Connect Ledgy

Ledgy is an equity management integration that syncs grant data to Pave. You connect by adding Pave as a collaborator in Ledgy with read-only access.

Before you connect

• You must have an Administrator or Owner account in Ledgy.

Connect Ledgy to Pave

1. Log in to your Ledgy Administrator or Owner account.

2. Go to Company Settings > Collaborators.

3. Select Add collaborator and enter the following:

   • Name: Pave

   • Email: integrations@pave.com

   • Access level: Viewer

4. Select Invite.

5. In Pave, go to Connections and find Ledgy.

6. Click Submit to complete the connection.

Troubleshooting

No data appears after connecting: Verify that your Ledgy account has active equity grants. If Ledgy has no grant data for your company, no records will appear in Pave.

Grants are missing for some employees: Pave matches grants to employees using the email address in Ledgy. If an employee's email in Ledgy does not match their record in Pave, their grants will not be associated.

A grant shows as cancelled: If a grant has multiple transactions in Ledgy that net to zero diluted shares, Pave treats it as cancelled and excludes it.

Fields that sync

Custom mappings may apply to your account.

• Stakeholder (employee name)

• Email

• Grant ID

• Grant date

• Diluted shares

• Stock value (with currency)

• Vesting start date

• Vesting schedule (duration, cliff, interval)