--- title: Ledgy Reviews meta_title: 'Ledgy Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 65 reviews by the users' company size, role or industry to find out how Ledgy works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 65 scale: '5' date_modified: '2026-07-13' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # 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 world's first unified platform for equity and executive compensation, built to take your company further. Turn time-consuming, manual processes into simple, automated workflows. Adapt Ledgy to your needs, update records instantly, and keep it working for your team in any country, at any time. With AI built into the core of the platform and 70+ HRIS integrations, your data stays accurate as you scale. Create simple, effective communications that bring equity to life for your people. Get set up quickly, and Ledgy is ready to deliver value, day in, day out. Ledgy is exactly what you need to drive greater efficiency and stay on top of compliance and risk, from first hire to IPO and beyond. It's the single source of truth that aligns every stakeholder, so you can achieve more and inspire positive change. Speak with an expert to see Ledgy in action. https://ledgy.com/demo/ledgy/?utm\_source=g2 ## Ledgy Pros & Cons **What users like:** - Users commend Ledgy's **exceptional customer support** , noting smooth onboarding and helpful resources throughout their experience. (5 reviews) - Users commend Ledgy for its **intuitive cap table management** and exceptional onboarding support, enhancing overall user experience. (2 reviews) - Users value the **extensive customization options** of Ledgy, enhancing their experience with tailored settings and control. (2 reviews) - Users appreciate the **intuitive interface** of Ledgy, finding it easy for employees and efficient for equity management. (2 reviews) - Users commend the **exceptional support from the Ledgy team** , enhancing their experience with training and customer management. (2 reviews) - Users praise Ledgy for its **intuitive user interface** , enhancing the overall experience for participants and administrators alike. (2 reviews) - Users appreciate the **ease of use** of Ledgy, finding it intuitive and efficient for equity management. (1 reviews) - ESOP Management (1 reviews) - Flexibility (1 reviews) - Users appreciate the **easy integration process** with HR platforms, ensuring a smooth onboarding experience for all. (1 reviews) **What users dislike:** - Users experience **technical issues** like occasional bugs and reporting glitches, but appreciate Ledgy's quick response and fixes. (2 reviews) - Users experience **complex reporting** issues with Ledgy, but appreciate the team's proactive approach to resolve them quickly. (1 reviews) - Users face **limited customization** options in Ledgy, but the team actively seeks solutions and improvements. (1 reviews) - Users note the **lack of educational tools for stakeholders** about their equity, despite ongoing platform improvements. (1 reviews) ## Ledgy Reviews ### 1. Ledgy really helped us streamline our employee participation plan with ease! **Rating:** 5.0/5.0 stars **Reviewed by:** Klara H. | Junior Consultant/Technical Project Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2020 **What do you like best about Ledgy?** The ease of use and the blazing fast onboarding. Ledgy covers more than what we'd need, but one thing we most appreciate is the native HR integration and the digital signatures. These two features saved us days and weeks of time, syncing back and forth. **What do you dislike about Ledgy?** Nothing so far to be honest. We have been using Ledgy for almost 2 years now and everything we ever asked for, be it feature requests or technicals questions regarding calculations, the team was replied quickly and gave us the support needed. **What problems is Ledgy solving and how is that benefiting you?** Employee participation plan management. Automated option granting workflows and requesting signatures with a blink of an eye. ### 2. Very easy to use, a lot of helpful tools. **Rating:** 5.0/5.0 stars **Reviewed by:** Kenneth J. | Senior Financial Advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2020 **What do you like best about Ledgy?** The presentations to the user, it gives a very good overview. **What do you dislike about Ledgy?** The log on procedure has been a little bit confusing for new users. **What problems is Ledgy solving and how is that benefiting you?** Ledgy has replaced the Excel-file and by that decreased the possibility to make errors. ### 3. Very easy to use and great to plan ahead **Rating:** 5.0/5.0 stars **Reviewed by:** Alexandre G. | Co-fondateur & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2020 **What do you like best about Ledgy?