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Data Import
Digital Signatures
Scenario Modeling
Examples of different scenario simulations
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Exports and downloads
Holding confirmations
Templating
Employee Participation Plans
End to end exercising
Portfolio management
Investor relations
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Getting Started
Getting started with Ledgy
In which countries and jurisdictions can Ledgy be used?
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Data Import
How do I import my cap table?
How to connect and sync from BambooHR?
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Digital Signatures
How to create a new signature request?
How to invite people to digitally sign a document?
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Scenario Modeling
Scenario: Convertible loan conversion(s) + (equity) investments
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Exports and downloads
How can I create and share holding confirmations?
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Templating
Which variables can be used in Word templates?
How to use workflow automation?
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Employee Participation Plans
How to grant options?
What to do when an employee leaves the company temporarily? (e.g. parental leave)
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End to end exercising
How does end to end exercising work on Ledgy?
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Portfolio management
How do I add companies to an investment portfolio?
How do I change the currency of my portfolio?
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Investor relations
How do I share recurring updates with investors and other stakeholders?
How to set up and share KPIs with stakeholders?
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Account
How can I update my name, email or password?
How to set up and use 2FA (two-factor authentication)?
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