General
Adding stakeholdersYou can create stakeholders in various ways depending on the number of stakeholders you wish to import and your location within the app.
How to edit stakeholder data?You can easily edit information of one or multiple stakeholders at any time.
Previewing what your stakeholders can seeYou 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.
How to anonymize stakeholders when you share your cap table?Learn how to protect sensitive investor data while sharing cap table insights using Ledgy's powerful anonymization features.
Stakeholder groupsStakeholders can be added to pre-defined or custom groups.
Share information with a group of stakeholdersShare information with people belonging to groups and custom fields.
Custom fields for stakeholdersCreate, manage, and sync customized data points for all stakeholders to enhance document templating, reporting, and HRIS integration.
Deleting stakeholdersStakeholders can only be deleted if they don't have any transactions, documents, reports, beneficiaries, or signatures associated.
Stakeholder tagsStatus tags help streamline new employee onboarding & leaver off-boarding processes.
Tax RulesThis article explains how to easily set up and manage tax rules for equity events across different jurisdictions and plans.