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Equity plan automation software

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.

800
Stakeholders sync
850
Automated grants
900
Signatures completed
Stakeholders
200 of 1000
have accepted invitations
New
Leaver
Connect HRIS

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.

A group of people sitting on top of a table.

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 demo

Modern 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

DocuSign integration
Offboarding automation
Custom role-based access control
SAML SSO

Why our customers love us

“We have over 450 employees today and every one of them gets to own a piece of the company. It was important to us to do this in an efficient way and that we can visualise for people what it means to be an equity owner. Ledgy allows us to do that in an automated way and also avoiding mistakes that you would have if you did that manually.”
Andreas Aepli
CFO
“Thanks to Ledgy, I can spend more time on more complex topics or projects where I can bring real value, instead of spending time on manual, monotonous work.”
Maya Seite Masri
Corporate and M&A Legal manager
“Being able to automatically create documents in bulk has been a game changer for us in terms of time-saving and accuracy. I’m confident that nothing will go wrong.”
Bianca Stewart
Head of Legal
“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

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.

What else does Ledgy offer?

Valuations

Get accurate and audit-ready valuations from market-leading experts

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.

Read more about equity plan automation:

All
Thumbnail image for equity plan automation use caseA purple company building with abstract positive and negative signs in the orange background

Public limited company advantages and disadvantages

Equity plan automation
06/06/2024
All
Thumbnail image for equity plan automation use caseThree overlapping papers with an equity diagram in the middle highlighting a portion of ownership

Company Share Option Plan (CSOP) Explained

Equity plan automation
03/06/2024
All
Thumbnail image for equity plan automation use case

Everything you need to know about vesting schedules

Equity plan automation
22nd May 2024

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:

Benefits abstract pictogram of ledgy product

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

Let us show you more

Let’s schedule a demo to discuss your needs and show you how Ledgy solves them