Ledgy

Learn how to create a transfer transaction to record a share transfer from one stakeholder to another.

Transferring shares from one stakeholder to another

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

How to enter 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?

How to add a stock split event to your Ledgy account.

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?

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.

Custom fields for transactions

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

How to edit transactions

Once you create a transaction, you can follow its full lifecycle via its audit trail.

Transaction Audit Trails

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

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

How to add a valuation

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

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

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?

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