When you first sign up on Ledgy you will see this screen:
To create a cap table click on Create company. This will then lead you to a welcome screen:
The easiest way is to follow our onboarding by clicking on the Guide me button (you can still return to the welcome screen at any time). Is anything unclear to you? Check our FAQ and if you can’t find an answer there, just let us know!
Alternatively, you can enter shareholders and transaction on the respective pages to set up your cap table or use the import tools.
If you choose not to use the onboarding steps above, here are the basics of how to use Ledgy.
Add new shareholders
- Go to the Stakeholders page and add shareholders with or without an email address. If you add them with an email, they won’t be notified yet: you need to invite them explicitly to Ledgy (see next paragraph). However, if they already have an account on Ledgy with this email address, they will be able to see their stake in their portfolio.
- Change access level: If the shareholder has an email address, they can see their investment in their portfolio. You can easily give them view-only or admin rights with a single click. If they’re already on Ledgy, they’ll be notified. If they’re not, you have to click Invite, see next point.
- Invite stakeholders: You can invite the shareholders that you’ve added with an email address to join Ledgy. Simply click on the invite button. You can see who already registered on Ledgy if they have a check mark instead of the invite button.
Add new transactions
- Go to the transactions page.
- Click on Add Transactions and choose the transaction you’d like to add. Fill in the required fields and any of the optional you need to, attach corresponding documents if applicable, such as a legal contract, and click on save.
- Once you are done with adding all new transactions, click on the Publish button (read on to find out why).
Publish your draft
All the new transactions you’ve added will be saved as your new draft. New or modified transactions are marked in gray. The question-mark below the transaction number tells you what has changed.
Once you are done with adding and editing transactions, you can hit the Publish button to save your draft as your new official transactions list. Don’t worry; you will be prompted to review your changes before confirming and can still make changes to your transactions after publishing.
What does the Publish button do?
- Check if there are no errors and save the new transactions as the updated ownership history. Now you can do changes again and see the differences.
- It makes the new information available for all your company’s shareholders who have an account on Ledgy. In other words, if your shareholders have an account on Ledgy and see your company in their portfolio (see next paragraph), they will see the up-to-date information about their stake as soon as you click on the Publish button. They will not see any notes or documents added to the transactions.
- Saving a PDF snapshot of your new cap table and transactions. This creates an audit trail for you for future due diligence. The snapshot is also certified by the blockchain notary. Of course, you can delete this document if you don’t want it.
Have a look at your portfolio
- All users on Ledgy, including you if you own shares in a company on Ledgy, have a portfolio which shows your investments.
- To see your investments, the company has to add you as a shareholder with an email address and published the transactions.
- To see your portfolio click on your name at the top right corner and select Portfolio.
Happy cap tabling!