--- title: "Ledgy Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Ledgy Software - reviews, pricing plans, popular comparisons to other Equity Management products and more." source_url: "https://www.capterra.com/p/173939/Ledgy/" page_type: "product" language: "en" publication_date: "2026-09-29" --- # Ledgy Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 29, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Ledgy ## What is Ledgy? Ledgy makes equity work for thousands of companies around the world. Scaleable and easy to use, Ledgy offers a compliant single source of truth for finance, legal and HR teams globally. Powerful automation workflows and HRIS integrations reduce time spent on manual processes. Ledgy's simple, beautiful interface makes sharing equity information with the team and investors a delightful experience. ## What is Ledgy used for? [Equity Management](https://www.capterra.com/equity-management-software/)[Investment Management](https://www.capterra.com/investment-management-software/)[Compensation Management](https://www.capterra.com/compensation-management-software/) Top alternative Featured Overall rating Based on 29 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price €3 Per User, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Ledgy?[Manage this product listing](https://www.g2.com/products/ledgy/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Ledgy 4.9 (29) VS. [4.8 (1,022)](https://www.capterra.com/p/232182/Everstage/reviews/) Starting Price €3 Per User, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (29) Ease Of Use 4.8 (1,022) Value For Money 4.7 (27) Value For Money 4.6 (938) Customer Service 4.9 (28) Customer Service 4.6 (958) ## Ledgy alternatives Highest Rated [4.9 (4,319)](https://www.capterra.com/p/205015/Deel/reviews/) Starting price $5.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.8 (874)](https://www.capterra.com/p/182174/CaptivateIQ/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [4.7 (196)](https://www.capterra.com/p/183216/Sales-Cookie/reviews/) Starting price $40.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Workday HCM](https://www.capterra.com/p/66908/Workday-HCM/) [4.5 (1,776)](https://www.capterra.com/p/66908/Workday-HCM/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/66908/Workday-HCM/) [View all alternatives](https://www.capterra.com/p/173939/Ledgy/alternatives/) ## FAQs about Ledgy Overview ### Which roles and teams benefit most from Ledgy? Ledgy is most used by founders, CEOs, and finance leaders managing equity records, fundraising data, and stakeholder reporting. Legal and compliance teams maintain accurate ownership documentation, while people operations teams administer employee equity plans. Investor relations, operations, and strategic project teams use it to coordinate cap table updates and share information with investors. Answer based on 29 reviews Overview ### What company size and industries is Ledgy built for? Ledgy is built primarily for small businesses, which represent 93% of reviewers, especially Computer Software and IT services firms at 17% each. It also serves finance, HR, people, and legal teams in Financial Services, representing 10% of reviewers, for equity management from option grants to exit modelling and valuations. Answer based on 29 reviews Features and Usability ### What are the key features of Ledgy? Ledgy offers cap table management, equity administration for bonds, stocks, options, and vesting, plus compensation management and compensation plan modeling. It also includes compliance tracking, role-based permissions, document management, reporting and analytics, workflow management, and investor-facing portals with real-time data, alerts, and benchmarking. Pricing ### How much does it cost and what fees or limitations are included? Ledgy starts at €3 per user per month on the Growth plan, which includes a 7-day free trial and a free version. The €300 monthly Scale plan adds unlimited equity plan grants, scenarios, and storage, plus HR system integration and exit modelling. Answer based on 6 reviews Integrations ### Which third-party tools and platforms does Ledgy integrate with? Ledgy integrates with 6 third-party platforms for identity, HR, and document workflows: BambooHR, Personio, Microsoft Entra ID, Okta, OneLogin, and Docusign. These integrations cover employee data sync, single sign-on, and electronic signature needs within a centralized equity management setup. Answer based on 6 reviews Getting Started and Support ### What training and onboarding options does Ledgy offer? Ledgy provides in-person training, live online sessions, webinars, documentation, and videos to help teams get started. In-person and live online formats support guided setup, webinars cover scheduled instruction, documentation offers written reference material, and videos provide self-paced learning resources. Getting Started and Support ### What customer support options does Ledgy offer? Ledgy provides email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. Reviewer comments describe support as responsive and helpful, with bug fixes handled quickly and