Shoobx has been acquired by Fidelity
Shoobx has been acquired by Fidelity Investments — their first acquisition in more than seven years.
With this acquisition, Fidelity will be able to offer a private market platform for the very first time and Shoobx will be the solution, focused on expanding our services to private companies, law firms, and VCs.
Trusted by companies that scale
Connecting all stakeholders in a single hub
We connect all the dots – the mission-critical data and players – improving communication between all stakeholders and boosting confidence.
Automate all of your equity operations and financings in one place
Manage equity and ownership operations
We make it easy for companies at any stage to manage their equity and ownership operations.
- Send an offer letter
- Grant equity to new employees
- Manage your cap table
- Generate an ASC 718 report
Organize and secure your documents
Shoobx is the only platform that provides an automated data room that instantly organizes your documents and provides customized permissioning allowing you to:
- Simplify the organization of data and documents
- Have one single source of data that is always up-to-date
- Easily share with investors and other stakeholders by updating permissions
Plan and automate your fundraising faster
We make it easy to save time and money as you finance your company so you can focus on growing your business while saving money on legal fees:
- Get a 409A Valuation report
- Model various scenarios
- Gather all investor signatures as fast as possible in a single portal
- Fully automate your priced round in a connected hub
Improve communication and access with your board and stockholders
Increase investor and board confidence by streamlining communication and providing customized access.
- Board management
- Streamlined communication in one hub
- Customized permissions to easily share data and reports
Solving real problems growing companies face
“The automated equity financing capability eliminated the need for me to manage multiple versions of documents, send them back and forth to attorneys and investors, and continuously revise a cap table.”
– Derrick Morse, CEO, Rugged Robotics
“Shoobx has shown itself to be really flexible and customizable. It takes into account the inherent complexity of the legal process.”
– Ryan Juliano, Vice President & Attorney, Howell Legal
“I really feel like I got hands-on, direct knowledge from working with Shoobx. There’s nothing I need that Shoobx doesn’t have.”
-Kelley Hicks, Chief Financial Officer, Burrow
Scale your business in one platform
Cap Table Management
Your cap table is always accurate and diligence-ready with real-time data.
Automated Data Room
Stay diligence-ready with the Shoobx automated data room.
409A Valuations
Get fast, accurate, and competitively-priced 409A valuations from our third-party industry-vetted partners.
HR Onboarding
Hire and manage employees easily with our HR Onboarding.
Scenario Modeling
Explore hypothetical scenarios including exit and dilutions, future rounds, and exports.
Expert Support
Our excellent guidance is always included — our team is ready to help you whenever you need.
