Ledgy
Review of Ledgy Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About Ledgy
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Ledgy Features
Ledgy Integrations
Customer Reviews
See why people love Ledgy
Julian K.
Verified UserVenture Capital & Private Equity · 11-50 employees
Continuous improvement
Verified reviewer
- - Ease of use: Once you start working with Ledgy, the functions all become very intuitive and easy to use
- - All-in-all overview: Ledgy shows information, which would take hours to find with our old approach, in only one click and in a very easily understandable & visually appealing way
- - Customer support: Whenever I had any question or reported a bug with Ledgy, I got a response within a day and the bug was often fixed shortly after
- - Initial bugs: Not really a con, but as in any other software there were some bugs in the beginning, which made exact handling difficult
- However, as I stated above Ledgy's customer support did a great job and fixed most of the bugs in a short amount of time
Guillaume C.
Verified UserFinancial Services · 51-200 employees
They say they make equity works. Indeed, it works.
Verified reviewer
- There are lot of things that are really valuable from Ledgy
- The ease to set up our account, import our transactions, create pools of incentives and grant stock options and other incentives through Ledgy
- We really appreciate how the dashboard is
- organised and the ease of customise our view and export them
- The UX/UI of Ledgy is a plus
- Every time we have question, there is always someone to answer to it efficiently and quickly
- The possibility for investors to have a scenario modelling feature as we have as the Company, the PDF export doesn't take into account our customised view instead of the Excel export
- The thing is, the tool is so good it gets a little bit frustrating when you realise the missing feature doesn't exist yet
Switched From
Ledgy is a more complete and achieved tool and with our needs increasing, Ledgy was a better fit.
Jan O.
Verified UserFinancial Services · 2-10 employees
Cool tool for organizing your portfolio
Verified reviewer
- The tool provides vc firms with a great overview of their portfolio
- You immediately see what your stake at a company is, what kind of shares you have, how much money you invested and so on
- The tool helps to plan the portfolio better by allowing the user to create scenarios
- In the beginning it takes some effort to implement all the historic data which can lead to some difficulties
- However, there is great customer support and Ledgy always tries to help as much as they can
Bianca S.
Verified UserInformation Technology and Services · 201-500 employees
Wish I'd moved to Ledgy sooner!
We were looking for an equity management platform that not only made the process of issuing equity easier and more efficient but we also wanted to provide our employees with an equity dashboard that they would find engaging and motivating. Ledgy has done just that. Creating efficiencies with investor reporting has been a surprising benefit!
- The CS team is incredibly supportive and knowledgeable which is just what you need when dealing with sensitive employee equity data
- Having spoken to their Product team, it is clear that they are laser focussed on their customers and making a product that speaks directly to their needs
I understand Ledgy are currently building out their functionality to make it even easier to prepare annual ERS filings and other standard reporting
Switched From
Fully supported migration to an equity management platform that has more of a focus on UK and European companies.
Rajko C.
Verified UserInternational Trade and Development · 201-500 employees
The best tool to manage VSOP I have seen so far
API interface was set up in no time. From the very first moment we were in good hands. The tool itself is very easy to be used.
- It is super easy to use and appealing look
- Implementation was very fast and support from Ledgy was always outstanding
- Our employees love the tool as well to see the development of their shares
- Nothing I can think of until now
- We have been very happy from the first moment
Switched From
Shareworks was very complicated and time consuming to maintain
Max G.
Verified UserAviation & Aerospace · 51-200 employees
Ledgy saves you time
Love it. Once you get to know it, it is easy to use, saves you heaps of time, increases transparency with shareholders and employees, and quickly became non-replaceable.
It saves me around 1 hour per week on average, maybe 3-5 hours per week in phases where we hire a lot of people or are close to closing a financing round
- It is not super intuitive initially
- Here, a bit improved UX would be appreciated
Why they chose it
"From my perspective, ledgy had the best HR integration and dealt best with phantom shares."
Camilla C.
Verified UserVenture Capital & Private Equity · 11-50 employees
Goodbye spreadsheets. Hello Ledgy.
Verified reviewer
- It's easy to set up and navigate
- The investors also find it easy to find their outstanding positions
- Not having a phone to contact customer support and not having the bot running 24/7
- It's not a great experience if you work in different timezones and the team is not located in Europe
Kajal P.
Verified UserInternet · 51-200 employees
Overall great experience from Implementation to Launch
Assigned Customer Experience Manager was amazing. Hands on help with implementation and accommodated my requests for regular catch ups. Collaboration was customised for my company and not a general Ledgy approach.
- User friendly
- So many other tools on the market focus on the compliance side
- Ledgy has a good balance between both
- You don't need to be an expert to implement and use this tool
- Lots of integrations which make maintenance so much easier
- More flexibility when running custom reports
- Filters would be great
Janis U.
Verified UserInformation Technology and Services · 51-200 employees
Easy implementation - intuitive to use
Verified reviewer
- Easy set-up
- Intuitive use
- Great onboarding process and support
We are still working on integrating with our HR system, but there has been a new release
Martin d.
Verified UserInformation Technology and Services · 51-200 employees
No brainer
It's plug and play... very easy to use and cost efficient
* Ease of use * Various easy to use functions for shareholders * Modelling capability * Uploading of relevant documents
- * Not yet fully usable when it comes to modelling complex funding rounds
Switched From
reduce time spent on managing cap tables
Why they chose it
"I know the founder"
Ledgy
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