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Ledgy for Investors from Ledgy
Portfolio management, cap table tracking, round modeling, document management, and stakeholder communication tools. Features real-time investment data, scenario planning, and investment reporting for venture capital firms.
Product analysis by function
Cap Table Management Software for Portfolio Management
Solutions for tracking equity ownership, option pools, liquidation preferences, and dilution scenarios across funding rounds.
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Equity and Securities Tracking
(11 Yes /11 Known /11 Possible features)
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Support for Multiple Security Types Ability to model and manage various security instruments (e.g., common stock, preferred stock, options, warrants). |
Ledgy describes support for cap table and security instrument tracking, including common and preferred stock, options, and warrants. | |
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Convertible Instruments Handling Support for convertible notes, SAFEs, and conversion mechanics. |
Ledgy supports convertible notes, SAFEs, and their conversion mechanics (see product page and help docs). | |
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Option Pool Tracking Track outstanding, available, and allocated options in employee or founder option pools. |
Option pool management and tracking are described as core features on Ledgy's website. | |
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Warrant Tracking Ability to grant, track, and exercise warrants. |
Warrants can be granted and managed on Ledgy's platform, according to their product documentation. | |
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Share Ledger Maintain a digital record of all share issuances, transfers, cancellations, and exercises. |
One of Ledgy's main features is a digital share ledger. | |
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Certificate Management Generate, issue, and store digital/electronic share certificates. |
Digital share/equity certificate management is explicitly mentioned in Ledgy's features. | |
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Vesting Schedules Configure and track custom vesting schedules for options and RSUs. |
Custom vesting schedule configuration and tracking are part of Ledgy's offering. | |
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Automatic Vesting Calculations Platform automatically calculates vested and unvested shares for stakeholders. |
Automatic computation of vested/unvested shares is a standard functionality in Ledgy. | |
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Rule-based Triggers Automate vesting, acceleration, and lapse conditions based on company events. |
Rule-based event triggers, e.g., for automatic vesting or acceleration, are supported. | |
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Partial Exercise and Early Exercise Support Support for partial option exercises and early exercises where permitted. |
Ledgy supports partial and early exercise events in its cap table engine. | |
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Restrictions on Securities Identify and enforce transfer restrictions on securities according to company rules or regulations. |
Securities restrictions and compliance are managed within Ledgy (e.g., transfer limitations). |
Ownership & Dilution Modeling
(9 Yes /9 Known /10 Possible features)
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Real-time Ownership Calculation View current equity breakdowns for all stakeholders. |
Real-time, always up-to-date ownership calculations are advertised as a core functionality. | |
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Pro-forma Cap Table Modeling Create modeled cap tables reflecting hypothetical fundraises, conversions, and exits. |
Scenario modeling for pro-forma cap tables is explicitly provided. | |
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Custom Scenario Analysis Build and save unlimited dilution or exit scenarios for comparative analysis. |
Unlimited scenario analysis for different dilution and exit scenarios is supported. | |
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Automatic Conversion of Notes and SAFEs Automate and visualize how convertible notes and SAFEs convert into equity upon a qualified financing. |
Automatic and visual conversion of SAFEs/notes is a supported feature. | |
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Drag-along/Tag-along Rights Modeling Visualize how contractual protections affect ownership in various exit or funding scenarios. |
No information available | |
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Cumulative Dilution Impact Calculation Quantify, and visually represent, dilution over time and across rounds. |
Cumulative dilution is visualized and quantified (Ledgy reporting features). | |
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Custom Waterfall Modeling Flexible tools to model proceeds distribution across varying terms. |
Custom waterfall modeling and distribution is supported for exit scenarios. | |
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Ownership Change History Access version history and audit trail of changes to equity ownership. |
Ownership change/audit history (cap table change tracking) present. | |
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Stakeholder Role-based Scenarios Easily show outcomes for specific current or future stakeholders. |
Cap table can be analyzed by stakeholder/role. | |
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Automatic Error Detection in Model Assumptions Warn users if scenario assumptions (e.g., pre vs post-money, option pool location) are invalid. |
Model validation, including error detection/warnings within scenario planning, is referenced by Ledgy. |
Funding Round Management
(9 Yes /9 Known /9 Possible features)
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Round Modeling (Pre-money/Post-money) Accurately model both pre-money and post-money convertible/price rounds. |
Handles accurate modeling of both pre-money and post-money rounds. | |
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Round-specific Terms Handling Model round mechanics including lead/side investor splits, share classes, and closing schedules. |
Round-specific mechanics, including investor splits and share classes, are supported in funding rounds. | |
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Round Document Storage Link to, or store, funding round documentation (term sheets, share purchase agreements). |
