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AI for Investors

Ledgy — AI for Investment, Venture Capital & Trading

Unified platform for equity, deferred comp, and carried interest management across your entire investment portfolio.

Automate cap table management, financial reporting, and compliance for both your private and public portfolio companies.

Best forAI for Investors
DifferentiatorUnified platform for equity, deferred comp, and carried interest.
ProofTrusted by Revolut, DeepL, Personio. ISO 27001 certified.
Explore Ledgy
Pricing on request
7.7 Zekai
Unified Equity Management Platform
AI for Investment, Venture Capital & Trading
Ease of Use
7.8
Accuracy
8.2
Value
7.0
Time Saving
7.6
Cap Table MgmtFinancial ReportingCompliance AutomationPortfolio TrackingIPO Ready
📊 Independently reviewed and scored. How we score →
✍️ Reviewed by Zekai Editorial Team · Updated August 7, 2026
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Zekai Verdict

What is it?
Ledgy is a unified equity and executive compensation management platform for investment and VC firms.
Best for
Best for VCs and investment firms seeking a single, scalable platform to manage portfolio company cap tables, employee…
Not ideal for
Pricing is not public, requiring a demo and sales process.
Price
Pricing on request
Zekai Score
7.7/10
Visit official site ↗Compare alternatives →Why this score →
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Hand-scored by Zekai

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⚡ Quick answer

For investment, venture capital, and trading professionals, Ledgy is a top-tier platform for unifying equity and compensation management. It provides a single source of truth for portfolio company cap tables, employee share plans, and fund-level carried interest, automating complex financial reporting and cross-jurisdictional compliance. This allows VCs to scale from seed to IPO with accurate, real-time data.

CategoryEquity Management Platform
Best ForVCs and PEs managing portfolio company equity.
Price FromPricing on request
FreeNo
DifferentiatorUnified platform for equity, deferred comp, and carried interest.
ProofTrusted by Revolut, DeepL, Personio. ISO 27001 certified.
Rating7.7/10
📖 About Ledgy
How It Works

Your workflow, automated

1
Account Setup & Onboarding Plan
After signing, Ledgy's team sets up your account and collaborates with you to define a clear onboarding and data migration plan.
2
Data & Document Extraction
The implementation team works from your current solutions, like spreadsheets or other platforms, to extract all necessary data and documents.
3
Data Import & Validation
Your data is imported into Ledgy and cross-checked. You then get to validate the migration to ensure all data is correct and meets your expectations.
Ready to automate your workflow with Ledgy?
Explore Ledgy →
Real Impact

Before & After

❌ Before

Managing portfolio equity with disparate spreadsheets.

Weeks of manual reconciliation.
✅ After

Unified, real-time view of all equity data.

Audit-ready reports in minutes.
Prompt Templates

Try it with these prompts

Copy any prompt and paste it directly into the tool.

Automate Share Plan Workflows

Automate share plan administration with Ledgy's workflows. Input details on plan types, vesting schedules, and performance conditions to generate automated workflows for managing equity and executive compensation plans a…

Streamline Participant Trading

Facilitate a frictionless trading experience for participants and administrators. Provide details on share options and trading processes to configure Ledgy for seamless exercise and settlement of shares.

Generate Financial Reports

Generate accurate financial reports for audits and board meetings. Input your equity data and reporting requirements to create instantly generated, trustworthy financial reports compliant with IFRS 2.

AI Prompts

Prompts for Investors

Prompt 01 Data Room Diligence Prompt
You are a VC analyst. I have uploaded a startup's data room, which includes their financial model, cap table, and three sample customer contracts. Review these documents and answer the following, citing the source document for each claim: 1…
Prompt 02 Ticker Snapshot & Key Metrics
Act as a financial analyst for a retail investor. I will provide a stock ticker. Your task is to provide a concise, one-page snapshot. **Ticker:** `[[Insert Ticker, e.g., AAPL]]` **Provide the following in a structured report:** 1. **Compa…
Prompt 03 10-K/10-Q Summary for Red Flags
[[Paste full text of the 10-K filing here]]
See all 19 AI prompts for Investors →
Social Proof

Trusted by professionals

Ease of Use
7.8
Accuracy
8.2
Value
7.0
Time Saving
7.6

"Over 7,000 awards to about 4,000 employees, and we only received about 20 queries. An absolutely massive reduction."

