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Ledgy

Name: Ledgy
Rating: 4.5 (2 reviews)

By Ledgy

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Highlights : About Ledgy

Employee Participation Plan Management

Financing Round Modeling

Equity Data Security

Cap Table Management

About Ledgy

Ledgy is a secure equity management tool used by many companies, especially startups, to properly handle employee participation plans, prepare capitalization tables and build successful investor relationships. It consolidates all the things businesses need in a single system, enabling them to perform their essential equity management processes in one place. These processes include getting access to vesting event information and updates, making preparations for due diligence, executing financial round modeling, and generating investment portfolio reports. Companies can utilize this tool for any type of employee participation plan they are managing – be it a stock option, phantom stock, or vested stock. Ledgy also complies with data security standards and regulations. Users are given the freedom to determine who is allowed to access specific equity-relation information stored in the tool. Moreover, it maintains auditable records of transactions and their associated documents.

Specifications

Business Size

Startup

Customization

Yes

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Employee Participation Plan Management

Financing Round Modeling

Equity Data Security

Digital Signatures & Templating

Cap Table Management

Round & Exit Modeling

Collaboration & Due Diligence

Investor Relations & Portfolio

Benifits

Efficient Employee Participation Plan Management

Ledgy supports the efficient implementation and management of different types of employee participation plan, encompassing stock options, phantom stocks, warrants, and vested stocks. All relevant information and details about the employee participation plans can be accessed by users right straight within the tool, such as monitoring the options that have been granted to employees and those ones that are still available. They can also set their own vesting schedules and receive notifications about vesting events.

Capitalization Tables for Future Due Diligences

Capitalization table management capabilities are included in Ledgy. The tool allows users to create capitalization tables that are easy-to-understand, error-free, and legally valid. These capitalization tables can be viewed, explored, and analyzed in multiple ways. In addition, Ledgy permits them to automatically generate, assign, and check share numbers as well as link documents to transactions. Given all these capabilities, they will no longer have a hard time making preparations for future due diligence activities.

Smooth Investor Relationships

The equity management tool is ideal for startups who want to build and maintain smooth relationships and engagements with their investors. With Ledgy, they will be able to easily create all the important investment portfolio reports their investors need. Investors can access and evaluate these reports to keep track of portfolio modification and updates and find out how the company is performing.

Equity Data Security

Ledgy is a secure equity management solution. It makes sure that all equity-related information and documents stored in its system are always guarded against any unauthorized access or data security issue. Users can set access rights and privileges to specify which individuals are allowed to view or edit equity data and documents.

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