--- description: Review of Ledgy Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Ledgy | Reviews, Pricing & Demos - SoftwareAdvice AU --- Breadcrumb: [Home](/) > [Equity Management Software](/directory/4683/equity-management/software) > [Ledgy](/software/229450/ledgy) # Ledgy Canonical: https://www.softwareadvice.com.au/software/229450/ledgy Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.com.au/software/229450/ledgy?page=2) > Ledgy is an equity management software solution for growing companies. It engages employees and investors to align them with the common goal of achieving growth. Key features include employee participation plan templates and automated equity-related processes. Companies can use Ledgy to track finances and simplify compliance. This platform supports end-to-end account management for business capital structures, ranging from modeling financing rounds and digitizing cap tables to handling investor relations and option expensing. Venture capitalists and angel investors can create a dashboard, manage multiple portfolios, determine possible investments, and analyze various exit model scenarios. Ledgy generates automated equity performance reports, allowing companies to share key performance indicators with shareholders easily. It has an employee engagement dashboard with current and future valuations of workers’ stakes, and users can monitor employee benefits and compensation. > > Verdict: Rated **4.9/5** by 29 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.9/5** | 29 Reviews | | Ease of Use | 4.7/5 | Based on overall reviews | | Customer Support | 4.9/5 | Based on overall reviews | | Value for Money | 4.7/5 | Based on overall reviews | | Features | 4.5/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: Ledgy - **Location**: Zürich, Switzerland - **Founded**: 2017 ## Commercial Context - **Starting Price**: EUR 3.00 - **Pricing model**: Per User (Free version available) (Free Trial) - **Pricing Details**: Ledgy offers flexible pricing plans for companies and investors based on your needs: Launch – Free, Growth – €3 / stakeholder / month, Scale – starting at €300 / month with custom pricing on request. Book a free custom demo for more details: https://ledgy.com/demo/ledgy - **Target Audience**: 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English, French, German - **Available Countries**: Albania, American Samoa, Andorra, Anguilla, Antigua and Barbuda, Argentina, Aruba, Australia, Austria, Bahamas, Barbados, Belarus, Belgium, Belize, Bermuda, Bolivia, Bosnia and Herzegovina, Brazil, British Virgin Islands, Bulgaria and 113 more ## Features - API - Activity Dashboard - Activity Tracking - Alerts/Notifications - Benchmarking - Benefits Management - Bonds/Stocks - Budget Management - Cap Table Management - Client Portal - Compensation Plan Modeling - Compensation Statements - Compliance Management - Compliance Tracking - Customizable Reports - Customizable Templates - Data Import/Export - Deal Management - Document Management - Document Storage ## Integrations (6 total) - BambooHR - Docusign - Microsoft Entra ID - Okta - OneLogin - Personio ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [Equity Management Software](https://www.softwareadvice.com.au/directory/4683/equity-management/software) ## Related Categories - [Equity Management Software](https://www.softwareadvice.com.au/directory/4683/equity-management/software) - [Investment Management Software](https://www.softwareadvice.com.au/directory/4566/investment-management/software) - [Compensation Management Software](https://www.softwareadvice.com.au/directory/428/compensation-management/software) ## Alternatives 1. 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[Workday HCM](https://www.softwareadvice.com.au/software/390210/workday-hcm) — 4.5/5 (1733 reviews) ## Reviews ### "Continuous improvement" — 5.0/5 > **Julian** | *11 May 2020* | Venture Capital & Private Equity | Recommendation rating: 9.0/10 > > **Pros**: - 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. > > **Cons**: - 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. ----- ### "They say they make equity works. Indeed, it works." — 5.0/5 > **Guillaume** | *21 July 2023* | Financial Services | Recommendation rating: 8.0/10 > > **Pros**: 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. > > **Cons**: 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. ----- ### "Cool tool for organizing your portfolio" — 4.0/5 > **Jan** | *3 August 2020* | Financial Services | Recommendation rating: 7.0/10 > > **Pros**: 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. > > **Cons**: 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. ----- ### "Wish I'd moved to Ledgy sooner\!" — 5.0/5 > **Bianca** | *2 July 2023* | Information Technology & Services | Recommendation rating: 10.0/10 > > **Pros**: 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. > > **Cons**: I understand Ledgy are currently building out their functionality to make it even easier to prepare annual ERS filings and other standard reporting. > > 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 best tool to manage VSOP I have seen so far" — 5.0/5 > **Rajko** | *30 March 2023* | International Trade & Development | Recommendation rating: 10.0/10 > > **Pros**: 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. > > **Cons**: Nothing I can think of until now. We have been very happy from the first moment. > > 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. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.com.au/software/229450/ledgy?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/229450/ledgy) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Structured Data