# Ledgy Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Ledgy the right Equity Management solution for you? Explore 29 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/173939/Ledgy/reviews --- Ledgy 4.9 (29) [View alternatives](https://www.capterra.com/p/173939/Ledgy/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Ledgy Ease of use 4.7 Customer Service 4.9 ## Pros and Cons in Reviews BS Bianca S Head of LegalInformation Technology and Services, 201 - 500 employeesUsed the software for: Less than 6 months. “Creating efficiencies with investor reporting has been a surprising benefit!“ July 2, 2023 MG Max G CEOAviation & Aerospace, 51 - 200 employeesUsed the software for: 6-12 months. “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.“ September 1, 2023 Julian K Investment Analyst Venture Capital & Private Equity, 11 - 50 employeesUsed the software for: Less than 6 months. “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.“ May 11, 2020 ## Showing most helpful reviews Showing 1-25 of 29 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Julian K. Investment Analyst Venture Capital & Private Equity Used the software for: Less than 6 months ### "Continuous improvement " May 11, 2020 5.0 Pros \- 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. Cons \- 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. Review Source GC Guillaume C. In-house counsel Financial Services Used the software for: Less than 6 months ### "They say they make equity works. Indeed, it works." July 21, 2023 5.0 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 Jan O. Intern Financial Services Used the software for: Less than 6 months ### "Cool tool for organizing your portfolio" August 3, 2020 4.0 Pros 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. Cons 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. Review Source BS Bianca S. Head of Legal Information Technology and Services Used the software for: Less than 6 months ### "Wish I'd moved to Ledgy sooner!" July 2, 2023 5.0 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 RC Rajko C. Head of Global People Operations International Trade and Development Used the software for: Less than 6 months ### "The best tool to manage VSOP I have seen so far" March 30, 2023 5.0 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 MG Max G. CEO Aviation & Aerospace Used the software for: 6-12 months ### "Ledgy saves you time" September 1, 2023 4.0 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. Reason for choosing Ledgy From my perspective, ledgy had the best HR integration and dealt best with phantom shares. Review Source CC Camilla C. Investor Relations Venture Capital & Private Equity Used the software for: Less than 6 months ### "Goodbye spreadsheets. Hello Ledgy." July 7, 2023 5.0 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 KP Kajal P. People Ops Manager Internet Used the software for: Less than 6 months ### "Overall great experience from Implementation to Launch" August 18, 2023 5.0 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 JU Janis U. Operations Officer Information Technology and Services Used the software for: 6-12 months ### "Easy implementation - intuitive to use" March 29, 2023 5.0 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 Martin D. CFO Information Technology and Services Used the software for: 2+ years ### "No brainer" August 9, 2019 5.0 It's plug and play... very easy to use and cost efficient Pros \* Ease of use \* Various easy to use functions for shareholders \* Modelling capability \* Uploading of relevant documents Cons \* Not yet fully usable when it comes to modelling complex funding rounds Reason for choosing Ledgy I know the founder Review Source RZ Riadh Z. freelancer Primary/Secondary Education Used the software for: 6-12 months ### "avis favorable pour ledgy " April 25, 2025 5.0 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 DB Dominik B. Head of Legal & Compliance Financial Services Used the software for: 1-2 years ### "Very easy and quickly implemented" April 29, 2020 5.0 great product! Pros 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. Cons The notification feature is not that easy to understand. Also, it would be great to have an international QES functionality. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Excel was not feasible anymore Review Source PL Pablo L. Head of Finance Information Technology and Services Used the software for: Less than 6 months ### "Probably the best equity management software" May 16, 2023 5.0 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 NP Nicholas P. Head of Finance Telecommunications Used the software for: Less than 6 months ### "Good bye Excel Cap Tables" June 11, 2020 5.0 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. Pros 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😉!) Cons As a novice in the use of Ledgy, I still have to find the answer to that question. Reason for choosing Ledgy 1\. Checked all the boxes we had for our needs 2. Swiss company 3. Data stored in Switzerland 4. Qualified electronic signatures Review Source CM Christian M. Customer Success Consultant Computer Software Used the software for: 1-2 years ### "Getting rid of manual calculations and Excel spreadsheets" September 12, 2019 5.0 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. Pros Ease of use, Reactivity of the Ledgy-Team, Proactivity (offering support, explaining features, pioneering), Speed in development Cons Generally nothing worth mentioning. Great thing would be a mass mailing function to all stakeholders incl one or multiple attachements. Review Source VR Verified Reviewer VC Analyst Venture Capital & Private Equity Used the software for: Less than 6 months ### "Cap Table Management made easy" May 11, 2020 5.0 Pros 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. Cons 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. Review Source DP Dilyana P. Strategic Projects Manager Health, Wellness and Fitness Used the software for: 6-12 months ### "Highly recommended" October 13, 2021 5.0 Pros 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. Cons 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. Review Source CF Chris F. Head of Finance Computer Software Used the software for: Less than 6 months ### "Easy to use & great customer support" April 5, 2023 5.0 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 FH Felix H. Finance Program Development Used the software for: 2+ years ### "Nice tool for handling cap table and shareholder transcations" April 29, 2020 5.0 Pros simplicity and possiblity to give investors access, also the round modelling is nice Cons the signature process ist just being implemented, happy to see that coming soon Review Source MH Marc H. Co-founder Computer Software Used the software for: 6-12 months ### "Makes cap table and employee stock management easy" March 31, 2020 5.0 Pros Overview Shared with relevant stakeholders (investors, employees) Modeling of investment rounds Integrated Stock Option Plans Cons Nothing so far. All working great and regular additions of new features. Alternatives considered [Carta](https://www.capterra.com/p/220278/Carta/) Review Source MN Michael N. CEO Internet Used the software for: 1-2 years ### "Equity management for startups" August 7, 2019 5.0 Pros Ledgy takes everything around cap table management and company ownership to the next level. The tedious spreadsheet days are gone. Cons Some features still missing, but it's a young product and company, so they'll add those eventually... Review Source AS Alessandro S. Partner & Head of Strategic Projects Banking Used the software for: 1-2 years ### "Practical tool to manage equity incentive plans" October 11, 2022 5.0 Pros Easeness of setup, intuitive, compliance, support Cons Designs might be upgraded as they seemed a bit old fashioned Review Source LG Laurent G. CEO Medical Devices Used the software for: 6-12 months ### "Must have for every startup" August 12, 2019 5.0 Pros Excellent captable management tool with additional features for management of shareholders and option holders Cons No particular things I did not like. New features are continuously released. Review Source NS Nicolas S. Accountant Human Resources Used the software for: Less than 6 months ### "Pro and cons" October 6, 2021 5.0 Pros It makes the workflow easier and reduce the time we have to spend. For example to sign contracts for the capital increase. Cons That it is not so easy for a legal entity to sign contracts. Review Source RV Ralph V. VP People & Culture Computer Software Used the software for: Less than 6 months ### "Ledgy at Crunchr" February 23, 2023 4.0 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. Pros Employee experience is great: looks shiny but easy to understand. Cons The share value as presented on the main screen can be improved. Review Source Similar Products Featured ## Related categories [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/)