# Ledgy Reviews **Vendor:** Ledgy **Category:** [Equity Management Software](https://www.g2.com/categories/equity-management) **Average Rating:** 4.7/5.0 **Total Reviews:** 65 ## About Ledgy Stay compliant, save time and engage your team. Ledgy is the modern equity management platform that takes your company further. Make your time-consuming, manual processes easy by automating key tasks. Adapt it to your needs, update records in an instant, and ensure it works for your team — in any country, at any time. Create simple and effective communications that empower your people. Get set up and started in an instant, and then it’s ready to deliver value, day-in day-out. Ledgy is exactly what you need to drive greater efficiency and take care of compliance and risk management. It’s the platform that enables you to align all of your stakeholders to achieve more and inspire positive change. Book a Demo to see Ledgy in action. https://ledgy.com/demo/ledgy/?utm\_source=g2 ## Ledgy Pros & Cons **What users like:** - Users value the **exemplary customer support** from Ledgy, enhancing their experience with effective training and management assistance. (7 reviews) - Users praise Ledgy's **intuitive and user-friendly interface** , which simplifies equity management and enhances overall experience. (5 reviews) - Users appreciate the **ease of use** of Ledgy, enjoying its intuitive interface and seamless integration with HR platforms. (4 reviews) - Users praise the **intuitive cap table management** of Ledgy, fostering seamless navigation and flexibility for specific needs. (3 reviews) - Users appreciate the **customization options** in Ledgy, enabling tailored experiences and efficient management of their needs. (2 reviews) - Users value the **intuitive interface** of Ledgy, which simplifies onboarding and training for employees. (2 reviews) - Users appreciate the **easy integration process** with HR platforms, ensuring a smooth onboarding experience for all. (2 reviews) - Users love the **smooth onboarding process** with Ledgy, ensuring easy integration and efficient equity management from the start. (2 reviews) - Process Simplification (2 reviews) - Simple (2 reviews) **What users dislike:** - Users experience **technical issues** like occasional bugs and skewed data in Ledgy's reporting system. (2 reviews) - Users experience **complex reporting** issues with skewed data, but the team promptly addresses these problems. (1 reviews) - Users note **limited customization** options, but appreciate the team's willingness to help find workarounds. (1 reviews) - Users encounter **occasional bugs** and desire more educational tools for stakeholders within the Ledgy platform. (1 reviews) ## Ledgy Reviews ### 1. Great UI, Easy to Use Equity Management Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Hubert F. | Co-Founder & CEO, Mid-Market (51-1000 emp.) **Reviewed Date:** April 07, 2026 **What do you like best about Ledgy?** Very simple UI, easy for employees to track and understand the value of their share options with simple scenario modelling **What do you dislike about Ledgy?** Some limitations with specific share schemes (growth shares, CSOP etc) mean that you have to 'reverse engineer' share schemes which is hazardous. Functionality seems to have improved however **What problems is Ledgy solving and how is that benefiting you?** Giving employees (and alumni) transparent access to their options holdings and how the value evolves over time ### 2. Ledgy as a tool for easy Equity Management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Enterprise (> 1000 emp.) **Reviewed Date:** April 29, 2026 **What do you like best about Ledgy?** I like Ledgy because it has a very clear interface and feels intuitive to use. **What do you dislike about Ledgy?** So far, I haven’t found anything I can point to as something I dislike. **What problems is Ledgy solving and how is that benefiting you?** Ledgy lets me see what my equity looks like and how it grows over time, so I can easily keep track of it. ### 3. A Flexible and Intuitive Cap Table Platform with Outstanding Onboarding Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 15, 2025 **What do you like best about Ledgy?** We recently transitioned our cap table management to Ledgy and have been thoroughly impressed. The platform is both flexible and intuitive, making it easy to navigate and adapt to our specific needs. One standout feature is its native support for equity instruments more common in the EU and UK, such as hurdle shares—something we didn't find at providers more focused on the US market. The user interface is well-designed and pleasant to use, contributing to a seamless experience. The onboarding support was exceptional. The team guided us through every step, ensuring the transition and rollout went smoothly for our stakeholders. Overall, Ledgy has been an excellent choice for managing our cap table, and we highly recommend it to companies looking for a robust and user-friendly solution. **What do you dislike about Ledgy?** Many investors already have accounts with other more established cap table management providers, which makes it convenient for them just to add another company in their existing portfolio. **What problems is Ledgy solving and how is that benefiting you?** Single source of truth for equity and esop management. No need to keep and update a separate spreadsheet with cap table. ### 4. Simplifying Equity Management with Exceptional Support! **Rating:** 4.5/5.0 stars **Reviewed by:** Tobias B. | Global Head of Compensation & Benefits, Mid-Market (51-1000 emp.) **Reviewed Date:** September 16, 2024 **What do you like best about Ledgy?** What I like best about Ledgy is its user-friendly interface and the efficiency it brings to managing our equity. It's intuitive, much easier to navigate compared to other tools I've used like Global Shares or Computer Share. The platform simplifies complex equity management tasks and the customer success team has been incredibly attentive. Anytime there's a need for assistance, they are quick to respond and go the extra mile to resolve any issues, which makes the experience all the more seamless. **What do you dislike about Ledgy?** While Ledgy overall performs well, there are occasional hiccups with the reporting system where some data might be skewed. However, the best part is that the team is proactive in addressing these issues and typically resolves them within a few business days. The quick turnaround on fixes ensures minimal disruption, and I truly appreciate the dedication to continuously improving the platform **What problems is Ledgy solving and how is that benefiting you?** Ledgy solves the challenge of managing complex equity structures by providing a streamlined and intuitive platform. It simplifies tasks like tracking vesting schedules, handling grants, and generating reports, which used to be time-consuming and prone to errors with other tools I've used. With Ledgy, I have a clearer overview of our equity data, which has improved decision-making and transparency. Additionally, the responsive customer support ensures that any issues are quickly resolved, minimizing disruptions and allowing me to focus more on strategic tasks rather than manual equity management. **Official Response from Karime Andere:** > HI Tobias, Thank you for sharing your positive experience with Ledgy! We are thrilled to hear that you find our platform user-friendly and efficient for managing equity. Our team is dedicated to providing exceptional customer support, and we are delighted that you have found our customer success team to be attentive and responsive. We appreciate your feedback regarding occasional hiccups with the reporting system. Rest assured, we are continuously working to improve our platform and address any issues promptly. Your satisfaction is our priority, and we are committed to delivering a seamless experience for all our users. If you need any further assistance or have additional feedback, please do not hesitate to reach out. We are here to ensure that your experience with Ledgy remains positive. Thank you for choosing Ledgy for your equity management needs! ### 5. Helps simplify equity management and employee incentives **Rating:** 5.0/5.0 stars **Reviewed by:** Adam V. | Legal Director, Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2024 **What do you like best about Ledgy?** Ease of use for employees - intuitive interface, requires minimal employee training Customisable - plenty of filtering options, saved views and granular access control settings. Having tried a competitor, this really marks Ledgy out Easy to onboard and integrate with HRIS system It has everything you need to manage your cap table, employee equity incentive schemes and reporting **What do you dislike about Ledgy?** The occassional bug, and I would love more ways to educate stakeholders about their equity from within the platform. However Ledgy is continuing to develop the platform and their product team is highly responsive to ideas **What problems is Ledgy solving and how is that benefiting you?