Ledgy

The Ledgy Stakeholder Dashboard

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…

Stakeholder Dashboard Tour (for Investors)

A comprehensive guide for stakeholders to navigate the process of exercising their options in Ledgy.

How can I submit an exercise request via the Stakeholder Dashboard?

Ledgy gives you the opportunity to digitally sign documents with only a few clicks. Follow the steps below to sign your document.

How to sign a document via the Stakeholder Dashboard?

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…

Stakeholder Dashboard Tour (for Employees)

Support Team

Javier Moisés Quirós

Frances Agoncillo

Understand your equity compensation, view your grants and holdings, and manage your stakeholder account.

Stakeholder Resources

Learn how to sell your shares through Ledgy - a straightforward way to sell your shares.

How to sell shares

Learn how add or change your personal banking information for equity payments.

How to enter & update your bank details

Learn what holding periods are, how they apply to your equity grants, and how to view shares subject to holding periods in Ledgy.

Understanding Holding Periods

Understanding restriction periods and how they affect selling your shares

What is a restriction period?

Learn how to select columns, apply filters, save custom views, and export holdings data to Excel.

Holdings page customisation

Learn to update your name, address, tax residency, and other personal details in your Ledgy account.

How to edit your personal and tax information

Complete guide to exercising vested stock options, from checking eligibility to finalising your transaction.

How does the exercise processes work?

Learn how to exercise your stock options by selling shares to cover costs or sell all your shares in one go - a simple way to exercise without upfront payments.

How do I exercise and sell to cover or sell all my stock options?

Product Team

Articles and guides for employees of public companies to navigate Ledgy and manage their equity with ease.

Public Company Employee Resources

Learn how dilution works when new shares are issued, and why your ownership percentage can decrease while your shares become more valuable.

What is Dilution?

Learn how vesting schedules work, when you earn the right to your equity grants, and what terms like cliff, vesting interval, and performance-based vesting mean.

What is vesting?

Not familiar with Equity slang? Don't worry, we've got you covered.

🔤 Ledgy Glossary

Find answers to the most common questions from employees using Ledgy, including guidance on viewing, understanding and managing your equity.

Employee FAQs

Website

Contact / Imprint

YouTube

Back to Ledgy app

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.