Cooper Parry and Ledgy join forces, giving customers access to best-in-class valuations and reporting


17 July '24

2 minute read

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As companies scale, it becomes ever more important to handle financial reporting, valuations and audits with precision. That’s why we’re excited to partner with Ledgy, the modern equity management platform that takes your company further. 

Why now? 

The Tech & High Growth team at Cooper Parry work with hundreds of businesses within the high growth ecosystem and recognise a scaling company’s calendar of key events is a mix of important recurring deadlines (like audits and tax authority reports) and one-off landmarks leading up to fundraisings, mergers, acquisitions or public listings.  

And with recent momentum in the IPO market, more leaders in finance, people and legal functions are dedicating time to preparing for potential exit events. 

This partnership will bolster the support we can offer our clients by expanding the use of the Ledgy platform throughout our portfolio. 

Expert valuations, delivered at pace 

Ledgy is built on the premise of taking the complexity out of equity schemes to make them work companies and their people. Combining their drive to build the best-integrated equity and share plan management platform with our intimate knowledge of HMRC demands, and understanding of the end-to-end valuation process, will allow clients on both sides to benefit from robust valuations delivered in around 14 business days, fitting the needs of the fastest-growing businesses. 

“Our customers include some of the world’s most innovative and fastest-moving scaleups,” says Ledgy CEO Yoko Spirig. “Cooper Parry has built a deserved reputation for understanding these growing businesses and supporting them to execute on their growth plans. We’re very excited to partner with the Cooper Parry team to give Ledgy customers defensible, objective advice on events like valuations, financial reports and more.” 

Steve Leith, Head of Tech & High Growth, added, “We have been incredibly impressed by Ledgy’s ability to cater for complex international businesses who need robust, agile equity and share plan management services. The companies we serve have collectively raised over $10 billion in venture funding, and we share Yoko’s and Ledgy’s view that it is imperative these companies operate on a foundation of sound equity management and tools that support crucial decisions around the equity strategy as they scale.”