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Share plan management software

Seamless equity and share plan management

Ledgy is the equity management platform that enables you to stay compliant, save time and engage share plan participants.

Trusted by the worlds best teams

Why our customers love us

"We were tasked with merging the plans from two different companies and different histories together on Ledgy, migrating 3000 stakeholders and ensuring accuracy and continuity for both companies. This migration process was super smooth and it was done in 45 days."
Rafael Rosell Taboada
Dott
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“Ledgy’s fully automated trading flow provides sellers with a modern, intuitive, and efficient experience. Its reliability streamlines our processes as brokers, while its flexibility allows us to adapt to each client’s unique needs, ensuring a smooth and stress-free trading experience. It’s revolutionary to see this level of automation delivering real value to users.”
Tom Giles
Deputy Head of Winterflood Corporate & Trustee Markets
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“With Ledgy, we now found an employee-friendly and multi-departmental tool that accurately manages all aspects of our equity.”
Ann-Sophie Manzeschke
Reward Manager at Personio
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"We gave our complete history and cap table to Ledgy and they took it and shaped it into the platform within a couple of days. The implementation was done in under 3 weeks from the first call to being ready to launch."
Jason Mann
COO at Gearset
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"We basically had 4 different things we were looking at at the same time to manage our equity. Ledgy closed that all together in one space.”
Abbie Johnson
People Experience Manager at Yulife
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“Being able to automatically create documents in bulk has been a game changer for us in terms of time-saving and accuracy. I’m confident that nothing will go wrong.”
Bianca Stewart
Head of Legal at Motorway
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Modern share plan management software

Exercising and trading

Exercising and trading in one intuitive platform

Employees can exercise their shares and trade them on the stock exchange, tracking each step of the trading and settlement journey in one unified platform. Empowering employees to unlock the full value of their share plans.

Employee dashboard

Employee friendly equity dashboard

Make employee equity easy to understand with Ledgy. Our intuitive employee dashboard makes equity grants clear, simplifies vesting schedules and provides valuable visualisations for your team. Plus you can share real-time updates with share plan participants when you need to.

Onboarding

Onboard new participants seamlessly

Keep large volumes of data accurate with 70+ HRIS integrations. With Ledgy’s custom fields, you can sync exactly what you need in one click. Save time with automation that simplifies participant onboarding and offboarding.

Vesting schedule

Manage vesting schedules and performance conditions

Switch up vesting schedules and performance conditions for different stakeholder groups, or create custom vesting schedules to reflect your needs. The flexibility you deserve without the usual complexity.

From incorporation to post-IPO:
Manage equity compliantly

We’re committed to supporting our customers at every stage of their lifecycle - from the early days to complex global businesses. You can count on Ledgy’s modern platform and supportive team to match your company’s ambitions, aligning the whole company and making your equity work every step of the way.

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How will you use Ledgy?

Share plan admin
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Manage share plans efficiently

Run best-in-class share plans at scale with automated workflows.
Trading & Settlement
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Streamline participant trading

Make trading a frictionless experience for participants and admins alike.
Equity compliance
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Stay compliant globally

Stay error-free, get IPO-ready and go global with confidence.
Financial reporting
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Make reporting a breeze

Meet your deadlines with instantly generated financial reports you can trust.
Employee communication
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Simplify your employee comms

Keep participants informed with user-friendly dashboards.
Equity plan automation
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Automate your equity

Streamline equity workflows and save your team valuable time.
Equity compliance
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Stay compliant globally

Stay error-free, get IPO-ready and go global with confidence.
Employee engagement
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Communicate transparently

Bring equity to life with intuitive dashboards for the whole team.
IPO Readiness
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Prepare for your IPO

Seamlessly transition from private to public with expert support.
Cap table management
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Clean up your cap table

Turn your cap table into a strategic asset – accurate and intuitive, every time.
Financial reporting
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Make reporting a breeze

Meet your deadlines with instantly generated financial reports you can trust.
Company Valuations
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Streamline your valuations

Get accurate and audit-ready valuations from market-leading experts.

How will you use Ledgy?

Equity Plan Automation

Streamline equity workflows and save your team valuable time.

Employee Engagement

Bring equity to life with intuitive dashboards for the whole team.

Compliance

Stay error-free, get IPO-ready and go global with confidence.

Cap Table Management

Turn your cap table into a strategic asset – accurate and intuitive, every time.

Financial Reporting

Meet your deadlines with instantly generated financial reports you can trust.

Automations at every step

Ledgy gives time back to your team. Manage data at scale with 70+ HRIS integrations and automate manual processes at every step of the granting process, improving data accuracy and reducing repetitive tasks. Add value where it counts.

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Go global with confidence

Ledgy is the modern equity platform built for international teams. Stay compliant across jurisdictions with automated country-specific compliance reports, global mobility reporting, custom vesting and IFRS 2 expensing. Expand your team without compliance worries.

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Manage equity your way

Ledgy gives you exactly what you need – nothing more, nothing less. Configure the reports you need and manage access levels across the team. Need to input some information that doesn’t fit a preset field? Create your custom field in a couple of clicks.

Migration

Fast and easy migration with Ledgy experts at hand

We’re committed to providing the best experience for your team, from beginning to end. With our onboarding and product experts there every step of the way, you can trust that your data migration will go smoothly - improving your data accuracy and allowing you to get the most out of Ledgy from the start. Migration on Ledgy’s Enterprise plan takes weeks, not months, with four main stages:

1

Set up

After signing, our team sets up your account and goes through your onboarding plan with you.

2

Data & document extraction

Our team works off of your current solutions to extract the data and documents needed.

3

Import

Our team imports your data and documents to Ledgy, cross-checking details with you along the way.

4

Data validation

Once the data migration is finalised, you get to go through and validate our team’s work to ensure data is correct and meets your expectations.

Let us show you more

Let’s schedule a demo to discuss your needs and show you how Ledgy solves them.

Enterprise-ready security

Ledgy ensures your company's sensitive data is protected with the best-in-class security you can depend on. Regularly audited by expert, independent third parties.

ISO 27001 Certification

Ledgy is regularly audited by third-party experts to ensure we meet the highest requirements for Information Security Management Systems (ISMS). We are certified as compliant with ISO 27001:2022.

Built for your team

Enhanced security and control features like 2FA and custom role-based access levels let you lock down your data. SAML SSO with SCIM provisioning from Google, Okta, and Azure make your team’s logins secure.

Always safe

Ledgy has processes in place to make sure your data is always safe. TSL 1.3 encryption, annual penetration tests, principle of least privilege enforcement, GDPR compliance and more to help your data stay private and secure at all times.

Best-in-class across every function

Bring finance, legal and people functions together with an accurate and secure single source of truth for your equity. Ledgy enables controlled transparency, giving each individual the visibility to control what they need to, without access to anything confidential. Empower your teams to achieve more together.

Finance & Accounting

With Ledgy, you can trust your equity data at last. Share-based payment expensing compliant with IFRS 2, exit distributions and more let you prepare for your next audit, board meeting or funding round. Keep your equity error-free and always up to date.

Legal

Ledgy lets you minimise the compliance risk of your equity plans. Keep track of international grant types and automate every step of the granting process, including contracts and signatures. Meet deadlines easily with single-click compliance reporting. Advanced search and filter functions give you exactly the data you need, fast.

People

Use equity to inspire your team. Real-time updates and end-to-end comms take the pain out of equity admin. And a beautiful, intuitive employee dashboard gives team members everything they need to understand their ownership.