** Equity management can get incredibly complicated, with large numbers of stakeholders and multiple schemes. This would become impossible if sticking to Google Sheets. Ledgy simplifies and creates a trusted single source of truth **Official Response from Karime Andere:** > Hi Adam, Thank you for sharing your positive experience with Ledgy! We're thrilled to hear that you find our platform intuitive, customizable, and easy to integrate with your HRIS system. We appreciate your feedback on areas for improvement and the desire for more educational resources for stakeholders. We will pass this on to the team and are committed to improving our customers' experience. If you encounter any issues or have further suggestions, please don't hesitate to reach out. We're here to support you every step of the way! ### 6. Great Equity Management Platform! **Rating:** 4.5/5.0 stars **Reviewed by:** Sara C. | Head of Finance, Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2024 **What do you like best about Ledgy?** Ledgy has been great in helping our company manage our cap table and automate the share option issuance. Some highlights: -It has truely made our share option management stress free, with the templated agreements, integration with docusign and compliance reporting. -There is continuous improvement and additions to the platform -Customer support is always timely and helpful; willing to jump on a call to walk you through something -Onboarding and implementation was incredibly quick and easy **What do you dislike about Ledgy?** Some areas which I would love to see improved: - Navigation in some areas - some actions (like "edit") are slightly hidden and difficult to find - No direct integration with HMRC, and the exported files are too big to upload to HMRC -Filters and appearance of reporting **What problems is Ledgy solving and how is that benefiting you?** Ledgy has been great in helping our company manage our cap table and automate the share option issuance. It gets rid of manual admin work, reduces errors and keeps everything organised. **Official Response from Karime Andere:** > Hi Sara, Thank you for sharing your positive experience with Ledgy! We're thrilled to hear that our platform has helped make your share option management stress-free, with highlights like easy onboarding, timely customer support, and continuous improvements. We also appreciate your feedback points and will certainly take your suggestions into consideration for future updates as we work to make Ledgy even better. If you need any assistance, please don't hesitate to reach out to our customer support team. We appreciate your support and look forward to continuing to provide you with excellent service. ### 7. Entity share options flip **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Airlines/Aviation | Mid-Market (51-1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Ledgy?** Ledgy is simople to use and the back up support from their team is exemplary. For example we changed our share options plan and had to have people sign an agreement, the team did the final configration of our document templates and loaded them all for us to use. **What do you dislike about Ledgy?** Nothng that I can think of to be honest. **What problems is Ledgy solving and how is that benefiting you?** Simple administration and modeling for investment strategy ### 8. Intuitive cap table management and great team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2025 **What do you like best about Ledgy?** Intuitive cap table management, automated reporting for cap table plus other compliance reports, ability to manage stakeholders directly. We're very well supported by the team from a training and customer management perspective **What do you dislike about Ledgy?** Nothing significant. Make sure to understand what is included in your package **What problems is Ledgy solving and how is that benefiting you?** Automation of complex cap table management ### 9. Upgrade of the overall incentive program **Rating:** 4.5/5.0 stars **Reviewed by:** Eskil N. | Legal counsel, Mid-Market (51-1000 emp.) **Reviewed Date:** January 23, 2025 **What do you like best about Ledgy?** Ledgy has a great user interface and very easy to use - both for pariticpants in our incentive programs and for administrators such as me. Easy to integrate with our HR-platform. Great CSM. **What do you dislike about Ledgy?** Could improve the overall document management/signature function. **What problems is Ledgy solving and how is that benefiting you?** Generally going from Google sheets -> Ledgy has obviously been a huge upgrade for the whole team. ### 10. Great customer support and easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Mina A. | Sales Development - Enterprise (UKI & Northern Europe), Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2024 **What do you like best about Ledgy?** Happy with the customer support, it does take time to set things up but great support along the way! I never used any technology for investor reporting before, but this one is pretty intuitive and easy to use whcih is great if you're not tech savvy like me :))) Have to say, saves so much time compared to excel spreadsheets **What do you dislike about Ledgy?** i guess the only thing i can think of at the moment is it does get a little buggy sometimes, but as i said customer support is great so normally resolve pretty quickly **What problems is Ledgy solving and how is that benefiting you?** Biggest thig is compiling all the data for reporting purposes can be a very tedious and long task, there is a lot of manual processes usually involved in getting things in a reportable format, whereas in Ledgy information is already presented in a very clear way and they have pre-set reporting that can be also tailored also to your specific needs. Overall, saves lots of time **Official Response from Karime Andere:** > Hi Mina, Thank you for your positive feedback! We're thrilled to hear that you find Ledgy easy to use and our customer support helpful. We appreciate your patience during the setup process and are glad to assist you every step of the way. We apologize for any inconvenience caused by occasional bugs. Our team is continuously working to improve the platform's performance and stability. If you encounter any issues in the future, please don't hesitate to reach out to us for a prompt resolution. It's great to hear that Ledgy has streamlined your investor reporting process, saving you time and effort. We're committed to providing a user-friendly experience and customizable reporting options to meet your specific needs. Thank you for choosing Ledgy! ### 11. Great tool that is constantly improving **Rating:** 4.5/5.0 stars **Reviewed by:** Wesley H. | Manager, Total Rewards, Mid-Market (51-1000 emp.) **Reviewed Date:** September 05, 2024 **What do you like best about Ledgy?** I enjoy the layout of the transactions and documents in the platform, which is easy to use and provides all the functionality required. **What do you dislike about Ledgy?** I would like to see some more advancements on the reporting capabilities and the flexibility ofnthe automated granting, but there have been many improvements this year. **What problems is Ledgy solving and how is that benefiting you?** We have a very unique equity solution, and Ledgy is able to accomodate our needs! **Official Response from Karime Andere:** > Hi Wesley, Thank you for your feedback! We're thrilled that Ledgy is able to accommodate your unique equity solution, it's very important to us to build a flexible solution that can cater to our customers' exact needs. We are committed to making continuous improvements and will keep your feedback on automated granting and reporting in mind for the future. We appreciate your positive review! ### 12. Fantastic customer support & product - Ledgy for start up **Rating:** 4.5/5.0 stars **Reviewed by:** Maartje (Maarty) R. | Lead Talent Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2024 **What do you like best about Ledgy?** The whole process from getting in touch, to the first demo, through to contracting and onboarding has been phenomenal. I have onboarded various SaaS tools before but never did they go out of their way like this to support us. We had many questions on how to best design our share option scheme, getting the right documentation in place, our HR system integration and Ana Silva has been incredible in staying on top of everything. Implementation took us longer than we expected (on our side) and I had to reschedule meetings regularly but Ana was an absolute star, making sure we always had speedy support when needed. Thank you so much for all your efforts. The platform is very easy to use, our external accountants haven't had any problems either, and the dashboard view for employees is awesome. I love this tool and even though you have to do your own valuations, the price / quality is excellent value. **What do you dislike about Ledgy?