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Ledgy Reviews & Product Details - Page 2

Ledgy Overview

What is 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 Details
Discussions
Ledgy Community
Languages Supported
German, English, French
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Product Description

Ledgy is the Equity Management platform built for growing companies to manage their cap table, employee shareholdings, financing rounds, and investor relations. A Swiss company built on privacy, accuracy and legal compliance.

How do you position yourself against your competitors?

Thousands of companies and teams trust us to make their equity work. We differentiate ourselves with our best-in-class automation and powerful integrations, unparalleled customisability, and providing the best experience for our customers.

As a Swiss company we follow a privacy-first strategy and implemented data security by design. All data stored is securely stored in Switzerland. For Ledgy, GDPR is the default and not an obligation. We are also ISO 27001 certified.


Seller Details
Seller
Ledgy
Year Founded
2017
HQ Location
Zurich, Zurich
Twitter
@Ledgy
668 Twitter followers
LinkedIn® Page
www.linkedin.com
70 employees on LinkedIn®

Joe B.
JB
Overview Provided by:

Recent Ledgy Reviews

Verified User
U
Verified UserMid-Market (51-1000 emp.)
5.0 out of 5
"Entity share options flip"
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 ...
Eskil N.
EN
Eskil N.Mid-Market (51-1000 emp.)
4.5 out of 5
"Upgrade of the overall incentive program"
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 ...
Verified User
A
Verified UserMid-Market (51-1000 emp.)
5.0 out of 5
"I appreciate the outstanding support which is always pleasant and very fast."
I like the fact that support is also available via Teams. The guides are also well done.
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Ledgy Media

Ledgy Demo - Ledgy - Dashboard
Ledgy’s dashboard gives you a high-level overview of all your equity-related activities on one, accurate single source of truth.
Ledgy Demo - Ledgy - Transaction based cap table
Transaction-based cap table, investor relations, option expensing, digital signatures. Support for any transaction type, including issuance, transfer, convertibles, stock split, share destruction, and valuations. Featuring unlimited share classes, treasury shares, pooled investments, and ...
Ledgy Demo - Ledgy - Employee Dashboard
Our employee dashboard supports you to engage and motivate your employees with their potential returns.
Ledgy Demo - Ledgy - Investor dashboard
Invite your investors to use Ledgy - here they can manage multiple portfolios, build accurate scenarios and exit models, automate reporting.
Ledgy Demo - Ledgy - Automated Workflows
Save valuable time with automated workflows to create hundreds of error-free documents and send them out for signature to employees in seconds.
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62 Ledgy Reviews

4.7 out of 5
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62 Ledgy Reviews
4.7 out of 5
62 Ledgy Reviews
4.7 out of 5

Ledgy Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for LedgyQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Verified User in Mining & Metals
AM
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Ledgy?

I like the fact that support is also available via Teams. The guides are also well done. Review collected by and hosted on G2.com.

What do you dislike about Ledgy?

I cannot report about any downsides. I am fine with everything so far. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Venture Capital & Private Equity
UV
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Karime Andere of Ledgy

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!

Verified User in Capital Markets
CC
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Karime Andere of Ledgy

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!

Verified User in Internet
AI
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
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. Review collected by and hosted on G2.com.

What do you dislike about Ledgy?

Nothing so far. We are very happy with it. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Karime Andere of Ledgy

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!

KS
Founde's Associate
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
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 Review collected by and hosted on G2.com.

What do you dislike about Ledgy?

There is nothing which we dislike about Ledgy and would recommend it Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Response from Karime Andere of Ledgy

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.

Emilija S.
ES
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Karime Andere of Ledgy

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.

Verified User in Financial Services
AF
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What problems is Ledgy solving and how is that benefiting you?

Employee experience. Option administration Review collected by and hosted on G2.com.

Response from Karime Andere of Ledgy

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!

Christoph Z.
CZ
VP Finance
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Ledgy?

It's super user friendly and allows for am lot of customization Review collected by and hosted on G2.com.

What do you dislike about Ledgy?

Really nothing atm.

We are super happy and hope it stays that way. Review collected by and hosted on G2.com.

What problems is Ledgy solving and how is that benefiting you?

Managing our captable & VSOP in an efficient and compliant way. Review collected by and hosted on G2.com.

Response from Karime Andere of Ledgy

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!

Verified User in Aviation & Aerospace
AA
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Karime Andere of Ledgy

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.

Mustafa B.
MB
ANALYST
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Ledgy?

1) All in one place

2) User friendly

3) Trust worthy

4) Better management of cap table Review collected by and hosted on G2.com.

What do you dislike about Ledgy?

1) Its paid 😅

2) Historic database at initial screening Review collected by and hosted on G2.com.

What problems is Ledgy solving and how is that benefiting you?

Fir me personally cap table management and employees engagement Review collected by and hosted on G2.com.

Response from Karime Andere of Ledgy

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!