AI-powered equity management you can trust
Ledgy Agent completes real equity admin tasks in a single request. Connect Ledgy MCP to Claude, Cursor, Codex and ChatGPT for instant answers from your live equity data. Finally, equity management that moves as fast as your team does.
Turn hours of equity admin into one fast and accurate request
Automate the busy work, keep the judgement human
Ledgy Agent and Ledgy MCP are built around clear safeguards: permission-bound access, validation at the point of entry, and human control. Let AI do the manual equity work, so your team can do the thinking.
Move faster without losing control
Ask Ledgy Agent to draft a transaction or offboard a stakeholder and it gets it done in a single conversationand it gets done in a single conversation, with every step visible before it happens. Connect Ledgy MCP to Claude, Cursor, Codex or ChatGPT and pull live answers from your equity data without exporting a single spreadsheet.
Permission-bound by design, not by policy
Both products inherit the signed-in person's exact permissions, so they can never see or change more than their individual permission role allows. Every Agent action needs approval before it executes, and every MCP query is read-only, so you stay in control from start to finish.
AI workflows built for speed and control
Equity admin, simplified for you
Ask Ledgy Agent to find a stakeholder or offboard an employee, and it does the work for you.
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Approval before anything changes
Ledgy Agent requires your approval before every action, so nothing executes without a person saying yes.
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A dedicated "via Agent" audit trail
Every action Ledgy Agent takes is logged with a plain-language description, clearly separated from manual changes so your audit trail always holds up.
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Live equity data in the tools you already use
Connect Ledgy MCP to Claude, Cursor, Codex or ChatGPT and get instant answers about your cap table without leaving your workflow.
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Built on Ledgy's proven platform
Why our customers love us
How will you use Ledgy?
Manage share plans efficiently
Streamline participant trading
Stay compliant globally
Make reporting a breeze
Simplify your employee comms
Automate your equity
Stay compliant globally
Communicate transparently
Prepare for your IPO
Clean up your cap table
Make reporting a breeze
Streamline your valuations
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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.
Frequently Asked Questions
What is Ledgy Agent and what can it do?
What is Ledgy MCP and how does it work?
How do Ledgy Agent and Ledgy MCP work together?
Is Ledgy Agent safe to use for sensitive equity data?
Which AI tools does Ledgy MCP support?
How does Ledgy maintain an audit trail for equity actions taken by AI?
Is Ledgy MCP suitable for companies with strict InfoSec or compliance requirements?
Can companies control how Ledgy Agent is used?