Ledgy

Import existing cap table data into Ledgy.

Record all equity transactions, including issuances, transfers, and cancellations.

Generate reports on ownership, dilution, and valuation.

Use scenario modeling to assess the impact of potential financing rounds.

Configure equity plans in Ledgy, including vesting schedules and grant terms.

Issue stock options and RSUs to employees through the platform.

Track vesting and exercises, and generate reports for financial accounting.

Ensure compliance with SEC regulations and tax reporting requirements.

Provide employees with access to the Ledgy employee portal.

Enable employees to view their equity holdings, vesting schedules, and transaction history.

Communicate equity-related news and updates through the platform.

Offer educational resources on equity compensation and its benefits.

Configure accounting rules and assumptions in Ledgy.

Track equity grants, vesting, and exercises.

Generate reports for ASC 718 calculations and disclosures.

Integrate with accounting software for seamless financial reporting.

Clean up and reconcile cap table data in Ledgy.

Prepare reports for due diligence and regulatory filings.

Coordinate with legal and financial advisors.

Ensure compliance with SEC regulations.