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About Crowd Valley

The Crowd Valley API is used to build online platforms and marketplaces globally for managing private placements, securities, real estate, crowdfunding, peer-to-peer lending, and public stock trading. The public REST API provides an end to end server side application, which supports the technical back office requirements for client side applications of various kinds in the online investing and lending markets. The Crowd Valley API also contains private financial back office functions and other services which are made available on request.

About Ledgy

Ledgy is a flexible equity management solution built for fast-growing companies. A scalable infrastructure for all equity-related topics with best-in-class security and privacy. High-growth companies are using Ledgy to manage their cap table, equity plans, financing rounds, and investor relations. Portfolio dashboards give founders, investors, and employees the latest information about their investments and vesting.

1. Features for HR: Document templating, signing flows, and workflow automation for equity processes. Batch process any number of employee grants with only a few clicks. Attract and retain the talent needed to grow your company. Give employees their own dashboard with real-time updates, live vesting visualization, and overall transparency – making their upside in your company’s success clear while freeing HR and Compensations teams to focus on other tasks.

2. Features for Finance: Scalable all-in-one solution for your company’s employee participation plan, cap table, finance round scenarios and exit modeling. Investor relations, due diligence, document signing automation, and more are all handled via Ledgy's intuitive platform.

3. Features for Investors: Flexible reporting and portfolio management solution for business angels, professional investors, and funds. Consolidate your portfolio companies onto one platform with detailed data analytics and reporting capabilities.

Features

  • 2-Factor Authentication
  • API
  • Balance Sheet
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Contact Management
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Document Comparison
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Scheduling
  • Tax Management

Features

  • 360 Degree Feedback
  • API
  • Budgeting
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Employee Database
  • Employee Incentive Management
  • Employee Onboarding
  • Expense Tracking
  • External Integrations
  • Feedback Management
  • Forecasting
  • Multi-Account
  • Multi-Currency
  • Multi-User
  • Notifications
  • Onboarding
  • P&L
  • Payroll
  • Tax Management
  • Travel Management
  • Employee Engagement
  • Report & Compliance
  • Custom Assessments
  • Performance Reviews
  • Objectives Tracking
  • Comparative Reporting
  • Competency Assessment
  • Competency Scale
  • PDF Export
  • Online Surveys
  • Paper Surveys
  • Performance Appraisal
  • Self-service Portal

Summary

  • Payments

  • User Workflows

  • KYC/AML and Compliance

  • ID Verification

  • Data Rooms

  • Analytics

Summary

  • Features for HR: Document templating and signing flows for equity processes, allowing batch processing any number of employee grants with only a few clicks. Employee dashboard with live vesting visualization, making their upside in your company’s success transparent

  • Features for Finance: Scalable all-in-one solution for your company’s employee participation plan, cap table, modeling, investor relations, due diligence, and document signing automation.

  • Features for Investors: Flexible reporting and portfolio management solution for business angels, professional investors, and funds. And it doesn’t need to be forced on the startups, as it gives them a whole suite of useful features to streamline their equity processes as they scale.

Pricing

  • Credit card required: N/A
  • Free sandbox access.
    Fixed monthly fee upon launch.

Pricing

Growth

$3.00
1 user(s) / month
Included in plan:
  • Swiss Privacy and Security
  • Powerful digital Cap table
  • Equity Plan Grants (50)
  • Custom & performance vesting
  • Branded and Advanced Reporting
  • Advanced Modeling
  • Funding round stacking
  • 500 MB Data Room
  • Digital e-signatures (15)
  • Basic & Custom KPIs
  • Data Room Sharing
  • Unlimited View-only Seats
  • Investor portfolio
  • Employee dashboards
  • Onboarding data audit
  • Dedicated account manager
  • Chat support
  • Collaborators (3)

Scale


Contact us for custom pricing based on needs.
Included in plan:
  • Swiss Privacy and Security
  • Powerful & scalable Cap Table
  • Branded and Advanced Reporting
  • Unlimited advanced features
  • Advanced Modeling
  • Equity Plans
  • Data Room Storage
  • Powerful Data Room Sharing
  • Unlimited Collaborators
  • Investor portfolios
  • Employee Dashboard
  • Unlimited Admin Seats
  • Unlimited View-only Seats
  • SLA
  • Document Templating
  • Standard Electronic Signatures (SES)
  • Qualified e-signatures
  • External API
  • Dedicated Account Manager
  • Onboarding Data Audit
  • Priority Personal Support

FAQs

    No FAQs associated with this application.

FAQs

    What are some applications this service is commonly used in tandem with?
  • Ledgy is used to manage equity across departments, Founders for investor relations, CFOs to model finance scenarios and exits along with finance and accounting software, HR teams, Compensation & Benefits Managers along with HR software.

  • Does this service offer guides, tutorials and or customer support?
  • Ledgy's Scale plan offers dedicated support including onboarding with data audits to ensure cap tables are accurate, and live Support. In addition Ledgy has a robust help center and FAQs designed to get your company started quickly. Ledgy's website includes webinars and customer stories showing how high-growth companies are using Ledgy as their equity management platform. The blog has various articles related to the power of equity.

  • What platforms does this service support?
  • This is a web-based service.

  • Does this service offer an API?
  • Yes

  • What is this service generally used for?
  • Ledgy is used to manage all equity-related activities for growing companies. Cap table management, employee equity plans, finance round and exit modeling. Issuing, signing, and receiving electronic shares, options (phantom, virtual and RSUs), convertible notes, warrants, and more.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, Ledgy allows you to invite stakeholders and collaborators into your dashboard. Employees get their own dashboard to monitor their success within your company, monitor valuations and vesting schedules, and initiate exercise requests. Investors can also be invited as collaborators to a dashboard with custom access rights.

  • Does this service integrate with any other apps?
    • Bamboo HR
    • Public API
  • Who are the main user groups of this service?
  • Users of Ledgy are scale-ups and high-growth companies looking to accurately manage their equity-related activities: companies with 50+ employees by their CFOs, Compensation & Benefits Managers, and their employees. As well as VC's and investors with 15+ portfolio companies, along with their staff.

Vendor Information

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Vendor Information

Founded:
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Based in:
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Employees:
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Likes:
Followers:
472

Other

Regional Restrictions:
No restrictions.

Other

Who uses Ledgy
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English, German, Spanish, French
Regional Restrictions:
No restrictions.
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