questions answered within a day, though some users noted timezone-related friction during setup and issue resolution. Answer based on 5 reviews Ease of use ### How easy is Ledgy to use for cap table management? Ledgy makes day-to-day cap table and stakeholder management accessible after teams complete setup and learn the workflow. Finance and legal teams value its centralized records, clear visibility, and support during onboarding. Historical data migration and complex funding-round modeling can require extra effort, while some users find parts of the interface less intuitive. Answer based on 10 reviews ## Features AI summary Based on 314 Equity Management reviews Capterra data shows that buyers of equity management software rank the following features as their top priorities: - **Vesting Management** (**49%** of reviewers rated this feature as critical) - **Client Portal** (**48%**) - **Reporting & Statistics** (**45%**) Ledgy supports all three of the features reviewers rate highest: **Vesting Management**, **Client Portal**, and **Reporting & Statistics**. Together, these capabilities help businesses track equity schedules accurately, give stakeholders easy access to key information, and monitor ownership data through clear reporting, allowing teams to manage equity plans with more confidence and control. Vesting Management 5.0 (6) 100.00% of 6 reviewers that rated this feature as important or highly important Incentive program that allows employees to earn assets such as equity stocks or retirement plans in return for staying with the company Client Portal 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Private online space that lets businesses securely share documents and provide information access to clients Valuation Management 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Assessment technique to estimate the current worth of an asset or company Cap Table Management 5.0 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Breakdown of all equity of the shareholders of a company Modeling & Simulation 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making Compliance Management 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Track and manage adherence to policies for any service, product, process, or supplier Ledgy 60 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Benchmarking: Compare key metrics for the business against prominent players in the industry - Benefits Management: Record employee's benefit plans and selections throughout career progression - Bonds/Stocks: Purchase and track both bonds and stocks in the portfolio - Budget Management: Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure - Cap Table Management: Breakdown of all equity of the shareholders of a company - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Compensation Management: Manages compensation such as salary, bonus, and benefits processes, aligning with policies - Compensation Plan Modeling: Performs calculations and analyzes how salary and equity should be awarded to employees across locations, performance levels - Compensation Statements: Create employee benefits statements that include all package details, including base salary, rewards, incentives, and other benefits - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Deal Management: Defines specific deal parameters to negotiate and secure deals - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Employee Database: Electronic storage of staff/employee contact information and job status in a centralized repository - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Employee Onboarding: Process of familiarizing new employees with the company, their position, and responsibilities - Employee Portal: Online portal where employees can access and track their own information - Employee Reward Programs: Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Financial Modeling: Decision-making process using businesses past, present and forecasted future operations. - For Investment Advisors: Used by financial advisors and money managers - For Investors & Traders: Used by retail investors and active traders/day traders - Forecasting: Form predictions based on past and present data/trends - Fund Management: Manage allocation and performance of financial assets - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Grant Management: Monitor application statuses, proposals and award funds - HR Management: Automates core HR functions such as talent management, employee evaluation and learning management - Incentive Management: Manages incentive programs such as profit sharing, stock awards, and individual bonus plans - Investments Tracking: Monitor capital allocation and asset prices over time - Investor Reporting: Compile and report on all investor activities - Market Data Analysis: Collect & analyze data from multiple sources to get insights into competing products, customer behavior, pricing & marketing strategies - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Multi-Currency: Manage and handle various international currencies - Organizational Charting: Diagram that shows the structure of an organization