** Perhaps a few more ''?'' buttons next to fields on the platform. Sometimes I am not 100% sure what certain terminology means. In the employee view, they will see the projected value of certain scenarios (amazing feature), however that is if everything were to have vested. I'd love a feature where you could add an exit date on a scenario, so they can see how much it's actually worth, based on what has vested. **What problems is Ledgy solving and how is that benefiting you?** Easy admin to manage our EMI scheme, easy oversight of cap table, great tool for our employees to keep track of their share options. **Official Response from Karime Andere:** > Hi Maartje, Thank you for your glowing review of Ledgy! We're thrilled to hear about your positive experience with our customer support team, and will be sure to pass on the kudos to Ana Silva. Your feedback on adding more "?" buttons for clarity and the suggestion for the employee scenarios taking vested amount into account at an exit date is valuable to us. We'll definitely take these into consideration for future updates. We're delighted that Ledgy is helping you manage your EMI scheme, cap table, and empowering your employees to track their share options easily. If you need any further assistance or have more suggestions, please feel free to reach out. Thank you for choosing Ledgy! ### 13. Ledgy is fantastic platform to monitor cap-tables for all business and portfolios **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Venture Capital & Private Equity | Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2024 **What do you like best about Ledgy?** Simple interface, API access, Draft and publish capabilities, Variety of instruments, Row level security and Access, Customer sucess team **What do you dislike about Ledgy?** There are a few customisability limitation, but the team seem onboard with helping to find work arounds and put them on the development rao **What problems is Ledgy solving and how is that benefiting you?** We have a portfolio of companies that need cap-table management solutions and so need to aggregate this information easily. **Official Response from Karime Andere:** > Hi there, Thank you for sharing your positive experience with Ledgy! We're thrilled to hear that you appreciate our simple interface, API access, and dedicated customer success team. We understand your concerns about customizability limitations and want to assure you that we are continuously working to improve our platform based on customer feedback. If you have any specific requests or suggestions for enhancements, please feel free to reach out to our support team. Thank you for choosing Ledgy! ### 14. I appreciate the outstanding support which is always pleasant and very fast. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mining & Metals | Mid-Market (51-1000 emp.) **Reviewed Date:** January 20, 2025 **What do you like best about Ledgy?** I like the fact that support is also available via Teams. The guides are also well done. **What do you dislike about Ledgy?** I cannot report about any downsides. I am fine with everything so far. **What problems is Ledgy solving and how is that benefiting you?** Contract templated can be uploaded, adjusted in bulk and then the participants can be invited. this significantly simplifies the workflow. ### 15. A Comprehensive Equity Management Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Venture Capital & Private Equity | Mid-Market (51-1000 emp.) **Reviewed Date:** June 10, 2024 **What do you like best about Ledgy?** What I like best about Ledgy is how incredibly easy it is to use. The interface is super intuitive, making it simple to manage cap tables and stock options without feeling overwhelmed. The real-time updates are a game-changer, and it's awesome to have everything in one place, from investor reports to legal documents. Plus, their customer support is top-notch, always ready to help with any questions. **What do you dislike about Ledgy?** One thing I dislike about Ledgy is that it can get pretty pricey, especially for smaller startups. Sometimes the range of features feels a bit overwhelming, and it takes a while to get used to everything. Also, while their integrations are good, I'd love to see more options added. Lastly, occasional bugs can be a bit frustrating, though they usually get fixed quickly. **What problems is Ledgy solving and how is that benefiting you?** Ledgy solves the hassle of managing complex cap tables and employee stock options, which is a huge relief. It keeps everything organized and up-to-date, saving a ton of time and reducing errors. The transparency it provides helps keep employees and investors in the loop, making everyone feel more connected and informed. Overall, it takes the stress out of equity management and lets me focus on growing the business. **Official Response from Karime Andere:** > Hi there, Thank you for sharing your positive experience with Ledgy! We're thrilled to hear that you find our platform easy to use and appreciate the real-time updates and customer support. We understand your concerns about pricing and the learning curve for our broad range of features, as well as the need for more integrations and occasional bugs. Your feedback is valuable to us, and will be shared with the team as we continuously work to improve our offering. We're glad to hear that Ledgy has taken the stress out of managing equity for you so you can focus on growing the business - that is our goal! If you need any further assistance, please feel free to reach out. Thank you for choosing Ledgy! ### 16. Diving into the Depths of Ledgy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Capital Markets | Enterprise (> 1000 emp.) **Reviewed Date:** June 05, 2024 **What do you like best about Ledgy?** Ledgy is widely appreciated for its user-friendly interface and comprehensive feature set, making it a top choice for equity management. The platform offers seamless cap table management, employee equity plan administration, scenario modeling, and compliance reporting, all presented in a clear and intuitive manner. Implementation is straightforward, with the Ledgy team providing excellent support to ensure a smooth onboarding process. Customer support is a standout feature, with users frequently praising the team’s responsiveness and expertise. Many companies find themselves using Ledgy regularly to keep their equity structures organized and transparent. Its ability to integrate with various HR and accounting systems further enhances its value, streamlining workflows and maintaining data consistency. While it might lack some specialized advanced features, Ledgy's robust and well-rounded offerings make it an ideal solution for most startups and growing businesses. **What do you dislike about Ledgy?** While Ledgy is highly regarded, it does have some areas where users have expressed dissatisfaction. Some users find that the platform can be overwhelming initially due to the complexity of equity management, even though it's designed to be user-friendly. The learning curve can be steep for those unfamiliar with equity terms and processes. Although the implementation is generally smooth, a few users have encountered challenges with data migration and initial setup, requiring additional time and effort. While customer support is often praised, there have been occasional reports of slower response times during peak periods. The frequency of updates and new feature releases can sometimes lag behind user expectations, leaving some advanced needs unmet. Additionally, while Ledgy integrates well with many systems, certain integrations can be cumbersome or limited in functionality. Despite these drawbacks, Ledgy remains a strong choice, though there's room for improvement in these areas. **What problems is Ledgy solving and how is that benefiting you?** Ledgy proves invaluable in addressing several pressing challenges in equity management, thereby greatly benefiting my consulting practice. By automating cap table management, Ledgy ensures precise tracking of ownership structures and equity transactions, sparing us the errors and time constraints associated with manual spreadsheet management. Its robust compliance reporting capabilities ease the complexities of navigating legal and tax regulations, reducing the risk of non-compliance for both my clients and me. Through sophisticated scenario modeling, Ledgy empowers me to conduct comprehensive analyses and offer strategic insights, elevating the quality of my advisory services. Furthermore, its investor reporting functionalities foster transparency and collaboration in client relationships, facilitating smoother communication with stakeholders. Overall, Ledgy's efficiency, accuracy, and seamless integration with investor reporting contribute significantly to enhancing my productivity and effectiveness as a consultant, enabling me to deliver valuable strategic guidance to my clients with greater confidence and precision. **Official Response from Karime Andere:** > Hi there, Thank you for sharing your detailed feedback on Ledgy! We're thrilled to hear that you appreciate our user-friendly interface, comprehensive features, and excellent customer support. We understand your concerns about the initial learning curve and challenges with data migration and will work with our CX and product team to improve these for you and future users. Please feel free to reach out to our support team for further assistance or to provide more feedback. Thank you for choosing Ledgy, we look forward to continuing to support you in the future! ### 17. Amazing equity management software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.) **Reviewed Date:** March 04, 2024 **What do you like best about Ledgy?