Ledgy Review: Is It The Right Equity Management Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
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What is Ledgy?
Ledgy empowers over 3,500 companies globally, including Getir, Airwallex and wefox, to streamline their equity operations across multiple countries, reduce costs associated with auditing, legal, and administrative tasks, and automate repetitive processes like document generation and signature requests, ensuring efficiency and accuracy.
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Suited for solo users, small teams, SMBs, and enterprise
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Ledgy was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Ledgy
- Use cases
- Equity management for startups and scaleups, Multinational companies managing cross-border equity, Companies needing streamlined ESOP administration
- Team types
- Finance teams managing cap tables, Legal teams handling equity documentation
- Company size
- Small Business, Medium Business
- Workflow style
- Flexible and configurable
- Setup complexity
- Medium
Why teams choose Ledgy
Streamlines equity and portfolio management, replacing error-prone Excel files
User-friendly interface enabling easy organization, tracking, and stakeholder access
Provides clarity on cap tables, ESOP pools, and shareholder communications
Is Ledgy right for you?
Best for startups and scaleups managing cross-border equity and ESOPs efficiently.
Choose Ledgy if
- You need to streamline equity operations across multiple countries with compliance support.
- Your finance, legal, or HR teams require clear cap table visibility and stakeholder collaboration.
- You want to reduce auditing, legal, and administrative costs via automated document workflows.
Consider alternatives if
- You require fully automated contract creation and complex custom share valuations.
- Your organization has very high stakeholder counts and needs more flexible pricing models.
What buyers should know before shortlisting Ledgy
Ledgy has garnered high praise for its intuitive interface and robust functionality, making equity management a breeze for users. Customers appreciate the ease of organizing portfolios, tracking transactions, and gaining clear insights into equity plans.
The platform's collaboration tools and live cap table updates have been particularly beneficial for startups and scaleups, streamlining shareholder transactions and funding rounds. While some users noted minor issues like manual tracking challenges and the need for more automation in certain features, Ledgy's continual updates and responsive customer support have addressed many concerns.
The platform's ability to simplify complex equity structures, provide real-time information, and support scenarios for future planning make it a valuable asset for businesses of all sizes. Overall, Ledgy stands out as a versatile and reliable tool for equity management, offering a comprehensive solution to streamline operations and enhance transparency for stakeholders.
Ledgy pros and cons
- Ledgy pros
Streamlines equity and portfolio management, replacing error-prone Excel files
User-friendly interface enabling easy organization, tracking, and stakeholder access
Provides clarity on cap tables, ESOP pools, and shareholder communications
- Ledgy cons
Inserting cap tables and transactions can be time-consuming and lacks full automation
Limited automation for contract creation and custom valuations for different share classes
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What is the pricing of Ledgy?
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Ledgy reviews and ratings
Buyer sentiment
Buyers overwhelmingly praise Ledgy's intuitive interface and robust equity management features, though some desire more automation and better pricing flexibility.
What buyers like
- Ease of use
- Cap table clarity
- Collaboration and live updates
Common complaints
- Manual data entry and limited automation
- Pricing per stakeholder concerns
Are you using Ledgy?
What users are saying
KJ
Kenneth J
08/27/20
Very easy to use, a lot of helpful tools.
What do you like best? The presentations to the user, it gives a very good overview. What do you dislike? The log on procedure has been a ...
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SC
Stefani C.
08/27/20
Ledgy is easy to navigate and user-friendly. Strongly recommended!
What do you like best? Easy to organise our portfolio, maintain the cap tables, track all the transactions. Ledgy team always responds promptly ...
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MS
Makenna S
08/25/20
Ledgy has been a wealth of clarity to our well funded startup!
What do you like best? Using Ledgy has clarified our captable, ESOP pool (including all of the tedious cliffs, vestings, and contracts) workflow. ...
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MI
Manuel I
07/30/20
Must have tool for startups!
What do you like best? Totally paperless handling of employee stock ownership plans [ESOP]. What do you dislike? Nothing so far, from ...
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AI
Administrator in Mechanical or Industrial Engineering
07/15/20
It is a great help to reduce the equity management effort
What do you like best? Easy to use and generates very helpful overviews What do you dislike? Sometimes there are still some bugs in the ...
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AI
Administrator in Insurance
05/05/20
Great Platform - no more manual tracking
What do you like best? I like that everything is very simple and it helps to keep our plans structured and organised. They are continually ...
Read more
- See if Ledgy fits your business
- Real pricing — no sales pressure
- A demo or quick answers, your call
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How big is your team?
We tailor recommendations to companies your size.
What are the features of Ledgy?
Electronic signature is a technology that allows individuals to sign electronic documents and transactions in a legal and secure manner. It…
Fundraising management is the process of organizing fundraising events that involve individuals, businesses, charity foundations, or governm…
Investor management is an essential feature in any software designed for financial management. It provides a comprehensive platform for busi…
Ledgy security and data handling
Key compliance certifications and security features for IT and security teams evaluating Ledgy.
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Alternatives to Ledgy
Ledgy Support Options
Frequently Asked Questions About Ledgy
Common questions buyers ask before choosing Ledgy.
Ledgy is a Equity Management Software. Ledgy offers Electronic Signature, Investor Management and many more functionalities.
Ledgy is a strong fit if: You need to streamline equity operations across multiple countries with compliance support.; Your finance, legal, or HR teams require clear cap table visibility and stakeholder collaboration.. Consider alternatives if: You require fully automated contract creation and complex custom share valuations.; Your organization has very high stakeholder counts and needs more flexible pricing models..
Buyers commonly note the following limitations of Ledgy: Inserting cap tables and transactions can be time-consuming and lacks full automation; Limited automation for contract creation and custom valuations for different share classes; Monthly pricing per stakeholder may not suit all usage levels.
Some top alternatives to Ledgy includes WE.VESTR, Astrella, Captable.io, Qapita and Orchestra.
Ledgy offers Free Trial, Freemium, Subscription pricing models
The starting price is not disclosed by Ledgy. You can visit Ledgy pricing page to get the latest pricing.
Ready to try it?
Get started with Ledgy
Start your free trial — no credit card required.
About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].