Ownership

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

16 articles in this collection
Written by Support

Transactions

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

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

Written by Support
Updated over a week ago

What transactions can I add on Ledgy?

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

Written by Support
Updated over a week ago

Publishing transactions

How to safely publish drafts and notify stakeholders.

Written by Support
Updated over a week ago

How do you create a stock split?

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

Written by Support
Updated over a week ago

How many types of valuation transactions can I add?

Store the data and documents associated with the present valuation of the company or an asset in Ledgy.

Written by Support
Updated over a week ago

Can Ledgy's transactions support multiple currencies?

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

Written by Support
Updated over a week ago

What countries and jurisdictions can Ledgy's transactions support?

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

Written by Support
Updated over a week ago

Cap table

How do I import my cap table?

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.

Written by Support
Updated over a week ago

🔢 Share Numbers on Ledgy

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

Written by Support
Updated over a week ago

Grid custom views

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

Written by Support
Updated over a week ago

Scenario Modelling

Introduction to Scenario Modelling

You can model scenarios with multiple rounds and an exit.

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Updated over a week ago

Setting up employee scenarios

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

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Updated over a week ago

Modelling an exit waterfall

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

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Updated over a week ago

Scenario Modelling FAQs

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

Written by Support
Updated over a week ago

Nominal value per share class

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

Written by Support
Updated over a week ago

Adding and editing share classes

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

Written by Support
Updated over a week ago