Ledgy

Learn how to add different types of valuations to Ledgy, from company valuation to valuations per share class.

How to add a valuation? - video tutorial

This tutorial demonstrates how to efficiently edit multiple transactions at once using Ledgy's bulk edit feature.

How to bulk edit transactions - video tutorial

Learn how to add a capital increase as a transaction in Ledgy.

How to add a capital increase? - video tutorial

This tutorial demonstrates the full exercise workflow in Ledgy, covering window creation, exercise requests, validation, document signing, payment processing, and transaction finalization.

End-to-end exercise window and request workflow - video tutorial

Learn how to create share transfer transactions, import transfers in bulk, add reverse vesting schedules, and edit existing transfers.

How to create and manage share transfer transactions?

Learn how to record financing rounds using separate transactions for valuations, share issuances, pool increases, and convertible conversions.

How to record a financing round in Ledgy?

This article explains how to pay out a stakeholder (commonly for dividends) in Ledgy

How to add a payout for stakeholders?

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?

Learn how to create convertible loans and SAFEs with caps, discounts, and interest, then convert them into shares or pay them back.

How to manage convertible loans in Ledgy?

Learn how to convert a stakeholder's shares from one share class to another in Ledgy, either for individual stakeholders or in bulk.

How to convert share classes

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?

Learn how to record a share decrease transaction in Ledgy when shares are cancelled, bought back, or reduced.

How to decrease shares?

How to safely publish drafts and notify stakeholders.

How can I publish transactions?

Learn how stock splits work, when to use them, and how to create a stock split transaction that adjusts share quantities and nominal values.

How to add 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?

Record investments and transactions in foreign currencies with automatic conversion to your company's base currency.

How do I record transactions in different currencies in Ledgy?

Add supplementary info to any transaction: choose to show it to employees, use it on reports, in-app grids, and document templates.

How to add transaction custom fields?

Learn how to easily edit one or multiple transactions at any time.

How to edit transactions?

Learn how to access transaction audit trails to see all changes made, who made them, when they occurred, and what values were modified.

How do I view the audit trail for a transaction?

Learn how to add a stakeholder beneficiary to equity transactions in Ledgy. Use this when shares are held by a holding company, trust, or nominee on behalf of an investor…

How to add a beneficiary to a transaction?

In this video we're going to go through how to set up an exercise notice, how to import exercise transactions in bulk, generating exercise notice letters automatically and sharing those…

How do I bulk import equity settlement and exercise transactions with signatures?

Understand Ledgy's lot-level tracking system for tax lot management, including how to view, create, and select share lots in transactions.

How do Share Lots work in Ledgy?

Cash dividends in Ledgy: configure events, auto-calculate payouts and tax per stakeholder, review line items, and generate reports.

How do I distribute cash dividends?

Learn where to find Transactions Grid view and how to use bulk actions such as document generation, publish/reset/delete, and in-grid field updates.

How to use the new Transactions Grid view? (Beta)

Learn how to complete the equity settlement import template to process multiple RSU releases, stock option exercises, and other equity settlements in a single bulk upload.

How do I fill out the equity settlement import template?

Support Team

Frances Agoncillo

Javier Moisés Quirós

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