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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.

UI of Ledgy Dashboard

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.

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.

UI about incorporation to IPO

How will you use Ledgy?

Equity Plan Automation

Streamline equity workflows and save your team valuable time.
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Employee Engagement

Bring equity to life with intuitive dashboards for the whole team.

Compliance

Stay error-free, get IPO-ready and go global with confidence.

Cap Table Management

Turn your cap table into a strategic asset – accurate and intuitive, every time.

Financial Reporting

Meet your deadlines with instantly generated financial reports you can trust.

How will you use Ledgy?

Equity Plan Automation

Put your equity on auto pilot and spend time where it counts.

Employee Engagement

Engage everyone and bring equity to life, showing employees the benefits of ownership.

Financial Reporting

Meet your deadlines with instantly generated financial reports you can trust.

Compliance

Stay error-free, get IPO-ready and prepare to go global. All while enjoying less admin and fewer errors.

Cap Table Management

Redefine your cap table with engaging visuals, next level accuracy and the ability to scale.

Valuations

Redefine your cap table with engaging visuals, next level accuracy and the ability to scale.

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.

Automations at every step

Ledgy gives time back to your team. Manage data at scale with 50+ 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.

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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.

UI showing global plans
UI showing reporting capabilities

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:

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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 with Swiss precision

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.

Why our customers love us

“We have over 450 employees today and every one of them gets to own a piece of the company. It was important to us to do this in an efficient way and that we can visualise for people what it means to be an equity owner. Ledgy allows us to do that in an automated way and also avoiding mistakes that you would have if you did that manually.”
Andreas Aepli
CFO
“Thanks to Ledgy, I can spend more time on more complex topics or projects where I can bring real value, instead of spending time on manual, monotonous work.”
Maya Seite Masri
Corporate and M&A Legal manager
“Being able to automatically create documents in bulk has been a game changer for us in terms of time-saving and accuracy. I’m confident that nothing will go wrong.”
Bianca Stewart
Head of Legal
“Ledgy has knocked days – not hours, days – off the process of creating a new share option award. That really adds up when you think about what we've already achieved and how much further we still have to go. Compared to what we had before, it's night and day.”
John Fraser
Finance Director

Best-in-class across every function

Ledgy brings 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

Legal

People

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.

Let us show you more

Let’s schedule a demo to discuss your needs and show you how Ledgy solves them