Equity Compliance Software | Ledgy
State of Equity
2026
Report
Minimise equity compliance risks with a single source of truth
Keep your equity compliant across jurisdictions, with automation at every step – for granting, reporting, taxes and more. Expand across borders into new markets without equity compliance worries.
Global equity compliance management
Stay error-free and up to date
Keep your equity plans accurate and compliant globally. Automated error flags and crystal-clear visuals let you easily identify and resolve compliance risks. Transactions and documents are updated in real-time throughout the entire platform.
Never miss compliance deadlines
Access all of the data you need, fast, with search and filter functions. One-click equity compliance reports, custom views and exports, make meeting compliance deadlines a breeze. Global mobility reporting helps you stay on top of equity and tax as your workforce moves across borders.
Enhance internal control
Manage your equity compliance seamlessly across functions, without compromising on confidentiality. Segment permissions for team members, advisors, and auditors to collaborate securely. Keep track of exactly what’s changed, when, and who made the change on any given transaction and publish only the transactions you choose.
Stay compliant globally
Let’s schedule a demo to discuss how you can manage equity compliance at scale with Ledgy
Modern features for modern teams
Tax rules and estimates
Add the correct applicable tax rate yourself or via ShareReporter to estimate tax withholding according to exercises or releases and communicate them with employees.
Global mobility reporting
Keep track of location history, understand the equity employees have earned in different locations, and generate instant reports to download at the click of a button.
UK compliance reports
Report to authorities easily with one-click downloads for a compliant register of members, CS01 and SH01 reports for Companies House, and ERS returns to HMRC.
Custom role-based access control
Keep data private and secure with internal access management that lets you control who can access different pieces of equity data.
Enterprise level security
Lock down your data with enterprise-level security, SAML SSO and 2FA. ISO 27001 certified.
And much more
- International grant types
- Custom views and exports
- Share certificates
- Valuations (409A, HMRC, BSPCE)
- Customer stories
Why our customers love us
Revolut x Ledgy
Motorway x Ledgy
Climework 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
Revolut
"We had our largest H1 equity grant only two weeks ago. Over 7,000 awards to about 4,000 employees, and we only received about 20 queries. An absolutely massive reduction."
Aaron Hayes
Senior People Partner at Revolut
Neural Concept
“Finance, HR, top management, founders and employees can now all rely on the same cap table without thinking twice.”
Deniz Onmus
Group Finance and Transformation Manager at Neural Concept
Frequently Asked Questions
What is equity compliance software?
Equity compliance software helps companies manage legal and regulatory requirements related to equity plans, grants, and reporting across different jurisdictions. Ledgy provides a single source of truth to keep equity accurate and compliant at every step.
How does Ledgy help reduce equity compliance risks?
Ledgy uses automated error flags, real-time data updates, and crystal-clear visuals to help you identify and resolve compliance risks before they become problems. Transactions and documents are updated across the entire platform instantly.
Can Ledgy support companies expanding into new markets?
Yes, Ledgy is built for global equity compliance, with automation across jurisdictions covering granting, reporting, taxes, and more. Global mobility reporting also helps you stay on top of equity and tax obligations as your workforce moves across borders.
What compliance reporting features does Ledgy offer?
Ledgy includes one-click compliance reports, custom views and exports, and UK-specific reports such as CS01, SH01, and ERS returns to HMRC. Search and filter functions make it fast to access the data you need before deadlines.
How does Ledgy handle tax compliance for equity?
Ledgy lets you add the correct applicable tax rate manually or via Tapestry Compliance to estimate tax withholding according to exercises or releases, and communicate those estimates directly with employees.
How does Ledgy protect sensitive equity data?
Ledgy offers custom role-based access control, SAML SSO, two-factor authentication, and is ISO 27001 certified. You can segment permissions for team members, advisors, and auditors to collaborate securely without compromising confidentiality.
Is Ledgy suitable for both private and public companies?
Yes, Ledgy serves both private and public companies.
How long does it take to migrate to Ledgy?
Migration on Ledgy's Enterprise plan takes weeks, not months, with a four-stage process covering setup, data extraction, import, and data validation. Ledgy's onboarding and product experts are available throughout to ensure accuracy.