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Fidelity Private Shares
Boston, Massachusetts, United States
What it is
Fidelity Private Shares is a web-based equity management platform for private companies, with tools for ownership records, governance, and fundraising planning from early rounds through an IPO. Its cap table brings grants, SAFEs, notes, and preferred shares into one record, and entries can link to legal files stored in a data room. The platform can organize those files and flag missing documents. Companies can model dilution and financing or exit scenarios, including with a next-round planner that exports pro forma results. Custom permissions let employees, lawyers, auditors, and investors see relevant equity information and diligence materials. Reports cover grant history, transfers, option overhang, 83(b), and ASC 718. Launch is free for up to 25 stakeholders and companies that have raised less than $1M. Growth and Scale subscriptions include HRIS integration; Gusto is listed for syncing equity, HR, and payroll information. The maker describes its audience as founders and operators, legal teams, investors, and boards.
For and against
For
- Tracks grants, SAFEs, notes, and preferred shares together
- Links cap table records to supporting legal documents
- Models dilution and future financing or exit scenarios
- Launch is free for up to 25 stakeholders
Against
- Launch is limited to companies with less than $1M raised
- Growth and Startup pricing requires scheduling a demo
- Scale pricing requires contacting the company
The verdict
Fidelity Private Shares combines cap table, governance, document, and scenario-planning tools for private companies. The free Launch plan has stated stakeholder and fundraising limits, while higher plans have no listed prices.
Who it suits
It suits private-company founders and operators managing equity, governance, or fundraising, as well as legal teams, investors, and boards. Employees and advisers can receive access to relevant records through customizable permissions.
Plans and prices
Launch
Up to 25 stakeholders · less than $1M raised · cap table management · equity plan generation
Read 2 Oct 2026 · fidelityprivateshares.com
Growth
Everything in Startup · 409A valuations · priority onboarding · ASC 718
Read 2 Oct 2026 · fidelityprivateshares.com
Scale
Tailored solutions as your company scales
Read 2 Oct 2026 · fidelityprivateshares.com
Startup
Everything in Launch · premier support · investor updates · Form 3921
Read 2 Oct 2026 · fidelityprivateshares.com
On the record
- Cap table
- The platform tracks grants, SAFEs, notes, and preferred shares in a single source of truth.fidelityprivateshares.com · read 2 Oct 2026
- Governance and access
- Customizable permissions let employees, lawyers, auditors, and investors access relevant equity information and diligence materials.fidelityprivateshares.com · read 2 Oct 2026
- HR integrations
- Growth and Scale subscriptions include HRIS integration, and the maker lists Gusto as an integration for syncing equity, HR, and payroll information.fidelityprivateshares.com · read 2 Oct 2026
- HRIS providers
- The maker’s Finch integration article lists providers including ADP, Justworks, Paychex Flex, Paylocity, Workday, BambooHR, and others; availability is stated for Growth and Scale subscriptions.fidelityprivateshares.com · read 2 Oct 2026
- Linked records
- Cap table entries can link to supporting legal documents in the data room, where files are automatically organized and missing documents are flagged.fidelityprivateshares.com · read 2 Oct 2026
- Purpose
- Fidelity Private Shares is an equity management platform for private companies, covering ownership, governance, and fundraising from early rounds through IPO.fidelityprivateshares.com · read 2 Oct 2026
- Reports
- The product offers reports including grant history, transfers, option overhang, 83(b), and ASC 718 reporting.fidelityprivateshares.com · read 2 Oct 2026
- Scenario planning
- The platform models dilution and future financing or exit scenarios, including a next-round planner with pro forma export.fidelityprivateshares.com · read 2 Oct 2026
- Security certification
- The maker’s certificate states its information security management system is certified to ISO 27001:2022, with ISO 27017:2015 controls, for protecting customer personally identifiable information in support of Fidelity Private Shares services.fidelityprivateshares.com · read 2 Oct 2026
- Support
- The support center provides workflow articles and guidance for companies, investors, employees, and lawyers, and lists [email protected] for contact.fidelityprivateshares.com · read 2 Oct 2026
- Who it serves
- The maker describes the platform as serving founders and operators, legal teams, and investors and boards.fidelityprivateshares.com · read 2 Oct 2026