** We've been using Ledgy for almost two years now and we can say that it's simply amazing. We would highlight the following: - Its team. We had to implement in Ledgy a very complex share reorganization and Ledgy's Customer Experience Manager assisted us and got involveddirectly throughout the whole process from the begginning to the end. He took the time to meet us as many times as needed and answered our questions super fast. We were delighted with the personal attention received. - Its features and its user friendly interface: we used one of Ledgy’s competitors in the past and nothing was intuitive nor user friendly, every action we had to carry out required previous study of complicated instructions; Ledgy, however, is very easy to use and intuitive. It has plenty of filtering possibilities, you can group the stakeholders, see all the transactions done and remove or edit them or create scenarios for the future and see its impact in the cap table of the company. - Its helpcenter. You will find information, videos and instructions about almost anything you need to do on Ledgy. It is really really useful. - The clear view of the equity plans that it allows, user friendly and easy to navigate. - Its continuous improving of the platform according to the needs of its clients. - Its availability to all stakeholders, as they can access to their portfolio whenever they want. - Its integration with Bamboo HR, which is super tamesaving. **What do you dislike about Ledgy?** Nothing so far. We are very happy with it. **What problems is Ledgy solving and how is that benefiting you?** Ledgy helps us manage our equity plans and provides our stakeholders access to them. **Official Response from Karime Andere:** > Hi there, Thank you for sharing your experience with Ledgy! We're glad to hear that our team has been so helpful, and our help centre, user-friendly interface and features like the integration with Bamboo HR have been valuable for you. We're committed to providing a seamless and intuitive experience for all our users, and are grateful for customers like you who help us continue to provide great value as we grow. Stay tuned for even more improvements to come! ### 18. Great stakeholder management tool **Rating:** 5.0/5.0 stars **Reviewed by:** Karan S. | Founde's Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** August 28, 2024 **What do you like best about Ledgy?** Ledgy is very easy to use and implement in our team. It is used often to keep a track of transactions and stakeholders **What do you dislike about Ledgy?** There is nothing which we dislike about Ledgy and would recommend it **What problems is Ledgy solving and how is that benefiting you?** Allowing us to keep a track of stakeholders and make a cap table as a result **Official Response from Karime Andere:** > Hi Karan, Thank you for your positive feedback! We're thrilled to hear that Ledgy has been easy to use and implement for your team. We're glad to hear that it's helping you keep track of transactions and stakeholders effectively. If you ever have any questions or need assistance with anything, please don't hesitate to reach out. We're here to help and support you every step of the way. ### 19. Brilliant support from Engineering, Account and Product teams **Rating:** 5.0/5.0 stars **Reviewed by:** Emilija S. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 10, 2024 **What do you like best about Ledgy?** The team at Ledgy have been extremely helpful and accommodating throughout our onboarding/implementation phase. This has created brilliant relationships between various stakeholders, and as a result, the team is super happy with the platform. **What do you dislike about Ledgy?** There were some bugs and issues that we experienced when testing the platform, but most importantly, these issues were fixed very swiftly. **What problems is Ledgy solving and how is that benefiting you?** Allowed us to centralise and automate our share options management which is saving time for our Finance team and has minimised the possibility of human errors. **Official Response from Karime Andere:** > Hi Emilija, Thank you for sharing your positive experience with Ledgy! We're thrilled to hear that our entire team provided wonderful support during your onboarding process. We appreciate your feedback on the bugs you encountered, and we're glad to hear that they were resolved swiftly. It's great to know that Ledgy is helping you centralize and automate your share options management, saving time for your Finance team and reducing the risk of errors. If you have any further feedback or encounter any more issues, please don't hesitate to reach out. We're here to help and ensure you have and continue to have a seamless experience with Ledgy. ### 20. Supportive onboarding onto a clean and informative tool that promotes the value of options. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 17, 2024 **What do you like best about Ledgy?** All Ledgy representatives involved have been friendly, respectful of time and business demands, and very collaborative. The platform itself is easy to use and there are options for workarounds in case your administration of options is not straightforward. Onboarding contact was responsive and helpful in implementing information, and was not pushing an unfinished onboarding onto the account manager. **What do you dislike about Ledgy?** Nothing yet. There could be some stakholder view improvements, but there layout is already the best I have seen, so this is marginal. **What problems is Ledgy solving and how is that benefiting you?** Employee experience. Option administration **Official Response from Karime Andere:** > Hi there, Thank you for your positive feedback! We are thrilled to hear that you had a great experience collaborating with our team and found Ledgy easy to use. We are also delighted to hear that you appreciate our stakeholder view layout, but could think of some improvements - if you have any specific ideas for these enhancements, please feel free to share them with us. We are committed to continuously improving our platform to better serve your needs. If you ever have any questions or need assistance, please don't hesitate to reach out. Thank you for choosing Ledgy to enhance your employee experience and option administration! ### 21. State-of-the-art Captable and VSOP tool **Rating:** 5.0/5.0 stars **Reviewed by:** Christoph Z. | VP Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** September 18, 2024 **What do you like best about Ledgy?** It's super user friendly and allows for am lot of customization **What do you dislike about Ledgy?** Really nothing atm. We are super happy and hope it stays that way. **What problems is Ledgy solving and how is that benefiting you?** Managing our captable & VSOP in an efficient and compliant way. **Official Response from Karime Andere:** > Hi Christoph, Thank you for your positive feedback! We're thrilled to hear that you find Ledgy user-friendly and customizable. If you ever have any questions or need assistance with anything, please don't hesitate to reach out. We're here to help and ensure your experience with Ledgy remains top-notch. Thank you for choosing Ledgy! ### 22. Overall good but slow product progress **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Aviation & Aerospace | Mid-Market (51-1000 emp.) **Reviewed Date:** January 03, 2024 **What do you like best about Ledgy?** Ledgy is a great tool to visualize the impact of equity based compensation for employees. It is rather easy to understand and offers quite some additional information on equity-based compensation in general. It helps to move away from a pen and paper process towards a more digital solution. The integration with standard HR tools is very smooth and uncomplicated! **What do you dislike about Ledgy?** Sadly, it does not allow really advanced analytics of the distributed equity packages from the companie's point of view. Also requested changes might take quite some time if not in line with companie's priorities. What needs to change is that admins can actually delete transactions as well as documents without leaving a trace. **What problems is Ledgy solving and how is that benefiting you?