Make your employees part of your success

With Ledgy, setting up your ESOPs will become the simplest of tasks; in a matter of a few clicks, you will have your employee participation plans up and running, whether they are real stock transfers, options from a pool, warrants, or even phantom shares.

When it comes to vesting schedules, efficiently setting up their type, duration, cliff, and every other detail will not be a daunting effort. With interactive graphs, you will be able to monitor these schedules in real time, and even better, allow your employees to log in to their accounts so they can see at any point in time how much stock they have vested and how many shares are still outstanding.

When needed, terminating or exercising options will be just as intuitive, and any amount that may still be available will continue to be tracked. And there’s even more: any contract you’ll be able to upload and easily share with your employees.

Overview over vested, granted and exercised incentives

In the case that your employee shares are implemented as options or phantom options, define a pool of approved capital first. Click the Add pool to create an options or phantom pool of a given share class and a fixed size. Then issue options, phantom options or shares from the approved capital and see key metrics of the pool like the amount still available.

Add an option pool

You can create a simple or custom vesting schedule, define over how many months the shares are to be vested, whether there’s a cliff, and how often a new batch of shares gets assigned to the employee.
As soon as you enter the first numbers, you will see a visual representation of the current schedule.

Add vesting

When it’s time to exercise option grants, Ledgy calculates for you the amount that is already vested at a given date and lets you exercise parts or the full option grant.

Did an employee leave the company? Ledgy supports terminating part or the whole option grant.

Filter the transactions by an employee to see all their transactions (option grant, terminations, and exercises) at a glance.

Issue options from a pool

To get an overall view of the situation, check out yur Cap Table page and select the fully diluted detailed view to see your pools and employee incentives. You can choose to view your diluted cap table with all options aggregated in their pool, or distributed to each person.

Show cap table fully diluted

Engage your employees with more transparency

Once your incentive plan is on Ledgy, it’s time to engage your employees. Head over to the Stakeholders page and invite them with a single click. They will then receive an email so they can log in to Ledgy themselves and see how many shares they have vested at any point in time.

Remember, happy employees is one of the keys to a successful company.

ESOPs in the portfolio