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Getting Started

Welcome! Click below to get started with Ledgy!

Stakeholders

Import your stakeholders and invite them to join Ledgy

Ownership

Set up your cap table based on transactions, gather insights, and model future rounds and exits

Equity plans

Set up pools, grants with automated vesting, and more

Reports

Understand financial, compliance, and operational reporting on Ledgy

Documents

Learn how to create, share, organize, automate, and sign documents digitally

Investor relations

Set up and share KPIs and recurring written updates with stakeholders that they can access through their dashboards

Settings

Set up your account, billing, equity management settings and more

Investment firm management

Set up your investor dashboard and learn more about what you can do within it

The Ultimate Employee Experience

Employees are the reason why we do what we do. That's why we have this section dedicated to their needs, questions and comments on Equity & Ledgy.

Watch and Learn

Watch our videos to quickly master the basics on Ledgy.

Trading

Anything regarding selling shares, public trading