Ledgy’s GraphQL API Reference 👩‍💻👨‍💻

👋 Welcome to our API docs!

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API Support

API Endpoints

https://app.ledgy.com/graphql

Authentication

To get started with our API you’ll first need to retrieve your apiKey from the Ledgy app. To do that, head over to your company’s general settings page and click on "Reveal API key" in the danger zone card. Once you have that, you are ready to get started querying some data. Here’s a CLI example on how to do so:

curl --request POST \
--header 'content-type: application/json' \
--header 'Authorization: Bearer <apiKey>' \
--url 'https://app.ledgy.com/graphql' \
--data '{"query":"{ yourQuery }"}'

Rate limits

Our API has a rate limit of 20 requests every 5 seconds per company.

Queries

`auth`

Description

The auth operation is a basic interface designed for authentication purposes. The operation user can authenticate their credentials and obtain basic company information.

Response

Returns an Auth!

Example

Query

query auth {
  auth {
    companyId
    companyName
  }
}

Response

{
  "data": {
    "auth": {
      "companyId": 4,
      "companyName": "xyz789"
    }
  }
}

Queries

`companyCaptable`

Description

The companyCaptable operation is a Ledgy interface for one specific company. The operation user can retrieve cap table data about the queried company.

Response

Returns a CompanyCaptableResult!

Arguments

Name	Description
`groupBy` - `[CaptableGroupBy]`	Group the captable by one or multiple fields
`date` - `Date`	Only transactions before this date will be retrieved. Defaults to today if none is provided

Example

Query

query companyCaptable(
  $groupBy: [CaptableGroupBy],
  $date: Date
) {
  companyCaptable(
    groupBy: $groupBy,
    date: $date
  ) {
    rows {
      ...CaptableRowFragment
    }
  }
}

Variables

{
  "groupBy": ["stakeholderName"],
  "date": "2007-12-03"
}

Response

{"data": {"companyCaptable": {"rows": [CaptableRow]}}}

Queries

`companyTransactions`

Description

The companyTransactions operation is a Ledgy interface for one specific company. The operation will retrieve transaction data about the queried company.

Response

Returns a CompanyTransactionsResult!

Arguments

Name	Description
`types` - `[TransactionType!]`	Types of transaction to be retrieved
`date` - `Date`	Only transactions before this date will be retrieved. Defaults to today if none is provided

Example

Query

query companyTransactions(
  $types: [TransactionType!],
  $date: Date
) {
  companyTransactions(
    types: $types,
    date: $date
  ) {
    rows {
      ... on Convertible {
        ...ConvertibleFragment
      }
      ... on Grant {
        ...GrantFragment
      }
      ... on Transfer {
        ...TransferFragment
      }
    }
  }
}

Variables

{
  "types": ["convertible"],
  "date": "2007-12-03"
}

Response

{"data": {"companyTransactions": {"rows": [Convertible]}}}

Queries

`portfolioCaptable`

Description

The portfolioCaptable operation is a Ledgy portfolio-based interface for one specific portfolio company. The operation user can retrieve cap table data about the queried company.

Response

Returns a PortfolioCaptableResult!

Arguments

Name	Description
`companyId` - `String!`	Ledgy company ID for the queried cap table
`groupBy` - `[CaptableGroupBy]`	Group the captable by one or multiple fields
`date` - `Date`	Only transactions before this date will be retrieved. Defaults to today if none is provided

Example

Query

query portfolioCaptable(
  $companyId: String!,
  $groupBy: [CaptableGroupBy],
  $date: Date
) {
  portfolioCaptable(
    companyId: $companyId,
    groupBy: $groupBy,
    date: $date
  ) {
    rows {
      ...CaptableRowFragment
    }
  }
}

Variables

{
  "companyId": "abc123",
  "groupBy": ["stakeholderName"],
  "date": "2007-12-03"
}

Response

{"data": {"portfolioCaptable": {"rows": [CaptableRow]}}}

Queries

`portfolioPerformance`

Description

The portfolioPerformance operation is a Ledgy portfolio-based interface. The operation user can retrieve data about the portfolio companies linked to an investment firm.

