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Fidelity Private Shares℠

The all-in-one equity management platform

Automate your startup equity management operations and financings in a single collaborative hub.

Trusted by companies that scale

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ParallelWireless
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Yottaa
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OneStepPower
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Connecting all stakeholders in a single hub

We help connect all the dots – the mission-critical data and players – improving communication between stakeholders and boosting confidence.

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Automate all of your equity operations and financings in one place

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Manage equity and ownership operations

We can make it easy for companies at any stage to manage their equity and ownership operations.

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Organize and secure your documents

Ours is one of the only platforms that provides an automated data room that can 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
Next Round Planner (REPORT ONLY)

Plan and automate your fundraising faster

We can 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:

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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

Scale your business in one platform

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derrick-morse-rugged robotics
“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
Ryan Juliano-Howell Legal

“[The platform] 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
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“I really feel like I got hands-on, direct knowledge from working with [Fidelity Private Shares]. There’s nothing I need that [the platform] doesn’t have.”

Kelley Hicks, Chief Financial Officer, Burrow

Highly rated by startup leaders

2024-02-20 Fidelity Shoobx _ G2.com Top Equity Management Winter 2023 Badges
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Join our startup community!

We're connecting and supporting the next generation of startup builders, operators, and investors.

More equity management resources

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** G2 rating conducted by third-party unaffiliated with Fidelity.

** 409a Valuations are conducted by a third-party.

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