To bulk import all of your convertibles, transfers, share issuances, or employee grants (Option, Phantom, Warrant), you can use Ledgy's Excel import function.



What do you need to do before using the importer?

  1. Add all of your stakeholders on the Stakeholders page

  2. Gather the documents for convertible loans, transfers, share issuances, and/or employee grants


Where can you find the importer?

Go to Ownership > Transactions, and at the top, select the Import button


How to use the importer?

1. Select and download the template (double-check that you select the correct template from the dropdown list)

2. Add your data and remove the example row

3. Upload the file back to Ledgy


Convertible loans

Formatting tips:

1. Date needs to be in the European format (DD.MM.YY)

2. The stakeholder names have to match the stakeholder names in Ledgy

3. Use dots for decimals in numbers

4. Discount and interest have to be entered without the % sign

After you have imported the convertible loans, you can convert them into shares:


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.YY)

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.YY)

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:

1. Date needs to be in the European format (e.g. DD.MM.YY)

2. The stakeholder names have to match the stakeholder names in Ledgy

3. Use dots for decimals in numbers

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