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Welcome to Ledgy – Your Equity at a Glance

We’re excited to introduce you to Ledgy, our new equity management platform! With Ledgy, you can easily view and track your equity grant, giving you a clear and up-to-date picture of your holdings—all in one place.

🌱 Getting Started with Ledgy

You’ve been invited to join Ledgy, our equity management platform—where you can view and manage your equity grant with ease. Here’s how to set up your account:

✅ Step 1: Accept Your Invitation

  • Check your inbox for an email from Ledgy.

  • Click the "Accept Invitation" link to begin setting up your account.
    ⏳ Note: The link expires after 30 days. If it does, no worries—just reach out to the People Team and we’ll send you a new invite.

🔐 Step 2: Using Okta SSO (Single Sign-On)

If you've been invited using your Flink email address, you can skip the password setup and log in using Okta SSO—just like you do for other Flink tools. Easy and secure.

Here’s how:

  1. Click the "Accept Invitation" link in your Ledgy email.

  2. On the Ledgy sign-up page, your Flink email address should already be filled in.

  3. Click Continue, accept the Terms & Conditions, then click Start.

  4. That’s it—you’ll be signed in through Okta, no password needed!

    💡 Remember: You can only access your Ledgy account with the email address that was invited. Always use that email to log in.

You're all set! Once you're in, you’ll be able to explore your equity dashboard and keep track of your grant details anytime.

📊 Your Ledgy Dashboard

Once you're logged into Ledgy, you’ll have access to your Employee Dashboard—your personalized view of everything related to your equity grant. Here’s a breakdown of what you’ll see:

💰 Today’s Portfolio Value

This section gives you a snapshot of your current equity status, including:

  • Total vested grants – how many units have already vested

  • Your next vesting date

  • The full vesting completion date

  • Estimated value of your vested equity at today’s share price

As more of your grant vests, the estimated value will update accordingly. You’ll also see the potential value of your full grant once it's 100% vested.

📄 Your Equity Overview

Here, you’ll see all the details of your equity holdings, including:

  • The types of equity instruments you hold (if you have more than one)

  • A breakdown of each grant

  • Key dates: next vesting and full vesting

  • The current estimated value of vested (but not yet exercised) portions

If you’ve received multiple grants or different types of equity, this section helps you keep track of everything in one place.

📆 Vesting Breakdown

The Vesting Breakdown gives you a visual, interactive view of your vesting schedule.

  • Use the colorful chart to hover over dates and see how many units will have vested, and their estimated value, at any given time.

  • If you have multiple grants, you can filter which ones to display or hide.

  • Switch between:

    • Individual view: See each grant’s vesting schedule separately

    • Accumulated view: See the combined schedule for all your grants

This makes it easy to plan ahead and understand when different parts of your equity become available.

🧭 Exploring Other Parts of Your Ledgy Account

Beyond your dashboard, Ledgy offers a few more useful sections to help you stay in control of your equity and documents.

📦 Holdings

In the Holdings section, you’ll find a detailed view of your equity grants under the “Your Grants” tab—displayed as individual cards.

Prefer a more customizable view? You can switch to the Grid View, which lets you tailor the data shown to your needs.

Here’s how to make the most of it:

  1. Add or remove columns
    Click on “Columns” to choose which data points you want to see—like strike price, vesting start date, or share class. You can also drag and rearrange the column headers to create a layout that works best for you.

  2. Group your data
    By default, your equity is grouped by Share Class or by Plan > Grant. You can drag and drop other columns (e.g. grant type, vesting year) into the grouping bar to customize this.

  3. Filter the view
    Once a column is added, you can apply filters to focus on specific data (e.g. only show grants from a certain year).

  4. Save your custom view
    Once you've configured the layout, click “Save as new view” and give it a name. Next time you visit Holdings, you can quickly load this saved view from the dropdown in the top left corner of the table.

📁 Documents

All your equity-related documents live here. This might include:

  • Grant agreements

  • Equity plan rules

  • Exercise documents (if you’ve exercised any options)

Everything is stored securely in one place for easy access whenever you need it.

✍️ Signatures

In this section, you can:

  • View signature requests

  • Track documents you’ve already signed

  • Sign any pending documents directly through Ledgy’s e-signature system or DocuSign, depending on how they were sent

It’s a simple way to stay on top of required paperwork—no printing or scanning needed.

🎓 Ledgy’s Educational Resources

Want to deepen your understanding of equity? These resources are a great place to start:

❓ Need Help or Have Questions?

Your contact at Flink
📩 Please raise a ticket with the People Team

Ledgy support team
🛠️ For any platform-related or technical questions: [email protected]

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