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*:
- 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 – including long-term incentives, stock options, and Employee Stock Purchase Plans (ESPPs)
- 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.
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