Aaron H., Senior People Partner · June 2026

"With Ledgy we can manage our equity at scale from one source of truth that we know is accurate. It works for us and our employees, but also for our auditors.”"

Markus H., CFO · May 2026

"Ledgy has helped us customise the platform to cater to our scheme. It’s cost-effective and can grow with us, but be prepared for some initial setup to get it tailored."

Nikki P., Portfolio Partner · April 2026

"Ledgy felt like a partner that could grow with us and make equity management much simpler for both employees and the business."

Thomas H., Director Rewards · March 2026
See Plans & Pricing →
Connects With

Ledgy integrations

70+ HRIS integrations Google Okta Azure
Setup complexity: Advanced
Ledgy is a unified equity and executive compensation management platform for investment and VC firms. It streamlines cap table management, financial reporting, and compliance for both private portfolio companies and public holdings. The platform centralizes equity, deferred compensation, and carried interest, providing a single source of truth for fund managers, finance teams, and legal departments.
Comparison

Best Ledgy alternatives

Ledgy vs. Carta: Carta is the established market leader, particularly strong in the US startup ecosystem, offering broad cap table management and 409A valuations. Choose Carta if you prioritize market incumbency and a vast network. Ledgy positions itself as a more modern, unified, and internationally-focused platform, bringing equity, deferred compensation, and (soon) carried interest into a single dashboard. Opt for Ledgy if your focus is on global compliance, managing multiple compensation types in one place, and you value a partner-led migration process for complex structures.

The decision

Is Ledgy worth it?

Return on investment
By automating manual reporting and compliance, firms can reclaim dozens of hours per month, with pricing available on request to calculate a specific ROI.
Built for
Venture Capitalists, Private Equity investors, Fund Managers, and finance/legal teams within investment firms managing portfolio company equity and fund structures.
Effort to adopt
Advanced
Compliance
Ledgy is ISO 27001:2022 certified and GDPR compliant, with features for automated country-specific compliance reports and global mobility reporting. SAML SSO with SCIM provisioning is available.
Who It's For

Why Investment, Venture Capital & Trading choose this tool

🎯
Built for
Best for VCs and investment firms seeking a single, scalable platform to manage portfolio company cap tables, employee share plans, and fund-level carried interest from seed stage through IPO.
In-Depth Overview
For investment and venture capital professionals, Ledgy replaces fragmented spreadsheets and manual processes with a single, automated source of truth. The platform's core strength is its unified approach, managing not just portfolio company equity but also executive deferred compensation and, soon, fund-level carried interest. This consolidation is critical for maintaining accuracy and control across a diverse portfolio. Ledgy provides tangible efficiencies through automation. It generates audit-ready financial reports, including IFRS 2 expensing, instantly, meeting critical deadlines without the usual administrative burden. For firms with global investments, Ledgy automates country-specific compliance and mobility reporting, mitigating risk and complexity. Proof of its enterprise-readiness comes from its ISO 27001 certification, GDPR compliance, and adoption by sophisticated clients like Revolut, DeepL, and Personio. By turning the cap table into a strategic, real-time asset and scaling with companies from incorporation through IPO, Ledgy allows investment professionals to focus on value creation rather than data reconciliation. With over 70 HRIS integrations, it ensures data integrity from day one.

Key Use Cases

💰
Gain a real-time, accurate view across your entire portfolio's equity.
VC Fund Manager
Stop chasing spreadsheets. Use Ledgy to centralize cap tables from all portfolio companies, track dilution, and model new funding rounds. Monitor share plans and key metrics from one dashboard.
Portfolio equity data unified.
✓ Pros
Single source of truth for all equity, deferred comp, and carried interest.
Automates time-consuming financial reporting and compliance tasks.
Scales with portfolio companies from incorporation through IPO.
Strong security posture with ISO 27001 certification and GDPR compliance.
Integrates with over 70 HRIS systems for seamless data flow.
· Cons
Pricing is not public, requiring a demo and sales process.
Carried interest management is a 'coming soon' feature, not fully available at time of review.
May be overly complex or costly for individual angel investors or very small funds.
⚡ Editorial Verdict

Ledgy provides a robust, unified solution for the complex world of equity management, a critical function for any investor. Its strength lies in consolidating cap tables, compliance, and reporting into one platform, saving significant administrative overhead. The main trade-off is that it's an enterprise-grade tool with pricing on request, making it a better fit for established funds than for angel investors or small syndicates.

