Fast and easy migration to a platform built for you
Switch from Shareworks to Ledgy: the modern equity management platform built for European and UK companies with international teams. Stay audit-ready, save time and align your team with Ledgy.
Move fast, with support every step of the way
Companies have consistently been switching from Shareworks to Ledgy in the last few years. With experience migrating dozens of companies, our team has a robust, structured process designed to make the transfer as smooth and effortless as it can be for you.
In just 4 to 6 weeks, you can successfully migrate from Shareworks to Ledgy:
Week 1: Kickoff
Let our team get to know you, your goals, and set up a plan of action in a couple of emails and a call.
Week 2-3: Data Collection
After you provide access, we export your data from Shareworks, set up your document templates and HRIS integration, and review it all with you to ensure accuracy before importing.
Week 4-5: Import & Approval
We import your data and documents before guiding you through your cap table and equity plan data in Ledgy for your review and approval.
Week 6: Training & Launch
We provide further training for you and your team, as well as enablement and support as you go live to your stakeholders with Ledgy.
Migrate now
Why Ledgy
For UK & European companies with international teams
Stay compliant across jurisdictions with automated country-specific compliance reports, and global mobility reporting. Keep track of all international grant types accurately, with your choice of currencies. Take control of your equity data, no matter how complex, with an intuitive, customisable platform built to work for exactly your setup.
Manage equity at scale with automations at every step
Leverage the power of 60+ HRIS integrations to keep large volumes of data accurate. Automate your granting, document and signature workflows in bulk to make expansion easy. Create custom vesting schedules to reflect your needs and make adjustments according to employment percentage or to reflect pauses.
Instantly generate robust financial reports
Generate a broad suite of financial reports instantly to account for equity under IFRS 2, UK GAAP or US GAAP, with tranche-level details in one click. Built to flexibly accommodate your company’s exact accounting requirements, Ledgy’s financial reporting ensures continuity with previous reports and allows you to override and specify fair values, forfeiture rates and more.
Support through IPO and beyond
Ledgy helps you get IPO ready and ensures platform continuity once you’ve listed. With a dedicated public markets team, and a frictionless live trading experience for participants and admins, you can count on Ledgy’s modern platform and supportive team make your equity work every step of the way.
Why our customers love us
Join our webinar on migrating to Ledgy from Shareworks
Join us on January 29th at 15:30 CET:
Features for UK & European companies
Vesting slowdowns and pauses
Automatically calculate the effect of adjusted working hours or extended leave on vesting easily to ensure accuracy for you and your employees.
UK Compliance reporting
Report to authorities easily with one-click downloads for a compliant register of members, CS01 and SH01 reports for Companies House, and ERS returns to HMRC.
Bulk grant document automation
Create hundreds of error-free, custom documents, send them all out to get signed digitally and find them attached to the each corresponding transaction.
Transaction audit trails and selective publishing
Keep track of exactly what’s changed, when, and who made the change on any given transaction and publish only the transactions you choose.
Custom role-based access control
Keep data private and secure with internal access management that lets you control who can access different pieces of equity data.
And much more
Enterprise-ready security
Ledgy ensures your company's sensitive data is protected with the best-in-class security you can depend on. Regularly audited by expert, independent third parties.
ISO 27001 Certification
Ledgy is regularly audited by third-party experts to ensure we meet the highest requirements for Information Security Management Systems (ISMS). We are certified as compliant with ISO 27001:2022.
Built for your team
Enhanced security and control features like 2FA and custom role-based access levels let you lock down your data. SAML SSO with SCIM provisioning from Google, Okta, and Azure make your team’s logins secure.
Always safe
Ledgy has processes in place to make sure your data is always safe. TSL 1.3 encryption, annual penetration tests, principle of least privilege enforcement, GDPR compliance and more to help your data stay private and secure at all times.