Our focus on making equity transparent has led us to create a space where stakeholders can see all the data regarding their grants.

Here's a breakdown of the Stakeholder Dashboard:

In this section you can see the overall number of each type of equity instrument you hold.

If you own any shares outright, you’ll see the number as well as their current stock value.

You can also see each equity grant you have, as well as the next vesting event date(s) and date the grant(s) are fully vested, as well as the current estimated value of the vested portion of each grant.

If you have a combination of grant types, your equity section will show the breakdown.
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​Viewing grant details

Click the "i" icon on any grant card to view comprehensive information about that grant.

Vesting information:

Grant information:

See the example below:

The Vesting breakdown, shows you the entire time-based vesting schedule(s) in a colourful graph. By hovering over the graph at a certain time and date, you can see how many cumulative units, and their estimated value, will have vested by then.

If you have multiple grants, you will see all their vesting schedules by default. You can select to only see certain vesting graphs and make others invisible.

You can also toggle between the individual view of each vesting schedule on the Individual tab, and the accumulated vesting schedule of all of your grants, by clicking the Accumulated tab

This is only relevant if an exercise window is open. Reach out to your point of contact within your company to find out more about exercising your options.

As to the process on Ledgy, you can see a step-by-step guide here.

Portfolio Overview provides a summary of your total value across your different portfolio companies, as well as a high-level overview of the evolution of value from each company over time.

The dashboard reflects the current value across all your portfolio companies, as well as the breakdown for each company.

You can click ‘View’ to access the portfolio/equity holdings view for a specific company - detailing every transaction you have been involved in over time.

Additionally, at the bottom of the ‘Portfolio Overview’ page, you can see the ‘Total Investment Value’ of your stake(s). You can hover over the table at a certain date to see the following at that point in time:

The Performance page gives you further insights into how each of your investments within a company (or companies) is progressing over time.

On this page, you will see your data displayed in a customisable pivot table, reflecting different data points (columns). By clicking the ‘Columns’ button on the right-hand side, you have the ability to customise which data points you are displaying through checkboxes. Click on the ‘Columns’ button to scroll through the list of available fields, or type directly.

These columns can then be moved by drag and drop into a configuration that works for you.

Groups

The information can be ‘grouped’ or nested, allowing you to have an overview of your holdings based on different characteristics (e.g. by country, by share class, by company etc). By default, the information is grouped by each company that you have a stake in, but you can switch between different preset configurations by clicking the dropdown on the left hand side.

Additionally, if there is a grouping you would like to see reflected (by share class for example), you can do so by adding the data point as a column, and then dragging and dropping the column into the grey bar at the top of the table.

Filters

You also have the ability to use a filter on any of the data points (columns) shown to restrict or customise the data you are viewing.

‘Save as new view’

Whenever you customise your Performance page in a way that deviates from a default setting (by changing columns, using filters or changing groups), you will see a button titled ‘Save as new view’. If you want to save the configuration you have built so that you can return and view it later, you are able to do so and able to give the table/view it’s own name.

You can then come back to the table/view configuration you have built, add to it or export it as an excel file.

Expand all

If you have grouped your data, there may be sub-groups or rows of data that you wish to see. If you click the ‘Expand all’ button, all your data points will be revealed, showing you each transaction you have had within a company.

Export table as an Excel

You can export the table/view as an Excel file by clicking the button shown below. The downloaded Excel file will mirror the exact configuration (groups, columns, filters) that you have set up on your Performance page.

Represented holdings is the portfolio view for equity you’re allowed to see on behalf of someone else (delegate mode). It appears only if you’ve been added as a delegate, and it’s view‑only, you can review holdings and documents but can’t submit transactions like exercises or sales.

You can change how your represented holdings are displayed by clicking the dropdown and selecting your preferred view.

On the Settings page, you can change your details. These include:

In the Holdings section, you can get an overview of each issuance of shares and issued stock (typically from Exercising) via the ‘Your Shares’ tab.

You can choose what information is displayed to you on the Grid, by configuring the View.

To edit the grid or view, to show information you may be interested in but is not shown by default (such as the grant’s strike price or vesting start date) you can do the following:

In the Documents section, you can see all the documents that have been shared with you by your company.

These can often include grant agreements, plan rules for your equity scheme and exercise documents if you have exercised any of your options.

If you expand the part of the grid that has your Company’s name, you can view all of the documents here, either as a pdf, which can be opened within the Ledgy app, or a Word document, will can be downloaded from our secure Documents folder.

In the Signatures section, you can see all the signature requests that have been shared with you, as well as the documents that have signed through Ledgy.

In the signatures section, you are also able to sign any documents that are still pending signature, either through Ledgy’s native e-signature provider, or through DocuSign if your company has sent the signatures through their connection with DocuSign.

In the Settings section, you can see your account settings.

Finally, if you do not wish to receive email notifications from Ledgy, you can toggle to turn this off in your settings.