Ledgy Pros and Cons

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Nothng that I can think of to be honest. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Could improve the overall document management/signature function. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

I enjoy the layout of the transactions and documents in the platform, which is easy to use and provides all the functionality required. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Simple interface, API access, Draft and publish capabilities, Variety of instruments, Row level security and Access, Customer sucess team Review collected by and hosted on G2.com.

There are a few customisability limitation, but the team seem onboard with helping to find work arounds and put them on the development rao Review collected by and hosted on G2.com.