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Search results for:valuations

How do I get a valuation report?

Ledgy has partnered with Aranca, Cooper Parry and Deloitte to provide you with valuation reports that meet the highest standards of review… Whether you need tax valuations like 409A and HMRC schemes or fair market valuations for expensing, our… What valuations do we support?

How do I add valuations? How many valuation types does Ledgy support?

Learn how to create a company valuation (using the fair value, 409A, EMI or CSOP principles) and to store the associated data and documents… What is a valuation… Valuation types

Hide company valuation and the total number of shares

Learn to hide company valuations and the total amount of shares from your stakeholders… How do I hide company valuations?… What happens if hiding the company valuation is enabled?

🇬🇧 The EMI scheme in the UK

EMI Valuations… able to generate an EMI notification template, it is necessary to first: add your past EMI valuations… HMRC Reference number Click Save Repeat the steps above to add additional past EMI Valuations

Setting up employee scenarios

activate the optional settings "Enable calculator for employees' allowing them to set their own valuations… If you toggle on "Enable calculator for employees' allowing them to set their own valuations", you can… Suppose you enable both options, "Enable calculator for employees' allowing them to set their own valuations

UK Compliance: CSOP annual return

You've added valuations of the type CSOP (UK) on or before each grant date (and the valuations are not… Stock splits are ignored when calculating valuations and quantities, so if you have a stock split your… settlement, and termination transactions for any grants where these events have taken place Valuations

UK Compliance: Other annual return

You've added valuations of the type Unapproved (UK) on or before each grant date (and the valuations… 1. Prepare your valuation, transaction, stakeholder, and company data… Stock splits are ignored when calculating valuations and quantities, so if you have a stock split your

UK Compliance: EMI Annual Return (EMI40)

You've added valuations of the type EMI (UK) on or before each grant date (and the valuations are not… 2. Prepare your valuation, transaction, stakeholder, and company data… Stock splits are ignored when calculating valuations and quantities, so if you have a stock split your

What transaction types can I add on Ledgy?

Valuation… transaction types you can create for your cap table such financing rounds, share issuances, grants, valuations… valuation 409A (US) EMI (UK) CSOP (UK) Fair value Read more about valuations

Financial Reporting: Create an IFRS 2 expensing report

Valuation transactions… Valuation method… See the fair value section for more information on valuations