** Two of the best features for me are the ability to create scenarios for the future and directly and easily see the impact in terms of dilution and valuation of the company. The other is the ability to track the options and vesting which would be a nightmare to follow otherwise. **What do you dislike about Ledgy?** So far nothing, the interface is really easy to use and I have not found yet a feature that is missing. **Recommendations to others considering Ledgy:** Go for it ! **What problems is Ledgy solving and how is that benefiting you?** Ledgy makes my life dealing with shareholders really simple, at a very affordable cost. It's really a no-brainer ! ### 4. Easy management of cap table and stock options **Rating:** 5.0/5.0 stars **Reviewed by:** Marc H. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2020 **What do you like best about Ledgy?** Always up-to-date cap table Stakeholder access directly (investors, employees) Modeling functionality for potential investment rounds Investor reporting New feature to sign documents **What do you dislike about Ledgy?** Nothing so far. All works great and new features keep being added. **Recommendations to others considering Ledgy:** Give it a try. Quickly setup. Key is to get all the stakeholders on the platform. **What problems is Ledgy solving and how is that benefiting you?** Cap table management Stock options for employees Modeling of new investment rounds Tax value sent to investors ### 5. Ledgy is a powerful and time saving tool for startups and scaleups **Rating:** 4.5/5.0 stars **Reviewed by:** Felix H. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2020 **What do you like best about Ledgy?** Having our cap table live, see all past transactions and be able to do round modelling; also nice is to have our option program in there **What do you dislike about Ledgy?** nothing really to complain, its fast and reliable **What problems is Ledgy solving and how is that benefiting you?** all shareholder transactions, all funding rounds, stock option program ### 6. One easy to use cockpit for all stakes related tasks **Rating:** 4.5/5.0 stars **Reviewed by:** Christian M. | Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 02, 2020 **What do you like best about Ledgy?** Dashboard, Transactions and Equity Plans **What do you dislike about Ledgy?** Hm. Maybe missing SHID (special request) **What problems is Ledgy solving and how is that benefiting you?** No manual tracking of transactions. Systems supports me when issuing, granting or transferring stakes, really convenient. Dashboard shows me all relevant info, easy, appealing. Equity plans gives me fast overview on options, granting, execution. Overall realiable and fast overview on all equity related questions. ### 7. Must have tool for startups! **Rating:** 5.0/5.0 stars **Reviewed by:** Manuel I. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2020 **What do you like best about Ledgy?** Totally paperless handling of employee stock ownership plans [ESOP]. **What do you dislike about Ledgy?** Nothing so far, from onboarding experience to product outstanding! **Recommendations to others considering Ledgy:** Saves time and money: Go for it! **What problems is Ledgy solving and how is that benefiting you?** Stakeholder management, especially regarding ESOP. ### 8. It is a great help to reduce the equity management effort **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mechanical or Industrial Engineering | Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2020 **What do you like best about Ledgy?** Easy to use and generates very helpful overviews **What do you dislike about Ledgy?** Sometimes there are still some bugs in the software or it is not obvious how to do stuff **What problems is Ledgy solving and how is that benefiting you?** I can manage capital rounds and option plans. It gives me a higher confidence level that what we have done is correct. ### 9. Excellent relationship with Armon. Understands and listens to our needs. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Venture Capital & Private Equity | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2020 **What do you like best about Ledgy?** Collaboration with portfolio startups is the most important issue **What do you dislike about Ledgy?** Loss of information in exports, with lose historic for the moment **Recommendations to others considering Ledgy:** Look at the information you need in a captable export: do you need stocks and flux or just stocks **What problems is Ledgy solving and how is that benefiting you?** Collaborating with portfolio startups - still testing ### 10. Great help for early stage startups! **Rating:** 4.5/5.0 stars **Reviewed by:** Lucas B. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2020 **What do you like best about Ledgy?** Ledgy replaces the Excel sheets and helps you understanding how all the equity stuff works. **What do you dislike about Ledgy?