Response

Returns a PortfolioPerformanceResult!

Arguments

Name	Description
`date` - `Date`	Only investments before this date will be retrieved. Defaults to today if none is provided

Example

Query

query portfolioPerformance($date: Date) {
  portfolioPerformance(date: $date) {
    rows {
      ...PortfolioPerformanceRowFragment
    }
  }
}

Variables

{"date": "2007-12-03"}

Response

{
  "data": {
    "portfolioPerformance": {
      "rows": [PortfolioPerformanceRow]
    }
  }
}

Queries

`portfolioTransactions`

Description

The portfolioTransactions operation is a Ledgy portfolio-based interface for one specific portfolio company. The operation will retrieve transaction data about the queried company.

Response

Returns a PortfolioTransactionsResult!

Arguments

Name	Description
`companyId` - `String!`	Ledgy company ID for the queried cap table
`types` - `[TransactionType!]`	Types of transaction to be retrieved
`date` - `Date`	Only transactions before this date will be retrieved. Defaults to today if none is provided

Example

Query

query portfolioTransactions(
  $companyId: String!,
  $types: [TransactionType!],
  $date: Date
) {
  portfolioTransactions(
    companyId: $companyId,
    types: $types,
    date: $date
  ) {
    rows {
      ... on Convertible {
        ...ConvertibleFragment
      }
      ... on Grant {
        ...GrantFragment
      }
      ... on Transfer {
        ...TransferFragment
      }
    }
  }
}

Variables

{
  "companyId": "abc123",
  "types": ["convertible"],
  "date": "2007-12-03"
}

Response

{
  "data": {
    "portfolioTransactions": {"rows": [Convertible]}
  }
}

Types

Address

Description

Address Object

Fields

Field Name	Description
`line1` - `String`	First address line
`line2` - `String`	Second address line
`postcode` - `String`	Postcode
`city` - `String`	City
`country` - `String`	Country

Example

{
  "line1": "Forchstrasse 60",
  "line2": "Attic",
  "postcode": "8008",
  "city": "Zurich",
  "country": "CH"
}

Types

Auth

Description

Auth Object

Fields

Field Name	Description
`companyId` - `ID!`	Internal Ledgy company ID
`companyName` - `String!`	Name of the company

Example

{"companyId": 4, "companyName": "xyz789"}

Types

Boolean

Description

The Boolean scalar type represents true or false.

Types

CaptableGroupBy

Values

Enum Value	Description
`stakeholderName`	Group by stakeholder
`shareClassName`	Group by share class
`captableGroup`	Group by Ledgy group
`grantName`	Group by grant

Example

"stakeholderName"

Types

CaptableRow

Description

The cap table row is an aggregation of company transaction values and metadata. Each CaptableRow is an aggregation of transactions per CaptableGroupBy value. If no grouping parameter is provided it will default to stakeholderName.

