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Informazioni su Ledgy

Ledgy è utilizzato da aziende in forte crescita per gestire il proprio patrimonio netto: tabelle di capitalizzazione, ESOP, integrazioni HRIS, modellazione di scenari e altro ancora.

Ulteriori informazioni su Ledgy

Aspetti positivi:

It’s simplicity and fun atmosphere (just love the title “Danger Zone” in the settings😉!).

Aspetti negativi:

In the beginning it takes some effort to implement all the historic data which can lead to some difficulties.

Valutazioni di Ledgy

Punteggio medio

Facilità d'uso
4,7
Servizio clienti
4,9
Caratteristiche
4,5
Rapporto qualità-prezzo
4,7

Lo consiglieresti?

9,6/10

Ledgy ha una valutazione complessiva di 4,9 stelle su 5, calcolata sulla base di 28 recensioni degli utenti di Capterra.

Filtra le recensioni (28)

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Filtra le recensioni (28)

Julian
Julian
Investment Analyst (Germania)
Utente LinkedIn Verificato
Capitale di rischio e private equity, 11-50 dipendenti
Ha utilizzato il software per: 1-5 mesi
Fonte della recensione

Continuous improvement

5,0 4 anni fa

Aspetti positivi:

- Ease of use: Once you start working with Ledgy, the functions all become very intuitive and easy to use. - All-in-all overview: Ledgy shows information, which would take hours to find with our old approach, in only one click and in a very easily understandable & visually appealing way. - Customer support: Whenever I had any question or reported a bug with Ledgy, I got a response within a day and the bug was often fixed shortly after.

Aspetti negativi:

- Initial bugs: Not really a con, but as in any other software there were some bugs in the beginning, which made exact handling difficult. However, as I stated above Ledgy's customer support did a great job and fixed most of the bugs in a short amount of time.

Guillaume
In-house counsel (Francia)
Servizi finanziari, 51-200 dipendenti
Ha utilizzato il software per: 1-5 mesi
Fonte della recensione

They say they make equity works. Indeed, it works.

5,0 11 mesi fa

Aspetti positivi:

There are lot of things that are really valuable from Ledgy. The ease to set up our account, import our transactions, create pools of incentives and grant stock options and other incentives through Ledgy. We really appreciate how the dashboard is. organised and the ease of customise our view and export them. The UX/UI of Ledgy is a plus. Every time we have question, there is always someone to answer to it efficiently and quickly.

Aspetti negativi:

The possibility for investors to have a scenario modelling feature as we have as the Company, the PDF export doesn't take into account our customised view instead of the Excel export. The thing is, the tool is so good it gets a little bit frustrating when you realise the missing feature doesn't exist yet.

Jan
Jan
Intern (Svizzera)
Utente LinkedIn Verificato
Servizi finanziari, 2-10 dipendenti
Ha utilizzato il software per: 1-5 mesi
Fonte della recensione

Cool tool for organizing your portfolio

4,0 4 anni fa

Aspetti positivi:

The tool provides vc firms with a great overview of their portfolio. You immediately see what your stake at a company is, what kind of shares you have, how much money you invested and so on. The tool helps to plan the portfolio better by allowing the user to create scenarios.

Aspetti negativi:

In the beginning it takes some effort to implement all the historic data which can lead to some difficulties. However, there is great customer support and Ledgy always tries to help as much as they can.

Bianca
Head of Legal (UK)
Servizi e tecnologie dell'informazione, 201-500 dipendenti
Ha utilizzato il software per: 1-5 mesi
Fonte della recensione

Wish I'd moved to Ledgy sooner!

5,0 12 mesi fa

Commenti: We were looking for an equity management platform that not only made the process of issuing equity easier and more efficient but we also wanted to provide our employees with an equity dashboard that they would find engaging and motivating. Ledgy has done just that. Creating efficiencies with investor reporting has been a surprising benefit!

Aspetti positivi:

The CS team is incredibly supportive and knowledgeable which is just what you need when dealing with sensitive employee equity data. Having spoken to their Product team, it is clear that they are laser focussed on their customers and making a product that speaks directly to their needs.

Aspetti negativi:

I understand Ledgy are currently building out their functionality to make it even easier to prepare annual ERS filings and other standard reporting.

Rajko
Head of Global People Operations (Germania)
Sviluppo e commercio internazionale, 201-500 dipendenti
Ha utilizzato il software per: 1-5 mesi
Fonte della recensione

The best tool to manage VSOP I have seen so far

5,0 anno scorso

Commenti: API interface was set up in no time. From the very first moment we were in good hands. The tool itself is very easy to be used.

Aspetti positivi:

It is super easy to use and appealing look. Implementation was very fast and support from Ledgy was always outstanding. Our employees love the tool as well to see the development of their shares.

Aspetti negativi:

Nothing I can think of until now. We have been very happy from the first moment.

