Ledgy

A quick overview of the Stakeholder Dashboard in Ledgy: what each section shows, how to view vesting and equity value, customise holdings and settings, request option exercises, and manage documents and portfolio details.

Stakeholder Dashboard Tour (for Employees) - video tutorial

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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