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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

Ledgy logo
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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

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Equity Management Software

1.8 17 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
Pricing Options
  • Free Trial Available
  • Starts at $3.39. Offers Free-forever and Custom plan.
  • Free Trial Not Available
  • Offers Custom plan.
SW Score & Breakdown

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
    60%
  • Momentum
    63%
  • Popularity
    64%

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
    64%
  • Popularity
    69%

Features

Total Features
0 Features
10 Features
Common Features for All
    Audit Trail A record of changes made in chronological order of a user or activity
    Cap Table Management Monitors ownership structures, shareholder details, and equity distributions.
    Compliance and Regulatory Reporting Ensures compliance with SEC regulations, ESOP requirements, ASC 718 standards, and IFRS guidelines.
    Document Management Ability to store and manage various information and documents in electronic format.
    Equity Grant Management Administers and oversees stock options, RSUs, and other equity instruments with precision and efficiency.
    Global Equity Management Provides seamless support for multiple jurisdictions and ensures compliance with tax regulations.
    Option Exercise Tracking Monitors and manages employee stock option exercises with precision and efficiency.
    Scenario Modeling Simulates "what-if" scenarios to predict the potential outcomes
    Self Service Portal Provides the employees with a website where they can update their accounts, make bill payments, avail necessary information and other self-help functions
    Valuation Support Offers 409A valuations directly or seamlessly integrates with trusted valuation providers.
    Audit Trail A record of changes made in chronological order of a user or activity
    Cap Table Management Monitors ownership structures, shareholder details, and equity distributions.
    Compliance and Regulatory Reporting Ensures compliance with SEC regulations, ESOP requirements, ASC 718 standards, and IFRS guidelines.
    Document Management Ability to store and manage various information and documents in electronic format.
    Equity Grant Management Administers and oversees stock options, RSUs, and other equity instruments with precision and efficiency.
    Global Equity Management Provides seamless support for multiple jurisdictions and ensures compliance with tax regulations.
    Option Exercise Tracking Monitors and manages employee stock option exercises with precision and efficiency.
    Scenario Modeling Simulates "what-if" scenarios to predict the potential outcomes
    Self Service Portal Provides the employees with a website where they can update their accounts, make bill payments, avail necessary information and other self-help functions
    Valuation Support Offers 409A valuations directly or seamlessly integrates with trusted valuation providers.
  • + 7 More - Show Less
  • Technical Details

    Organization Types Supported
    • Large Enterprises
    • Medium Business
    • Small Business
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • 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

    Reviews & Ratings

    User Rating
    Not Available
    1.8/5 17 user ratings
    Rating Distribution
    Not Available
    • Excellent

      11.8%
    • Very Good

      5.9%
    • Average

      5.9%
    • Poor

      5.9%
    • Terrible

      70.6%
    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

    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.

      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.
    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

     
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    View Detailed Pricing

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    Screenshots & Videos

    Screenshots Ledgy screenshot
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    Understanding the Forfeiture Rate Report
    Videos Video Thumbnail
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    Vendor information

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

    +41 (0) 44 585 21 23

    https://ledgy.com/

    650.669.8381

    https://carta.com/

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