** Ledgy is a great solution to leave the pen and paper apporach behind and to shift to a digital solution to sign equity-based compensation contracts. Also it is a great tool to offer to the employees since it makes the ambigious topic of equity-based compensation easier to understand. **Official Response from Karime Andere:** > Hello, Thank you for sharing your feedback on Ledgy! We're glad to hear that you find our tool helpful in visualizing equity-based compensation and transitioning to a digital solution as well as our HR integrations. We appreciate your input on the need for more advanced analytics and the ability for admins to delete transactions and documents without a trace. Your suggestions are valuable to us, and we will definitely relay them to the product team for future consideration. If you are interested in sharing more with us, we would love to connect and hear more about your experience: please feel free to reach out to your CX manager and they can set up a time to go through this. We are committed to continuously enhancing Ledgy to better serve your needs. ### 23. User friendly interface **Rating:** 4.0/5.0 stars **Reviewed by:** Mustafa B. | ANALYST, Mid-Market (51-1000 emp.) **Reviewed Date:** June 12, 2024 **What do you like best about Ledgy?** 1) All in one place 2) User friendly 3) Trust worthy 4) Better management of cap table **What do you dislike about Ledgy?** 1) Its paid 😅 2) Historic database at initial screening **What problems is Ledgy solving and how is that benefiting you?** Fir me personally cap table management and employees engagement **Official Response from Karime Andere:** > Hi Mustafa, We're thrilled to hear you find Ledgy trustworthy, user-friendly and appreciate having everything in one place! We continuously strive to enhance our services and appreciate your feedback. If you have any further suggestions or questions, please feel free to reach out. We're here to assist you every step of the way! ### 24. Solid platform with helpful customer support **Rating:** 3.5/5.0 stars **Reviewed by:** Philipp P. | Group Chief Financial Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** January 16, 2024 **What do you like best about Ledgy?** It works. Flexible migration/importing of data, helpful support, easy to correct errors, improving automation/workflows. **What do you dislike about Ledgy?** Default reports could do with a little more thought. It took time to be able to export worthwhile cap tables into Excel. Could be more flexible in pool management, custom vesting schedules and growth shares. **What problems is Ledgy solving and how is that benefiting you?** Holds our cap table including options. Allows us to automate the creation and signing of documents. A significant time saver. **Official Response from Karime Andere:** > Hi Philipp, Thank you for your positive feedback and valuable insights on areas for improvement. We're glad to hear that Ledgy has been helpful in managing your cap table and automating document processes saving you significant time! We appreciate your suggestions regarding default reports, Excel exports, pool management, vesting schedules, and growth shares. We'll make sure to take your comments back to our product team so they can be taken into consideration for future updates. If you have any specific suggestions or further feedback, please feel free to reach out to your CX manager or our support team. We're here to support you every step of the way. ### 25. Fantastic software for equity management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2024 **What do you like best about Ledgy?** Easy to use, seemless onboarding (integration with HiBob worked perfectly), attentive customer service, clean UI **What do you dislike about Ledgy?** There is no SCIM outside of Okta and we use Jumpcloud. **What problems is Ledgy solving and how is that benefiting you?** Ability to view our cap table live, all documents being in one place, employee education **Official Response from Karime Andere:** > Hi there, Thank you for your positive feedback! We're glad to hear that Ledgy has been able to provide you with a live view of your cap table and a centralized location for all your documents. We appreciate your input regarding the SCIM integration and will take that into consideration for future updates. We're committed to continuously improving our platform to better serve our users. ### 26. Ledgy review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Market Research | Small-Business (50 or fewer emp.) **Reviewed Date:** June 30, 2024 **What do you like best about Ledgy?** It is easy for reporting and communication. Data related to financial operations is kept confidential. I used to struggle to navigate easily when was just registering on the platform. **What do you dislike about Ledgy?** We tried to integrate it with Trello platform but it was not successful. **What problems is Ledgy solving and how is that benefiting you?** It helps to generate reports for investors so they stay up-to-date. **Official Response from Karime Andere:** > Hi there, Thank you for sharing your feedback! We're glad to hear that you find Ledgy easy to use for reporting and communication. We apologize for any initial struggles you faced during registration and the unsuccessful integration with Trello. We appreciate your patience and feedback as we continuously work to improve our platform. If you need any assistance or have further questions, please don't hesitate to reach out. We're happy to help! ### 27. The best platform for stakeholder management **Rating:** 5.0/5.0 stars **Reviewed by:** Raiko C. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 16, 2024 **What do you like best about Ledgy?** Very easy to use, simple uploading feature of grants, interface with HR system, easy to understand dashboard for grant holders **What do you dislike about Ledgy?** Nothing I can think of, all has been top so far **What problems is Ledgy solving and how is that benefiting you?** no manual stakeholder adding since it is connected to our HRIS. Grants can be uploaded in bulk through an excel file. Very easy to navigate through the system **Official Response from Karime Andere:** > Hi Raiko, We're delighted to hear that you find our platform easy to use and that it seamlessly integrates with your HR system. We're also excited to hear our user-friendly dashboard is benefiting grant holders too. Thank you for choosing Ledgy! ### 28. Ledgy Review **Rating:** 4.0/5.0 stars **Reviewed by:** Haris K. | FX sales Dealer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2024 **What do you like best about Ledgy?** Easy to use, user friendly, Customer support **What do you dislike about Ledgy?** Implementation at the begining was a bit challenging. **What problems is Ledgy solving and how is that benefiting you?** Shows everything on my dashboard **Official Response from Karime Andere:** > Hi Haris, Thank you for sharing your feedback! We're thrilled to hear that you find Ledgy easy to use and appreciate our customer support. It's also great to know that Ledgy's dashboard provides you with a comprehensive view of everything you need. We appreciate that implementation can be a bit challenging and will take this feedback back to our team to further improve our processes. If you have any further questions or need assistance, please don't hesitate to reach out. We're here to help! ### 29. Best in class cap table management tool **Rating:** 4.5/5.0 stars **Reviewed by:** Lambros A. | CFO, Mid-Market (51-1000 emp.) **Reviewed Date:** February 15, 2024 **What do you like best about Ledgy?** Great visibility of cap table and makes admin easy **What do you dislike about Ledgy?** Modelling functionality doesn't help on more advanced things like growth shares and warrants **What problems is Ledgy solving and how is that benefiting you?** Visibility of cap table at point in time Communicates value of shares to employees **Official Response from Karime Andere:** > Hi Lambros, Thank you for your feedback! We're delighted to hear that Ledgy provides great visibility of your cap table and makes equity administration easy for you. We appreciate your input on the modelling functionality and will take it into consideration for future improvements. Please don't hesitate to reach out to your dedicated CX manager or our support team at any time should this require more assistance. ### 30. No more spreadsheets and data errors! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 15, 2023 **What do you like best about Ledgy?** 1. Equity Management - eliminates manual tasks such as spreadsheet record-keeping and the manual issuance of equity grants. This is a massive change for all: Finance, managers and employees. The dashboards are exceptionally clear and user-friendly, leaving employees with no confusion about their vested options. 