See all 153 AI tools for Investors → Browse the AI Directory →
Questions & Answers

Frequently asked questions

How can AI help me manage my fund's portfolio company equity?

+
Ledgy uses automation to centralize and manage your portfolio's equity data. It automates cap table management, generates instant financial reports, and ensures compliance across jurisdictions, providing a single source of truth and saving significant administrative time.

What is the best software for tracking carried interest and cap tables for a VC fund?

+
Ledgy is a strong contender, offering robust cap table management and a 'coming soon' feature for carried interest. It unifies all non-cash compensation into one platform, making it a comprehensive solution for VC funds.

Can Ledgy handle compliance for my international portfolio companies?

+
Yes, Ledgy is built for international teams. It features automated country-specific compliance reports and global mobility reporting to help you stay compliant across multiple jurisdictions as you expand.

Is Ledgy a good tool for a private company preparing for an IPO?

+
Yes, Ledgy offers dedicated features and expert support for IPO preparation. It helps companies seamlessly transition from private to public by ensuring the cap table is accurate, compliant, and ready for scrutiny.

Does Ledgy integrate with our existing HR systems?

+
Yes, Ledgy integrates with over 70 HRIS systems. This automation improves data accuracy, reduces repetitive manual tasks, and ensures your equity data is always in sync with your people data.

Is Ledgy secure enough for sensitive financial data like cap tables?

+
Yes, Ledgy has an enterprise-ready security posture. It is ISO 27001 certified, GDPR compliant, and undergoes regular third-party audits and penetration tests to ensure your sensitive data is protected.

Last reviewed:

Plans & Pricing

Ledgy pricing and plans

Pro
Pricing on request
Custom pricing for private and public companies. Requires a demo with an expert.
Start Pro Plan
Enterprise
Pricing on request
Tailored for teams and large organisations.
Contact Sales

Prices and features are updated regularly but can change at any time — always confirm on the official website. Some links on this page are affiliate links.

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Free guide

Take it with you

Mastering Portfolio Equity with Ledgy
  • **Unify All Cap Tables:** Consolidate data from every portfolio company.
  • **Automate Reporting:** Generate IFRS 2 and other financial reports instantly.
  • **Model Future Rounds:** Understand dilution and scenario plan with confidence.
  • **Streamline Compliance:** Navigate cross-jurisdictional equity rules automatically.
  • **Empower Stakeholders:** Provide intuitive dashboards for LPs, founders, and employees.
+3 more steps inside the guide
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About Ledgy

Full Description

Ledgy is a unified equity and executive compensation management platform for investment and VC firms. It streamlines cap table management, financial reporting, and compliance for both private portfolio companies and public holdings. The platform centralizes equity, deferred compensation, and carried interest, providing a single source of truth for fund managers, finance teams, and legal departments.

Editorial Verdict

Ledgy provides a robust, unified solution for the complex world of equity management, a critical function for any investor. Its strength lies in consolidating cap tables, compliance, and reporting into one platform, saving significant administrative overhead. The main trade-off is that it's an enterprise-grade tool with pricing on request, making it a better fit for established funds than for angel investors or small syndicates.

Last reviewed:
Disclaimer
Zekai is an independent AI tools directory. We are not affiliated with, endorsed by, or officially connected to Ledgy unless clearly stated. All product names, logos, and brands are the property of their respective owners and are used for identification purposes only. The information on this page — including pricing, features, and availability — is general information, may have changed since our last review, and is not professional advice. Zekai Scores and verdicts are our editorial opinion. Some outbound links are affiliate links that may earn us a commission at no extra cost to you. Spotted outdated or incorrect information? Request a correction →
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