Round document storage and linking are available. | |
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Automatic Cap Table Update Platform updates all relevant ownership, price per share, and dilution metrics upon closing a round. |
Automatic cap table update upon round closing is standard in Ledgy. | |
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Investment Tranche Tracking Track multiple investment tranches and their impacts on ownership and proceeds. |
Tranche tracking is supported (for staged rounds and payout). | |
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Safe/Note Conversion Rules Customization Handle different conversion triggers, discounts, valuation caps, and MFN provisions. |
Convertible instrument conversion rules (discounts, valuation caps) are customizable in Ledgy. | |
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Investor Communication Tools Built-in bulk or individual notification to investors during round closing. |
Investor communication tools (notifications at round closing) are featured. | |
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Automatic Legal Calculations Calculate minimum investment, share allocations, and legal constraints per round. |
Automatic legal minimum and share allocation calculations are referenced in documentation. | |
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Pre/Post Money Valuation Entry Input and visualize impact of changing company valuations. |
Pre/post money valuation entry and visualization are built into the platform. |
Liquidation Preferences & Waterfall Analysis
(7 Yes /7 Known /9 Possible features)
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Custom Waterfall Analysis Model and visualize proceeds distribution for various exit scenarios. |
Custom waterfall analysis included for exit modeling. | |
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Multiple Liquidation Preference Types Support for 1x, 2x, capped, non-capped, participating and non-participating preferences. |
Multiple liquidation preferences, including capped and uncapped, participating/non-participating, are listed. | |
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Stacked Preference Modeling Handle multiple stock classes in different seniority positions in the stack. |
Stacked preference modeling for multiple share classes and rounds is available. | |
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Automatic Participation Rights Calculation Correctly split proceeds between preferred and common according to terms. |
Automatic participation right calculations are part of the cap table logic. | |
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Conversion Threshold Scenarios Visualize effect of converting to common stock in different exit scenarios. |
Conversion threshold scenarios can be reviewed in the scenario module. | |
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Change-of-control Provisions Model terms that govern sale, IPO, or company dissolution events. |
No information available | |
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Exit Carve-outs Modeling Support for management or founder performance-based carve-outs on exit. |
No information available | |
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Multiple Rounds/Classes Waterfall Simultaneously model multiple preferred series and complex seniority scenarios. |
Multiple round/class waterfall analysis is featured for complex VC exit modeling. | |
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Distribution Reports Generate summary reports for each stakeholder showing expected payouts. |
Distribution reports to each stakeholder are generated (reporting/exports). |
Compliance and Document Management
(9 Yes /9 Known /9 Possible features)
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Rule 701 & 409A Compliance Tools Automated tracking to ensure compliance with U.S. securities laws on equity issuance and valuation. |
409A/Rule 701 compliance tools listed explicitly for US companies. | |
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FMV/409A Valuation Integration Support for collecting and recording current and historical IRS-compliant equity valuations. |
Historical and current FMV/409A valuations can be tracked in Ledgy. | |
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Document Generation & E-signature Generate common equity documents (option agreements, stock certificates) and collect e-signatures. |
Document generation (stock option agreements, etc.) and e-signature are supported. | |
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Bulk Document Distribution Distribute equity-related documents to all relevant stakeholders securely. |
Documents can be sent/distributed in bulk through Ledgy. | |
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Audit and Change Logs Maintain a secure, immutable audit trail of changes to the cap table. |
Immutable audit trail/change logs for all key data and cap table events exist. | |
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Regulatory Filings Preparation Tools to help generate or pre-fill regulatory or tax forms for the relevant jurisdictions. |
Support for regulatory filings or data exports (preparation tools/CSV export) mentioned. | |
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Data Export/Import Ability to easily export or import cap table data in multiple formats (Excel, CSV, PDF). |
Export/import of cap table data in Excel/CSV/PDF formats is explicitly advertised. | |
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Secure Document Storage Encrypted, permission-controlled storage for equity and legal documents. |
Documents and data are stored securely with encryption; access is permission restricted. | |
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Version Control for Documents Maintain and navigate through multiple versions and amendments of vital documents. |
Version control and document amendments are available for key documents. |
Stakeholder Access and Communication
(8 Yes /8 Known /9 Possible features)
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Role-based Access Control Assign permissions to view, edit, or administer according to stakeholder role. |
Role-based data access is a core permission control feature. | |
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Self-service Stakeholder Portals Allow investors and employees to log in, review their holdings, and execute equity actions. |
Each stakeholder (investor, employee) can self-serve via a portal and manage their equity. | |
