Ledgy

The Ledgy 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)

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?

Javier Moisés Quirós

Frances Agoncillo

Support Team

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 process 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?

Learn how to transfer your shares from Ledgy to a brokerage account of your choice, including what to expect and how to submit your request.

How to transfer my shares out of Ledgy?

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

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