Financing-ready at every turn
Building and growing a business isn’t easy and having an equity management solution that can scale with you is critical. Shoobx and Fidelity Investments are working to provide just that.
We offer flexible solutions to meet your evolving needs so you can grow with confidence.
“This approach will enable an entrepreneur to gain an integrated solution for their company’s entire lifecycle, helping them confidently navigate their equity compensation plan through the complex road from startup to IPO to beyond.”
Jason Furtado
CEO & Founder
Mark Haggerty
Head of Stock Plan Services
We’re working hard to support private companies
Your needs change across the lifecycle of your business. Whether you’re raising your first or fourth financing round, doing dilution planning, or exploring exit scenarios, we have solutions for you.
Solutions for scale*:
- Cap table management
- Automated workflows and legal document management
- Transactional data room capabilities
- Board and Stockholder management – centralized document access, approvals and communication
- Data modeling tools for next round and exit scenario planning
- Suite of equity compensation award plans – Long-term incentives, stock options, ESPP
- Employee benefits that can support total well-being
- Pre-exit solutions to balance charitable giving with tax-smart strategies
- Experienced equity management professionals and consultative support
- Data security backed by ISO certifications
See what Fidelity Stock Plan Services, 401(k), and more can do for you.
Together, Shoobx and Fidelity’s distinct services provide:
Leadership that helps generate growth
Recognized expertise in cap table, document management, and equity administration
Unrivaled support and experience
Over a decade of combined tenure in supporting private companies
Financing expertise
$1.25B raised by Shoobx clients
Dependability that creates confidence
1500+ VCs and investors rely on Shoobx; Fidelity helps clients with 2X more Certified Equity Professionals than any other provider
Accessible Expertise & Support
*Fidelity Stock Plan Services LLC and Shoobx, Inc are working together to provide distinct administrative services over the lifetime of your company’s IPO journey. Shoobx provides cap table management: Fidelity Stock Plan Services provides equity compensation plan recordkeeping and administrative services.
The Fidelity Investments and pyramid design logo is a registered service mark of FMR LLC.
Stock plan recordkeeping and administrative services are provided by Fidelity Stock Plan Services, LLC. Other services referenced are provided by Shoobx.