Audience

Private companies and their founders, executives and investors in search of a solution to manage cap tables, equity grants, financings, governance documentation and investor-relations operations seamlessly

About Fidelity Private Shares

Fidelity Private Shares is an all-in-one equity management platform designed to automate the key operations of private companies, from incorporation through fundraising, governance, and exit. The platform provides a dynamic and up-to-date cap table and stock ledger, tools to model future rounds and exits, automated workflows for equity issuances, HR and board matters, and a secure data room to store and share documents with customizable permissions. Companies can grant equity to employees, generate ASC 718 reports, track 83(b) elections, manage board and stockholder approvals, and automate legal documents for financing rounds, all in one collaborative hub. For investors and funds, it offers portfolio management capabilities including analytics for IRR and cash-on-cash returns, exit scenario modeling, valuation history, and access to underlying company documents.

Pricing

Starting Price:
$400 per month

Integrations

No integrations listed.

Ratings/Reviews

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features 0.0 / 5
design 0.0 / 5
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Company Information

Fidelity Private Shares
United States
www.fidelityprivateshares.com

Videos and Screen Captures

Fidelity Private Shares Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Videos
Support
Phone Support
24/7 Live Support
Online

Fidelity Private Shares Frequently Asked Questions

Q: What kinds of users and organization types does Fidelity Private Shares work with?
Fidelity Private Shares works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Fidelity Private Shares support in their product?
Fidelity Private Shares supports these languages: English.
Q: What kind of support options does Fidelity Private Shares offer?
Fidelity Private Shares offers support via phone support, 24/7 live support, and online.
Q: What type of training does Fidelity Private Shares provide?
Fidelity Private Shares provides training in the form of documentation, live online, and videos.
Q: How much does Fidelity Private Shares cost?
Pricing for Fidelity Private Shares starts at $400 per month.

Fidelity Private Shares Product Features

Equity Management

Financial Modeling Not Supported
Cap Table Management Not Supported
Document Storage Not Supported
Deal Management Not Supported
Private Equity Not Supported
Participant Portal Not Supported
Valuation Management Not Supported
Portfolio Management Not Supported
Vesting Management Not Supported
Options Management Not Supported
Public Equity Not Supported
ESOP Management Not Supported
VSOP Management Not Supported