Ledgy

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Set up your cap table based on transactions, gather insights, and model future rounds and exits

Ownership

In Ledgy you can convert the share class of a stakeholder to another share class.

Converting share classes

This article shows you how to make dividend distributions with Ledgy.

How to represent dividends in Ledgy?

To bulk import all of your convertibles, transfers, share issuances, or employee grants, you can use Ledgy's Excel import function.

How to bulk import transactions via Ledgy's Excel template?

Learn in this article how to transfer shares from one stakeholder to another stakeholder.

How to transfer shares from one stakeholder to another

Convertible loans

This article explains how to pay off stakeholders.

How do I pay out stakeholders?

This article explains how to quickly create multiple transactions for a funding round.

How to enter a financing round in Ledgy

Let's take a look at all the available Ledgy transactions and what they look like

What transaction types can I add on Ledgy?

Learn how to create shares in your cap table and what settings you can make.

How do I issue shares?

Sometimes it is necessary to decrease the number of shares. Learn how to reduce the amount of your shares in the cap table.

Decrease shares

How to safely publish drafts and notify stakeholders.

Publishing transactions

In the event you need to facilitate a stock split within your company, this is made very easy to manage within Ledgy.

How do you create a stock split?

Learn how to create a company valuation (using the fair value, 409A, EMI or CSOP principles) and to store the associated data and documents.

How do I add valuations? How many valuation types does Ledgy support?

Some investments may be received in foreign currencies. For these transactions, you can specify the currency and exchange rate.

Can Ledgy's transactions support multiple currencies?

Ledgy can be used in all countries around the world. Add transactions that are specific to the jurisdiction.

What countries and jurisdictions can Ledgy's transactions support?

Transactions

If you want to import your whole cap table or just the last few years of data, this article can help guide you through the process.

How do I import my cap table?

Did you know shares can be numbered? Ledgy offers a hassle-free experience and 100% accurate data.

🔢 Share Numbers on Ledgy

Configure and save relevant views of your cap table, equity plan, or stakeholder list for multiple use cases and stakeholders.

Grid custom views

Cap table

You can model scenarios with multiple rounds and an exit.

Introduction to Scenario Modelling

Employee scenarios can be a helpful and engaging tool to show employees how the value of their stake could evolve in the future.

Setting up employee scenarios

Model a future exit event on top of your new round(s) at a specific valuation

Modelling an exit waterfall

Here are the common questions on scenario modelling. If your question is not here, please don't hesitate to reach out!

Scenario Modelling FAQs

Scenario Modelling

Create super-voting shares or track employee grants with 1:100, 1:1000 ... conversion.

Custom nominal value per share class

This article explains how to easily add and edit share classes and what the terms mean.