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Automated Notifications Notify stakeholders of important events (grants, exercises, company actions). |
Automated email and in-app notifications for grants, exercises, and funding events. | |
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Bulk Communication Tools Send round or company updates to multiple users at once. |
Bulk notifications and communications available to all relevant users. | |
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Stakeholder Statement Generation Generate downloadable statements or confirmations for individual or all stakeholders. |
Downloadable statements and confirmations can be generated for stakeholders. | |
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View & Download Permissions Granular controls for who can view or export confidential information. |
Detailed, granular permissions for exports and data visibility. | |
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Customizable Email Templates Customize automatic communication templates for company branding and compliance. |
Communication email templates can be customized for company branding and regulatory needs. | |
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Access Logs Monitor and record when and how users access sensitive information. |
Access logs track who accessed what information and when. | |
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User Activity Limits Ability to set limits on bulk downloads or data scraping per user. |
No information available |
Reporting and Analytics
(9 Yes /9 Known /9 Possible features)
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Custom Cap Table Reports Generate up-to-date and scenario-based cap table reports for internal and external stakeholders. |
Custom cap table and scenario-based reporting are part of investor analytics. | |
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Dilution History Charts Visual charts showing how dilution has impacted key stakeholders over time. |
Dilution history charts and visual analytics provided. | |
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Exit and Waterfall Charting Generate graphical outputs of payout scenarios under exits/IPOs. |
Graphical waterfall and exit/payoff outputs shown in scenario modules. | |
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Vesting Progress Reporting Provide snapshots and detailed histories of option/RSU vesting by stakeholder. |
Detailed vesting progress reporting is included (option and RSU tracking). | |
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Round Comparison Analytics Compare how key variables (ownership, dilution) change between funding rounds. |
Comparison analytics between funding rounds (ownership, dilution) present. | |
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Export to Excel/CSV/PDF Reports and tables can be exported in multiple formats. |
Export to Excel, CSV, and PDF is available for reports and tables. | |
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API Reporting Capabilities Integrate and retrieve data for internal BI and portfolio dashboards. |
API reporting capabilities are available for integration with external BI tools. | |
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Audit Trail Reports Export a record of every change to the cap table for compliance. |
Audit trail reports can be exported for compliance audits. | |
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Customizable Dashboard Widgets Select, arrange, and configure analytics widgets for tailored dashboards. |
Customizable dashboard widgets exist to tailor analytics. |
Integration & Platform Compatibility
(8 Yes /8 Known /9 Possible features)
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API Access Provide programmatic access to all or most system features and data. |
REST API access for programmatic data reads/writes and management is documented. | |
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Integration with Financial Platforms Connect with portfolio management, accounting, and banking software. |
Integrations with financial/accounting platforms are offered. | |
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HRIS/Payroll Integration Sync employee and grant data with HRIS & payroll systems. |
HRIS/payroll system integration is available. | |
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Single Sign-On (SSO) Support Support authentication via SAML, OAuth, or similar for enterprise security. |
Single sign-on (SSO) is supported. | |
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Cap Table Import Tools Easily import legacy cap tables from Excel or other systems. |
Cap table import tools for Excel and other systems are natively included. | |
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Legal Document API Integration Connect with e-signature or contract management platforms. |
Integration with e-signature and document platforms is possible via API. | |
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Portfolio Management Tool Compatibility Sync data with VC or PE firm portfolio management and CRM systems. |
Portfolio management tool compatibility (VC CRM, portfolio sync) is referenced in Ledgy for Investors content. | |
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Webhook/Event Triggers Push notifications of critical events to external systems. |
Webhook/event triggers for integration with external systems are referenced in API documentation. | |
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Data Import Speed Time to import a typical legacy cap table file. |
No information available |
Security & Privacy
(8 Yes /8 Known /10 Possible features)
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Data Encryption in Transit and at Rest End-to-end encryption for all sensitive data. |
End-to-end data encryption, both in transit and at rest, is advertised as part of Ledgy's security. | |
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Multi-factor Authentication Require two or more methods of identity verification for access. |
Multi-factor authentication is available per Ledgy security documentation. | |
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Granular Permission Settings Specify data access permissions at user and group levels. |
User and role permission granularity is supported. | |
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Audit Trails for Sensitive Actions Track and report all sensitive or administrative actions. |
Sensitive actions are tracked and auditable via logs. | |
