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

Join the leading investors that use Ledgy to empower their portfolio companies

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

For us Ledgy is a real game changer — we finally have one single source of truth to keep track on our stakes in 100+ portfolio companies. No more sifting through plenty of cap table versions, closing binders and internal performance sheets. It allows everyone from the team to look up portfolio wide metrics and performance KPIs of individual companies at any time.

Anna Bosch, Associate, btov

Ledgy provides our team with a single source of truth for our fast-growing portfolio. From managing the latest transactions to consolidating the most relevant company KPIs in a single view, having Ledgy as part of our tool chain is improving the way we engage with our startups. Furthermore, we use Ledgy to communicate our portfolio performance towards out shareholders for a more interactive investment experience.

Rico Hochguertel, Managing Director, New Forge

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 measures you can depend on. Independently audited by the security company Cure53.

Read our pentest report

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