Global equity compliance management
Stay error-free and up to date
Keep your cap table and equity plans accurate and compliant. Transactions and documents are updated in real-time, with automated error flags and crystal-clear visuals. Track all international grant types, with your choice of currency.
Never miss compliance deadlines
Access all of the data you need, fast, with search and filter functions. One-click equity compliance reports, custom views and exports, make meeting compliance deadlines a breeze. Global mobility reporting helps you stay on top of equity as your workforce moves across borders.
Collaborate securely
Equity data is extremely sensitive, so Ledgy helps you control exactly who sees what. Segment permissions for team members, advisors, auditors and anyone else who needs access. Manage your equity compliance seamlessly across functions, assigning tasks without compromising on confidentiality.
Stay compliant globally
Let’s schedule a demo to discuss how you can manage equity compliance at scale with Ledgy
Book a demoModern features for modern teams
Document management and data room
Find the right documents every time. Automatically link the corresponding documents to transactions and structure your data room exactly the way you want.
Global mobility reporting
Keep track of location history, understand the equity employees have earned in different locations, and generate instant reports to download at the click of a button.
UK compliance reports
Report to authorities easily with one-click downloads for a compliant register of members, CS01 and SH01 reports for Companies House, and ERS returns to HMRC.
Custom role-based access control
Keep data private and secure with internal access management that lets you control who can access different pieces of equity data.
Enterprise level security
Lock down your data with enterprise-level security, SAML SSO and 2FA. ISO 27001 certified.
And much more
How your peers stay compliant with Ledgy
What else does Ledgy offer?
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.
Valuations
Get accurate and audit-ready valuations from market-leading experts.
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.
Ledgy makes equity compliance simple. Read more:
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Fast and easy migration with Ledgy experts at hand
We’re committed to providing the best experience for your team, from beginning to end. With our onboarding and product experts there every step of the way, you can trust that your data migration will go smoothly - improving your data accuracy and allowing you to get the most out of Ledgy from the start.
Migration on Ledgy’s Enterprise plan takes weeks, not months, with four main stages:
Set up
After signing, our team sets up your account and goes through your onboarding plan with you.
Data & document extraction:
Our team works off of your current solutions to extract the data and documents needed.
Import
Our team imports your data and documents to Ledgy, cross-checking details with you along the way.
Data validation
Once the data migration is finalised, you get to go through and validate our team’s work to ensure data is correct and meets your expectations.