// form styles
Share plan administration

Automate your share plan administration and save time

Ledgy replaces time-consuming administrative tasks with innovative share plan automation. Smart integrations and automated workflows help you run best-in-class share plans at scale, giving your team valuable time back.

Streamline share plan administration workflows

Keep share plan data clean

Seamlessly connect with one of Ledgy’s 70+ HRIS integrations and keep share plan data up to date. Configure automated workflows for your share plans so they work faster, syncing exactly what you need. Status tags help you track important actions when onboarding new joiners and off-boarding leavers.

Reduce your share plan admin

Manage share plan compensation efficiently with innovative technology. Grant share awards one by one, or in bulk, creating, signing and sharing contracts in just a few clicks. You’ll never lose a document again with intelligent storage connected to the transaction.

Intuitive employee engagement

Share real-time updates with participants and intuitively manage end-to-end requests like exercising and signatures. Align incentives and communicate clearly with all the share plan information you need on one simple platform.

Automate your share plan administration now

Schedule a demo today and find out how you can streamline your share plan administration with Ledgy.

Book a demo

Modern features for modern teams

70+ HRIS integrations

Sync your HRIS to manage employee data seamlessly and accurately.

End-to-end exercising and releasing

One seamless workflow for exercising and releasing: all requests, signatures and approvals go back and forth between admins and employees on Ledgy.

Document and signature workflow automation

Create accurate documents for each transaction, send them for signature, and securely store them in your data room, either individually or in bulk.

Automated granting

Set up rules to determine which stakeholders automatically receive grants when HRIS syncs.

Offboarding automation

Handle leavers individually or in bulk. Grant terminations account for vesting conditions, exercising, and contracts. All in one intuitive workflow.

And much more

DocuSign integration
International share plans
Custom role-based access control
SAML SSO

Why our customers love us

See video
Climeworks expands and automates their equity with Ledgy
"We were tasked with merging the plans from two different companies and different histories together on Ledgy, migrating 3000 stakeholders and ensuring accuracy and continuity for both companies. This migration process was super smooth and it was done in 45 days."
Rafael Rosell Taboada
Dott
View full case study
“Ledgy’s fully automated trading flow provides sellers with a modern, intuitive, and efficient experience. Its reliability streamlines our processes as brokers, while its flexibility allows us to adapt to each client’s unique needs, ensuring a smooth and stress-free trading experience. It’s revolutionary to see this level of automation delivering real value to users and we're honoured to play a part in this journey.”
Tom Giles
Deputy Head of Winterflood Corporate & Trustee Markets
View full case study
"We gave our complete history and cap table to Ledgy and they took it and shaped it into the platform within a couple of days. The implementation was done in under 3 weeks from the first call to being ready to launch."
Jason Mann
COO at Gearset
View full case study
"We basically had 4 different things we were looking at at the same time to manage our equity. Ledgy closed that all together in one space.”
Abbie Johnson
People Experience Manager at Yulife
View full case study
“Ledgy feels like an upgrade of the entire experience for the teams responsible for managing equity and hopefully for our employees as well.”
Bianca Stewart
Head of Legal at Motorway
View full case study
“As a private or public company, you need to limit the risks related to manual errors. Having a tool like Ledgy in place does exactly that. Ledgy helps to ensure that reporting deadlines are met, with very limited risk.”
Volker Adam
Senior Director of Finance at EGYM
View full case study

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 caseWhat is a plc? The pros and cons of public limited companies

What is a Public Limited Company (plc)? - Pros and cons of PLCs

Equity plan automation
22nd August 2024
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

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.

Let us show you more

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