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?

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 stakeholder information - video tutorial

Learn how to check if a stakeholder can be deleted, remove associated transactions and documents, and troubleshoot common deletion issues.

How do I delete a stakeholder in Ledgy?

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

How to edit stakeholder data?

Learn how to add stakeholders to pre-defined or custom groups, and use groups for cap table views, invitations, sharing, and documents.

How do I organise stakeholders into groups?

Learn how to use the "View as Stakeholder" feature to preview stakeholder dashboards and test access levels before rolling out to users.

How to preview a stakeholder's dashboard?

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

How to invite stakeholders to their dashboard and how to revoke access?

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 - video tutorial

This 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 onboard employees to Ledgy? - video tutorial

Share information with people belonging to groups and custom fields.

Share information with a group of stakeholders

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

Custom fields for stakeholders

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?

Learn how to audit your imported data in Ledgy, including verifying stakeholders, transactions, cap table figures, and pools/plans. This guide covers making corrections and publishing transactions before rolling out to…

How to reconcile and audit your data in Ledgy? - video tutorial

Request FATCA/CRS self-certification from selected stakeholders, track completion, and export the data in Ledgy.

How do I collect FATCA/CRS tax certification details from stakeholders?

Support Team

Javier Moisés Quirós

Ana Silva

Stakeholder Management

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

Stakeholder access levels

Allow multiple people — such as investors or stakeholder representatives — to view stakeholder dashboard information through delegate access. Ideal for investors who need visibility over holdings held via a…

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

Frances Agoncillo

Invitations

This tutorial shows how to create automated workflows for efficiently managing employee departures in Ledgy.

How to set up offboarding workflows

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

How to offboard an employee?

This article explains how to reinvite stakeholders who have been offboarded.

How to reinvite offboarded stakeholders?

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

Stakeholder tags

Offboarding

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