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Penetration Testing & Vulnerability Scans Regular third-party testing for security vulnerabilities. |
No information available | |
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EU/US Data Residency Options Allow data storage in jurisdiction meeting compliance needs. |
EU server option for data residency provided; US storage available as well. | |
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GDPR/CCPA Compliance Meet requirements for major data privacy regulations. |
GDPR compliance is stated; CCPA adherence referenced for US customers. | |
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User Session Timeout Control Automatic logoff after inactivity. |
User session timeout and auto log-off settings are described under security. | |
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Incident Response Time Maximum time to respond to a detected breach. |
No information available | |
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SOC 2/ISO 27001 Certification Third-party certification for information security controls. |
Ledgy is SOC 2 certified (see security page). |
User Experience & Support
(9 Yes /9 Known /10 Possible features)
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Intuitive User Interface Modern interface with logical navigation suitable for non-technical users. |
Modern and easy-to-use UI highlighted in user testimonials and product videos. | |
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Onboarding/Training Resources Comprehensive tutorials, guides, or live training available. |
Guides, tutorials, and live training are regularly offered by Ledgy. | |
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In-app Guidance/Tool Tips Context-sensitive help available throughout the platform. |
Tooltips and in-app help are present for most platform functions. | |
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Real-time Chat Support Direct access to support via in-app chat. |
Live chat and prompt support are referenced in user onboarding and support materials. | |
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Knowledge Base/Help Center Searchable, updated documentation for troubleshooting and feature usage. |
Knowledge base and help center linked within product UI. | |
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Service Level Agreement (SLA) Guaranteed response and issue-resolution times. |
A formal SLA is offered to enterprise customers. | |
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Mobile Accessibility Optimized for mobile devices or dedicated iOS/Android app. |
Mobile-friendly and responsive web interface; a dedicated app may be in progress, but mobile support is clear. | |
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Customizable Branding Company branding/logo on user portals and communications. |
Branding and logo customization supported for portals and communications. | |
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User Feedback Channels Collect feature requests and feedback from users in-app. |
In-app feedback collection enabled for product improvement. | |
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Average Support Response Time Typical time for initial support reply to user queries. |
No information available |
VC Firm Management Software for Operations and Finance
Integrated solutions for managing the venture capital firm's operations, including workflow management, team collaboration, and resource allocation.
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Fund & Deal Management
(8 Yes /8 Known /10 Possible features)
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Deal Pipeline Visualization Graphical depiction of deal flow from sourcing through closing and exit. |
Ledgy's user interface and marketing emphasize graphical pipeline views and deal flow visualization. | |
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Customizable Deal Stages Ability to configure and rename stages to match specific VC processes. |
Ledgy allows customization of deal stages to match VC-specific processes. | |
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Automated Document Collection Automatically gathers all documentation relevant to a deal at each stage. |
No information available | |
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Portfolio Company Profiles Centralized and customizable company profiles tracking performance metrics and documents. |
Portfolio management and company profiles is a product core. Ledgy supports custom company dashboards. | |
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Fund Performance Tracking Monitors IRR, DPI, TVPI, and other key fund performance metrics. |
The product offers fund performance and investment reporting (IRR, DPI, etc.) to VC and LP users. | |
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Valuation Management Tracks and updates portfolio company valuations according to market or internal assessments. |
Cap table tracking with real-time data, valuations, and round modeling is included. | |
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Investment Cap Table Tracking Monitors detailed capitalization tables across deals and funds. |
Ledgy core functionality includes investment and cap table tracking for all investment entities. | |
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Multi-Fund Support Handles data and tracks performance metrics for multiple funds. |
Supports management of multiple funds/portfolios within one firm account (for multi-fund VCs). | |
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Co-Investment Tracking Allows for tracking and reporting on co-investment deals alongside main fund investments. |
No information available | |
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Lead Tracking System for managing inbound and outbound deal leads. |
Stakeholder and company relationship management tools allow lead/deal tracking. |
Workflow & Task Management
(3 Yes /3 Known /10 Possible features)
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Automated Task Assignment Dynamically assigns tasks based on role, stage, or workload. |
No information available | |
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Custom Workflow Automation Enables creation of bespoke workflows for unique operational needs. |
No information available | |
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Calendar Integration Synchronizes with major calendar platforms for meetings and deadlines. |
No information available | |
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Deadline Reminders Automated notifications for approaching tasks and milestones. |
