What is better Ledgy or Optimy? Reviewing products to find the best Fundraising Software does not always have to be hard. On our review platform, we enable you to match Ledgy and Optimy and immediately evaluate their distinct features. We allow you to take a look at their uniqe benefits, supported devices, support service, pricing, terms, and much more.
You can also assess their overall score (8.5 for Ledgy vs. 8.5 for Optimy) and overall customer satisfaction level (98% for Ledgy vs. 100% for Optimy). Take your time and compare your top choices and determine which one is ideal for your company. You should also assess the vendor’s business viability; are they reliable and will they still be operating a few years from now?
Our team put a lot of effort to review all popular Fundraising Software services offered out there, but among them these three deserved our special attention: EveryAction, ActBlue, FundRazr.
Ledgy offers different plans for two types of users: companies and investors. These plans include basic functionalities for small companies to advanced features for rapidly growing organizations.
Company Plans
Launch – Free
5 equity plan grants
Simple vesting
Cap table management
Download holding confirmations
1 scenario for modeling
50 MB document storage
Basic KPIs for investor relations
Written reports for investor relations
Investor portfolio
Employee dashboard
Support for one collaborator
Help center
Growth Plan – €3/stakeholder/month
50 equity plan grants
Simple vesting
Custom and performance vesting
Employee scenarios
Cap table management
Download holding confirmations
Shareholding confirmations
Transaction notifications
3 scenarios for modeling
Funding round stacking
500 MB document storage
15 free e-signatures
Basic KPIs for investor relations
Custom KPIs for investor relations
Written reports for investor relations
Investor portfolio
Employee dashboard
Support for 3 collaborators
Help center
Scale plan – starts at €300/month (scales based on needs)
Unlimited equity plan grants
Simple vesting
Custom and performance vesting
Employee scenarios
Employee exercise requests
HR system integration
Option expensing
Cap table management
Download holding confirmations
Shareholding confirmations
Transaction notifications
Secondaries
Unlimited scenarios for modeling
Funding round stacking
Exit modeling
Unlimited document storage
Unlimited free e-signatures
Qualified e-signatures
Templating
Custom branding for e-signatures
Basic KPIs for investor relations
Custom KPIs for investor relations
Written reports for investor relations
Investor portfolio
Employee dashboard
Support for unlimited collaborators
Help center
Chat support
Onboarding data audit
Dedicated account manager
Investor Plans
Business Angel – Free
Up to 10 companies
Single investor portfolio that includes custom and startup-curated entries
Ledgy integrates with most HR management systems such as:
Personio
Bamboo HR
bob
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Codility, Utopia, wefox
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
email
phone
live support
training
tickets
General Info
A platform developed for rapidly growing companies. It serves as a single source of truth for equity-related information to manage portfolios, transactions, and more.
Optimy pricing varies depending on the CSR module you want to purchase. The three most popular modules are
Corporate Sponsorship – €6,500/year
This plan can cover sponsorship applications, budgeting, communication, selection, and reporting.
Corporate Grants – €6,500/year
This plan is equipped to manage grant-giving workflows using a personalized interface.
Corporate Volunteering – €9,000/year
This plan helps organizations manage volunteers.
The vendor offers other products, including Corporate Awards, Corporate Donations, and Corporate Scholarships, which are available only on a quote basis. Should you be interested, be sure to contact the vendor for additional information.
Optimy integrates with Easy Insight and other applications through its API capabilities.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Audi, Volkswagen, Decathlon
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
email
phone
live support
training
tickets
General Info
All-in-one software that enables corporate foundations to optimize and measure their corporate social responsibility. With Optimy, users can create and tailor their own forms, administer and manage multiple activities from a centralized dashboard. Key features include customizable forms, automated workflows, and data exports and reporting.
Please note that while both Ledgy and Optimy may offer a top quality array of features every app may be created for a different company size. If you are analyzing various solutions you should pay attention to a company size they are catering to. Specific features could scale up well for huge enterprises but if you own a small or mid-sized company it’s usually more sensible to stay away from paying for advanced functionalities that you may never actually use.
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