Pablo
Head of Finance (USA)
Servizi e tecnologie dell'informazione, 51-200 dipendenti
Ha utilizzato il software per: 1-5 mesi
Fonte della recensione

Probably the best equity management software

5,0 anno scorso

Aspetti positivi:

1- The possibility to make groups of stakeholders.2- The way to show the employee stock options is excellent.

Aspetti negativi:

It's been an excellent migration experience so far, everything is going very well.

Dominik
Head of Legal & Compliance (Svizzera)
Servizi finanziari, 11-50 dipendenti
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione

Very easy and quickly implemented

5,0 4 anni fa

Commenti: great product!

Aspetti positivi:

There are so many features that Ledgy provides. But especially the round modelling helps a lot. For us it was important that all stakeholders have an easy separate login and have an overview over their investment.

Aspetti negativi:

The notification feature is not that easy to understand. Also, it would be great to have an international QES functionality.

Kajal
People Ops Manager (UK)
Internet, 51-200 dipendenti
Ha utilizzato il software per: 1-5 mesi
Fonte della recensione

Overall great experience from Implementation to Launch

5,0 10 mesi fa

Commenti: Assigned Customer Experience Manager was amazing. Hands on help with implementation and accommodated my requests for regular catch ups. Collaboration was customised for my company and not a general Ledgy approach.

Aspetti positivi:

User friendly. So many other tools on the market focus on the compliance side. Ledgy has a good balance between both. You don't need to be an expert to implement and use this tool. Lots of integrations which make maintenance so much easier.

Aspetti negativi:

More flexibility when running custom reports. Filters would be great.

Camilla
Investor Relations (UK)
Capitale di rischio e private equity, 11-50 dipendenti
Ha utilizzato il software per: 1-5 mesi
Fonte della recensione

Goodbye spreadsheets. Hello Ledgy.

5,0 11 mesi fa

Aspetti positivi:

It's easy to set up and navigate. The investors also find it easy to find their outstanding positions.

Aspetti negativi:

Not having a phone to contact customer support and not having the bot running 24/7. It's not a great experience if you work in different timezones and the team is not located in Europe.

Alternative considerate: Carta

Janis
Operations Officer (Lituania)
Servizi e tecnologie dell'informazione, 51-200 dipendenti
Ha utilizzato il software per: 6-12 mesi
Fonte della recensione

Easy implementation - intuitive to use

5,0 anno scorso

Aspetti positivi:

Easy set-up. Intuitive use. Great onboarding process and support.

Aspetti negativi:

We are still working on integrating with our HR system, but there has been a new release.

Max
CEO (Germania)
Aeronautica e industria aerospaziale, 51-200 dipendenti
Ha utilizzato il software per: 6-12 mesi
Fonte della recensione

Ledgy saves you time

4,0 10 mesi fa

Commenti: Love it. Once you get to know it, it is easy to use, saves you heaps of time, increases transparency with shareholders and employees, and quickly became non-replaceable.

Aspetti positivi:

It saves me around 1 hour per week on average, maybe 3-5 hours per week in phases where we hire a lot of people or are close to closing a financing round.

Aspetti negativi:

It is not super intuitive initially. Here, a bit improved UX would be appreciated.

Nicholas
Head of Finance (Svizzera)
Telecomunicazioni, 11-50 dipendenti
Ha utilizzato il software per: 1-5 mesi
Fonte della recensione

Good bye Excel Cap Tables

5,0 4 anni fa

Commenti: Very pleasant. Support to set up is great, very reactive and following up on the status regularly. The team are open to suggestions. When [SENSITIVE CONTENT HIDDEN] did not know an answer to my question, he did not wing an answer, but promised to get back to me. This swiss attitude is much appreciated.

Aspetti positivi:

The fact that I can have multiple finance tasks done on one platform (Cap Table, reporting, signing of legal documents, ESOP, financing scenarios) It’s simplicity and fun atmosphere (just love the title “Danger Zone” in the settings😉!)

Aspetti negativi:

As a novice in the use of Ledgy, I still have to find the answer to that question.

Christian
Customer Success Consultant (Svizzera)
Software informatici, 51-200 dipendenti
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione

Getting rid of manual calculations and Excel spreadsheets

5,0 5 anni fa

Commenti: Share-, Option-, generally the whole stakeholder Management is substentially simplified, super efficient and even makes fun. History on transactions, splits, valuations can be seen at once, no painful searching necessary. Confidence that even if new requirements would come up, there is a friendly and reactive team supporting us.

Aspetti positivi:

Ease of use, Reactivity of the Ledgy-Team, Proactivity (offering support, explaining features, pioneering), Speed in development

Aspetti negativi:

Generally nothing worth mentioning. Great thing would be a mass mailing function to all stakeholders incl one or multiple attachements.

Marc
Co-founder (Svizzera)
Software informatici, 11-50 dipendenti
Ha utilizzato il software per: 6-12 mesi
Fonte della recensione

Makes cap table and employee stock management easy

5,0 4 anni fa

Aspetti positivi:

Overview Shared with relevant stakeholders (investors, employees) Modeling of investment rounds Integrated Stock Option Plans

Aspetti negativi:

Nothing so far. All working great and regular additions of new features.

