Cap table management software

Eliminate errors and scale easily with flexible cap table management

Ledgy is your second pair of eyes. Keep your cap table error-free with dynamic transactions and attached documentation, making real-time updates and accuracy effortless.  All your data in one place.

Cap table UI

Scale with an accurate single source of truth

Stay error-free with real-time updates

Bring historical transaction data into your cap table, with documents attached for maximum visibility and accuracy. It’s easy to keep your cap table up-to-date, error-free and IPO-ready with Ledgy.

Cap table UI with real time data
Cap table UI with different data types

Manipulate data how you want

See your cap table and a breakdown of share classes, fully diluted and non-diluted percentages, investment amounts, and more – all in one place. Build reports based on your needs: play with columns and views and aggregate grouping to see your data, your way.

Think strategically about the future

Access all the data you need, fast. Get a breakdown of your cap table, equity pool and more so you can prepare for your next board meeting, or funding round. Make due diligence a breeze.

Cap Table UI with graphs

Clean up your cap table now

Let’s schedule a demo to discuss how you can manage equity at scale with Ledgy

Book a demo

Modern features for modern teams

Dynamic transactions

Keep track of every historical transaction in any currency including issuances, secondaries, convertible loans, stock splits, valuations and more. All in real time.

Pools and plans monitoring

Manage your pools and equity plans easily with data on grants, exercising, vesting and unvested options, and much more at a glance.

Cap table management

Grow beyond static snapshots with a dynamic, customisable cap table. All your data is distilled into intuitive visuals – beautiful, helpful and built to scale with you.

Scenario modelling

Use your cap table to model multiple future scenarios, from funding rounds to liquidity events, in-app.

Custom views and exports

See what you want, when you want: customisable tables, reports and exports.

And much more

50+ HRIS integrations
Enterprise-level security
Custom role-based access control
Investor dashboards

How your peers use Ledgy to manage their cap table

“Ordinarily, during an acquisition we would have to conduct a manual matching exercise to make sure our shareholder register was totally up to date with no errors. This process is now trivial with Ledgy, saving us around a day of work every time we execute one."
Wesley ten Cate
Senior Counsel at Xebia
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“The move to Ledgy was a great way for us to audit and clean up our data. We ended up with a very accurate, real-time picture of what we have, that is also much easier to update compared to our previous provider.”
Brian Parkes
Chief People Officer
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“At one stage I needed to distribute a report of the cap table as it was at a certain date in the past. This would have been very painful and time-consuming on Excel, but with Ledgy I'm confident in the data and the functionality just makes it easy.”
John Fraser
Finance Director
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“One of my favorite things about switching to Ledgy is that we don’t use spreadsheets at all anymore. Ledgy is now our one single source of truth, and it’s a relief to have fully adopted a new way of doing things, with no desire to go back.”
Stuart Barnard
VP Finance & Business Operations
View full case study

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
UI graphic for compliance page

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
UI graphic for Cap table page

Clean up your cap table

Turn your cap table into a strategic asset – accurate and intuitive, every time.
Financial reporting
UI graphic for Financial reporting page

Make reporting a breeze

Meet your deadlines with instantly generated financial reports you can trust.
Company Valuations
UI graphic for Valuations page

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.

Ready to learn about how Ledgy makes Cap Table Management simple and efficient?

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Cap table management
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Cap table management
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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:

Benefits abstract pictogram of ledgy product

Set up

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

Data & document extraction:

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

Import

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

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.

Frequently Asked Questions

Let us show you more

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