2. IFRS Reporting - this has revolutionised our reporting process. No more errors, clear and neat data with minimal input on our part. 3. Cap Table Management - while we're still in the initial stages of onboarding in this area, it's already evident that it will significantly reduce the time spent searching for historical data and streamline modelling for potential rounds. 4. Support - the onboarding process, as well as any additional support requirements, have consistently been efficient and hassle-free. Notably, Armon Battig, Michelle Chin, and Luke McGee have provided exceptional assistance, contributing to our great experience. **What do you dislike about Ledgy?** 1. Reporting - the platform's reporting currently lacks a filter functionality, which would undeniably save us a considerable amount of time. Currently, we need to export reports from Ledgy and combine them externally to achieve the desired outcomes. 2. Connection with HMRC and Companies House - we had anticipated that Ledgy would offer a direct connection to HMRC and Companies House (which we believed it did). Such integration would significantly streamline our regulatory compliance efforts. 3. Electronic signature parners - currently, Ledgy exclusively integrates with DocuSign, making it the sole choice for maximizing efficiency. However, it's worth noting that if you haven't subscribed to DocuSign already, this entails an additional cost, particularly since DocuSign lacks cost-effective packages for small businesses. **What problems is Ledgy solving and how is that benefiting you?** 1. Equity Management: * Record-keeping of current and historical data * Issuing grants * Managing grant exercises 2. Cap Table Management: * Record-keeping of current and historical data * Modelling of data * Issuing share certificates 3. Compliance: * HMRC valuations * HMRC reporting * IFRS2 reporting (External Audit assistance) Ledgy is a time-saving tool that enables us to operate in a well-organized and error-free environment. **Official Response from Karime Andere:** > Hi there, Thank you for sharing your detailed feedback on Ledgy! We're thrilled to hear that our equity management, IFRS Reporting, and support have made such a positive impact on your operations enabling you to have error-free data. We appreciate your shoutout to our team and will make sure this gets back to them as well! When it comes to the lack of filter functionality: good news, this has since been added! We appreciate your suggestions around the integration with HMRC and Companies House, and the exclusive integration with DocuSign. Your feedback is valuable, and we will share it with our product team for consideration. We are committed to continuously improving Ledgy to better meet your needs. If you have any further suggestions or require assistance, please don't hesitate to reach out to your CX manager or our support team. Thank you for choosing Ledgy to streamline your equity management and compliance processes! ### 31. Great tool Option & CapTable management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.) **Reviewed Date:** January 16, 2024 **What do you like best about Ledgy?** covers CapTable and Option management very easy to use, great UI/ UX great customer service covers all relevant features, keeping it focused on the important tasks and easy to use simple integration **What do you dislike about Ledgy?** missing instruction manuall, everything needs to be shown or learned by trial and error sometimes there are too many ways to solve a problem, making usage iritating **What problems is Ledgy solving and how is that benefiting you?** VSOP contract management VSOP development and reporting CapTable management + scenario analysis **Official Response from Karime Andere:** > Hi there, Thank you for your positive feedback on Ledgy's cap table and VSOP management features, as well as our customer service and user-friendly interface. We appreciate your insights on areas for improvement and will make sure to relay this feedback to our customer experience and product teams to make usage easy from the beginning and delightful. If you have any specific suggestions or further feedback, please feel free to share them by reaching out to your CX manager or our support team. We are here to assist you with any questions or support you may need. Thank you for choosing Ledgy! ### 32. Competitive **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 05, 2024 **What do you like best about Ledgy?** The most important thing about this software is its more user friendly **What do you dislike about Ledgy?** In my opinion, I do not think there are any disadvantages. **What problems is Ledgy solving and how is that benefiting you?** Helping me to take my decision accordingly **Official Response from Karime Andere:** > Hi there, Thank you for your positive feedback! We're happy to hear that you find our software user-friendly and don't see any disadvantages to using Ledgy. We're committed to providing valuable solutions for our users. ### 33. More than I could have ever hoped for in an equity management platform! **Rating:** 5.0/5.0 stars **Reviewed by:** Bianca S. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 02, 2023 **What do you like best about Ledgy?** I was really nervous about moving our equity management platform as I couldn't shift the thought that I would miss something in the migration process. I needn't have been as they have an incredibly supportive and detail-oriented Customer Success team that have made the migration process incredibly smooth from start to finish. Ledgy have built a product that has its UK and European customers at its heart and the team are constantly working on product improvements to make the lives of those who manage employee equity as easy as possible. Wish I made the move to Ledgy sooner! **What do you dislike about Ledgy?** Nothing so far. I look forward to launching it in the next week or so! **What problems is Ledgy solving and how is that benefiting you?** We were looking for an equity management platform that not only made the process of issuing equity easier and more efficient but we also wanted to provide our employees with an equity dashboard that they would find engaging and motivating. Ledgy has done just that. Creating efficiencies with investor reporting has been a surprising benefit! **Official Response from Karime Andere:** > Hi Bianca, Thank you for sharing your positive experience with Ledgy. We're thrilled to hear that your migration to Ledgy went off without a hitch! We're dedicated to making the experience as smooth as possible for our customers and are excited you will be launching Ledgy and providing employees with an engaging employee dashboard. We're committed to providing a wonderful experience for all our users, in the UK, Europe and internationally, and are grateful for customers like you who help us continue to provide great value as we grow. Stay tuned for even more improvements to come! ### 34. Revolutionizing Employee Equity Management for growing business **Rating:** 5.0/5.0 stars **Reviewed by:** Ewelina S. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 26, 2023 **What do you like best about Ledgy?** Ledgy is a game-changing equity management software that revolutionized our employee equity program. It seamlessly accommodated our complex historical grants and automatically generated all the necessary paperwork for each grant, saving us valuable time and resources. The exceptional customer onboarding support we received from Michelle Chin guided us through implementation and configuration, ensuring a smooth transition to Ledgy. Additionally, Ledgy's product team went above and beyond by developing new features based on our feedback, benefiting not only us but also other customers. Ledgy's commitment to continuous improvement and their ability to handle complex equity parameters make it a must-have tool for streamlining and enhancing equity management processes. We highly recommend Ledgy to organizations seeking to take their employee equity management to new heights. **What do you dislike about Ledgy?** One aspect that could be enhanced is the lack of drag and drop functionality when editing views and reports. This feature would greatly improve the ease and efficiency of customizing and organizing data within the platform. **What problems is Ledgy solving and how is that benefiting you?