Creation & Management Guide
What is a cap table and how do the most successful startups manage their cap tables? Find out everything you need to know here!
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Cap table
20 April, 2023
Cap Table Management Software
Keep data clean with dynamic transactions
Ledgy grows with you. Turn your static spreadsheets into a flexible digital asset that’s accurate, visual and built to scale.
Trusted by the world's best teams to make their equity work
Cap Table Management Software
Keep data clean with a dynamic cap table
Ledgy simplifies complexity. Turn your static spreadsheets into a flexible digital asset that’s accurate, visual and built to scale.
High-growth companies use Ledgy to manage their cap table
Flexible cap table management software that scales with your company
Always accurate
Editable and dynamic, your cap table is easy to keep up to date, error-free and IPO-ready with Ledgy.
Beautiful, built to scale
Big data sets distilled into intuitive visuals make cap table, document, and stakeholder management simple.
Reports that work for you
Save your preferred views and build custom reports and exports. Make your reporting a breeze.
Rapid risk reduction
Access all the data you need fast. Make due diligence, and information sharing effortless for any audit or valuation.
Flexible cap table management software that scales with your company
Always accurate
Editable and dynamic, your cap table is easy to keep up to date, error-free and IPO-ready with Ledgy.
Beautiful, built to scale
Big data sets distilled into intuitive visuals make cap table, document, and stakeholder management simple.
Reports that work for you
Save your preferred views and build custom reports and exports. Make your reporting a breeze
Minimize overhead costs
Access all the data you need fast. Make due diligence, and information sharing effortless for any audit or valuation.
Exactly what you need
Cap table management
See your cap table and a breakdown of share classes, fully diluted and non-diluted percentages, investment amounts, and more, all in one place.
Transaction Tracking
Keep track of every historical transaction in any currency including issuances, secondaries, convertible loans, stock splits, valuations and more.
Scenario Modeling
Use your cap table to model future scenarios, from funding rounds to liquidity events, in-app.
Stakeholder Engagement
Share real-time updates with key stakeholders using Ledgy’s investor dashboard showcasing portfolio performance metrics, KPIs, and documents.
Exactly what you need
Cap table management
See your cap table and a breakdown of share classes, fully diluted and non-diluted percentages, investment amounts, and more, all in one place.
Transaction Tracking
Keep track of every historical transaction in any currency including issuances, secondaries, convertible loans, stock splits, valuations and more.
Scenario Modeling
Use your cap table to model future scenarios, from funding rounds to liquidity events, in-app.
Stakeholder Engagement
Share real-time updates with key stakeholders using Ledgy’s investor dashboard showcasing portfolio performance metrics, KPIs, and documents.
And more
Custom access rights
Enterprise-level security
Bulk data imports
50+ HRIS integrations
Your team’s single
source of truth
A centralized place for everything equity. Keep your cap table and all associated documents up to date and ready to share with your team, investors, tax authorities, auditors, and more.
Built on historical transaction data with documents attached for maximum accuracy, visibility, and search speed
Goodbye spreadsheets: grow beyond static snapshots with a dynamic, customizable cap table
Easy stakeholder management and information sharing with investor dashboards and custom access levels
See what you want when you want with customizable tables, reports and exports
Ready to learn about how Ledgy makes Cap Table Management simple and efficient?
A team that cares about your experience
Let’s bring some joy to equity, together. We’re committed to providing the best experience for your team, from beginning to end. Our onboarding and product experts are your partners, making sure you get the most out of Ledgy, giving you back valuable time.
Rapid onboarding with a collaborative plan and timelines at every step
Quick replies to queries from our dedicated support and product specialists
Helpful tips, training and resources for you and your team
Frequently Asked Questions
Why do companies need cap table management software?
Cap tables were historically stored on spreadsheets, but companies are adopting specialist cap table management software to prevent errors, reduce risk, and automate many of the time-consuming tasks associated with cap table management, such as handling ownership documentation and investor relations.
What is cap table management?
A cap table is a company’s source of truth on all its different ownership groups, such as founders, investors, and employees. Cap table management involves taking decisions relating to company ownership to preserve value and engage stakeholders as the company grows.
Let us show you more
Let’s schedule a demo to discuss your needs and show you how Ledgy solves them
