Case Study: Peak saves finance time every day with Ledgy

Ledgy is Peak's single source of truth for everything equity, saving the finance team time every day

Peak, a UK-based Decision Intelligence software company, faced significant challenges in managing its rapidly scaling employee equity program. Before Ledgy, Finance Director John Fraser managed the cap table and option grants using large, error-prone spreadsheets. The manual process was time-consuming and failed to provide employees with clear, accessible insight into their ownership and vesting schedules, which was a growing concern as the team expanded by 230% in three years.

By implementing Ledgy's equity management platform, Peak automated its equity plan administration and created a single source of truth. The Ledgy solution saved the finance team days of work on each option award cycle, enabled more frequent grants, and streamlined investor reporting during major funding rounds. Crucially, Ledgy provided every employee with a transparent, intuitive dashboard for their options, dramatically improving engagement and turning equity into a powerful incentive.

Peak

John Fraser

Finance Director