Video Tutorials
Training videos created by our product experts to help you get more value out of Ledgy.
Workflows
Workflows in Ledgy
How to bulk edit transactionsThis tutorial demonstrates how to efficiently edit multiple transactions at once using Ledgy's bulk edit feature.
How to bulk edit information of existing stakeholdersThis video demonstrates how to bulk edit multiple stakeholders in Ledgy by downloading an Excel template, making changes to fields like emails, addresses, groups, and custom fields, then re-uploading the…
How to add multiple plans to the same poolThis tutorial explains how to create multiple equity plans within a single pool in Ledgy for efficient grant management across different employee groups.
How to add pools and plansHow to create equity pools and plans in Ledgy, covering the difference between authorized capital and reserved shares, how to exclude pools from the cap table, and how to set…
Grant letter templating and signing workflows using DocuSignThis tutorial demonstrates how to use DocuSign integration within Ledgy to automatically generate and process grant letter signatures.
How to onboard employees to LedgyThis tutorial demonstrates three methods for onboarding employees into the Ledgy platform, covering the complete workflow from adding stakeholders to granting equity and sending invitations.
How to set up offboarding workflowsThis tutorial shows how to create automated workflows for efficiently managing employee departures in Ledgy.
Ledgy's native signature workflowGet an overview of the entire workflow process when you use Ledgy to sign documents.
How to generate digital share certificates on LedgyThis video tutorial shows you how to generate digital share certificates in Ledgy, step by step.
How do I bulk import equity settlement and exercise transactions with signatures?In this video we're going to go through how to set up an exercise notice, how to import exercise transactions in bulk, generating exercise notice letters automatically and sharing those…
Vesting Schedules
Vesting Schedules in Ledgy
How to setup any kind of vesting schedule in LedgyThis video covers setting up vesting schedules in Ledgy: creating time-based presets, adding grants with custom parameters, making adjustments for life events, applying performance conditions, and using presets for bulk…
How to setup any kind of vesting schedule in LedgyThis video shows how to create and manage vesting schedules in Ledgy, including time-based and performance-based vesting, custom parameters like cliffs and intervals, adjustments for life events, and using presets…
Reports
Reports in Ledgy
Reporting: Create Custom ReportsCustomise Ledgy reports by modifying pre-built templates or building from scratch, adding custom fields as needed, then save your views for easy access and download.
Exporting the cap tableThis tutorial covers how to customise and export cap tables from Ledgy for various reporting needs.
Stakeholder Dashboard
Stakeholder Dashboard
Employee Dashboard Tour (Employee Perspective)A quick overview of the Employee Dashboard in Ledgy: what each section shows, how to view vesting and equity value, customise holdings and settings, request option exercises, and manage documents…
Employee Dashboard Tour (Admin Perspective)A quick guide to the Employee Dashboard in Ledgy. Learn how can admins set it up, what employees see, and key features like vesting, equity value, customisation, and exercise requests.
Stakeholder Dashboard Tour (Investors)A comprehensive tour of Ledgy for Investors. This video covers portfolio dashboard with equity valuation and forecasting tools, customizable holdings tables, document management, liquidity and settlement processes, and company updates…