All-in-one solution for your company’s cap table, equity plans, modeling, investor relations, due diligence and document signing automation.
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Equity plans on autopilot, with document signing batch processing for any number of employee grants and an engaging employee dashboard.
Flexible reporting and portfolio management solution for business angels, professional investors and funds.
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How to use Excel exports in Ledgy
Easily export and download your cap table in Excel format.
How to export
In the menu select
Select the cap table
you'd like to export
Cap Table View Filter
Click on the
button and download the Excel file.
Based on the cap table view, you'll see something similar to this:
Compile and present the evolution of your cap table
With the help of these dropdown menus, select the cap table you'd like to export.
Drop down menu
Combine the downloaded cap tables into one spreadsheet. That allows for a clear view of the history of the cap table.
11 Feb 2020
Head of Customer Experience & Sailor
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