A better way to manage carried interest

Carried interest software is a structured system for tracking and managing performance-based carry allocations across funds, replacing manual spreadsheets with automated workflows and a reliable system of record.

Most firms rely on spreadsheets owned by one or two people, which creates no audit trail, significant risk of calculation errors, and no scalable structure as fund complexity grows.

Ledgy gives plan administrators a single source of truth for fund manager allocations, vesting schedules, and good/bad leaver provisions, while automating document workflows and giving participants clear visibility into what they've earned.

Allocation documents can run to 60 pages or more, which is why Ledgy helps to automate their distribution, and e-signature collection to eliminate manual drafting and paper chasing.

No. Ledgy is building a unified platform that brings together equity compensation, carried interest, deferred compensation plans, and pensions and savings in one integrated system.

It is designed for plan administrators at firms that manage carry allocations across multiple funds and need a structured, scalable alternative to spreadsheet-based administration.