When you add stakeholders to your Ledgy project, you can assign transactions (issuing shares or awarding grants) to these stakeholders. For your stakeholders to view the shares or grants assigned to them in their personal Ledgy accounts, you need to invite them. The following email will be sent regularly.

{Company name} invites you to join Ledgy


Hello {name},

At {Company name} we are rolling out Ledgy, a collaboration platform that helps you understand your equity and track its growth over time. We will use Ledgy to share the latest equity transactions, company updates, and documents to sign.

Please accept this invitation to start your equity journey on Ledgy. It only takes 2 minutes!

Kind regards,

{Collaborator name}

You can customise the email text according to your requirements.

How do you change the email template?

  1. Go to Company Settings > General > Email Templates > Click the Review button.

  2. In the new window, change the subject line and the message body.

  3. (Optional) Send a test email to check the layout.

  4. Click the Save button to save the changes.

Did this answer your question?