What types of emails can I expect to receive from Ledgy?
Ledgy sends various types of notifications to keep you informed about important updates, requests, and changes related to your equity. This article explains all notification types you might receive, when they're sent, and why they matter to you.
Stakeholder-Related Notifications
These notifications are sent to stakeholders (employees, investors, or other equity holders) to keep them updated about their equity and required actions.
Invitation and Registration Emails
Invitation Email
Subject line: "{Sender Name} invites you to join Ledgy!"
Who receives it: New stakeholders who have been added to the platform
Purpose: This email invites you to register and join Ledgy to view and manage your equity holdings
What to do: Click the invitation link and follow the registration steps to set up your account
Invitation Reminder
Subject line: "Follow up on your invitation to join Ledgy."
Who receives it: Stakeholders who haven't yet responded to their initial invitation
Purpose: This is a friendly reminder about your pending invitation to join Ledgy
What to do: Check your inbox for the original invitation or use the link in this reminder to complete your registration
Portfolio and Transaction Notifications
Portfolio Change Notification
Subject line: "A new or updated transaction affects your portfolio."
Who receives it: Stakeholders whose equity holdings have changed
Purpose: This notifies you when there's been a change to your equity portfolio, such as a new grant, exercise, or other transaction
What to do: Log in to your Ledgy account to view the details of the change to your portfolio
Document and Signature Notifications
Signature Request
Subject line: "{Company Name} invites you to sign a document."
Who receives it: Stakeholders who need to electronically sign equity-related documents
Purpose: This requests your electronic signature on important documents like grant agreements
What to do: Click the link in the email to review and sign the document
Signature Reminder
Subject line: "Reminder: Pending signatures on Ledgy."
Who receives it: Stakeholders with outstanding signature requests
Purpose: This reminds you about documents still awaiting your signature
What to do: Log in to your Ledgy account to complete the pending signatures
Company Updates and Exercise Windows
Published Update Notification
Subject line: "{Company Name} has shared an update with you."
Who receives it: Stakeholders who have been included in a company update
Purpose: This notifies you when your company has shared important information or reports
What to do: Review the update by following the link in the email
Exercise Window Opening Notification
Subject line: "An exercise window is now open for your equity plan."
Who receives it: Stakeholders eligible to exercise options during a specific window
Purpose: This alerts you when you can exercise your options during a designated period
What to do: Log in to review the details and decide if you want to exercise your options during this window
Company Administrator Notifications
These notifications are sent to company administrators and collaborators who manage the equity platform.
Weekly Digest
Subject line: "Ledgy Weekly Digest for {Company Name}."
Who receives it: Company administrators and collaborators
Purpose: This provides a summary of weekly activities on your company's Ledgy account
What to do: Review the digest to stay informed about recent activities and changes
Published Reports Notification
Subject line: "{Sender Name} shared an update with you on Ledgy."
Who receives it: Stakeholders and collaborators included in report sharing
Purpose: This notifies you when new reports have been published and shared with you
What to do: Click the link to view the published reports
Access Role Change Notification
Subject line: "Your access rights of {Company Name} have changed."
Who receives it: Users whose access permissions have been modified
Purpose: This informs you about changes to your access level or role within the company on Ledgy
What to do: Log in to see your updated permissions and capabilities
Exercise Request Submission
Subject line: "New exercise request awaiting your response."
Who receives it: Administrators with permissions to manage exercise requests
Purpose: This notifies you when a stakeholder has submitted a request to exercise their options
What to do: Review and respond to the exercise request through the Ledgy platform
System and Vesting Notifications
These are automated notifications related to account verification and vesting schedules.
Email Verification Reminder
Subject line: "Verify your email to receive notifications."
Who receives it: Users who haven't verified their email addresses
Purpose: This encourages you to verify your email to ensure you receive all important notifications
What to do: Click the verification link in the email to confirm your email address
Vesting-Related Notifications
First Vesting Event (Cliff Period Ending)
Subject line: "The first part of your equity grant is about to vest!"
Who receives it: Stakeholders approaching their cliff vesting date
Purpose: This notifies you when the initial portion of your grant is about to vest after the cliff period
What to do: Log in to see details about your vesting schedule and upcoming vested equity
Regular Time-Based Vesting Event
Who receives it: Stakeholders with ongoing vesting schedules
Purpose: This alerts you about regular vesting events occurring according to your specific schedule
What to do: Review your updated equity position after each vesting event
Vesting End Notification
Subject line: "The vesting for your equity grant is reaching its final milestone."
Who receives it: Stakeholders nearing the end of their vesting schedule
Purpose: This informs you that your vesting process for a grant is concluding
What to do: Log in to see your fully vested equity position
Milestone Vesting Event
Subject line: "A key milestone in your equity grant has been achieved!"
Who receives it: Stakeholders with milestone-based vesting conditions
Purpose: This informs you when a specific performance or time milestone has been achieved
What to do: Log in to view the milestone details and your updated equity position
Grant Expiry Notification
Subject line: "Your equity grant is nearing expiry."
Who receives it: Stakeholders with grants approaching their expiration date
Purpose: This alerts you about upcoming expiration dates for your equity grants
What to do: Consider your options regarding exercise or other actions before expiration
Performance-Based Vesting Achievement
Who receives it: Stakeholders with performance-based vesting conditions
Purpose: This notifies you when specific performance conditions have been met for your equity to vest
What to do: Log in to see the updated vesting status based on achieved performance metrics
Managing Your Notification Preferences
You can customize which notifications you receive from Ledgy by adjusting your notification preferences:
Log in to your Ledgy account
Navigate to your profile settings
Select "Notification Preferences"
Choose which notifications you want to receive and which you'd prefer to disable
Save your preferences
If you're not receiving expected notifications, please check:
Your email spam/junk folder
That your email address is verified
That you have the appropriate notification preferences enabled
Need Additional Help?
If you have questions about specific notifications or need help understanding what action to take, please contact your company's equity administrator or reach out to Ledgy support.