Reduce admin and save time with equity plan automation
Ledgy gives time back to your team. Replace manual workflows with automations at every step of the granting process, improving data accuracy and reducing repetitive tasks. Add value where it counts.
Automate your equity from onboarding
to offboarding
Manage data at scale
Leverage the power of 50+ HRIS integrations to keep large volumes of data accurate. With Ledgy’s custom fields, you can sync exactly what you need in one click. Real-time status tags help you understand which actions are outstanding for leavers and new joiners alike.
Expand ESOP across teams and borders
Automate your granting, document and signature workflows in bulk to make expansion easy. Keep track of all international grant types accurately, with your choice of currencies. Switch up vesting schedules for different groups, or create custom vesting to reflect your needs.
Communicate clearly and intuitively with employees
No more back-and-forth between platforms to handle employee queries. Make equity easy to understand, take care of the team’s questions, and share real-time updates with the company on Ledgy.
Automate your equity now
Let’s schedule a demo to discuss how you can manage equity at scale with Ledgy
Book a demoModern features for modern teams
50+ HRIS integrations
Seamless and accurate employee data management, in a couple of clicks.
Bulk document automation
Create hundreds of error-free documents, send them all out to get signed digitally and find them attached to the each corresponding transaction
Bulk document automation
Create hundreds of error-free documents, send them all out to get signed digitally and find them attached to the each corresponding transaction
International equity plans
End-to-end exercising
Automate granting flows through automation rulesand trigger them on HRIS sync
And much more
Why our customers love us
What else does Ledgy offer?
Valuations
Get accurate and audit-ready valuations from market-leading experts
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.
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.
Frequently Asked Questions
How does equity plan automation work?
Equity plan automation is a modern approach to managing and automating equity plans. It simplifies the process of managing equity plans, including stakeholder data, documents and signatures, onboarding, offboarding, and information sharing with employees and stakeholders.
What types of equity plans can be automated?
Ledgy's software allows companies to manage their equity plans from issuing, to vesting, and allows employees to see their stake in the company's future with their own dashboard. Equity plans that can be automated include: ESOP, VSOP, LTIP, PAYE/SAYE, EMI, CSOP, growth shares, BSPCE, stock, SARs, STAK, RSUs, options, and warrants.
How secure is equity plan automation software?
Equity plan automation software is designed to be secure and protect your data. Ledgy, for example, has encryption at rest and in transit, and all data is stored on secure servers in Switzerland with GDPR compliance. Ledgy also has a SOC2 Type 1 certification.
How does equity plan automation software integrate with other systems?
Equity plan automation software can integrate with other HR systems, signature providers, and third parties involved in managing equity. Ledgy, for example, integrates with other systems by connecting to them and exchanging data. This means that when something changes in one system, it is automatically updated in the other. These integrations can create a single source of truth, which makes it easier to keep track of equity and share ownership. They also reduce manual error and the risk related to these.
Can equity plan automation software be used for global equity plans?
Yes, equity plan automation software can be used for global equity plans. Equity plan automation software makes it easier for companies to manage their equity plans across multiple countries, and Ledgy caters to international security types and multiple currencies. Equity plan automation software can help companies to quickly and easily roll out equity to all team members, wherever they are located.
How much does equity plan automation software cost?
The cost of equity plan automation software depends on the size of your company and the features you need. Ledgy offers a range of plans to suit different budgets and needs. You can explore our pricing plans on our website or schedule an in-depth demo with our product expert to find out more.
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