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.
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Pricing
Starting Price:
$400 per month
Integrations
No integrations listed.
Company Information
Fidelity Private Shares
United States
www.fidelityprivateshares.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
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24/7 Live Support
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