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
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.
- GDPR-compliant
- TLS 1.3 everywhere
- Enterprise backup system
- SSO & Two-factor authentication
- Data encryption in transit and at rest
- ISO 27001-compliant data hosting in Switzerland
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
