Ledgy

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

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

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

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

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?

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?

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.

How to add stakeholder custom fields?

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?

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

Ana Silva

Frances Agoncillo

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?

Invitations

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

How to offboard an employee?

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

How to set up offboarding workflows

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

How to reinvite offboarded stakeholders?

Learn how Ledgy's automatic status tags track employee onboarding and offboarding workflows to help you complete equity tasks on time.

How do stakeholder status tags work in Ledgy?

Offboarding

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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