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Equity compliance

Minimise equity compliance risks with a single source of truth

Keep your equity compliant across jurisdictions, with automation at every step – for granting, reporting, and more. Expand across borders into new markets without equity compliance worries.

Global equity compliance management

Stay error-free and up to date

Keep your cap table and equity plans accurate and compliant. Transactions and documents are updated in real-time, with automated error flags and crystal-clear visuals. Track all international grant types, with your choice of currency.

Never miss compliance deadlines

Access all of the data you need, fast, with search and filter functions. One-click equity compliance reports, custom views and exports, make meeting compliance deadlines a breeze. Global mobility reporting helps you stay on top of equity as your workforce moves across borders. 

Collaborate securely

Equity data is extremely sensitive, so Ledgy helps you control exactly who sees what. Segment permissions for team members, advisors, auditors and anyone else who needs access. Manage your equity compliance seamlessly across functions, assigning tasks without compromising on confidentiality.

Stay compliant globally

Let’s schedule a demo to discuss how you can manage equity compliance at scale with Ledgy

Book a demo

Modern features for modern teams

Document management and data room

Find the right documents every time. Automatically link the corresponding documents to transactions and structure your data room exactly the way you want.

Global mobility reporting

Keep track of location history, understand the equity employees have earned in different locations, and generate instant reports to download at the click of a button.

UK compliance reports

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.

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.

Enterprise level security

Lock down your data with enterprise-level security, SAML SSO and 2FA. ISO 27001 certified.

And much more

International grant types
Custom views and exports
Share certificates
Valuations (409A, HMRC, BSPCE)

How your peers stay compliant with Ledgy

“I have just completed my EMI return. Last year, it took me a day to compile, manually adding data from various sources. This time, I hit a button. A great improvement – thank you Ledgy.”
Stuart Barnard
VP Finance & Business Operations
“Ledgy really helps with speed, ease, and compliance of it all, everything is just much smoother”
Alisha Seahra
Paralegal
“The move to Ledgy was a great way for us to audit and clean up our data. We ended up with a very accurate, real-time picture of what we have, that is also much easier to update compared to our previous provider.”
Brian Parkes
Chief People Officer
“Compared to competitors, Ledgy was very strong and catered to more of what we needed from a European and UK-centric angle – like working with growth shares that are quite specific to the UK.”
Hubert Fenwick
Co-founder and CEO

What else does Ledgy offer?

Equity plan automation

Automate your equity

Streamline equity workflows and save your team valuable time.
Employee engagement

Communicate transparently

Bring equity to life with customisable dashboards for the whole team.
Cap table management

Clean up your cap table

Turn your cap table into a strategic asset – accurate and intuitive software.
Financial reporting

Make reporting a breeze

Meet your deadlines with automated financial reports you can trust.
Company Valuations

Streamline your valuations

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

Ledgy makes equity compliance simple. Read more:

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

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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