Compliant equity management with best-in-class automation
Stay audit-ready, save time and align your team. From incorporation to post-IPO, Ledgy is the modern equity management platform that takes your company further.
Compliant equity management software with best-in-class automation
Stay audit-ready, save time and align your team. From incorporation to post-IPO, Ledgy is the modern equity management platform that takes your company further.
Why our customers love us
From incorporation to post-IPO:
Manage equity compliantly
We’re committed to supporting our customers at every stage of their lifecycle - from the early days to complex global businesses. You can count on Ledgy’s modern platform and supportive team to match your company’s ambitions, aligning the whole company and making your equity work every step of the way.
How will you use Ledgy?
Equity Plan Automation
Streamline equity workflows and save your team valuable time.
Employee Engagement
Bring equity to life with intuitive dashboards for the whole team.
Financial Reporting
Meet your deadlines with instantly generated financial reports you can trust.
Compliance
Stay error-free, IPO-ready and go global with confidence.
Cap Table Management
Turn your cap table into a strategic asset – accurate and intuitive, every time.
Valuations
Get accurate and audit-ready valuations from market-leading experts.
Share Plan Administration
Replace time-consuming manual tasks with automation to save your team time.
Employee Communications
Give participants access to all the equity information they need in one place.
Financial Reporting
Meet your deadlines with instantly generated financial reports you can trust.
Trading & Settlement
Streamline transactions with seamless integrations and automations at every step.
Tax & Compliance
Manage tax & compliance with one central hub for everything equity.
How will you use Ledgy?
Employee Engagement
Engage everyone and bring equity to life, showing employees the benefits of ownership.
Compliance
Stay error-free, get IPO-ready and prepare to go global. All while enjoying less admin and fewer errors.
Share Plan Administration
Replace time-consuming manual tasks with automation to save your team time.
Employee Communications
Give participants access to all the equity information they need in one place.
Automations at every step
Ledgy gives time back to your team. Manage data at scale with 70+ HRIS integrations and automate manual processes at every step of the granting process, improving data accuracy and reducing repetitive tasks. Add value where it counts.
Go global with confidence
Ledgy is the modern equity platform built for international teams. Stay compliant across jurisdictions with automated country-specific compliance reports, global mobility reporting, custom vesting and IFRS 2 expensing. Expand your team without compliance worries.
Manage equity your way
Ledgy gives you exactly what you need – nothing more, nothing less. Configure the reports you need and manage access levels across the team. Need to input some information that doesn’t fit a preset field? Create your custom field in a couple of clicks.
Fast and easy migration with Ledgy experts at hand
We’re committed to providing the best experience for your team, from beginning to end. With our onboarding and product experts there every step of the way, you can trust that your data migration will go smoothly - improving your data accuracy and allowing you to get the most out of Ledgy from the start.
Migration on Ledgy’s Enterprise plan takes weeks, not months, with four main stages:
Set up
After signing, our team sets up your account and goes through your onboarding plan with you.
Data & document extraction
Our team works off of your current solutions to extract the data and documents needed.
Import
Our team imports your data and documents to Ledgy, cross-checking details with you along the way.
Data validation
Once the data migration is finalised, you get to go through and validate our team’s work to ensure data is correct and meets your expectations.
Enterprise-ready security
Ledgy ensures your company's sensitive data is protected with the best-in-class security you can depend on. Regularly audited by expert, independent third parties.
ISO 27001 Certification
Ledgy is regularly audited by third-party experts to ensure we meet the highest requirements for Information Security Management Systems (ISMS). We are certified as compliant with ISO 27001:2022.
Built for your team
Enhanced security and control features like 2FA and custom role-based access levels let you lock down your data. SAML SSO with SCIM provisioning from Google, Okta, and Azure make your team’s logins secure.
Always safe
Ledgy has processes in place to make sure your data is always safe. TSL 1.3 encryption, annual penetration tests, principle of least privilege enforcement, GDPR compliance and more to help your data stay private and secure at all times.
Best-in-class across
every function
Bring finance, legal and people functions together with an accurate and secure single source of truth for your equity. Ledgy enables controlled transparency, giving each individual the visibility to control what they need to, without access to anything confidential. Empower your teams to achieve more together.
Finance & Accounting
With Ledgy, you can trust your equity data at last. Share-based payment expensing compliant with IFRS 2, exit distributions and more let you prepare for your next audit, board meeting or funding round. Keep your equity error-free and always up to date.
Legal
Ledgy lets you minimise the compliance risk of your equity plans. Keep track of international grant types and automate every step of the granting process, including contracts and signatures. Meet deadlines easily with single-click compliance reporting. Advanced search and filter functions give you exactly the data you need, fast.
People
Use equity to inspire your team. Real-time updates and end-to-end comms take the pain out of equity admin. And a beautiful, intuitive employee dashboard gives team members everything they need to understand their ownership.