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Share plan administration

Automate share plan administration and save more time

Ledgy replaces time-consuming manual tasks with innovative automation. Smart integrations and automated workflows help you run best-in-class share plans, at scale. Keep data organised and accurate, and give your team their time back.

Automate your share plan admin,
from beginning to end

Keep your data clean

Seamlessly connect with one of Ledgy’s 50+ HRIS integrations and keep stakeholder data up to date. Configure your share plans so they work for your company, syncing exactly what you need. Status tags help you keep track of important actions when onboarding new joiners and offboarding leavers.

Let tech do the work for you

Manage equity compensation efficiently with innovative technology. Grant share awards in seconds, then create, sign and share contracts in just a few clicks. Never lose a document again with intelligent storage connected to the transaction. Handle new grants one by one or in bulk.

Minimise back and forth

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 information you and your team need, on one simple platform.

Automate your share plan administration now

Let’s schedule a demo to discuss how you can streamline your share plan administration with Ledgy

Book a demo

Modern features for modern teams

50+ 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

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
“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?


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

Employee Engagement

Bring equity to life with intuitive dashboards for the whole team.


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?


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.


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:

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
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
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.


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