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73% 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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91% 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

Diligent Equity (formerly EquityEffect) logo
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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 Diligent Equity streamlines the complexities of equity management with tailored solutions for diversified stakeholders in the financial ecosystem. From venture capitalists to emerging start-ups, professional service providers to private equity firms, the platform provides an unparalleled, uncomplicated experience in handling cap tables, navigating legal terms, and evaluating portfolio performance. With the user-friendly portfolio management software, fund tracking becomes refreshingly simple, and, whether a C Corp or an LLC, the dedicated team, composed of expertly trained paralegals, is committed to constructing a comprehensive data room that houses all the vital documents. Diligent Equity meticulously generates cap tables, extract critical legal points such as anti-dilution clauses and liquidation preferences, and ensures seamless correspondence between the current reports and future aspirations. Invest with clarity and ease; invest with Diligent Equity. Read more
Pricing Options
  • Free Trial Available
  • Starts at $3.39. Offers Free-forever and Custom plan.
  • Free Trial Available
  • Offers Custom plan.
SW Score & Breakdown

73% 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
    60%
  • Popularity
    64%

91% 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
    60%
  • Momentum
    62%
  • Popularity
    64%

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

    Reviews & Ratings

    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

      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.

    Not Available

    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 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

    Diligent Equity Custom

     
    View Detailed Pricing
    View Detailed Pricing

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    Screenshots & Videos

    Screenshots Ledgy screenshot
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    Investor
    + 4 More
    Videos Video Thumbnail
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    Video Thumbnail
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    Vendor information

    Company Details Located in: Zurich, Switzerland - 8008 Founded in: 2017 Located in: New York, New York
    Contact Details

    +41 (0) 44 585 21 23

    https://ledgy.com/

    +1 650-485-3003

    https://www.equityeffect.com/

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