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Why choose Ledgy over Carta?

Ledgy works globally. Built in the heart of Europe for international teams, Ledgy has exactly what you need to manage equity compliantly and securely across jurisdictions.

What makes Ledgy different

Carta

Cap table management

Transaction based cap table
Bulk import, edit and delete for transactions
Editable transactions, updated throughout the app in real-time
Caters to stock splits
Customise and save your preferred cap table views, ready to export any time
Date picker to view and download your cap table at any point in time (past, present or future)
Custom transaction fields
Multi-currency support
In-app scenario and exit modelling

Compliance

International grant types: ESOP, PSOP/VSOP, LTIP, PAYE/SAYE, EMI, CSOP, Growth shares, BSPCE, stock, SARs, STAK , RSUs, options, warrants
Associated legal documents attached to each transaction
Automated error flags to notify you of possible mistakes
409A valuations
HMRC, BSPCE valuations
Powerful search and filter functions to find data fast
Sequentially numbered shares

Equity plan automation

Stakeholder management
50+ HRIS integrations (including Hibob, Personio, BambooHR, Workday and more)
Custom stakeholder fields mapped from HRIS integrations
Stakeholder status tags to notify of new and leaving stakeholders synced from HRIS
Pool, plan and grant management
Pool and plan monitoring
Vesting: time-based, performance-based and custom
Fractional shares and vesting
Customisable settings per plan including vesting, strike price, and documents to attach and automate
Automated granting based on consistent rules set up to run directly from your HRIS integrations
Automated document and signature workflows
Digital granting workflow from company to employee on one platform (creation of transactions, documents and signatures)
Customisable grant letter templates per plan or grant to be autofilled with transaction and stakeholder variables
Bulk digital granting workflow (up to 500!)  including documents and signature requests
In-app validation of variables for templates before creation of documents to avoid errors
Send signatures in bulk
DocuSign integration (witness and deed signing)
Unlimited free native e-signatures
Automatically attached and updated documents after signatures to corresponding transactions
Documents automatically sorted in folders in a robust data room
Exercising and offboarding
End-to-end exercising
Offboarding automation

Employee Engagement

Multi-currency support for employee dashboard
Shareable future company valuation scenarios
Employee-led future valuation scenarios
Exercising requests
Tracking value growth over time
One-off messaging from employee to the company directly from the dashboard
Shareable documents and updates
Employee dashboard preview for Company Administrators
Sharing offer letters in-app

Financial reporting

IFRS 2 expensing with support for international grant types
Custom reports
Date picker to view and download a report at any point in time (past, present or future)
International and UK-specific reporting presets (e.g. Register of members, EMI notifications, etc)

Access management, privacy and security

SAML SSO with Google, Okta, Azure AD
ISO27001
SOC 2 Type 2
Optional 2FA enforcement
Customisable access levels with stakeholder anonymisation and privacy
Data fully hosted in Europe

Investor engagement

Investor dashboard with key metrics for more than one company
Ability to share full or anonymised cap table
Shareable KPIs
Shareable updates

Onboarding and customer support

Full onboarding support with data audit at fast pace depending on size (usually between 4-6 weeks)
Customer support in CET / GMT timezones with response time of 8h or less

Why our customers love us

See video
Climeworks expands and automates their equity with Ledgy
"We were tasked with merging the plans from two different companies and different histories together on Ledgy, migrating 3000 stakeholders and ensuring accuracy and continuity for both companies. This migration process was super smooth and it was done in 45 days."
Rafael Rosell Taboada
Dott
View full case study
“Ledgy’s fully automated trading flow provides sellers with a modern, intuitive, and efficient experience. Its reliability streamlines our processes as brokers, while its flexibility allows us to adapt to each client’s unique needs, ensuring a smooth and stress-free trading experience. It’s revolutionary to see this level of automation delivering real value to users and we're honoured to play a part in this journey.”
Tom Giles
Deputy Head of Winterflood Corporate & Trustee Markets
View full case study
"We gave our complete history and cap table to Ledgy and they took it and shaped it into the platform within a couple of days. The implementation was done in under 3 weeks from the first call to being ready to launch."
Jason Mann
COO at Gearset
View full case study
"We basically had 4 different things we were looking at at the same time to manage our equity. Ledgy closed that all together in one space.”
Abbie Johnson
People Experience Manager at Yulife
View full case study
“Ledgy feels like an upgrade of the entire experience for the teams responsible for managing equity and hopefully for our employees as well.”
Bianca Stewart
Head of Legal at Motorway
View full case study
“As a private or public company, you need to limit the risks related to manual errors. Having a tool like Ledgy in place does exactly that. Ledgy helps to ensure that reporting deadlines are met, with very limited risk.”
Volker Adam
Senior Director of Finance at EGYM
View full case study

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.

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.

Benefits abstract pictogram of ledgy product

Why Ledgy?

We’re on a mission to align, inspire and empower every team globally with equity. We focus on being humble, transparent, ambitious and impactful to deliver the best experience for our users.

Software that works for people

Get the best software without compromising on usability. Ledgy helps people understand and manage equity intuitively.

Equity managed your way

Take back control of your equity with unmatched customisability to manage equity across teams and jurisdictions.

Integrate & automate easily

Manage, visualise and track vast amounts of data. Ledgy takes the pain out of equity processes.

A team that's there for you

We're committed to your success. From software to sales, we want to make your equity work.

Let us show you more

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