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.


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*:

Support for private companies from incorporation to exit/IPO

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 clients

Dependability that creates confidence

1500+ VCs and investors rely on our platform; Fidelity helps clients with 2X more Certified Equity Professionals than any other provider

Genuine Experience & Advice

We’d love to share more.


Fidelity Stock Plan Services, LLC provides recordkeeping and administrative services to company’s equity compensation plans. Other services referenced are provided by Shoobx, Inc.