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Set up your cap table based on transactions, gather insights, and model future rounds and exits
16 articles in this collection
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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.
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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
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Support
Updated over a week ago
Publishing transactions
How to safely publish drafts and notify stakeholders.
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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.
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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.
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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.
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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.
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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.
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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.
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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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Support
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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Support
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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Support
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!
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Support
Updated over a week ago
Share classes
Nominal value per share class
Create super-voting shares or track employee grants with 1:100, 1:1000 ... conversion.
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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