Fields

Field Name	Description
`category` - `String`	A Ledgy classification of different transaction types, including transactions on different share classes, granted and grantable equity plans transactions, and convertible loans
`group` - `String`	A Ledgy-custom grouping, including all assigned stakeholder groups, grantable equity plans transactions, and company transactions
`stakeholderId` - `String`	A unique ID for the stakeholder
`stakeholderName` - `String`	Full name of the stakeholder
`stakeholderEmail` - `String`	Email of stakeholder
`stakeholderType` - `String`	Type of stakeholder (i.e. natural vs legal)
`stakeholderHrisIdentifier` - `String`	Unique identifier provided by an external HRIS (Human Resources Information System) and imported to Ledgy. Often used to sync data between Ledgy and the HR system
`beneficiaryId` - `String`	A unique ID for the beneficiary
`beneficiaryName` - `String`	Full name of the beneficiary
`shareClassName` - `String`	Share class name
`grantName` - `String`	Name of the grant
`grantType` - `String`	Type of the grant
`equityPlanName` - `String`	Name of the equity plan
`ownershipPercentage` - `Float`	Percentage of ownership in the company (non-diluted)
`dilutedPercentage` - `Float`	Percentage of ownership in the company (diluted)
`issuedShares` - `Int`	Amount of issued shares
`dilutedShares` - `Int`	Amount of diluted shares
`dilutedGrantedShares` - `Int`	Amount of granted shares (shares equivalent)
`grantedShares` - `Int`	Amount of granted shares
`dilutedExercisedShares` - `Int`	Amount of exercised shares (shares equivalent)
`exercisedShares` - `Int`	Amount of exercised shares
`dilutedTerminatedShares` - `Int`	Amount of terminated shares (shares equivalent)
`terminatedShares` - `Int`	Amount of terminated shares
`vesting` - `Vesting`	Vesting object
`currency` - `String`	Currency for monetary values in cap table (company currency)
`strikePrice` - `Float`	Strike price
`investment` - `Float`	Investment amount (monetary)
`documentCount` - `Int`	Number of documents attached to transactions in the row

Example

{
  "category": "Preferred shares",
  "group": "Investors",
  "stakeholderId": "B34RtoyMrR6pvxTmo",
  "stakeholderName": "Peleton Capital",
  "stakeholderEmail": "xyz789",
  "stakeholderType": "Legal",
  "stakeholderHrisIdentifier": "abc123",
  "beneficiaryId": "abc123",
  "beneficiaryName": "xyz789",
  "shareClassName": "xyz789",
  "grantName": "xyz789",
  "grantType": "abc123",
  "equityPlanName": "abc123",
  "ownershipPercentage": 27.4,
  "dilutedPercentage": 20.05,
  "issuedShares": 31415,
  "dilutedShares": 31415,
  "dilutedGrantedShares": 987,
  "grantedShares": 123,
  "dilutedExercisedShares": 987,
  "exercisedShares": 123,
  "dilutedTerminatedShares": 123,
  "terminatedShares": 123,
  "vesting": Vesting,
  "currency": "EUR",
  "strikePrice": 123.45,
  "investment": 42000000,
  "documentCount": 4
}

Types

CompanyCaptableResult

Fields

Field Name	Description
`rows` - `[CaptableRow!]!`	An array of cap table rows

Example

{"rows": [CaptableRow]}

Types

CompanyTransactionsResult

Description

Returns { rows: [Transaction!]! } (Transaction)

Fields

Field Name	Description
`rows` - `[Transaction!]!`

Example

{"rows": [Convertible]}

Types

Convertible

Fields

Field Name	Description
`transactionId` - `String`	A unique ID for the transaction
`transactionNumber` - `Int`	A human readable number identifying each transaction in the UI
`transactionType` - `TransactionType`	Type of transaction
`date` - `Date`	Date of the transaction
`lastUpdatedAt` - `Date`	Last time the transaction was modified
`stakeholderId` - `String`	A unique ID for the stakeholder
`stakeholderName` - `String`	Name of the stakeholder
`stakeholderEmail` - `String`	Email of stakeholder
`stakeholderType` - `String`	Type of stakeholder (i.e. natural vs legal)
`stakeholderHrisIdentifier` - `String`	Unique identifier string provided by an external HRIS (Human Resources Information System) and imported to Ledgy. Often used to sync data between Ledgy and the HR system
`currency` - `String`	Currency used in the transaction
`investment` - `Float`	Amount invested (monetary)
`interestRate` - `Float`	Interest rate
`interestAccumulated` - `Float`	Interest accumulated since start date or issuance date
`interestStartDate` - `Date`	Date at which interest starts being taken into account
`dayBasis` - `Int`	Number of days per year for calculating daily interest (360 vs 365)
`maturityDate` - `Date`	Date of maturity
`cap` - `Float`	Valuation cap (monetary)
`discount` - `Float`	Percent discount
`payback` - `Boolean`	Whether the convertible will be paid back when triggered

