VCS & BUSINESS ANGELS

A single-source for multiple portfolios

Ledgy brings together investors and founders on one scalable platform to collaborate on shared KPIs, see performance in real-time and communicate effectively

Find out how investors use Ledgy?

Schedule a custom in-depth demo with our portfolio expert

Built for portfolio management

Take a look at your dashboard

Explore Ledgy

Portfolio-wide metrics on one shareable platform

KPIs

Align with stakeholders on key metrics: revenue, P&L, liquidity, runway

Performance

Get a clear overview of your portfolio’s status: IRR, MOIC, fully-diluted

Custom reports

Use custom badges and tags to manage data and automate reports: IPO, trade-sale, written-off

Portfolio-wide metrics on one shareable platform

KPIs

Align with stakeholders on key metrics: revenue, P&L, liquidity, runway

Performance

Get a clear overview of your portfolio’s status: IRR, MOIC, fully-diluted

Custom reports

Use custom badges and tags to manage data and automate reports: IPO, trade-sale, written-off

Build accurate scenarios and exit models

Model complex funding rounds and exits, share them with your team and make decisions based on data

  • Perform waterfall and breakpoint analysis

  • Understand dilution implications

  • See impact on share classes and stakeholders

  • Easily export what you need

THE POWER OF LEDGY

Where investors and founders align

Set your founders up for success, collaborate on shared dashboards with custom KPIs and improve communications with automated reporting.

Built for investors to empower founders

Clear communications

Receive timely reports and notifications on key transaction events

Signature workflows

Auto-attach documents to transactions with Qualified Electronic Signatures

Flexible data reports

Configure tables with custom variables; easily search, share and export

Global compliance

Support your portfolio companies no matter where they are based

Enterprise-ready security

Ledgy ensures your company’s data and privacy are protected with best-in-class policies you can depend on.

Check our Data Processing Addendum

Ready for the next step?

Let’s start by scheduling a demo with our expert to discuss your portfolio needs and show you Ledgy’s solutions

See both sides of Ledgy

Check out the company and investor dashboards

Explore Ledgy