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

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Company Information

Fidelity Private Shares
United States
www.fidelityprivateshares.com

Videos and Screen Captures

Fidelity Private Shares Screenshot 1
You Might Also Like
MongoDB Atlas runs apps anywhere Icon
MongoDB Atlas runs apps anywhere

Deploy in 115+ regions with the modern database for every enterprise.

MongoDB Atlas gives you the freedom to build and run modern applications anywhere—across AWS, Azure, and Google Cloud. With global availability in over 115 regions, Atlas lets you deploy close to your users, meet compliance needs, and scale with confidence across any geography.
Start Free

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?
Q: What languages does Fidelity Private Shares support in their product?
Q: What kind of support options does Fidelity Private Shares offer?
Q: What type of training does Fidelity Private Shares provide?
Q: How much does Fidelity Private Shares cost?

Fidelity Private Shares Product Features

Equity Management

Financial Modeling
Cap Table Management
Document Storage
Deal Management
Private Equity
Participant Portal
Valuation Management
Portfolio Management
Vesting Management
Options Management
Public Equity
ESOP Management
VSOP Management