Features for finance
A scalable all-in-one solution for your company’s employee participation plan, cap table, modeling, investor relations, due diligence, and automated document signing
Automate your document signing processes
- Request any number of signatures with a single click, generating individual documents from templates
- Ledgy is the only equity software that offers digital signing with the same legal status as handwritten signatures (qualified electronic signatures)
- Build signature workflows to sign shareholder agreements and convertible loans online without printing a single sheet of paper
Share reports and KPIs with your investors
- Build and keep your investors' trust and support by sharing timely and engaging information with them
- Quickly copy-paste your KPIs from spreadsheets and customize your graphs
- Share written reports including documents, KPIs, images and add your company branding
Organize your legal documents
- No need to waste money on separate data room software
- Organize your legal document history, and give selective view access for due diligence
- Share documents, attach them to investor reports, invite people to sign
Model funding rounds and future dilution
- Understand how dilution works by quickly comparing different modeling scenarios
- Enjoy flexible round modeling with support for convertibles, employee pools, and multiple rounds
- Assess the impact of liquidation preferences with waterfall analysis and breakpoint charts
Keep your cap table, always accurate
- Intuitive, legally valid, and error-free cap table from the beginning
- Support for any transaction type, including issuance, transfer, convertibles, stock split, share destruction, and valuations
- Featuring unlimited share classes, treasury shares, pooled investments, and automatically numbered shares
- Granular access levels allow owners to control and double-check the publishing of new transactions
Instant customizable PDF and Excel exports
- Create holding confirmations with a single click
- Export equity plans, and cap table and stakeholder data with flexible filtering
- Download your investor reports as PDF
