Ledgy

We're wishing Pennylane good luck at the ProShare awards this Thursday, having been shortlisted for Most Effective Communication of an Employee Share Plan in a Private Company. Our very own Peter Ahern will be in attendance, we're all keeping our fingers crossed ??

For those of you who were unable to attend our London equity breakfast this morning, here are some of the key takeaways from a fantastic event: - The UK market enables companies to access significant international investment - Positioning an IPO as a target can still be positive even when it is not achieved - Early preparation for an IPO should enable the focus to remain on BAU and PR in the lead-up to the event - PISCES aims to provide a positive alternative for liquidity in the private market - Equity culture and education remains one of the big challenges in the UK Thank you to Neil Shah of LSEG (London Stock Exchange Group) for the insightful and positive discussion. Lastly, thank you to all of the attendees, we hope you enjoyed the event and we're excited to connect with you all soon. Alice Chart Anna Humphrey Catie Wood Gabbi Stopp FGE FCG Helen Pericleous Jai Baker, FCG Laura Novello Savannah-Jade Swan Sophie Bailey (Addyman) Tristan McKenna Tom Giles

Not heard of Ledgy’s Equity Data Pulse before? It’s our way of sharing the latest equity insights and trends, from an ever-evolving dataset, opening up discussions around key topics in our industry. For instance, this report explores the relationship between fundraising and ownership. In 2024 so far, the data shows that: - fundraising levels continue on a downward trajectory - the UK average employee ownership level has dropped - French businesses have seen a significant increase in average employee ownership - the average size of employee equity pools has dramatically increased for Series A and B companies You'll find a deeper dive into the points above and plenty more interesting data points in our latest report – download it here: https://lnkd.in/ezyzvG6s

We're very proud of our customer Pennylane for being shortlisted for 'Most Effective Communication of an Employee Share Plan' at the ProShare Awards 2024! Here are a few of Pennylane's employee equity initiatives: - Regular employee equity education sessions - High employee engagement levels on Ledgy (over 96%) - Unique liquidity options made available to employees - Personalised meetings for departing employees to ensure they know the value of their equity and what options they have as leavers We truly believe in empowering teams through equity, and Pennylane are doing just that through their transparent and regular equity communications ??

Neil Shah, Head of Tech at the?LSEG (London Stock Exchange Group), will join us for our third equity breakfast of the year to share his insights on IPO listing options and other routes to liquidity. Thursday, November 21st in Shoreditch, London ?? Network with like-minded equity professionals over a tasty breakfast, take in an invaluable fireside chat, and there'll be plenty of time for Q&A. Don't miss out, register today: https://lnkd.in/gVsQScSg

Our latest Equity Data Pulse report revealed that French businesses had seen an 81% increase in average employee ownership compared to 2023! ?? Given the challenging market conditions, it is very positive to see that businesses in France are utilising equity more regularly to incentivise their employees. This shift has closed the gap to the UK significantly — you can read more about this (and more) in our latest report. Available here: https://lnkd.in/ezyzvG6s

According to Aon, the inability to attract and retain talent has risen to be the 4th top risk for companies, and is predicted to continue as this high of a risk until 2026. While share plans are a proven way to mitigate this risk, their impact can really depend on how effectively a company communicates plan information to participants. So how can you set up an effective share plan communications strategy? We’ve made a comprehensive Ledgy guide to answer just that! With expert, actionable tips from Aon’s Zoe Denny-Thomas, you’ll find everything you need to make sure you get your share plan comms right from the start. Read the guide here: https://lnkd.in/diFMjB6r

Over the past two years, there have been significant shifts in pool utilisation for Series A and B businesses. In our most recent Equity Data Pulse report we found that in 2024, Series B businesses had increased the average employee pool size by 58% when compared to 2023! Is this a reaction to the poor fundraising environment? You'll find more data and equity insights in our H2 report, download it here: https://lnkd.in/ezyzvG6s

Now live: Ledgy’s Equity Data Pulse H2 Report ?? In a market where fundraising seems scarce, the latest UK budget may slow the market even further. Yet companies still have ambitious growth plans, and shifting their approach to equity could help them achieve that. Is the UK still the most generous European market for employee equity? How is the fundraising environment changing the way businesses view ownership? Our latest report explores the relationship between fundraising and ownership, answering these important questions and unlocking more valuable equity insights. Download the report today: https://lnkd.in/ezyzvG6s

We're very interested in your opinion on how employees and candidates perceive equity compensation ?? Commonly used in hiring and retention strategies, changes in government policy, market conditions, and education levels all impact the perceived value of equity. So in your experience, has perception changed in recent years? We look forward to hearing your thoughts ??