We’re really excited to launch this feature and empower more employees with transparency around their company ownership.
You can now give your team a clear vision on their future success with your company by creating various scenarios across mulitiple funding stages that will display directly in their employee dashboard.
This highly-requested feature will engage employees like never before by making their stake transparent and tangible.
Employee scenarios will be live from tomorrow for all Growth and Scale plan users. Find out more in this help center article.
Some of the improvements include:
End-to-end exercising is available to all Scale plan users. If you would like more information or a custom demo reach out to our Customer Experience team
Have you had a chance to use the custom stakeholder fields?
In addition to using unlimited variables for document templating, you can now define any field once and use them to aggregate and display your chosen data in ownership insights and equity plans: pools, grants and option expensing tables.
An example usecase would be to create a custom legal entity field and use it to search and group all grants by that specific legal entity.
When sending invitations to investors, they will now be guided to create an ‘investment firm’ on Ledgy, where they can manage their whole portfolio and invite collaborators. Many VC funds already rely on Ledgy for their portfolio analytics.
This update is backward compatible, so previously sent invitation links will benefit from the new improved workflow for investment firms.
You can now sync more employee information from Bamboo HR directly into Ledgy. Data such as name, email, address, or Bamboo’s “Employee number” field will sync into Ledgy’s ”Identifier“ field under stakeholder details.
As requested by many of our customers, Ledgy’s integration with Personio is here…
Find out more about Ledgy’s HR integrations.
Our team is always available if you want to know more about Ledgy. If you are new to Ledgy, schedule a custom in-depth to learn more. For any questions or feedback, feel free to contact our support team.
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