Case Study: Encompass streamlines equity management with Ledgy

Encompass - Customer Case Study

Encompass, a UK-based B2B SaaS company founded in 2011, needed a better way to manage employee equity as it grew from 40 people to 200+ across multiple countries. After struggling with spreadsheets and a previous equity tool, the team wanted a more usable all-in-one platform that could handle complex, multi-jurisdiction equity plans while improving employee understanding and engagement.

Ledgy provided the equity management platform and cap table automation Encompass needed, replacing spreadsheets as the single source of truth. With Ledgy, Encompass onboarded its 200+ employees quickly, exceeded its goal of 80% successful logins within a month, and reduced grant letter processing from about two days per quarter to roughly one hour, with fully automated signatures.

Encompass

Stuart Barnard

Vice President Finance and Business Operations