** It would be nice to have more automation in contract creation. **What problems is Ledgy solving and how is that benefiting you?** Replacing Excel sheets with automated, shared overview of who owns how much stocks at what time. ### 11. great overview, still missing some features **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2020 **What do you like best about Ledgy?** Adding financing rounds and CLA, sending out documents and e-signature **What do you dislike about Ledgy?** sometimes not so user friendly to add transactions; not every aspect covered (many esop possibilities which is hard to cover all) **Recommendations to others considering Ledgy:** try out **What problems is Ledgy solving and how is that benefiting you?** tracking transactions and have a second source of information **Official Response from Ermias Giovanni:** > Thank you for your review, Please feel free to reach out to us so we can schedule a personal demo and walk you through maximizing Ledgy for your needs. ### 12. easy to use, lots of functionality **Rating:** 5.0/5.0 stars **Reviewed by:** Andreas I. | Chief Financial Officer & Compliance Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2020 **What do you like best about Ledgy?** simplicity to add historic data. ability to see cap-tables at specific date and being able to do simulations. **What do you dislike about Ledgy?** So far I could not find anything I consider as improvable or not got. **Recommendations to others considering Ledgy:** none **What problems is Ledgy solving and how is that benefiting you?** Actualised Cap-Table Communication with Stakeholders ESOP-managment ### 13. Ledgy provides an ideal overview over all things related to Equity. **Rating:** 5.0/5.0 stars **Reviewed by:** Jakob S. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2020 **What do you like best about Ledgy?** I like the simple ownership overview which tells you everything about share classes, legal reportings, etc. **What do you dislike about Ledgy?** Inserting the Captables takes time and isnt yet automated. **What problems is Ledgy solving and how is that benefiting you?** It is currently making our internal overviews slicker ### 14. Professional Equity Management **Rating:** 5.0/5.0 stars **Reviewed by:** Michael N. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2020 **What do you like best about Ledgy?** Finally! Thanks to Ledgy equity management no longer has to take place in spreadsheets. This makes things much more user-friendly, and with much higher accountability. **What do you dislike about Ledgy?** Nothing really, Ledgy is a very handy tool with everything related to equity management, employee stock options, round modeling, etc. It's indispensable for the startup founders I'm involved with. **What problems is Ledgy solving and how is that benefiting you?** Equity management, employee stock option management, convertible loans, round modeling, planning of financing rounds, reporting, document signing workflows, etc. ### 15. Ledgy is a game changer for us **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Venture Capital & Private Equity | Small-Business (50 or fewer emp.) **Reviewed Date:** March 17, 2020 **What do you like best about Ledgy?** Super easy to keep track of portfolio (investment history, ownership, .. ) + easily understand cap table and model scenarios Great reporting tool that simplifies communication with founders and co-investors **What do you dislike about Ledgy?** No complaints so far - overall, it's a great tool! **What problems is Ledgy solving and how is that benefiting you?** We use Ledgy to track all of our investments. It enables simple cap table as well as portfolio management (incl. fundraising scenario modeling, centralized documentation of reportings and legal documents). ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-14+23%3A36%3A44+-0500&secure%5Bsession_id%5D=76a2613d-260f-48fd-992c-b063bf7653a4&secure%5Btoken%5D=3645755f69ab43bbcdd32c87de4d2c726ba2a560bb55c8608a99e7b9540fd71f&format=llm_user) ## Ledgy Integrations - [Airwallex](https://www.g2.com/products/airwallex/reviews) - [BambooHR](https://www.g2.com/products/bamboohr/reviews) - [CharlieHR](https://www.g2.com/products/charliehr/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [HiBob HRIS](https://www.g2.com/products/hibob-hris/reviews) - [Humaans](https://www.g2.com/products/humaans/reviews) - [Lucca](https://www.g2.com/products/lucca/reviews) - [Okta](https://www.g2.com/products/okta/reviews) - [Personio](https://www.g2.com/products/personio/reviews) - [Skribble](https://www.g2.com/products/skribble/reviews) - [Workday](https://www.g2.com/products/workday-workday/reviews) ## 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 Equity Suite](https://www.g2.com/products/carta-equity-suite/reviews) - 4.3/5.0 (233 reviews)