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77% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Ledgy logo
Equity Management Software

4.6 36 user ratings

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98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Carta logo
Equity Management Software

1.8 17 user ratings

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74% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Gust Equity Management logo
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77% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Upstock logo
Equity Management Software

4.4 36 user ratings

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Overview

Description Ledgy is an equity management software developed specifically for fast-growing firms to facilitate easy management of their finances. Ledgy is used by high-growth firms to manage their cap table, equity plans, funding rounds, and investor interactions. It streamlines the entire equity management process, making it less time-consuming and more profitable. Ledgy is a scalable, versatile, and simple to use platform, with top-notch security and privacy options. You can manage grants, automate vesting and exercising, and provide workers access to their own dashboard. It further assists you in developing your cap table and employee involvement strategies from the start. Ledgy is a top solution for all growing startups and saves a lot of their time and a lot of their accumulated capital. Leading firms trust it to manage their equity, and it has won several accolades, making it an excellent pick for all. The software offers a free trial version to its users for trying its features before buying its premium version along with a variety of premium plan options to suit every type of requirement and need. Read more Carta is an equity management software that helps the users to efficiently and conveniently manage their companies valuations, cap tables, investments and equity plans. The software acts as the source of truth for the user’s companies equity. It provides audit-ready, fast and cost-effective valuations. Carta offers liquidity to the user’s companies by running tender-offers, one-off transactions, and stock buybacks. It is an SEC-registered platform that acts as a transfer agent. It allows users to issue electronics security to those stakeholders who are ready to use Carta. The software allows users to do sensitivity and breakpoint analysis along with dilution and payout modelling. Users can perform full-service fund accounting and even view their real-time financials. This helps the users to make better financial decisions that will benefit them in the long run. The software’s portfolio dashboard helps the users to track their performance. Further, the experienced team members of the software provide accurate and on-time valuations to the users. Read more Gust Equity Management (GEM) is a Software-as-a-Service platform simplifying the process of managing the evolution of enterprise capitalizations from startup through sale/IPO. The free software offers a full suite of cap table management tools, modeling for rounds and exits, 409A valuations, and ASC718s. Issue options, easily see your cap table at any point in time and share customizable views with stakeholders. Next-day valuations that stand up to Big 4 scrutiny. Read more Upstock helps businesses of all sizes accomplish big goals by helping workers think and believe like entrepreneurs. Our top-shelf Fortune 1000-grade equity plans and motivational dashboard truly align & motivate teams while being 40x more affordable. Read more
Pricing Options
  • Free Trial Available
  • Starts at $3.39. Offers Free-forever and Custom plan.
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Not Available
  • Offers Free-forever plan.
  • Free Trial Not Available
  • Starts at $2.00.
SW Score & Breakdown

77% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    60%
  • Reviews
    73%
  • Momentum
    65%
  • Popularity
    80%

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    70%
  • Momentum
    78%
  • Popularity
    100%

74% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    60%
  • Reviews
    66%
  • Momentum
    65%
  • Popularity
    65%

77% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    60%
  • Reviews
    60%
  • Momentum
    71%
  • Popularity
    80%

Technical Details

Organization Types Supported
  • Individuals
  • Large Enterprises
  • Medium Business
  • Small Business
  • Individuals
  • Large Enterprises
  • Medium Business
  • Small Business
  • Individuals
  • Large Enterprises
  • Medium Business
  • Small Business
  • Individuals
  • Large Enterprises
  • Medium Business
  • Small Business
Platforms Supported
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
Modes of Support
  • 24/7 (Live rep)
  • Business Hours
  • Online
  • 24/7 (Live rep)
  • Business Hours
  • Online
  • 24/7 (Live rep)
  • Business Hours
  • Online
  • 24/7 (Live rep)
  • Business Hours
  • Online

Reviews & Ratings

User Rating
4.6/5 36 user ratings
1.8/5 17 user ratings
5/5 4 user ratings
4.4/5 36 user ratings
Rating Distribution
  • Excellent

    83.3%
  • Very Good

    8.3%
  • Average

    2.8%
  • Poor

    0%
  • Terrible

    5.6%
  • Excellent

    11.8%
  • Very Good

    5.9%
  • Average

    5.9%
  • Poor

    5.9%
  • Terrible

    70.6%
  • Excellent

    100%
  • Very Good

    0%
  • Average

    0%
  • Poor

    0%
  • Terrible

    0%
  • Excellent

    47.2%
  • Very Good

    41.7%
  • Average

    11.1%
  • Poor

    0%
  • Terrible

    0%
User Sentiments

    User-friendly interface, Comprehensive Equity Management, Excellent Customer Support, Real-time Cap Table Management

    Limited Reporting Functionalities, Lack of Automation for Certain Tasks, Limited third-party Integrations, Occasional Software Bugs

    User-friendly Interface, Comprehensive Cap Table Management, Efficient Equity Management, Helpful Customer Support

    High Pricing, Confusing User Interface, Lack of Robust Reporting Functionality, Tedious Onboarding Process

    Not Available
    Not Available
Review Summary

Users generally appreciate Ledgy's user-friendly interface, ease of use, and comprehensive features for financial management. Many reviewers highlight its intuitive design, straightforward navigation, and efficient tools for budgeting, forecasting, and reporting. However, some users have expressed concerns regarding the software's occasional slowness, limited customization options, and lack of integration with certain accounting platforms. Additionally, a few reviewers have reported encountering bugs and glitches, suggesting the need for improved stability and reliability.

Carta is generally well-received by users, earning praise for its user-friendly interface, comprehensive features for managing equity, and strong customer support. Many users highlight the platform's ease of use, even for those with limited financial knowledge, and appreciate the ability to track and manage cap tables, investments, and shareholder communications efficiently. Carta is also lauded for its robust security measures and regular updates that introduce new features and improvements. However, some users have encountered occasional technical glitches and expressed concerns about the platform's pricing, which they deem suitable for larger organizations but less accessible to startups and small businesses.

Not Available
Not Available
  Read All User Reviews Read All User Reviews Read All User Reviews Read All User Reviews

AI-Generated from the text of User Reviews

Pricing

Pricing Options
  • Free Trial Available
  • Starts at $3.39. Offers Free-forever and Custom plan.
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Not Available
  • Offers Free-forever plan.
  • Free Trial Not Available
  • Starts at $2.00.
Pricing Plans
Monthly Plans Annual Plans

Launch (For Companies) Free

Growth (For Companies) $3.39 $3.39 per user / month

Scale (For Companies) $338.78 $338.78 per month

Business Angel (For Investors) Free

Fund (For Investors) Custom

Launch Custom

Paid Custom

CarteX Custom

Gust Equity Management Free

Demo $2.00 $2.00 per month

Full Access $20.00 $20.00 per user / month

 
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Screenshots & Videos

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Vendor information

Company Details Located in: Zurich, Switzerland - 8008 Founded in: 2017 Located in: Palo Alto, California Located in: Sarasota, Florida Located in: San Francisco, California Founded in: 2017
Contact Details

+41 (0) 44 585 21 23

https://ledgy.com/

650.669.8381

https://carta.com/

Not available

https://gust.com/equity

Not available

https://www.upstock.io/

Social Media Handles

Not available

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