IPO Readiness

Simplify your IPO preparation with Ledgy

Companies preparing to IPO choose Ledgy to streamline their equity and share plan administration as they prepare to go public. Stay audit-ready, compliant, and communicate effectively across the business with a modern platform built to seamlessly transition from private to public, no matter where you list.

Trusted by the worlds best teams

The road to your IPO with Ledgy

2-4 years before: Set yourself up for success

Get Ledgy in place early to set up robust processes and upgrade your financial reporting, ensuring accurate records and required documentation are always readily available.

Leading up to and on listing day: Start trading

Ensure a seamless transition from private to public with Ledgy. Streamline communications and provide an intuitive experience for share plan participants as real-time trading is enabled.

1.5-2 years before: Get IPO-ready

Engage new partners via Ledgy, and invite advisors and auditors to the platform to assess your IPO-readiness. Complete required audits, due diligence and prepare the disclosures necessary to go public.

Post-IPO: Life as a public company

Easily comply with ongoing financial disclosure requirements and monitor insider trading. Continue market activity after lock-up period expiries, and new releases or exercising windows.

What our industry partners say:

"We’re thrilled to partner with Ledgy to bring innovative, simple solutions to customers relating to equity and share plan taxes. ShareReporter ensures companies can access and keep up with evolving tax regulations in over 90 countries. Combine that with Ledgy’s ability to accurately track employee grants and which jurisdictions apply to which employee and you are definitely on the way to getting equity compliance right through and after your IPO."
Mike Pewton
Founder at ShareReporter
“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, stress-free trading experience. It’s revolutionary to see this level of automation delivering real value to users and we’re honoured to play a part in this journey.”
Tom Giles
Deputy Head of Winterflood
Corporate and Trustee Markets

A smooth transition from private to public

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Expert guidance every step of the way

Access our network of expert industry professionals and work with our IPO team to help you get transaction-ready. Redesign your share plans, prepare the required disclosures and get your new services and systems fully up and running easily. Our team and network are there to support you at every step.

List with confidence

Manage your equity compliantly and ensure platform continuity through the listing process. Communicate clearly with employees as they prepare to start trading - ensuring lock-ups are triggered, transactions are tracked and proceeds are delivered correctly. Keep this milestone exciting while minimising compliance risks and administrative headaches.

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Transaction workflow

Streamline transactions and reporting

Once public, share plan participants can submit market orders in real-time and receive payments in 170 countries and over 60 currencies directly on Ledgy. Successfully comply with requirements in this new listed environment with automated financial reporting, and maintain complete oversight with transaction audit trails, insider tracking and more.

Get IPO readiness support now

Let’s schedule a demo to discuss how getting IPO ready is easier with Ledgy

Speak with an expert

Modern features for modern teams

Equity & share plan automation

Automate every step of the granting process, from onboarding employees via your HRIS and granting them equity with its related documents, to letting them exercise all on one platform.

Share plan automation

Intuitive Employee dashboard

Communicate clearly about equity with your employees with a user-friendly dashboard where they can see breakdowns of their grants, vesting, exercising, predicted equity values and more.

Employee dashboard visual

Frictionless Trading

Connect nominee, broker and paying agent to automate global trading and share settlement. Participants and admins can track market orders from submission to payment in one place.

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Audit-ready financial reporting

Instantly generate a broad suite of financial reports compliant under IFRS 2, UKGAAP or USGAAP. Ensure the reports work for you with custom overrides, aggregates and exports.

Report types

Enterprise level security

Lock down your data with enterprise-level security, SAML SSO and 2FA. ISO 27001 certified.

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And much more

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Valuations
Role-based access control
Custom views and exports
Customer stories

Why our customers love us

"Ledgy felt like a partner that could grow with us and make equity management much simpler for both employees and the business."
Thomas Hug
Director Rewards and People Operations at SMG
“Ledgy has helped us customise the platform to cater to our scheme. It’s cost-effective, automated, and can grow with us.”
Nikki Padden
Portfolio and Business Partner at Syncona
Winterflood
Read full story
“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 and Trustee Markets

Let us show you more

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

Frequently Asked Questions