Ledgy is a modern equity management platform designed to streamline and automate equity workflows for companies from incorporation to post-IPO. It offers comprehensive features such as equity plan automation, cap table management, and financial reporting, enabling businesses to handle ESOPs, RSUs, and other equity plans with precision. The platform fosters employee engagement through intuitive dashboards that provide real-time insights into ownership stakes and simplifies compliance with automated country-specific reports, IFRS 2 expensing, and tax management tools. Ledgy integrates with over 70 HRIS systems, automates manual processes like granting and vesting, and ensures data accuracy through seamless onboarding and migration support. With robust security measures such as ISO 27001 certification, TLS 1.3 encryption, and role-based access controls, Ledgy provides a secure and scalable solution for managing equity globally while aligning finance, legal, and HR teams under a single source of truth.
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Equity plan automationCap table managementEmployee engagement dashboardsFinancial reporting automationAutomated vesting schedulesMulti-currency support for international operationsInvestor relations managementAdvanced search and filter functions for equity dataDynamic transactions tracking (e.g., stock splits, convertible loans)SAML SSO integration with Okta, Azure AD, etc.Two-factor authentication (2FA) for enhanced securityCustom views and exportable reports for cap table dataReal-time data synchronization across systemsExit planning and liquidation preference modelingIntegration with 70+ HRIS systems (e.g., HiBob, Personio)Centralized document repository for equity-related filesWaterfall analysis for financial scenariosKPI reporting and analytics for investorsShare plan administration at scaleOffboarding automation for departing employeesEmployee self-service equity portalHistorical transaction tracking in any currencyTax and compliance management toolsRole-based access controls for securityBulk document automation with DocuSign integrationCustomizable equity plansEmailHelp DeskForumFAQsKnowledge BaseCloud, SaaS, Web-BasedDesktop - MacDesktop - WindowsMobile - AndroidMobile - iPhone
