Ledgy Reviews in March 2025: User Ratings, Pros & Cons

Ledgy saved me so much time in reporting and communication with my shareholders and Board.

What do you like best? The dashboards for the cap table provide exactly the right visualization for shareholders. I'm able to pull ownership reports and keep my investors updated, while managing all of my documents in one place. What do you dislike? The metrics reporting is getting better over time, but still needs improvement. If it integrated with Stripe or Xero and automatically pulled those reports, that would be easier. Another roadmap item might be the ability to ...

Highly recomended for anyone digitising their shareholder records

What do you like best? Ledgy is insanely simple to use. I haven't had to refer to any documentation whilst using or setting it up. I converted all of my shareholders from excel with a breeze and I now use it for shareholder updates as well as any transactions of shares. What do you dislike? I wish that they offered a generic employee share participation plan instead of the country-specific ones as the UK does not have a company-specific share participation plan. I also wished there ...

great overview, still missing some features

What do you like best? Adding financing rounds and CLA, sending out documents and e-signature What do you dislike? sometimes not so user friendly to add transactions; not every aspect covered (many esop possibilities which is hard to cover all) Recommendations to others considering the product: try out What problems are you solving with the product? What benefits have you realized? tracking transactions and have a second source of information

Very easy to use and great to plan ahead

What do you like best? Two of the best features for me are the ability to create scenarios for the future and directly and easily see the impact in terms of dilution and valuation of the company. The other is the ability to track the options and vesting which would be a nightmare to follow otherwise. What do you dislike? So far nothing, the interface is really easy to use and I have not found yet a feature that is missing. Recommendations to others considering the product: ...

easy to use, lots of functionality

What do you like best? simplicity to add historic data. ability to see cap-tables at specific date and being able to do simulations. What do you dislike? So far I could not find anything I consider as improvable or not got. Recommendations to others considering the product: none What problems are you solving with the product? What benefits have you realized? Actualised Cap-Table Communication with Stakeholders ESOP-managment

Great tool to manage your share register

What do you like best? We use a fraction of the features however they do the job perfectly. The interface is quick and intuitive and it's easy to get various professional-looking reports for shareholders or Management. What do you dislike? The monthly pricing per stakeholder is not adapted to a light usage such as ours. What problems are you solving with the product? What benefits have you realized? It's replace Excel for our share register, it provides a single source of ...

Excellent relationship with Armon. Understands and listens to our needs.

What do you like best? Collaboration with portfolio startups is the most important issue What do you dislike? Loss of information in exports, with lose historic for the moment Recommendations to others considering the product: Look at the information you need in a captable export: do you need stocks and flux or just stocks What problems are you solving with the product? What benefits have you realized? Collaborating with portfolio startups - still testing

Ledgy is a powerful and time saving tool for startups and scaleups

What do you like best? Having our cap table live, see all past transactions and be able to do round modelling; also nice is to have our option program in there What do you dislike? nothing really to complain, its fast and reliable What problems are you solving with the product? What benefits have you realized? all shareholder transactions, all funding rounds, stock option program

One easy to use cockpit for all stakes related tasks

What do you like best? Dashboard, Transactions and Equity Plans What do you dislike? Hm. Maybe missing SHID (special request) What problems are you solving with the product? What benefits have you realized? No manual tracking of transactions. Systems supports me when issuing, granting or transferring stakes, really convenient. Dashboard shows me all relevant info, easy, appealing. Equity plans gives me fast overview on options, granting, execution. Overall realiable and ...

Easy management of cap table and stock options

What do you like best? Always up-to-date cap table Stakeholder access directly (investors, employees) Modeling functionality for potential investment rounds Investor reporting New feature to sign documents What do you dislike? Nothing so far. All works great and new features keep being added. Recommendations to others considering the product: Give it a try. Quickly setup. Key is to get all the stakeholders on the platform. What problems are you solving ...