** In summary, Ledgy has transformed our equity program administration, resolving critical challenges and greatly improving our processes. It tracks awards, monitors equity pools, integrates with our cap table, manages documents, and handles 409a valuations. This functionality has resulted in significant benefits for our organization and improved admin, employee and investors experience. **Official Response from Karime Andere:** > Hi Ewelina, Thank you for sharing your positive experience with Ledgy! We're excited to hear that our equity management software has revolutionized your employee equity program and that Michelle provided exceptional onboarding support. When it comes to the drag and drop functionality: good news, this has since been added to Ledgy! We're continuously working to enhance our platform, and are thankful for customer feedback like yours that help us make the experience better for all our users. If you have any further suggestions or need assistance, please don't hesitate to reach out to your CX manager or our support team. And stay tuned for even more updates! ### 35. Streamlines processes and reporting while providing a very user friendly experience **Rating:** 5.0/5.0 stars **Reviewed by:** John F. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 30, 2023 **What do you like best about Ledgy?** Ledgy has allowed us to streamline our equity management processes, saving a large amount of time for the team. We have one source of truth and reporting has become far easier. Our employees receive a simple, user friendly experience. The Customer Success experience has been very proactive, always willing to help and ensure we are making the best use of the tools available. **What do you dislike about Ledgy?** Nothing so far. Looking forward to unlocking more capabilities as we continue our parternship and making our tasks even more efficient. **What problems is Ledgy solving and how is that benefiting you?** Central repository for documents, single source of truth for cap table and equity plans, streamlining process of share option awards & exercises **Official Response from Karime Andere:** > Hi John, We are glad to hear that Ledgy has been a valuable tool in streamlining your equity management processes and saving your team lots of time while providing a user-friendly experience. Our team is dedicated to ensuring that you make the most out of Ledgy, and we are delighted that you have found our customer success support proactive and helpful. We are committed to continuously enhancing our capabilities to further improve your efficiency. Thank you for choosing Ledgy as your equity management solution, and we look forward to continuing to support your needs! ### 36. The system is very user friendly and easy to maintain shareholder register **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** April 18, 2024 **What do you like best about Ledgy?** Visual presentation of equity, readibility, transparency **What do you dislike about Ledgy?** Filtering options, and sometimes sorting could be done better **What problems is Ledgy solving and how is that benefiting you?** Ledgy provides access to shareholders and this limits our workload to answer various inquiries since we have all information in Ledgy **Official Response from Karime Andere:** > Hi there, Thanks for sharing your experience with Ledgy! We're happy to hear that Ledgy makes it easy to maintain your shareholder register, as well as providing stakeholders information that is helpful to minimise your workload. We appreciate your feedback on the filtering and sorting options, and we'll inform our product team so they can take this into consideration as we work to improve the platform. ### 37. No more spreadsheets since started using Ledgy. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 07, 2023 **What do you like best about Ledgy?** Ledgy's platform is user friendly and easy to navigate. We said goodbye to all equity management spreadsheets and now rely on it as our true source of information. **What do you dislike about Ledgy?** There isn't 24/7 customer support. Our team is international, and we usually liase with investors from different countries and timezones. Not having a phone number to call, or having to wait for the next business day to solve bugs or issues regarding the platform was frustrating at times. **What problems is Ledgy solving and how is that benefiting you?** Ledgy helps us manage the company's many equity pools and schemes and to report back to our investors regading their outstanding positions. It also became the one place we consult regarding equity mgmt, since we used to work with lots os spreadsheets - that were always outdated whenever we needed them. **Official Response from Karime Andere:** > Hi there, Thank you for sharing your experience with Ledgy! We're delighted to hear that you find our platform user-friendly and a reliable single source of truth. We understand the importance of timely support, especially for international teams like yours so we will make sure to relay this to our CX and support team for consideration. If anything else should come up, please don't hesitate to reach out to our support team. We are committed to providing a quick and efficient resolution to any concerns you may have. ### 38. Probably the best equity management software **Rating:** 5.0/5.0 stars **Reviewed by:** Pablo L. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Ledgy?** The possibility to group stakeholders is very useful when you have many. Also the employees can simulate the potential exit and see clearly how much value they hold in their stock options. **What do you dislike about Ledgy?** Nothing so far, everything has been very good and the team has been super clear and helpful. **What problems is Ledgy solving and how is that benefiting you?** Equity management, investor certificates, and employee stock options management. **Official Response from Karime Andere:** > Hi Pablo, Thank you for your positive feedback! We're glad to hear that you find Ledgy helpful as an admin, but also that its proven valuable for your employees to simulate a potential exit. Our team is here for you every step of the way so please don't hesitate to reach out should you ever need assistance. Thank you for choosing Ledgy! ### 39. The best way to manage equity as a remote team **Rating:** 5.0/5.0 stars **Reviewed by:** Mathias P. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** September 26, 2022 **What do you like best about Ledgy?** Ledgy offers a full set of features and is particularly useful to give out equity to our team. the investor relations tool is also very useful. **What do you dislike about Ledgy?** the design is not the most polished (though this matters much less than the feature set) and "indirect" ownership via SPVs is not always easy to model. **What problems is Ledgy solving and how is that benefiting you?** - Manage issuing grants - Manage our captable - Investor Reporting ### 40. Simple to set up, simple to use, great time-saver! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 03, 2022 **What do you like best about Ledgy?** We didn't yet have an employee equity plan when we invested in Ledgy and it was 100% the right thing to do to get a tool before attempting to set up the plan, as we got so much input, support and advice on the plan structure as part of the onboarding process. The absolute best thing about Ledgy is how much time and trouble it takes out of the administration of an employee equity plan, from granting shares, getting documentation signed, making changes to grants, terminating grants and all the while knowing exactly what is left in the pool. **What do you dislike about Ledgy?** Once data was uploaded it was tricky or not possible to bulk update data, I imagine that is something the team might already be working on. **What problems is Ledgy solving and how is that benefiting you?** Having complete transparency of our shares ownership and knowing how many shares we still have left in the pool. Time saving for the administrator of the plan. Visibility and improved understanding of the plan for employees. ### 41. Great cap table management tool **Rating:** 4.0/5.0 stars **Reviewed by:** Nicolas C. | Conseiller en transmission d'entreprise, Small-Business (50 or fewer emp.) **Reviewed Date:** April 04, 2022 **What do you like best about Ledgy?** Ease of use Integration with HRIS system Workflow management **What do you dislike about Ledgy?** Interface sometimes complicated to interpret **What problems is Ledgy solving and how is that benefiting you?** Management of the incentive plan, cap table, communication to shareholders ### 42. Clean interface, easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Giulio S. | Legal Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** October 04, 2021 **What do you like best about Ledgy?** Tool very helpful with the share numbers **What do you dislike about Ledgy?** Issues with the currencies and having to provide an exchange rate **Recommendations to others considering Ledgy:** Ledgy is a very easy to use and feature-packed solution that offers a great overview of the transaction history of your company **What problems is Ledgy solving and how is that benefiting you?** Issues with share numbers ### 43. Highly recomended for anyone digitising their shareholder records **Rating:** 5.0/5.0 stars **Reviewed by:** Ben L. | Chief Technology Officer, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2020 **What do you like best about Ledgy?