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Equity Management Software

4.8 57 user ratings

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Equity Management Software

4.4 290 user ratings

Start Free Trial

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
  • Carta Offers Custom plan.
SW Score & Breakdown

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
4.8/5 57 user ratings
4.4/5 290 user ratings
Ratings Distribution
  • Excellent

    89.5%
  • Very Good

    7%
  • Average

    1.8%
  • Poor

    0%
  • Terrible

    1.8%
  • Excellent

    58%
  • Very Good

    33.4%
  • Average

    1.7%
  • Poor

    1%
  • Terrible

    5.8%
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 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
  • Carta 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

 
View Detailed Pricing
View Detailed Pricing

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/

Social Media Handles

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