Introduction
Need to update your cap table quickly? Ledgy's bulk import feature lets you efficiently add multiple transactions at once. This guide covers everything you need to know about importing convertible loans, share issuances, transfers, employee grants, and equity settlements - helping you maintain an accurate and up-to-date cap table with minimal effort.
What do you need to do before using the importer?
Add all of your stakeholders on the Stakeholders page
Gather the documents for convertible loans, transfers, share issuances, and/or employee grants
Where can you find the bulk import file?
Go to Ownership > Transactions, and at the top, select the Import button
How to use the importer?
Select and download the template (double-check that you select the correct template from the dropdown list)
Add your data and remove the example row
Upload the file back to Ledgy and click Import now
What types of transactions can you bulk import?
Convertible loans
Formatting tips:
Date needs to be in the European format (DD.MM.YYYY)
The stakeholder names have to match the stakeholder names in Ledgy
Use dots for decimals in numbers
Discount and interest have to be entered without the % sign
After you have imported the convertible loans, you can convert them into shares:
manually
in bulk, by referencing them in the Share increase template
Share issuance (financing round, investments...)
If a new share is created and granted to a stakeholder, you can import that with this importer. Specifically, this template helps you import:
all financing rounds
one-off investments
conversions of existing convertible loans to shares
Formatting tips:
1. Date needs to be in the European format (e.g. DD.MM.YYYY)
2. The stakeholder names have to match the stakeholder names in Ledgy
3. Use dots for decimals in numbers
4. Share class has to match an existing share class in Ledgy
5. If you're converting a convertible loan, enter the already discounted price into the Share price column.
Transfers
This template can import transfers of existing shares between two stakeholders.
Specifically, this template helps you import:
Selling and purchasing of shares from one stakeholder to another
Selling or purchasing from the company Treasury to another stakeholder
Formatting tips:
1. Date needs to be in the European format (e.g. DD.MM.YYYY)
2. The stakeholder names have to match the stakeholder names in Ledgy
3. Use dots for decimals in numbers
4. Share class has to match an existing share class in Ledgy
Employee grants
This template can import options, phantoms, and warrants that come from the same pool.
Specifically, this template helps you import:
Grant details and vesting schedule
Documents, by specifying their exact name in the column 'Document names'
Formatting tips:
Date needs to be in the European format (e.g. DD.MM.YYYY)
The stakeholder names have to match the stakeholder names in Ledgy
Use dots for decimals in numbers
Equity settlement
This template can import equity settlements of your grants.
Specify which grant should be equity settled when and how many from which stakeholder by filling out the mandatory fields:
Date
Stakeholder name
Number of shares
Converted from transaction ID
Note: You will find the transaction ID on the left-side of the transaction in the Transactions page
Formatting tips:
Date needs to be in the European format (e.g. DD.MM.YYYY)
The stakeholder names have to match the stakeholder names in Ledgy
Use dots for decimals in numbers
FAQs
Which values can I enter in the column "Vesting on" and "Vesting rounding"?
The values for the column "Vesting on" are:
First day of the month
Last day of the month
Start date
Grant date
Note: If you choose "Grant date", the "Vesting start date" must be empty!
The values for the column "Vesting rounding" are:
down
up
nearest