** Ledgy is insanely simple to use. I haven't had to refer to any documentation whilst using or setting it up. I converted all of my shareholders from excel with a breeze and I now use it for shareholder updates as well as any transactions of shares. **What do you dislike about Ledgy?** I wish that they offered a generic employee share participation plan instead of the country-specific ones as the UK does not have a company-specific share participation plan. I also wished there was better facilities to organise the annual general shareholders meeting. **What problems is Ledgy solving and how is that benefiting you?** I initially used ledgy to simply manage shareholders as I had all of the details spread across multiple excel spreadsheets. Since simply importing the details, I have discovered the power of being able to share KPIs directly with shareholders in real time as well as providing quarterly, monthly or annual reports. ### 44. Ledgy is easy to navigate and user-friendly. Strongly recommended! **Rating:** 4.5/5.0 stars **Reviewed by:** Stefani C. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2020 **What do you like best about Ledgy?** Easy to organise our portfolio, maintain the cap tables, track all the transactions. Ledgy team always responds promptly and they always try to implement new features according to our needs. Integrated with Bamboo HR which is timesaving and useful. Clear view in equity plans. Stakeholders can access their portfolio in Ledgy by themselves. Simple to use **What do you dislike about Ledgy?** It would be better if we could have different valuations for different share classes under the same company. **Recommendations to others considering Ledgy:** Definitely you should try Ledgy, you can easily manage your equity and involve the stakeholders. Dynamic and useful tool. **What problems is Ledgy solving and how is that benefiting you?** Equity & Portfolio management Automatic track of transactions Paperless work Generating e-certificates & forms Involvement of the employee ### 45. Ledgy has been a wealth of clarity to our well funded startup! **Rating:** 5.0/5.0 stars **Reviewed by:** Makenna S. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2020 **What do you like best about Ledgy?** Using Ledgy has clarified our captable, ESOP pool (including all of the tedious cliffs, vestings, and contracts) workflow. We've invited all of our stakeholders, and there is no longer any ambiguity on the current standing of the company or shares. **What do you dislike about Ledgy?** That I didn't have Ledgy during our last round! **What problems is Ledgy solving and how is that benefiting you?** - Communication between stakeholders - Document consolidation - Improved employee awareness of their benefits ### 46. Great Tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Carl M. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2020 **What do you like best about Ledgy?** Ledgy helps me as a business angel to get "organized" and in control of my portfolio view. **What do you dislike about Ledgy?** It still takes work to get my "shoe box" of old documents into the digital age - no matter how supportive the tools are. **Recommendations to others considering Ledgy:** Get going! Spend the time for setup early and reap the benefits early. Don't wait for document piles to grow big, get started right away. **What problems is Ledgy solving and how is that benefiting you?** Getting my portfolio organized. They've thought of all kinds of little helpers to help you get in your documents. Still, "reaching into these old binders" takes some personal discipline. When you invest it, though, you've finally got everything in one place, it beatifully designed and you are the star of your co-investors. ### 47. My personal experience with Ledgy **Rating:** 5.0/5.0 stars **Reviewed by:** Oliver Z. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 25, 2020 **What do you like best about Ledgy?** The solution provided all I needed. It helped me to get compliant and the customer support was outstanding **What do you dislike about Ledgy?** The tool is so powerful, that you need to be a semi-expert around CAP Table and how to manage shareholders. But you always get the support you need **Recommendations to others considering Ledgy:** Ledgy is a powerful tool. It will support you in managing all your shares, stock splits, investment rounds, etc. But it is useful if you are familiar with these financial mechanics. If you need support, I have made a great experience with the customer support team on video calls. **What problems is Ledgy solving and how is that benefiting you?** I manage all my shareholders. I manage all my stock splits and investment rounds. I share online with the available access function the communication to all my shareholders ### 48. Ledgy saved me so much time in reporting and communication with my shareholders and Board. **Rating:** 5.0/5.0 stars **Reviewed by:** Docity H. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2020 **What do you like best about Ledgy?** The dashboards for the cap table provide exactly the right visualization for shareholders. I'm able to pull ownership reports and keep my investors updated, while managing all of my documents in one place. **What do you dislike about Ledgy?** The metrics reporting is getting better over time, but still needs improvement. If it integrated with Stripe or Xero and automatically pulled those reports, that would be easier. Another roadmap item might be the ability to automatically send preformatted update reports on a weekly, monthly, or quarterly basis. **What problems is Ledgy solving and how is that benefiting you?** I use Ledgy to update my shareholders, store signed investment agreements, and generally give a sense of professional governance. ### 49. Great Platform - no more manual tracking **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2020 **What do you like best about Ledgy?** I like that everything is very simple and it helps to keep our plans structured and organised. They are continually improving the platform and adding more features that supports us even more. I also have a good support from the Ledgy team whenever I have questions or need more information. **What do you dislike about Ledgy?** I think it would be ideal to have ledgy integrated to our own employee system, but this is something they are already working on. **Recommendations to others considering Ledgy:** Good tool - explore all the features and have a demo view with their team **What problems is Ledgy solving and how is that benefiting you?** No manual tracking of our equity plans - we used one excel but many times the data was incorrect. Also Ledgy is great to give our employees more transparency around their plans - what is their portfolio and their worth ### 50. Great tool to manage your share register **Rating:** 5.0/5.0 stars **Reviewed by:** Laurent O. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2020 **What do you like best about Ledgy?** We use a fraction of the features however they do the job perfectly. The interface is quick and intuitive and it's easy to get various professional-looking reports for shareholders or Management. **What do you dislike about Ledgy?** The monthly pricing per stakeholder is not adapted to a light usage such as ours. **What problems is Ledgy solving and how is that benefiting you?** It's replace Excel for our share register, it provides a single source of truth where we can easily make modifications, share reports, etc. ## Ledgy Discussions - [What is Ledgy used for?](https://www.g2.com/discussions/what-is-ledgy-used-for) - [View Ledgy pricing details and edition comparison](https://www.g2.com/products/ledgy/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-02+06%3A21%3A31+-0500&secure%5Bsession_id%5D=56fade4e-cf45-4681-b0a7-9fd585883635&secure%5Btoken%5D=e53483e60cd608367d2a4f647818fea9cace96dcebd6f9b131736945e16254b3&format=llm_user) ## Ledgy Features **Platform Basics** - Reporting **Plan Management - Stock Plan Administration** - Document Management - Trading & Settlement - Equity Compensation - Cap Table - Workflows **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Platform Data** - Visualization - Platform Search - Dashboard **Compliance - Stock Plan Administration** - Security - Tax **Platform Content** - File Sharing **Employee Self-Service - Stock Plan Administration** - Documents - Education **Platform Additional Functionality** - Cap Table - 409a - Equity Governance **Analytics & Data Management - Stock Plan Administration** - Integration - Reporting **Agentic AI - Equity Management** - Autonomous Task Execution ## Top Ledgy Alternatives - [Certent Equity Management](https://www.g2.com/products/certent-equity-management/reviews) - 4.4/5.0 (116 reviews) - [Shareworks by Morgan Stanley](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews) - 3.8/5.0 (32 reviews) - [Carta](https://www.g2.com/products/carta-carta/reviews) - 4.4/5.0 (228 reviews)