AI-Powered Equity Management Software | Ledgy
State of Equity
2026
Report
AI-powered equity management you can trust
Ledgy Agent completes real equity admin tasks in a single request. Connect Ledgy MCP to Claude, Cursor, Codex and ChatGPT for instant answers from your live equity data. Finally, equity management that moves as fast as your team does.
Trusted by the world's best teams
Turn hours of equity admin into one fast and accurate request
Automate the busy work, keep the judgement human
Ledgy Agent and Ledgy MCP are built around clear safeguards: permission-bound access, validation at the point of entry, and human control. Let AI do the manual equity work, so your team can do the thinking.
Move faster without losing control
Ask Ledgy Agent to draft a transaction or offboard a stakeholder and it gets done in a single conversation, with every step visible before it happens. Connect Ledgy MCP to Claude, Cursor, Codex or ChatGPT and pull live answers from your equity data without exporting a single spreadsheet.
Permission-bound by design, not by policy
Both products inherit the signed-in person's exact permissions, so they can never see or change more than their individual permission role allows. Every Agent action needs approval before it executes, and every MCP query is read-only, so you stay in control from start to finish.
AI workflows built for speed and control
Equity admin, simplified for you
Ask Ledgy Agent to find a stakeholder or offboard an employee, and it does the work for you.
Approval before anything changes
Ledgy Agent requires your approval before every action, so nothing executes without a person saying yes.
A dedicated "via Agent" audit trail
Every action Ledgy Agent takes is logged with a plain-language description, clearly separated from manual changes so your audit trail always holds up.
Live equity data in the tools you already use
Connect Ledgy MCP to Claude, Cursor, Codex or ChatGPT and get instant answers about your cap table without leaving your workflow.
One request, many steps handled
Ask Ledgy Agent to add a new joiner and grant them options, and it syncs the HR data, drafts the transaction, and queues the paperwork in one go.
Built on Ledgy's proven platform
- HRIS integrations
- Enterprise-level security
- Custom role-based access control
- Read-only MCP access
Why our customers love us
Revolut x Ledgy
Motorway x Ledgy
Climeworks x Ledgy
DeepL
"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 Harder, CFO at Deepl
Personio
“With Ledgy, we now found an employee-friendly and multi-departmental tool that accurately manages all aspects of our equity.”
— Ann-Sophie Manzeschke, Reward Manager at Personio
Flock
“You can get stuff done with Ledgy. That’s what I love about it.”
— Ed Leon Klinger, Co-founder and CEO at Flock
Faculty
"For the documents we had in Ledgy, it took about 25 minutes. For the ones we hadn't yet migrated from our old platform, it was six or seven hours per person. That is a real, tangible impact."
— Jack Stanley, Finance Director at Faculty
Frequently Asked Questions
What is Ledgy Agent and what can it do?
Ledgy Agent is an AI agent built into the platform. It automates equity administration tasks such as drafting transactions, offboarding stakeholders, syncing HR data, sending documents for signing, adding joiners with option grants, and finding stakeholder records. Every action it proposes is shown to you first, and every action requires explicit human approval before execution.
What is Ledgy MCP and how does it work?
Ledgy MCP is a read-only integration that connects Ledgy equity data to AI tools, including Claude, Cursor, Codex, and ChatGPT. It lets you query cap tables, option pools, vesting schedules, and stakeholder records without exporting data. The connected AI can only access data the signed-in user is authorized to see.
How do Ledgy Agent and Ledgy MCP work together?
Ledgy Agent completes equity administration tasks inside Ledgy, with every action requiring approval before execution. Ledgy MCP lets you query live equity data from supported AI tools and is always read-only. Together, they cover doing and asking without exporting spreadsheets or bypassing existing permissions.
Is Ledgy Agent safe to use for sensitive equity data?
Yes. Ledgy Agent inherits the signed-in user's permissions, so it cannot access or modify data beyond the user's existing permissions. Every action requires explicit human approval before execution, and every action is recorded in a dedicated “Via Agent” audit trail with a plain-language description, separate from manual changes.
Which AI tools does Ledgy MCP support?
Ledgy MCP supports Claude Desktop, Claude Code, Cursor, Codex, and ChatGPT.
How does Ledgy maintain an audit trail for equity actions taken by AI?
Ledgy Agent records every action in a dedicated “Via Agent” audit trail with a plain-language description, separate from manually completed actions, making it easy to distinguish between human and AI activity. This provides clear accountability for audits.
Is Ledgy MCP suitable for companies with strict InfoSec or compliance requirements?
Yes. Ledgy MCP is designed to support InfoSec and IT reviews. It is read-only, operates under the signed-in user's existing permissions, uses company-selected OAuth authentication with short-lived, auto-refreshing tokens, and cannot modify equity data.
Can companies control how Ledgy Agent is used?
Yes. Ledgy Agent is enabled at company level, and administrators can choose read-only access or allow Agent to perform actions. Every action still requires explicit human approval before execution, and Agent remains bound by the signed-in user's existing permissions.
See AI-powered equity management in action
Book a demo to explore how Ledgy Agent and Ledgy MCP can support your equity workflows without giving up control.