Automated reminders and notifications for approaching deadlines and signing events are a core feature. | |
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Bulk Task Editing Edit or update multiple tasks simultaneously for efficiency. |
No information available | |
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Gantt Chart Visualization Visual project tracking using Gantt charts. |
No information available | |
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Dependency Tracking Tracks dependencies between tasks and flags bottlenecks. |
No information available | |
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Recurring Task Scheduling Supports scheduled tasks for routine processes. |
No information available | |
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Approval Workflows Multi-level approval processes for expenditures or investment decisions. |
Ledgy features multi-level approvals for investment and scenario actions. | |
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Real-time Collaboration Tools Supports multi-user updating, commenting, and notifications in real-time. |
Ledgy supports real-time collaboration and commenting among users on deals and documents. |
Team Collaboration & Communication
(7 Yes /7 Known /10 Possible features)
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Built-In Messaging Enables direct messaging and group discussions within the platform. |
No information available | |
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Integration with Email Clients Synchronizes discussions and tasks with email platforms (e.g., Outlook, Gmail). |
Integration is available for email providers (notably GSuite and Outlook) for communication and notifications. | |
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Video Conferencing Integration Facilitates online meetings with embedded Zoom or Teams integration. |
No information available | |
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Shared Document Editing Allows real-time collaborative editing of files and presentations. |
Document management includes real-time editing, uploads, and collaborative commenting. | |
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Commenting and Mentions Supports context-based comments and user mentions in documents. |
Users can comment and mention teammates in portfolios, cap tables, and documents. | |
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Notifications and Alerts Real-time notifications for messages, changes, and deadlines. |
Notifications for deadlines, changes, and approvals are baked into the application. | |
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Calendar Sharing Team-wide access to shared calendars and schedules. |
No information available | |
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Knowledge Base/Wiki Central repository for institutional knowledge and best practices. |
Ledgy includes knowledge sharing, document vault, and firm best-practices tracking. | |
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Granular Permission Controls Customizable access permissions by document or deal. |
Granular permission controls are a product highlight for both VCs and founders. | |
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Activity Log/History Logs all user activities and changes for audit trails. |
Full activity logs, including audit trails, are included for transparency and compliance. |
CRM & Relationship Management
(4 Yes /4 Known /10 Possible features)
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Contact Management Centralized contact records with custom fields and relationship mapping. |
Ledgy supports centralized contact records for all stakeholders. | |
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Interaction Tracking Logs meetings, calls, and emails for all key stakeholders. |
Interaction logging is referenced as part of portfolio management and stakeholder engagements. | |
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Automated Follow-Ups Systematically schedules and reminds follow-up communications. |
No information available | |
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Sender/Recipient Tagging Tags parties in correspondence for easier filtering and analysis. |
No information available | |
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Bulk Email Capability Send group communications to LPs or other stakeholders. |
No information available | |
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Deal Flow Analytics Analyzes sources of deals, conversion rates, and relationship insights. |
Deal flow analytics is specifically covered in the product overview. | |
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Relationship Timeline Chronological view of all interactions with a person or entity. |
No information available | |
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Automated Data Enrichment Augments contact info with data from linked sources (e.g., LinkedIn). |
No information available | |
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Event Management Tracks VC-hosted events, meeting RSVPs, and attendee lists. |
No information available | |
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Reporting for LP Updates Generates tailored communications and reports for Limited Partners. |
Investment and LP reporting tailored to VC LP communication is included. |
Reporting & Analytics
(5 Yes /5 Known /10 Possible features)
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Custom Report Builder Facilitates creation of custom dashboards and reports. |
Custom dashboards and report building features are prominent in product presentations. | |
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Pre-Built Report Templates Includes templates for common VC reports (LP updates, quarterly, annual). |
Prebuilt templates are available for key VC & LP reports. | |
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Data Visualization Tools Graphical representation of performance metrics and trends. |
Ledgy offers extensive data visualization options and charts. | |
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Scheduled Report Distribution Automatically emails or shares reports with stakeholders at set intervals. |
No information available | |
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Export Options Supports data export in various formats (Excel, PDF, CSV). |
Exports available to Excel, CSV, and PDF. | |
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Real-Time KPI Tracking Live dashboard for major fund and portfolio metrics. |
