Introduction
Need to update your cap table quickly? Ledgy's bulk import feature lets private companies add multiple transactions at once with Excel templates. You can bulk import convertible loans, share issuances, transfers, decreases, employee grants, equity settlements, and terminations.
Note: The decrease template is available for private companies. Imported decrease transactions are created as drafts and only affect your cap table after you publish them. If Share Lots are enabled and you leave the share lots blank, Ledgy assigns them using FIFO during publishing.
What do you need before using the importer?
Add all of your stakeholders first.
Gather the legal or supporting documents for the transactions you want to import.
Choose the correct Excel template for the transaction type you want to upload.
Where can you find the bulk import file?
Go to Ownership > Transactions and click Import.
How to use the importer
Open the import modal and select the correct template from the dropdown list.
Download the template and fill in your transaction data.
Remove the example row before uploading the file back to Ledgy.
Upload the completed file and click Import now.
Review the imported transactions. For decreases, publish the draft transactions once you are ready for them to take effect.
What types of transactions can you bulk import?
Convertible loans
Use this template to import convertible loans with fields such as cap, discount, interest, and expiry.
Decrease shares
Private companies can use this template to import share decreases in bulk, for example for buybacks, cancellations, or capital reductions.
Imported decreases are created as drafts.
If Share Lots are enabled and you leave share lots blank, Ledgy allocates lots using FIFO when you publish the transactions.
Share issuance
Use this template for financing rounds, one-off investments, and conversions of existing convertible loans into shares.
Transfers
Use this template to move existing shares between stakeholders or between treasury and a stakeholder.
Employee grants
Use this template to import options, phantoms, warrants, and other grant types from the same pool.
Equity settlement
Use this template to import equity settlements for grants.
Terminations
Use this template to import grant terminations.
FAQ
What happens if only some rows in my file have errors?
If part of your file is valid and part contains errors, Ledgy lets you import the valid rows and download the errored rows separately so you can correct and re-upload them.
Related articles: How to decrease shares? and How do Share Lots work in Ledgy?