Carried Interest
A better way to manage carried interest
Most firms still track Carried Interest in Excel. Ledgy gives plan administrators a structured system of record, automated document workflows, and participants clear visibility of what they've earned.
Keep your carry records in one place
Track fund manager allocations, vesting schedules, and good/bad leaver provisions across multiple funds, all in one structured system of record. For most firms, carry administration lives across a patchwork of spreadsheets owned by one or two people, with no audit trail and significant risk of error. Ledgy gives plan administrators a single, accurate source of truth that scales as fund complexity grows.
Automate leaver statements and documents
When a participant leaves, Ledgy calculates their vested position across funds and tranches automatically: reducing manual work and the risk of calculation errors. Allocation documents can run to 60 pages or more. With Ledgy, you can automatically distribute them directly from the platform, send for e-signature, and store them against the allocation. No manual drafting, no chasing paper copies.
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Frequently Asked Questions
What is carried interest software?
Carried interest software is a structured system for tracking and managing performance-based carry allocations across funds, replacing manual spreadsheets with automated workflows and a reliable system of record.
Why is managing carried interest in Excel a problem?
Most firms rely on spreadsheets owned by one or two people, which creates no audit trail, significant risk of calculation errors, and no scalable structure as fund complexity grows.
What does Ledgy's carried interest software do?
Ledgy gives plan administrators a single source of truth for fund manager allocations, vesting schedules, and good/bad leaver provisions, while automating document workflows and giving participants clear visibility into what they've earned.
How long are carried interest allocation documents?
Allocation documents can run to 60 pages or more, which is why Ledgy helps to automate their distribution, and e-signature collection to eliminate manual drafting and paper chasing.
Is carried interest the only compensation type Ledgy manages?
No. Ledgy is building a unified platform that brings together equity compensation, carried interest, deferred compensation plans, and pensions and savings in one integrated system.
Who is Ledgy's carried interest software designed for?
It is designed for plan administrators at firms that manage carry allocations across multiple funds and need a structured, scalable alternative to spreadsheet-based administration.