024
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Louis A
Ledgy's Compliance Features: Top-Notch Equity Transactions
As a legal advisor, I've found Ledgy's compliance features to be top-notch, ensuring all our equity transactions are in line with regulations
July 8, 2024
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Ewan G
Should Have Switched to Ledgy Earlier!
I was looking for an equity management platform that would not only simplify the process of issuing equity, but also offer an engaging and motivating equity dashboard for our employees. Ledgy has successfully fulfilled these requirements. A surprising advantage has been the efficiencies created in investor reporting. The customer service team is incredibly supportive and knowledgeable, which is essential when dealing with sensitive employee equity data. After conversing with their Product team, it's clear that they are highly customer-centric and committed to developing a product that directly meets their needs. I've discovered that Ledgy is currently broadening their functionality to ease the preparation of annual ERS filings and other standard reporting. I switched to Ledgy because it provides comprehensive support for migration to an equity management platform that is more tailored to UK and European companies.
June 29, 2024
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Betty Jones
Streamline Your Portfolio Management with Ledgy
The Ledgy software provides a great overview of my portfolio for venture capital firms. It lets me quickly view my company stake, share type, and investment amount. It also helps with portfolio planning through scenario creation. Although entering all the historical data can be tough at first, Ledgy's outstanding customer support is always available to help.
June 24, 2024
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Miller
Farewell Spreadsheets, Welcome Ledgy.
I find Ledgy easy to set up and navigate, and it's also straightforward for investors to locate their outstanding positions. However, the absence of a customer support phone line and a 24/7 bot is inconvenient, particularly when working across different time zones and if the team is not based in Europe.
June 17, 2024
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Gary S
Effortless and Rapid Deployment
I believe Ledgy is an excellent product with numerous features, especially the round modelling which is extremely useful. It was vital for us that all stakeholders could independently log in and view their investments. However, the notification feature is somewhat complicated to comprehend. It would also be advantageous to have an international QES functionality. We transitioned to Ledgy because Excel was no longer practical for us.
June 11, 2024
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Vincent C
Top-notch VSOP Management with Ledgy
The API interface was easily established and we felt supported from the beginning. The tool is user-friendly and visually pleasing. The implementation process was quick and we received outstanding support from Ledgy. Our employees also like using the tool to monitor their shares. So far, we have no complaints and have been pleased since the start. We switched to Ledgy because Shareworks was too complicated and time-consuming to maintain.
June 2, 2024
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Emma Garcia
Ledgy's Forecasting Tools: Impressive Accuracy and Efficiency
I was particularly impressed with the accuracy and efficiency of Ledgy's forecasting tools, which have been crucial in our financial planning
May 26, 2024
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Jacqueline G
Ledgy: The Investor Management Solution for Startups
As a startup founder, Ledgy has been instrumental in helping me keep track of all our investors and their respective shares
May 20, 2024
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Aaron N
Effortless Cap Table and Employee Plan Management with Ledgy
The user-friendly interface of Ledgy made it easy for me to track and manage all our cap tables and employee participation plans
May 11, 2024
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Michelle
Equity Simplified: Ledgy Delivers as Promised
I appreciate many valuable aspects of Ledgy, such as the ease of setting up our account, importing transactions, creating incentive pools, and granting stock options. I particularly enjoy the organized dashboard and the ability to customize our view and export them. The UX/UI of Ledgy is a definite plus. Whenever I have a question, there's always someone available to answer it efficiently and quickly. I also appreciate the scenario modelling feature for investors. However, the PDF export doesn't take into account our customized view, unlike the Excel export. It can be a bit frustrating when a feature I need doesn't exist yet. I switched to Ledgy because it's a more complete tool and as our needs increased, Ledgy was a better fit.
May 5, 2024
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Justin R
Managing Equity with Ledgy: A CFO's Perspective
As a CFO, I found Ledgy to be an invaluable tool for managing our company's equity
April 27, 2024
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Charlotte S
Ledgy: A Game-Changer for Small Companies' Share Management
I am absolutely thrilled with Ledgy, a fantastic system for companies to manage shares. It's incredibly generous that they offer a free tier for those with less than 25 shareholders. I found it to be the perfect solution for a small building management company with 5 shareholders. While it's true that you can't print a share certificate without upgrading to the 25-5 tier and paying €75/month, I see this as a valuable investment. It's exciting to see that there's a growing market for online share registers for small companies. Ledgy is definitely leading the way in this space!
April 21, 2024
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Carl Miller
Enhanced Investor Relations: Ledgy's Transparent Platform Streamlines Information Access
The transparency provided by Ledgy has improved our investor relations significantly, as they can now easily access all necessary information about their investments
April 13, 2024
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Gloria N
Seamless Journey from Setup to Launch with Ledgy
The Customer Experience Manager assigned to me was excellent, offering direct help with implementation and meeting my requests for regular meetings. The collaboration was customized to my company, not just a standard Ledgy approach. The software is user-friendly and unlike many other tools out there, Ledgy achieves a good balance between compliance and usability. You don't have to be an expert to implement and use this tool. It provides many integrations that make maintenance easier. I would like more flexibility in running custom reports and the addition of filters would be helpful.
April 13, 2024
