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Why choose Ledgy over Shareworks?

Ledgy takes your team further. A modern solution with powerful automations, unparalleled customisability, and intuitive UX, so your team can take back control of your equity to make it work on your time.

What makes Ledgy different

Shareworks

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

“Equity ownership is not only important for aligning incentives between founders and investors, but crucially it drives alignment across the entire organisation. CFOs, Heads of People and law firms love that Ledgy integrates with other HR systems and third parties involved in managing equity, creating a single point of truth.”

“From the moment we were introduced to Ledgy, we could see that this was something wefox would need if we were going to build a sustainable company where everyone has a fair share of our success. The ease of use for our compensation and benefits team, as well as senior stakeholders, massively reduces the time we spend on equity in a week."

Fabian Wesemann & Julian Teicke
Co-founders
Wefox logo

“Since signing with Ledgy, it’s been proven time and time again that the team, and especially the product team, really engages with customers to find ways to improve. I’ve had two-way conversations about how Ledgy can make my life easier. It shows that Ledgy is really focused on building a customer-centric product.”

Bianca Stewart
Head of Legal
Motorway logo

“At one stage I needed to distribute a report of the cap table as it was at a certain date in the past. This would have been very painful and time-consuming on Excel, but with Ledgy I'm confident in the data and the functionality just makes it easy.”

John Fraser
Finance Director

“Whenever someone gets offboarded, there are no arguments about how much is vested, it’s very clear. People no longer ask questions about how much their VSOP is worth because they can log in and check that themselves."

Sebastian Schilling
VP Finance and internal operations
Taxfix logo
“Equity ownership is not only important for aligning incentives between founders and investors, but crucially it drives alignment across the entire organisation. CFOs, Heads of People and law firms love that Ledgy integrates with other HR systems and third parties involved in managing equity, creating a single point of truth.”
“From the moment we were introduced to Ledgy, we could see that this was something wefox would need if we were going to build a sustainable company where everyone has a fair share of our success. The ease of use for our compensation and benefits team, as well as senior stakeholders, massively reduces the time we spend on equity in a week."
Fabian Wesemann & Julian Teicke
Co-founders
Wefox logo
“Since signing with Ledgy, it’s been proven time and time again that the team, and especially the product team, really engages with customers to find ways to improve. I’ve had two-way conversations about how Ledgy can make my life easier. It shows that Ledgy is really focused on building a customer-centric product.”
Bianca Stewart
Head of Legal
Motorway logo
“Ledgy has knocked days – not hours, days – off the process of creating a new share option award. That really adds up when you think about what we've already achieved and how much further we still have to go. Compared to what we had before, it's night and day.”
John Fraser
Finance Director
“Whenever someone gets offboarded, there are no arguments about how much is vested, it’s very clear. People no longer ask questions about how much their VSOP is worth because they can log in and check that themselves."
Sebastian Schilling
VP Finance and internal operations
Taxfix logo
Sequoia logo
Wefox logo
Motorway logo
Taxfix logo

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