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, communicate and report 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

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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

We are using Ledgy to keep track of our investments as well as our own cap table. The overview of the investments is very clear and in one place which makes searching for and comparing data much faster. We can see the details of our investments and at the same time track our investment company’s performance. We also keep our own cap table up to date with Ledgy, and the set up is straightforward and quick. We also use the automatic document creation for subscription forms, which makes the process much faster and efficient.

Elena Walder, Managing Partner, Übermorgen

Managing a venture fund is complex, and even more so in a firm with multiple funds. With Ledgy we finally have an all-in-one solution in place to not only get a comprehensive overview of the performance of each fund but also to stimulate financing rounds and exit scenarios in just a few clicks. The KPI tracking and reporting functionality for our portfolio companies adds an unprecedented level of transparency and efficiency.

Andreas Goeldi, Partner, btov

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

Insights

Define goals and make data-driven decisions

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.

Request 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