Example

{
  "transactionId": "Z7RNoe68NjQdykibC",
  "transactionNumber": 123,
  "transactionType": "convertible",
  "date": "2020-07-08T00:00:00.000Z",
  "lastUpdatedAt": "2021-14-12T00:00:00.000Z",
  "stakeholderId": "B34RtoyMrR6pvxTmo",
  "stakeholderName": "Passionate Capital",
  "stakeholderEmail": "abc123",
  "stakeholderType": "legal",
  "stakeholderHrisIdentifier": "abc123",
  "currency": "GBP",
  "investment": 1700000,
  "interestRate": 2.12,
  "interestAccumulated": 50299.18,
  "interestStartDate": "2020-09-08T00:00:00.000Z",
  "dayBasis": 365,
  "maturityDate": "2022-04-07T00:00:00.000Z",
  "cap": 42500000,
  "discount": 5,
  "payback": false
}

Types

CurrencyTransaction

Fields

Field Name	Description
`currency` - `String`	Currency used in the transaction

Possible Types

CurrencyTransaction Types
`Convertible`
`Grant`
`Transfer`

Example

{"currency": "xyz789"}

Types

Date

Description

The Date scalar type is a custom scalar. In the JSON response it does not appear as a Javascript Date Object, but a String representing an ISO 8601-formatted date (i.e. yyyy-MM-ddThh:mm:ss.msZ).

Example

"2007-12-03"

Types

Float

Description

The Float scalar type represents signed double-precision fractional values as specified by IEEE 754.

Example

123.45

Types

Grant

Fields

Field Name	Description
`transactionId` - `String`	A unique ID for the transaction
`transactionNumber` - `Int`	A human readable number identifying each transaction in the UI
`transactionType` - `TransactionType`	Type of transaction
`date` - `Date`	Date of the transaction
`lastUpdatedAt` - `Date`	Last time the transaction was modified
`grantType` - `String`	Type of grant (option/phantom/warrant/stock from pool)
`stakeholderId` - `String`	A unique ID for the stakeholder
`stakeholderName` - `String`	Name of the stakeholder
`stakeholderEmail` - `String`	Email of stakeholder
`beneficiaryId` - `String`	A unique ID for the beneficiary stakeholder
`beneficiaryName` - `String`	Name of the beneficiary stakeholder
`stakeholderType` - `String`	Type of stakeholder (i.e. natural vs legal)
`stakeholderHrisIdentifier` - `String`	Unique identifier string provided by an external HRIS (Human Resources Information System) and imported to Ledgy. Often used to sync data between Ledgy and the HR system
`currency` - `String`	Currency used in the transaction
`granted` - `Int`	Granted amount
`dilutedGranted` - `Int`	Granted amount (shares equivalent)
`diluted` - `Int`	Diluted shares
`grantVested` - `Int`	Grant vested
`dilutedGrantVested` - `Int`	Grant vested (shares equivalent)
`strikePrice` - `Float`	Strike price
`sharePrice` - `Float`	Purchase price
`expiryDate` - `Date`	Expiry date
`vesting` - `Vesting`	Vesting object
`equityPlanName` - `String`	Name of the equity plan the grant is from
`valueAtTransactionDate` - `Float`	Value of the grant at the time of granting
`grantValue` - `Float`	Value of the grant at the latest valuation of the company

Example

{
  "transactionId": "u3YW7J6sXStnjpt5C",
  "transactionNumber": 123,
  "transactionType": "grant",
  "date": "2018-02-25T00:00:00.000Z",
  "lastUpdatedAt": "2021-14-12T00:00:00.000Z",
  "grantType": "warrant",
  "stakeholderId": "B34RtoyMrR6pvxTmo",
  "stakeholderName": "Marie Curious",
  "stakeholderEmail": "abc123",
  "beneficiaryId": "J42RtyyLxR3pyhAca",
  "beneficiaryName": "Alan Turning",
  "stakeholderType": "natural",
  "stakeholderHrisIdentifier": "xyz789",
  "currency": "EUR",
  "granted": 3142,
  "dilutedGranted": 123,
  "diluted": 123,
  "grantVested": 123,
  "dilutedGrantVested": 987,
  "strikePrice": 0.1,
  "sharePrice": 0.05,
  "expiryDate": "2031-05-15T08:55:40.320Z",
  "vesting": Vesting,
  "equityPlanName": "Option Plan",
  "valueAtTransactionDate": 25000,
  "grantValue": 1500000
}

