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Fidelity Private Shares℠

Plans & Pricing

Our platform – and subscription plans – scale with you. Get equity management tools you need for your company at every stage. From launch to first raise to scaling up, we can offer you solutions to help meet your needs. Early-stage startups can consider beginning with our Startup plan. As you continue to hire and raise, move to our Growth plan with 409A valuations and ASC 718 reporting and more.

Launch (Free)

Up to 25 stakeholders and less than $1M raised
Cap table management
Equity plan generation
Data room
Board consents
Scenario modeling
Standard reporting
83(b) generation
Rule 701 Exemption Check
Electronic securities
HRIS & payroll integration
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Startup

Everything in Launch plus:
Premier support
Investor updates
Form 3921
Board consents
Data room
Cap table management
Standard reporting
83(b) generation
Rule 701 exemption check
Electronic securities and exercising
Equity plan generation
HRIS & payroll integration
View more

Growth

Everything in Startup plus:
ASC 718
Priority onboarding
409A valuations
Board consents
Scenario modeling
Premier support
Data room
Investor updates
Cap table management
Standard reporting
Equity plan generation
83(b) generation
Rule 701 Exemption Check
Electronic securities and exercising
Form 3921
HRIS & payroll integration
View more

Scale

We provide tailored solutions to help fit your needs as your company scales.

A platform designed around how you work

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Incorporation Services

Launching a new company? We offer an incorporation package for new Delaware C Corporations that includes filing fees, one year of Registered Agent service, and your first year of subscription fees. It costs only $400 to get up and running.

409A valuations are conducted by a third party.
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