# Ledgy Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Ledgy Software - reviews, pricing plans, popular comparisons to other Equity Management products and more.

Source: https://www.capterra.com/p/173939/Ledgy

---

# 

 Ledgy Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Ledgy

## What is Ledgy?

Ledgy makes equity work for thousands of companies around the world. Scaleable and easy to use, Ledgy offers a compliant single source of truth for finance, legal and HR teams globally. Powerful automation workflows and HRIS integrations reduce time spent on manual processes. Ledgy's simple, beautiful interface makes sharing equity information with the team and investors a delightful experience.

## What is Ledgy used for?

[Equity Management](https://www.capterra.com/equity-management-software/)[Investment Management](https://www.capterra.com/investment-management-software/)[Compensation Management](https://www.capterra.com/compensation-management-software/)

Top alternative

Featured

Overall rating

Based on 29 user reviews

Reviews sentiment

Positive

100%

Neutral

0%

Negative

0%

Starting price

€3

Per User, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Ledgy?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.ledgy.com&name=Ledgy)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Ledgy

4.9 (29)

VS.

[4.9 (4,270)](https://www.capterra.com/p/205015/Deel/reviews/)

Starting Price

€3

Per User, Per Month

Starting Price

$5

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.7 (29)

Ease Of Use

4.8 (961)

Value For Money

4.7 (27)

Value For Money

4.7 (883)

Customer Service

4.9 (28)

Customer Service

4.7 (901)

## Ledgy alternatives

[4.8 (2,157)](https://www.capterra.com/p/125670/Workhuman/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[4.4 (1,234)](https://www.capterra.com/p/130949/Paycom/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

87%

of reviewers

rated it above 4 stars

[4.3 (3,035)](https://www.capterra.com/p/133745/Paycor-Perform/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

87%

of reviewers

rated it above 4 stars

[4.8 (873)](https://www.capterra.com/p/182174/CaptivateIQ/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

99%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/173939/Ledgy/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Vesting Management

5.0 (6)

100.00% of 6 reviewers that rated this feature as important or highly important

Incentive program that allows employees to earn assets such as equity stocks or retirement plans in return for staying with the company

Cap Table Management

5.0 (4)

100.00% of 4 reviewers that rated this feature as important or highly important

Breakdown of all equity of the shareholders of a company

Valuation Management

5.0 (3)

66.67% of 3 reviewers that rated this feature as important or highly important

Assessment technique to estimate the current worth of an asset or company

Modeling & Simulation

5.0 (2)

100.00% of 2 reviewers that rated this feature as important or highly important

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

Client Portal

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Private online space that lets businesses securely share documents and provide information access to clients

Compliance Management

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Track and manage adherence to policies for any service, product, process, or supplier

Ledgy 58 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Compare key metrics for the business against prominent players in the industry

Record employee's benefit plans and selections throughout career progression

Purchase and track both bonds and stocks in the portfolio

Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure

Breakdown of all equity of the shareholders of a company

Private online space that lets businesses securely share documents and provide information access to clients

Performs calculations and analyzes how salary and equity should be awarded to employees across locations, performance levels

Create employee benefits statements that include all package details, including base salary, rewards, incentives, and other benefits

Track and manage adherence to policies for any service, product, process, or supplier

Track and report regulatory data to either internal management or external stakeholders

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Defines specific deal parameters to negotiate and secure deals

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Electronic storage of staff/employee contact information and job status in a centralized repository

Track employee schedules, availability, and performance across projects and tasks

Process of familiarizing new employees with the company, their position, and responsibilities

Online portal where employees can access and track their own information

Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Plan, manage, and track the financial activities of an individual or organization

Decision-making process using businesses past, present and forecasted future operations.

Used by financial advisors and money managers

Used by retail investors and active traders/day traders

Form predictions based on past and present data/trends

Manage allocation and performance of financial assets

Establish measurable goals and objectives and track their progress over a specific period of time

Monitor application statuses, proposals and award funds

Manages incentive programs such as profit sharing, stock awards, and individual bonus plans

Monitor capital allocation and asset prices over time

Compile and report on all investor activities

Collect & analyze data from multiple sources to get insights into competing products, customer behavior, pricing & marketing strategies

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

Manage and handle various international currencies

Diagram that shows the structure of an organization and the relationships between parts

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Reallocation of assets to reflect changing investment goals or market conditions

Shares and stocks owned by individuals in a company that is not trading publicly in the stock market

Analyze and gain insights into data in real-time

Receive data and information in real time

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Develop potential scenarios to identify risks and opportunities

Set up connections to third-party platforms to improve business processes

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Assessment technique to estimate the current worth of an asset or company

Incentive program that allows employees to earn assets such as equity stocks or retirement plans in return for staying with the company

Interact with data visualization elements, such as charts and graphs, to drill down into data

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.5 (29)

4.5

Based on 29 reviews

## Pricing

Value for money

4.7 (27)

