A Trusted Single Source of Truth

Did you know that many cap tables are incomplete or contain errors? Tracking the ownership history with Excel or Word can quickly lead to inconsistencies. Set up your shares with Ledgy and be sure that all data is consistent at any time. Give your key stakeholders access and collaborate on a single source of truth.

Learn more about Consistency

Consistency

Funding Round and Exit Modeling

What’s the stake percentage of the founders after a VC invests $2,000,000 at a valuation of $7,500,000 taking into account the 2 outstanding convertible loans and keeping the ESOP pool at 10% while only diluting existing shareholders?
Honestly, we don’t know. But Ledgy does.
Exit modeling is coming soon!

Learn more about Funding Round and Exit Modeling

Funding Round and Exit Modeling

Employee Incentive Plans

Let your employees be part of your company’s success. Ledgy supports vested stock, options, phantom options, inverse vesting and ESOP pools.
Employees can even log in to Ledgy and track their vested shares in real-time.

Learn more about Employee Incentive Plans

Employee Incentive Plans

Reporting & Documents

Oh, it’s tax season again, and 50 holding confirmations are waiting to be sent to your shareholders. This means pasting names into document templates, computing the tax value of all shares…
Don’t worry. Generate and send all relevant documents with a single click on Ledgy.

Learn more about Reporting & Documents

Reporting & Documents

Investor Portfolio

Are you an investor and want to track your portfolio companies? The founders are busy and the numbers they give you are different from your own records?
With their cap table on Ledgy, there’s only a single source of truth. Convince your companies, and you will never miss anything regarding your investments.

Learn more about the Investor Portfolio

the Investor Portfolio

And Much More

Ledgy can do a lot for you—and more features are constantly being developed. Most currently available features are listed below. Get in touch if your favorite feature is missing, we love to hear feedback.

  • Funding Round Modeling
  • Full Transaction History
  • Consistency Checks
  • Transaction Filters
  • Convertible Loans
  • Stock Split
  • Unlimited Share Classes
  • Numbered Shares
  • Treasury Shares
  • Employee Options
  • Phantom Programs
  • Option Termination
  • Option Expiration
  • Approved Capital Pools
  • Vesting Schedules
  • Fully-diluted View
  • Read-only Access
  • Investor Portfolio
  • Spreadsheet Import
  • Customizable PDF Reports
  • CSV Export
  • Secure Document Storage
  • Attach Documents to Transactions
  • Multiple Administrators
  • Audit Trails
  • Two-Factor Authentication
  • Send Holding Confirmations
Privacy

Privacy made in Europe. Because your cap table data is not for everyone.
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Security

Your data is safe with us. Enjoy the highest security standards.
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Illustrations by Alekksall