Ledgy

Thank you to all who attended Edge 2024 last week, it was a huge success. From the state of the nation to the IPO journey, we hosted insightful keynotes and several invaluable discussions with magnificent panels. For those of you who missed it, we’ve summarised some of the key takeaways below: Succession planning – don’t be caught out by the internal shock of an IPO. Develop and implement a clear retention and incentive plan for key employees or leadership teams as early as possible. Communication – there is a balance to be struck between communication and education. Employees need help to demystify their equity, understand the company’s vision for the future and address rumours during the IPO journey. Secondaries – acting as an enabler of tangible value for employees of private businesses, we expect to see growth in the availability and execution of secondaries. We look forward to sharing more Edge 2024 content in the coming weeks, so keep your eyes peeled. In the meantime, if you’d like to join the discussions on these topics in our equity community EquiTable, follow this link: https://lnkd.in/eAtnFrBw

It's autumn, and we're here to supplement the cosy weather with product updates that will help you fall back into productivity mode. Check out the full roundup of our latest product updates below: Want to find out how these can work for you? Book in with our team today: https://lnkd.in/eY5wFHEW

Navigating tax requirements as a publicly listed company with multiple share plans is complex, so we've teamed up with ShareReporter to create this comprehensive tax guide. We explore the impact tax has on different plan types and plan participants, the associated reporting requirements, and the various methods companies can use to settle taxes. Want to know more about how to be tax-efficient and compliant? Read it here: https://lnkd.in/ed94bzem

With 90% of listed companies in our survey operating two or more share plans, it is understandable that the associated administrative workloads could seem overwhelming, given the sheer scale and complexity. But what are the biggest challenges that share plan managers and internal teams are up against? And how can they be alleviated? Find out more in the latest State of Share Plans 2024 Report. Download it here: https://lnkd.in/dmBnTs62

Take the stress out of generating compliant share certificates, with Ledgy's latest automation feature 🚀 Now, you can be more confident when creating, storing or cancelling share certificates at scale – all in just a few clicks! Want to find out how this can work for you? Book in with our team today: https://lnkd.in/eY5wFHEW

Our Public Markets Lead, Peter Ahern will be speaking at the ProShare annual conference this Wednesday - 25th September 2024. He'll be joined by Trecilla Lobo and Chrissie Davis (FCG) 💡💬, discussing share plan communication and how to engage and motivate employees through equity successfully. If you're attending, why not drop by the Ledgy stand? Peter and our team will be on hand to answer any questions you have. We hope to see you there 👋

82% of CEOs in our survey feel that internal teams spend too much time on share plan admin 👀 Our State of Share Plans 2024 report explores the challenges that share plan managers face when managing multiple, and often complex share plans in listed businesses. Download the report today - https://lnkd.in/dmBnTs62

Last week we hosted our Amsterdam Equity Breakfast, discussing all things equity in the Netherlands 🇳🇱 There were many thought-provoking conversations, but here are two key takeaways from the event: 1 - Transparency in equity. Our discussions emphasised the importance of equity plan communication, and how transparency plays a vital role in plan participant satisfaction and engagement. 2 - Taxation and liquidity events. The government has more work to do to make taxation favourable for plan participants, especially when considering liquidity events. Lastly, a big thank you to our attendees and our insightful speakers Ruben Stappers & Paul Butler! It was an absolute pleasure to be joined by such an engaged group and we hope to see everyone again very soon 👋

Now live: Ledgy’s State of Share Plans 2024 Report 📈 “Done well, share plan management is a critical tool that connects a company’s high-level mission and purpose to the day-to-day work of employees” - Ledgy CEO Yoko Spirig. So what are the biggest challenges for listed companies when managing multiple share plans? And how well do employees understand the share plans they participate in? Explore the latest share plan trends for public companies, in our State of Share Plans 2024 Report - download link below ⬇️ https://lnkd.in/dmBnTs62

Say goodbye to time-consuming manual inputs and quarter-end chaos. Streamline share plan admin, automate reporting and manage compliance in one unified platform. Introducing Ledgy for public companies - the modern and compliant share plan management platform. Get in touch with us to learn more: https://lnkd.in/dCrQ3ZTP