Live KPI dashboards and portfolio/company-level metrics are showcased. | |
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Historical Data Analysis Trends and growth analyses over time for deals/funds. |
No information available | |
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Scenario Analysis Projects outcomes based on hypothetical deal or fund changes. |
No information available | |
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Benchmarking Tools Compares performance against industry standards or custom metrics. |
No information available | |
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Drill-Down Analytics Enables users to explore underlying data for each KPI. |
No information available |
LP (Limited Partner) Management
(6 Yes /6 Known /10 Possible features)
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LP Portal Secure online interface for LPs to view investment information and reports. |
LP portal with secure investor reporting is a prominent product section. | |
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Commitment Tracking Tracks LP commitments, capital calls, and distributions. |
Commitment/capital tracking and LP record-keeping are core to Ledgy for Investors. | |
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Automated Capital Call Notices Notifies LPs of capital calls, calculates pro-rata shares. |
No information available | |
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Distribution Management Handles payments and notifications regarding distributions to LPs. |
No information available | |
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Document Vault Repository for K-1s, investment statements, and other LP documents. |
Document management includes a document vault for LPs, investments, and fund documents. | |
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Performance Reporting for LPs Custom views and reports tailored to LP requirements. |
Supports creating custom, tailored performance reports for LPs and investors. | |
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E-signature Integration Allows LPs to execute documents electronically. |
No information available | |
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Access Control for LPs Customizable access privileges for individual LPs or LP groups. |
Permission settings and group/individual access privileges are supported for LPs and other users. | |
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Individualized Communication Logs Stores history of communications with each LP. |
No information available | |
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Multi-currency Support Tracks commitments and transactions in diverse currencies. |
Multi-currency functionality is highlighted for international investor/fund management. |
Financial Operations & Accounting
(5 Yes /5 Known /10 Possible features)
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General Ledger Integration Integrates with GL/accounting software for seamless financial tracking. |
No information available | |
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Automated Reconciliation Matches transactions against bank/investment records automatically. |
No information available | |
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Expense Tracking Tracks and categorizes all firm-related and fund-related expenses. |
Expense tracking and tagging mentioned for portfolio and fund expenses. | |
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Invoice Management Manages receivables, payables, and invoices for vendors and portfolio companies. |
No information available | |
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Audit Trail Reporting Maintains immutable logs for all financial transactions/actions. |
Strong audit trail and history features across data and actions for compliance. | |
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Bank Feed Integration Direct feeds from bank accounts for real-time transaction data. |
Bank feeds and integrations are supported with leading European and international banks. | |
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Custom Chart of Accounts Flexible configuration of GL accounts to match organizational requirements. |
Custom charts of accounts creation supported for various fund and firm structures. | |
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Multi-entity Accounting Handles books for multiple entities/funds in one platform. |
Multi-entity/fund accounting is a supported scenario for VC firms with multiple portfolios. | |
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Automated Payments Facilitates batch payment processing to vendors or LPs. |
No information available | |
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Budgeting & Forecasting Tools Enables creation and monitoring of budgets at various levels. |
No information available |
Compliance & Security
(5 Yes /5 Known /10 Possible features)
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Role-Based Access Control Granular user permissions based on job roles and groups. |
Granular, role-based access controls for users, LPs, and permissions, highlighted security. | |
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Data Encryption at Rest/Transit Protects sensitive information using industry-standard encryption. |
Data encryption at rest and in transit confirmed in Ledgy's security documentation. | |
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Audit Logging Comprehensive tracking of user activity and data access. |
Full audit logging and user tracking available for compliance/audit purposes. | |
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Regulatory Reporting Tools Automates processes to meet SEC, AIFMD, and other regulatory requirements. |
No information available | |
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GDPR/CCPA Compliance Features to manage and demonstrate data privacy compliance for global regulations. |
Terms reference GDPR/CCPA support for data privacy compliance (EU and US customers). | |
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Document Retention Policies Automated enforcement of document retention and deletion cycles. |
No information available | |
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SSO & 2FA Support Enforces secure login using single sign-on and two-factor authentication. |
Single sign-on (SSO) and two-factor authentication available for enterprise plans. | |
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Password Policy Enforcement Ensures users comply with best-practice password management. |
