Share plan software for AIM & small-cap companies | Ledgy

Share plan management for AIM companies

One system to automate your share plans

When you're running a share plan alongside finance, co sec and multiple competing priorities, Ledgy replaces time-consuming admin with smart integrations and automated workflows.  Ledgy gives you one place to manage it properly and your team valuable time back, without the costly overhead and inflexibility of a traditional outsourced administrator.

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Trusted by the worlds best teams

Built for AIM and small-cap companies

Many AIM-listed and small-cap companies manage their share plans through Finance and Company Secretarial teams, often on spreadsheets, without a dedicated reward function.

Replacing spreadsheets with Ledgy means less time spent reconciling data manually and more time on the parts of the job that actually need you and your judgment.

Employees get an intuitive, self-service dashboard instead of having to email you every time they have a question about vesting or option value.

Financial reporting is built-in rather than extracted manually or outsourced, so you get accurate, audit-ready numbers without paying an external provider to produce them separately.

Modern features for modern teams

Audit-ready reporting

IFRS 2 and other standard reports generated in minutes, ready for your auditors and your board.

Your share plans in one place

Grants, vesting and exercises, all changes tracked in one system, not split across spreadsheets and email.

Direct integrations

Connects with your HRIS and existing tools, so data moves without manual re-entry.

WBS integration

Sell shares with our direct broker integration and keep track of it all on Ledgy.

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.

Enterprise-grade security

ISO 27001 and SOC 2 certified, built to the standard public companies need. Build custom roles for finance, legal and equity teams, with granular control over exactly what each can see, edit, and manage.

Support that knows your world

Our team already works alongside the lawyers, advisers and brokers who support AIM and small cap companies.

A share plan you can actually see

Spreadsheets and manual tracking
Single system for the full share plan lifecycle
Build bespoke financial and compliance reports yourself, with no SLA and no waiting on support
Flexible trade through an integrated broker, or manage it yourself. Either way, reconciled automatically
Pricing that scales with your complexity n/a
Real time IFRS 2, UK ERS and s431 filings generated natively, SOC1/SOC2/ISO certified

Ready to see it for yourself?

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Move in weeks, not months

Our onboarding team has set up hundreds of share plans, so they know exactly how to handle the switch from spreadsheets. They handle the heavy lifting, meaning your share plans keep running without missing a beat.

  1. Share your data

    Hand over your spreadsheets or existing records. We take it from there.

  2. Expert audit

    Our specialists check every entry, so your data is accurate before go-live.

  3. Go live

    Your team runs on one system, with support from people who understand AIM and small-cap companies’ needs.