Ledgy

You can create stakeholders in various ways depending on the number of stakeholders you wish to import and your location within the app.

Adding stakeholders

You can save time by easily adding multiple stakeholders to your account at once by using the bulk import feature.

How to Bulk Import Stakeholders

You can easily edit information of one or multiple stakeholders at any time.

How to edit stakeholder data?

Stakeholders can be added to pre-defined or custom groups.

Stakeholder groups

You can preview your stakeholders dashboards to see what they can see. This is useful for validating numbers pre-launch, as well as for any troubleshooting.

Previewing what your stakeholders can see

Learn how to protect sensitive investor data while sharing cap table insights using Ledgy's powerful anonymization features.

How to anonymize stakeholders when you share your cap table?

Share information with people belonging to groups and custom fields.

Share information with a group of stakeholders

This article explains how to determine whether a stakeholder can be deleted from Ledgy and provides step-by-step instructions for removing associated transactions, documents, signatures, reports, and access before deletion.

How to delete stakeholders

Create, manage, and sync customized data points for all stakeholders to enhance document templating, reporting, and HRIS integration.

Custom fields for stakeholders

This article explains how to easily set up and manage tax rules for equity events across different jurisdictions and plans.

Tax Rules

Learn how to add, manage, and share key performance indicators (KPIs) with stakeholders in Ledgy.

How To Set Up And Share KPIs With Stakeholders

Just set up a recurring reporting schedule and you will get a notification when a new report is due.

How to create and share updates with investors through Ledgy

Control stakeholder visibility, customise holdings layouts, and manage invitation emails.

How do I configure the Stakeholder dashboard settings?

This tutorial demonstrates the complete process of inviting stakeholders to access their information in Ledgy, covering both the admin and stakeholder perspectives.

Inviting a stakeholder

This 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 bulk edit information of existing stakeholders

Frances Agoncillo

Product Team

Support Team

Stakeholder Management

Learn how to invite stakeholders to view their equity information in Ledgy, customise invitation emails, and manage platform access.

How to invite stakeholders to the platform and how to revoke access?

A stakeholder, like a collaborator, can have different levels of information shared with them.

Stakeholder access levels

Allow multiple people from the same organisation to view stakeholder information through delegate access.

How do I invite delegates to access a stakeholder's dashboard?

Understanding Notifications in Ledgy

Invitations

Offboarding employees as leavers, good or bad, is a necessity for every type of business and industry.

How to offboard an employee?

Learn how stakeholder status tags help you track onboarding and offboarding workflows for employee stakeholders in Ledgy.

Stakeholder tags

Offboarding

Website

Contact / Imprint

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