and the relationships between parts - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Portfolio Rebalancing: Reallocation of assets to reflect changing investment goals or market conditions - Private Equity: Shares and stocks owned by individuals in a company that is not trading publicly in the stock market - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Scenario Planning: Develop potential scenarios to identify risks and opportunities - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period - Valuation Management: Assessment technique to estimate the current worth of an asset or company - Vesting Management: Incentive program that allows employees to earn assets such as equity stocks or retirement plans in return for staying with the company - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.5 (29) 4.5 Based on 29 reviews ## Pricing Value for money 4.7 (27) Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/173939/Ledgy/pricing/) Launch €0.00 It includes: - 1 Scenario and 50mb Storage - 5 Equity Plan Grants - Cap Table Management - Download Holding Confirmations - Simple Vesting Growth €3.00 Per User,Per Month It includes: - Employee Scenarios - Shareholding Confirmations - Simple Vesting - Transaction Notifications - 3 Scenarios and 500mb Storage - 50 Equity Plan Grants - Cap Table Management - Custom & Performance Vesting - Download Holding Confirmations Scale €300.00 Flat Rate,Per Month It includes: - Cap Table Management - Custom & Performance Vesting - Download Holding Confirmations - Employee Scenarios - Exit Modelling - HR System Integration - Secondaries - Shareholding Confirmations - Simple Vesting - Transaction Notifications - Unlimited Equity Plan Grants - Unlimited Scenarios and Unlimited Storage Value for money 4.7 (27) 4.7 Based on 27 reviews ## Integrations [ Docusign](https://www.capterra.com/p/121506/Docusign/)[ BambooHR](https://www.capterra.com/p/110968/BambooHR/)[ Okta](https://www.capterra.com/p/119653/Okta/)[ Personio](https://www.capterra.com/p/158622/Personio/)[ OneLogin](https://www.capterra.com/p/114110/OneLogin/)[ Microsoft Entra ID](https://www.capterra.com/p/219692/Azure-Active-Directory/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (28) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (28) 4.9 Based on 28 reviews ## User reviews Overall rating 4.9 Based on 29 reviews Filter by rating 5(26) 4(3) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent RZ Riadh Z. freelancer Primary/Secondary Education ### "avis favorable pour ledgy " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 25, 2025 une utilisation fluide sans aucun problème flagrant juste un peu de bug dont je ne sais pas sa raison jusqu’à maintenant sinon je suis très satisfait avec ce logiciel et j’espère qu'il vont rectifier ces bug dans le futur Pros Gestion intuitive du Gestion intuitive du tableau de capitalisation, rapports automatisés pour le tableau de capitalisation ainsi que d'autres rapports de conformité, capacité à gérer directement Cons Rien auquel je puisse penser pour être honnête ,un peu de bug peut être liée a la structure de la plateforme Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MG Max G. CEO Aviation & Aerospace ### "Ledgy saves you time" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 1, 2023 Love it. Once you get to know it, it is easy to use, saves you heaps of time, increases transparency with shareholders and employees, and quickly became non-replaceable. Pros It saves me around 1 hour per week on average, maybe 3-5 hours per week in phases where we hire a lot of people or are close to closing a financing round. Cons It is not super intuitive initially. Here, a bit improved UX would be appreciated. Reasons for choosing Ledgy From my perspective, ledgy had the best HR integration and dealt best with phantom shares. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KP Kajal P. People Ops Manager Internet ### "Overall great experience from Implementation to Launch" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 18, 2023 Assigned Customer Experience Manager was amazing. Hands on help with implementation and accommodated my requests for regular catch ups. Collaboration was customised for my company and not a general Ledgy approach. Pros User friendly. So many other tools on the market focus on the compliance side. Ledgy has a good balance between both. You don't need to be an expert to implement and use this tool. Lots of integrations which make maintenance so much easier. Cons More flexibility when running custom reports. Filters would be great. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. GC Guillaume C. In-house counsel Financial Services ### "They say they make equity works. Indeed, it works." 