No information available | |
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Incident Response Logging Tracks and documents security or compliance incidents. |
No information available | |
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Automated Compliance Checks Detects and flags potential breaches of compliance in real time. |
No information available |
Integrations & API Connectivity
(6 Yes /6 Known /10 Possible features)
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Pre-Built Integrations Ready-made connectors for industry-leading CRMs, ERPs, and accounting systems. |
Integrations exist for major CRMs, ERPs, and accounting platforms out-of-the-box. | |
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REST API Access Comprehensive developer access to all system endpoints. |
Public API endpoints and advanced developer documentation are provided by Ledgy. | |
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Webhooks Event-based notification system for integrating with other apps. |
No information available | |
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Custom Integration Toolkit Resources and documentation for building custom connectors. |
Custom integration toolkit/APIs supported for custom use cases and connector builds. | |
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Mobile App Integration Support for iOS/Android companion apps. |
Ledgy offers a responsive web interface, and companion mobile access (web app). | |
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Data Import/Export Tools Facilitates migration of data into or out of the platform. |
Bulk import and export tools for data migration and system onboarding are available. | |
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Scheduling of Data Syncs Configurable frequency for synchronous/asynchronous data updates. |
No information available | |
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Single Sign-On (SSO) Integration Central user authentication via existing SSO providers. |
Enterprise SSO integration supported for organizations, including Okta and Azure AD. | |
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Third-Party Data Feeds Automatic import of market, financial, or news data from third-party providers. |
No information available | |
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Customizable API Rate Limits Set rate limits for API requests. |
No information available |
Data Storage, Import & Migration
(7 Yes /7 Known /10 Possible features)
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Cloud-Based Storage All data securely stored in a managed, scalable cloud environment. |
All Ledgy data is cloud-based, securely stored in major cloud infrastructure. | |
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Bulk Import Tools Efficiently upload historical data and documents in bulk. |
Bulk import functionality for onboarding historical deal/portfolio data. | |
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Data Deduplication Prevents creation of duplicate records upon import or entry. |
No information available | |
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Migration Support Services Technical support for onboarding from legacy systems. |
Ledgy platform includes migration support and technical onboarding services. | |
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Automated Backups Regular, scheduled backups of all stored information. |
Automated daily/regular backups are referenced in the security documentation. | |
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Storage Capacity Total data storage available per account. |
No information available | |
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Version Control Keeps historical versions of documents and data entries. |
Version control is available for documents and data entries. | |
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Secure Data Erasure Certifies deletion of sensitive data as per regulatory standards. |
Secure data erasure procedures are referenced for compliance with regulatory standards. | |
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Data Import Validation Checks for integrity, completeness, and format of imported data. |
No information available | |
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Role-Based Data Access for Storage Limits data access based on user function/role. |
Granular, role-based access controls extend to storage/data access features. |
Usability & Customization
(7 Yes /7 Known /10 Possible features)
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Customizable Dashboards Users can tailor dashboards to preferred layouts and metrics. |
Custom dashboard layouts and widgets are supported for all user types. | |
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Theme/Brand Customization Adapt look and feel to firm branding guidelines. |
Organization branding and UI customization is supported. | |
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Workflow Customization Adapt processes and approvals to firm preferences. |
Workflow customization for approvals, notifications, and controls is supported. | |
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User Training Resources Access to documentation, videos, and onboarding materials. |
Training materials, documentation, and onboarding videos are provided to users. | |
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Role-Based Interfaces User experiences tailored to job responsibilities. |
Role-based dashboard and interface customization available. | |
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Multi-Language Support Packages localized for global teams. |
No information available | |
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Performance SLAs Guaranteed minimum performance metrics (e.g., response times). |
No information available | |
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Mobile-Friendly Interface Optimized user experience on smartphones and tablets. |
Ledgy's web UI is optimized for mobile browsers (iOS and Android), with responsive design. | |
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Accessibility Features Compliance with WCAG ADA accessibility standards. |
No information available | |
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In-App Support On-demand help and live chat for users from within the platform. |
In-app help, live chat, and product support are provided from within the platform. |
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