Scale with an accurate single source of truth
Stay error-free with real-time updates
Bring historical transaction data into your cap table, with documents attached for maximum visibility and accuracy. It’s easy to keep your cap table up-to-date, error-free and IPO-ready with Ledgy.
Manipulate data how you want
See your cap table and a breakdown of share classes, fully diluted and non-diluted percentages, investment amounts, and more – all in one place. Build reports based on your needs: play with columns and views and aggregate grouping to see your data, your way.
Think strategically about the future
Access all the data you need, fast. Get a breakdown of your cap table, equity pool and more so you can prepare for your next board meeting, or funding round. Make due diligence a breeze.
Clean up your cap table now
Let’s schedule a demo to discuss how you can manage equity at scale with Ledgy
Book a demoModern features for modern teams
Dynamic transactions
Keep track of every historical transaction in any currency including issuances, secondaries, convertible loans, stock splits, valuations and more. All in real time.
Pools and plans monitoring
Manage your pools and equity plans easily with data on grants, exercising, vesting and unvested options, and much more at a glance.
Cap table management
Grow beyond static snapshots with a dynamic, customisable cap table. All your data is distilled into intuitive visuals – beautiful, helpful and built to scale with you.
Scenario modelling
Use your cap table to model multiple future scenarios, from funding rounds to liquidity events, in-app.
Custom views and exports
See what you want, when you want: customisable tables, reports and exports.
And much more
How your peers use Ledgy to manage their cap table
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.
Compliance
Stay error-free, get IPO-ready and go global with confidence.
Valuations
Get accurate and audit-ready valuations from market-leading experts
Financial Reporting
Meet your deadlines with instantly generated financial reports you can trust.
Ready to learn about how Ledgy makes Cap Table Management simple and efficient?
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
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.
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