Types

ID

Description

The ID scalar type represents a unique identifier, often used to refetch an object or as key for a cache. The ID type appears in a JSON response as a String; however, it is not intended to be human-readable. When expected as an input type, any string (such as "4") or integer (such as 4) input value will be accepted as an ID.

Example

Types

Int

Description

The Int scalar type represents non-fractional signed whole numeric values. Int can represent values between -(2^31) and 2^31 - 1.

Example

Types

PortfolioCaptableResult

Fields

Field Name	Description
`rows` - `[CaptableRow!]!`	An array of cap table rows

Example

{"rows": [CaptableRow]}

Types

PortfolioPerformanceResult

Fields

Field Name	Description
`rows` - `[PortfolioPerformanceRow!]!`	An array of investment performance table rows

Example

{"rows": [PortfolioPerformanceRow]}

Types

PortfolioPerformanceRow

Description

The investment performance row is an aggregation of performance values and company metadata. Each PortfolioPerformanceRow takes into account values for all of the transactions in which the portfolio stakeholder is involved. Please note: all monetary values 💰 in this type are converted to portfolio currency.

Fields

Field Name	Description
`address` - `Address`	Address Object
`companyName` - `String`	Name of the company
`companyId` - `ID`	Internal Ledgy company ID
`country` - `String`	Country of incorporation
`currency` - `String`	Currency for all monetary values in investments performance
`description` - `String`	Description of the company
`industry` - `String`	Main industry of the company
`irr` - `Float`	Internal Rate of Return (%)
`investment` - `Float`	Investment in the company (monetary)
`lastUpdatedAt` - `Date`	Last time a transaction was published by the company
`multiple` - `Float`	Proceeds plus value, divided by invested
`proceeds` - `Float`	Earnings from selling some or all shares, repayments of convertible loans, or other payments by the company (monetary)
`value` - `Float`	Value of all currently owned shares at their latest share price, including outstanding convertible loans (monetary)
`website` - `String`	Company website

Example

{
  "address": Address,
  "companyName": "Ledgy AG",
  "companyId": "4xyvEG8wR5qMYXnyy",
  "country": "US",
  "currency": "USD",
  "description": "The coolest company out there",
  "industry": "Fintech",
  "irr": 42,
  "investment": 5000000,
  "lastUpdatedAt": "2007-12-03",
  "multiple": 8.6,
  "proceeds": 1000000,
  "value": 42000000,
  "website": "https://ledgy.com"
}

Types

PortfolioTransactionsResult

Description

Returns { rows: [Transaction!]! } (Transaction)

Fields

Field Name	Description
`rows` - `[Transaction!]!`

Example

{"rows": [Convertible]}

Types

StakeholderTransaction

Fields

Field Name	Description
`stakeholderId` - `String`	A unique ID for the stakeholder
`stakeholderName` - `String`	Name of the stakeholder
`stakeholderEmail` - `String`	Email of stakeholder
`stakeholderType` - `String`	Type of stakeholder (i.e. natural vs legal)
`stakeholderHrisIdentifier` - `String`	Unique identifier string provided by an external HRIS (Human Resources Information System) and imported to Ledgy. Often used to sync data between Ledgy and the HR system

Possible Types

StakeholderTransaction Types
`Convertible`
`Grant`
`Transfer`

Example

{
  "stakeholderId": "xyz789",
  "stakeholderName": "xyz789",
  "stakeholderEmail": "xyz789",
  "stakeholderType": "abc123",
  "stakeholderHrisIdentifier": "abc123"
}

Types

String

Description

The String scalar type represents textual data, represented as UTF-8 character sequences. The String type is most often used by GraphQL to represent free-form human-readable text.

