Ledgy
Equity management software
Accounting & finance software
Stock plan administration software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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€3,000 per year
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Free version
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What is Ledgy
Ledgy is an equity management platform used to maintain cap tables and manage employee equity plans such as option grants and vesting. It supports finance, legal, and HR teams at private companies that need a system of record for ownership, stakeholders, and equity events. The product also includes workflows and reporting intended to support compliance-oriented tasks such as share plan documentation and equity-related reporting.
Cap table and stakeholder registry
Ledgy centralizes cap table data, stakeholder records, and equity instruments in one system. This helps teams track ownership changes across funding rounds, transfers, and employee equity activity. A consolidated registry reduces reliance on spreadsheets and ad-hoc document storage for day-to-day equity administration.
Employee equity plan administration
The platform supports core stock plan administration tasks such as issuing grants, tracking vesting schedules, and managing exercises. It provides employee-facing visibility into equity holdings and vesting status, which can reduce manual inquiries to finance or HR. These capabilities align with common needs for private-company option plans.
Compliance-oriented reporting workflows
Ledgy includes reporting and workflow features aimed at equity-related governance and audit readiness. This can help finance teams prepare equity data for internal reviews and external stakeholders. Compared with spreadsheet-based processes, structured workflows can improve traceability of changes and approvals.
Depth varies by jurisdiction
Equity plans often require country-specific tax and legal handling, and coverage can vary by vendor and region. Organizations operating across many jurisdictions may need to validate that Ledgy supports their local plan rules, filings, and documentation requirements. Some companies may still require external legal/tax support or supplemental processes.
Not a full accounting suite
While it supports equity-related reporting, Ledgy does not replace core ERP general ledger, payroll, or broader financial close tooling. Teams typically still need separate systems for accounting, payroll processing, and statutory reporting. Integration and reconciliation work may be required to keep equity data aligned with finance systems.
Best fit for private-company equity
Organizations with complex public-company requirements (e.g., highly specialized reporting, large-scale global plan operations, or broker-integrated trading workflows) may find gaps relative to platforms designed primarily for listed issuers. Buyers should confirm support for their scale, governance model, and any broker/transfer-agent processes. Implementation effort can increase as equity structures and stakeholder counts grow.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Launch | Free | Cap table management, equity plans and grants, stakeholder dashboards; Self-serve support. (Site also lists “Max 50 stakeholders” under Launch.) |
| Scale | Starts at €3k/year | All Launch features plus 50+ stakeholders included, data room & document folders, 70+ HRIS integrations, DocuSign integration, automated granting, multi-trigger vesting; contact sales to purchase. |
| Enterprise | Custom pricing | All Scale features plus 200+ stakeholders included, GraphQL API access, SAML SSO, SCIM provisioning, 2FA enforcement, dedicated onboarding and customer success; contact sales. |
| Public | Custom pricing | For publicly listed entities: share plan administration, trading & settlement (broker/paying agent integration, nominee services), compliance and enhanced financial reporting; contact sales. |
Financial reporting add-ons:
| Add-on | Price | Key features & notes |
|---|---|---|
| Essentials | Starts at €3k/year | Tranche-level expensing, Black Scholes valuations, volatility & risk-free rates, graded/straight-line amortisation, terminations/forfeiture rates, locked report history, disclosures report. |
| Advanced | Starts at €5k/year | All Essentials features plus Monte Carlo valuations, cost centre movements, performance conditions, journal entries, multi-currency conversion, financial reporting team support. |
Seller details
Ledgy AG
Zurich, Switzerland
2017
Private
https://www.ledgy.com
https://x.com/ledgy
https://www.linkedin.com/company/ledgy/