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 July 21, 2023 Pros There are lot of things that are really valuable from Ledgy. The ease to set up our account, import our transactions, create pools of incentives and grant stock options and other incentives through Ledgy. We really appreciate how the dashboard is. organised and the ease of customise our view and export them. The UX/UI of Ledgy is a plus. Every time we have question, there is always someone to answer to it efficiently and quickly. Cons The possibility for investors to have a scenario modelling feature as we have as the Company, the PDF export doesn't take into account our customised view instead of the Excel export. The thing is, the tool is so good it gets a little bit frustrating when you realise the missing feature doesn't exist yet. Switched from [Equify](https://www.capterra.com/p/200717/Equify/) Ledgy is a more complete and achieved tool and with our needs increasing, Ledgy was a better fit. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CC Camilla C. Investor Relations Venture Capital & Private Equity ### "Goodbye spreadsheets. Hello Ledgy." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 2.0 2.0 Likelihood to Recommend 8/10 July 7, 2023 Pros It's easy to set up and navigate. The investors also find it easy to find their outstanding positions. Cons Not having a phone to contact customer support and not having the bot running 24/7. It's not a great experience if you work in different timezones and the team is not located in Europe. Alternatives considered [Carta](https://www.capterra.com/p/220278/Carta/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. BS Bianca S. Head of Legal Information Technology and Services ### "Wish I'd moved to Ledgy sooner!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 2, 2023 We were looking for an equity management platform that not only made the process of issuing equity easier and more efficient but we also wanted to provide our employees with an equity dashboard that they would find engaging and motivating. Ledgy has done just that. Creating efficiencies with investor reporting has been a surprising benefit! Pros The CS team is incredibly supportive and knowledgeable which is just what you need when dealing with sensitive employee equity data. Having spoken to their Product team, it is clear that they are laser focussed on their customers and making a product that speaks directly to their needs. Cons I understand Ledgy are currently building out their functionality to make it even easier to prepare annual ERS filings and other standard reporting. Switched from [Carta](https://www.capterra.com/p/220278/Carta/) Fully supported migration to an equity management platform that has more of a focus on UK and European companies. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. PL Pablo L. Head of Finance Information Technology and Services ### "Probably the best equity management software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 16, 2023 Pros 1- The possibility to make groups of stakeholders.2- The way to show the employee stock options is excellent. Cons It's been an excellent migration experience so far, everything is going very well. Switched from [Carta](https://www.capterra.com/p/220278/Carta/) Because Carta tripled the pricing. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CF Chris F. Head of Finance Computer Software ### "Easy to use & great customer support" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 5, 2023 Makes managing option grants & exercising significantly easier Pros We switched from a competitor product to Ledgy & found the product far superior and much easier to use. The onboarding experience took about 6 weeks due to complexities on our end, however the onboarding team were more than helpful every step of the way. Cons We require signature witnessing and this requires an integration with Docusign, which was an additional expense for us. It would be great if Ledgy could build in witnessing capabilities to their own product (it has signature functionality, but not witnessing). Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. RC Rajko C. Head of Global People Operations International Trade and Development ### "The best tool to manage VSOP I have seen so far" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 30, 2023 API interface was set up in no time. From the very first moment we were in good hands. The tool itself is very easy to be used. Pros It is super easy to use and appealing look. Implementation was very fast and support from Ledgy was always outstanding. Our employees love the tool as well to see the development of their shares. Cons Nothing I can think of until now. We have been very happy from the first moment. Switched from [Shareworks](https://www.capterra.com/p/166953/Shareworks/) Shareworks was very complicated and time consuming to maintain Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. JU Janis U. Operations Officer Information Technology and Services ### "Easy implementation - intuitive to use" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 29, 2023 Pros Easy set-up. Intuitive use. Great onboarding process and support. Cons We are still working on integrating with our HR system, but there has been a new release. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. [View all Reviews](https://www.capterra.com/p/173939/Ledgy/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Carta vs Ledgy](https://www.capterra.com/compare/173939-220278/Ledgy-vs-Carta)