Alternative considerate: Carta

Laurent
CEO (Svizzera)
Dispositivi medici, 11-50 dipendenti
Ha utilizzato il software per: 6-12 mesi
Fonte della recensione

Must have for every startup

5,0 5 anni fa

Aspetti positivi:

Excellent captable management tool with additional features for management of shareholders and option holders

Aspetti negativi:

No particular things I did not like. New features are continuously released.

Martin
Martin
CFO (Svizzera)
Utente LinkedIn Verificato
Servizi e tecnologie dell'informazione, 51-200 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

No brainer

5,0 5 anni fa

Commenti: It's plug and play... very easy to use and cost efficient

Aspetti positivi:

* Ease of use * Various easy to use functions for shareholders * Modelling capability * Uploading of relevant documents

Aspetti negativi:

* Not yet fully usable when it comes to modelling complex funding rounds

Chris
Head of Finance (Sudafrica)
Software informatici, 51-200 dipendenti
Ha utilizzato il software per: 1-5 mesi
Fonte della recensione

Easy to use & great customer support

5,0 anno scorso

Commenti: Makes managing option grants & exercising significantly easier

Aspetti positivi:

We switched from a competitor product to Ledgy & found the product far superior and much easier to use. The onboarding experience took about 6 weeks due to complexities on our end, however the onboarding team were more than helpful every step of the way.

Aspetti negativi:

We require signature witnessing and this requires an integration with Docusign, which was an additional expense for us. It would be great if Ledgy could build in witnessing capabilities to their own product (it has signature functionality, but not witnessing).

Felix
Finance (Austria)
Sviluppo di programmi, 51-200 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Nice tool for handling cap table and shareholder transcations

5,0 4 anni fa

Aspetti positivi:

simplicity and possiblity to give investors access, also the round modelling is nice

Aspetti negativi:

the signature process ist just being implemented, happy to see that coming soon

Dilyana
Strategic Projects Manager (Germania)
Salute, benessere e fitness, 51-200 dipendenti
Ha utilizzato il software per: 6-12 mesi
Fonte della recensione

Highly recommended

5,0 3 anni fa

Aspetti positivi:

Ledgy offers a fantastic cap table management solution. The Customer Success team did a great job in helping us get up to speed and answering all our requests while setting up the tool initially.

Aspetti negativi:

I am overall quite happy with Ledgy. Since the company is quite young, they are yet to develop more advanced customization and scenario modeling features and I am very much looking forward to them.

Michael
CEO (Svizzera)
Internet, 2-10 dipendenti
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione

Equity management for startups

5,0 5 anni fa

Aspetti positivi:

Ledgy takes everything around cap table management and company ownership to the next level. The tedious spreadsheet days are gone.

Aspetti negativi:

Some features still missing, but it's a young product and company, so they'll add those eventually...

Alessandro
Partner & Head of Strategic Projects (Svizzera)
Servizi bancari, 51-200 dipendenti
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione

Practical tool to manage equity incentive plans

5,0 2 anni fa

Aspetti positivi:

Easeness of setup, intuitive, compliance, support

Aspetti negativi:

Designs might be upgraded as they seemed a bit old fashioned

Ralph
VP People & Culture (Paesi Bassi)
Software informatici, 51-200 dipendenti
Ha utilizzato il software per: 1-5 mesi
Fonte della recensione

Ledgy at Crunchr

4,0 anno scorso

Commenti: Since we use Ledgy, our cap table is very organized and employees have a good view on their options and value from that. Great support from CS team in setting it up.

Aspetti positivi:

Employee experience is great: looks shiny but easy to understand.

Aspetti negativi:

The share value as presented on the main screen can be improved.

Utente Verificato
Utente LinkedIn Verificato
Capitale di rischio e private equity, 11-50 dipendenti
Ha utilizzato il software per: 1-5 mesi
Fonte della recensione

Cap Table Management made easy

5,0 4 anni fa

Aspetti positivi:

Using the bulk function, the cap tables can be easily copied from Excel to Ledgy, thus saving a lot of time with large amounts of data.

Aspetti negativi:

I would like to be able to use the bulk function if I want to adjust a financing round again. This function does not seem to be available yet.

Nicolas
Accountant (Germania)
Risorse umane, 51-200 dipendenti
Ha utilizzato il software per: 1-5 mesi
Fonte della recensione

Pro and cons

5,0 3 anni fa

Aspetti positivi:

It makes the workflow easier and reduce the time we have to spend. For example to sign contracts for the capital increase.

Aspetti negativi:

That it is not so easy for a legal entity to sign contracts.

Tobias
Co-Founder & CEO (Svizzera)
Beni di consumo, 11-50 dipendenti
Ha utilizzato il software per: 6-12 mesi
Fonte della recensione

Must-have for every startup

5,0 5 anni fa

Aspetti positivi:

Offers all the features we need and customer service is state of the art.

Aspetti negativi:

The UX does sometimes not feel 100% intuitive, but they're getting there.