Free Trial

Free Version

[View pricing plan details](https://www.capterra.com/p/173939/Ledgy/pricing/)

Launch

€0.00

It includes:

-   1 Scenario and 50mb Storage
-   5 Equity Plan Grants
-   Cap Table Management
-   Download Holding Confirmations
-   Simple Vesting

Growth

€3.00

Per User,Per Month

It includes:

-   3 Scenarios and 500mb Storage
-   50 Equity Plan Grants
-   Cap Table Management
-   Custom & Performance Vesting
-   Download Holding Confirmations
-   Employee Scenarios
-   Shareholding Confirmations
-   Simple Vesting
-   Transaction Notifications

Scale

€300.00

Flat Rate,Per Month

It includes:

-   Cap Table Management
-   Custom & Performance Vesting
-   Download Holding Confirmations
-   Employee Scenarios
-   Exit Modelling
-   HR System Integration
-   Secondaries
-   Shareholding Confirmations
-   Simple Vesting
-   Transaction Notifications
-   Unlimited Equity Plan Grants
-   Unlimited Scenarios and Unlimited Storage

Value for money

4.7 (27)

4.7

Based on 27 reviews

## Integrations

[

Docusign](https://www.capterra.com/p/121506/Docusign/)[

BambooHR](https://www.capterra.com/p/110968/BambooHR/)[

Okta](https://www.capterra.com/p/119653/Okta/)[

Personio](https://www.capterra.com/p/158622/Personio/)[

OneLogin](https://www.capterra.com/p/114110/OneLogin/)[

Microsoft Entra ID](https://www.capterra.com/p/219692/Azure-Active-Directory/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.9 (28)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.9 (28)

4.9

Based on 28 reviews

## User reviews

Overall rating

4.9

Based on 29 reviews

Filter by rating

5(26)

4(3)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

RZ

Riadh z.

freelancer

Primary/Secondary Education

### "avis favorable pour ledgy "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

April 25, 2025

une utilisation fluide sans aucun problème flagrant juste un peu de bug dont je ne sais pas sa raison jusqu’à maintenant sinon je suis très satisfait avec ce logiciel et j’espère qu'il vont rectifier ces bug dans le futur

Pros

Gestion intuitive du Gestion intuitive du tableau de capitalisation, rapports automatisés pour le tableau de capitalisation ainsi que d'autres rapports de conformité, capacité à gérer directement

Cons

Rien auquel je puisse penser pour être honnête ,un peu de bug peut être liée a la structure de la plateforme

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

MG

Max G.

CEO

Aviation & Aerospace

### "Ledgy saves you time"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 1, 2023

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.

Pros

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.

Cons

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

Reasons for choosing Ledgy

From my perspective, ledgy had the best HR integration and dealt best with phantom shares.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

KP

Kajal P.

People Ops Manager

Internet

### "Overall great experience from Implementation to Launch"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

August 18, 2023

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.

Pros

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.

Cons

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

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

GC

Guillaume C.

In-house counsel

Financial Services

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

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

July 21, 2023

Pros

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.

Cons

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.

Switched from

[Equify](https://www.capterra.com/p/200717/Equify/)

Ledgy is a more complete and achieved tool and with our needs increasing, Ledgy was a better fit.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

CC

Camilla C.

Investor Relations

Venture Capital & Private Equity

### "Goodbye spreadsheets. Hello Ledgy."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

2.0

2.0

Likelihood to Recommend

8/10

July 7, 2023

Pros

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

Cons

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.

Alternatives considered

[Carta](https://www.capterra.com/p/220278/Carta/)

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

BS

Bianca S.

Head of Legal

Information Technology and Services

### "Wish I'd moved to Ledgy sooner!"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

July 2, 2023

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!

Pros

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.

Cons

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

Switched from

[Carta](https://www.capterra.com/p/220278/Carta/)

Fully supported migration to an equity management platform that has more of a focus on UK and European companies.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

PL

Pablo L.

Head of Finance

Information Technology and Services

### "Probably the best equity management software"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 16, 2023

Pros

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

Cons

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

Switched from

[Carta](https://www.capterra.com/p/220278/Carta/)

Because Carta tripled the pricing.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

CF

Chris F.

Head of Finance

Computer Software

### "Easy to use & great customer support"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 5, 2023

Makes managing option grants & exercising significantly easier

Pros

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.

Cons

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).

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

RC

Rajko C.

Head of Global People Operations

International Trade and Development

### "The best tool to manage VSOP I have seen so far"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 30, 2023

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.

Pros

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.

Cons

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

Switched from

[Shareworks](https://www.capterra.com/p/166953/Shareworks/)

Shareworks was very complicated and time consuming to maintain

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JU

Janis U.

Operations Officer

Information Technology and Services

### "Easy implementation - intuitive to use"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 29, 2023

Pros

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

Cons

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

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/173939/Ledgy/reviews/)

Popular comparisons

[Carta vs Ledgy](https://www.capterra.com/compare/173939-220278/Ledgy-vs-Carta) 

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)