Example

"xyz789"

Types

Transaction

Types

Union Types
`Convertible`
`Grant`
`Transfer`

Example

Convertible

Types

TransactionBase

Fields

Field Name	Description
`transactionId` - `String`	A unique ID for the transaction
`transactionNumber` - `Int`	A human readable number identifying each transaction in the UI
`transactionType` - `TransactionType`	Type of transaction
`date` - `Date`	Date of the transaction
`lastUpdatedAt` - `Date`	Last time the transaction was modified

Possible Types

TransactionBase Types
`Convertible`
`Grant`
`Transfer`

Example

{
  "transactionId": "xyz789",
  "transactionNumber": 987,
  "transactionType": "convertible",
  "date": "2007-12-03",
  "lastUpdatedAt": "2007-12-03"
}

Types

TransactionType

Values

Enum Value	Description
`convertible`	Convertible loan
`grant`	Equity plan grant
`transfer`	Transfer

Example

"convertible"

Types

Transfer

Fields

Field Name	Description
`transactionId` - `String`	A unique ID for the transaction
`transactionNumber` - `Int`	A human readable number identifying each transaction in the UI
`transactionType` - `TransactionType`	Type of transaction
`date` - `Date`	Date of the transaction
`lastUpdatedAt` - `Date`	Last time the transaction was modified
`stakeholderId` - `String`	A unique ID for the stakeholder receiving equity
`stakeholderName` - `String`	Name of the stakeholder receiving equity
`stakeholderEmail` - `String`	Email of stakeholder
`stakeholderType` - `String`	Type of stakeholder (i.e. natural vs legal)
`stakeholderHrisIdentifier` - `String`	Unique identifier string provided by an external HRIS (Human Resources Information System) and imported to Ledgy. Often used to sync data between Ledgy and the HR system
`fromStakeholderId` - `String`	A unique ID for the stakeholder transferring equity
`fromStakeholderName` - `String`	Name of the stakeholder transferring equity
`currency` - `String`	Currency used in the transaction
`proceeds` - `Float`	Proceeds
`sharePrice` - `Float`	Transfer price
`diluted` - `Int`	Diluted shares
`issued` - `Int`	Issued shares

Example

{
  "transactionId": "xyz789",
  "transactionNumber": 987,
  "transactionType": "convertible",
  "date": "2007-12-03",
  "lastUpdatedAt": "2007-12-03",
  "stakeholderId": "abc123",
  "stakeholderName": "abc123",
  "stakeholderEmail": "xyz789",
  "stakeholderType": "abc123",
  "stakeholderHrisIdentifier": "xyz789",
  "fromStakeholderId": "abc123",
  "fromStakeholderName": "xyz789",
  "currency": "abc123",
  "proceeds": 123.45,
  "sharePrice": 123.45,
  "diluted": 987,
  "issued": 987
}

Types

Vesting

Fields

Field Name	Description
`type` - `String`	Vesting type (simple, custom, performance)
`startDate` - `Date`	Vesting start date
`duration` - `Int`	Full duration of vesting, in months
`interval` - `Int`	Vesting interval, in months
`cliff` - `Int`	Vesting cliff, in months
`rounding` - `String`	How vesting is rounded at each interval (down, up, nearest)
`vestingOn` - `VestingOnType`	Select the day of the month on which the grant should vest. This only affects dates after the cliff

Example

{
  "type": "simple",
  "startDate": "2021-03-02T00:00:00.000Z",
  "duration": 48,
  "interval": 1,
  "cliff": 6,
  "rounding": "nearest",
  "vestingOn": "grantDate"
}

Types

VestingOnType

Description

Vesting Object

Values

Enum Value	Description
`grantDate`	Grant date
`startDate`	Start date
`firstOfMonth`	First day of the month
`lastOfMonth`	Last day of the month

Example

"grantDate"