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Ledgy Review

3

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Very good

Revainrating 4.5 out of 5  
Rating 
4.7
Vertical Industry, Financial Services

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Description of Ledgy

Ledgy is an equity management solution built for fast-growing companies. Scaleable, flexible, and easy to use for end-to-end equity management with best-in-class security and privacy. Get your cap table and employee participation plans right from the beginning: ESOPs & PSOPs to empower your employees with ownership. Make your financing rounds a success and engage your investors with always accurate scenario and exit modeling. For your investors and lawyers Ledgy shows the latest information about their investments, streamlines due diligence and handles every vesting schedule. Invite investors into their own custom dashboard that reflect accurate funding scenarios in real-time: valuations, dilutions, exits, and more. On the employee side your company will have the power to attract and retain key talent. Employees get their own dashboard to transparently monitor their shareholdings, vesting schedules, and future in your company's success. Ledgy is the best equity management platform and is currently used by leading companies to leverage the power of their equity. Book a Demo to see how Ledgy can unlock the power of your company's equity. https://ledgy.com/demo/ledgy

Reviews

Global ratings 3
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Type of review

Revainrating 5 out of 5

A Great Platform for Equity Investments

The ease of use is the best feature of Ledgy. Its simple and easy to use. I like the fact that it is integrated with the accounting system. I don't think there is anything I dislike. The platform is very user friendly and the support team is very helpful. I am very happy with the features that Ledgy offers. I am able to see all my equity investments in one place. This lets me keep track of my portfolio. I am able to manage my portfolio in one place. I am also able to create reports based on my

Pros
  • I am able to track my equity investments in one place
Cons
  • Some disadvantages

Revainrating 5 out of 5

Ledgify is great for setting custom email protection limits and auto-responders

I like that we can easily set up our own rules without having any code or programming knowledge required! We also have access tot he API which makes it very useful as well because you don't need someone else's help when using this software either (which sometimes happens). The only thing i dislike about ledggy are their support team who aren’t always helpful in solving problems quickly if at all possible but instead make your life harder by taking longer than they should before giving…

Pros
  • Easy to use
  • Great functionality for managing projects with clients.
  • Ability create custom workflow process steps within Projects, Tasks & Invoices areas
Cons
  • Almost never

Revainrating 4 out of 5

Great user-friendly product with top notch and easy going sales staff

The support team has been extremely helpful as we learn what features are available in our platform vs other providers out there! They have always responded quickly when needed help or questions about anything related financials/ledgering etc - great customer service from everyone I've come across!! There's nothing that really comes up frequently but you can't beat their quick response time which gets me everytime haha. It takes some getting used too because it feels like all of your…

Pros
  • Ease & speed
  • Great Customer Service
  • Easy UI for new users with no prior experience using Excel.
  • Good price point, especially compared against its competition such is QuickBooks Online / Xero et al.etc
Cons
  • No dividend tracking capability
  • Limited functionality regarding accounts payable payments.
  • Lackluster reporting capabilities beyond basic balance sheet reports including cash flows,
  • Very limited ability within accountancy module