A successful equity financing requires a lot of moving parts to come together correctly. Fidelity helps companies position themselves for successful exits by combining equity management, corporate governance, fundraising tools, and documentation into one collaborative platform. Our platform guides companies through standard corporate actions, collecting signatures and automatically organizing documents every step of the way.

Fidelity’s equity management platform is designed to make interactions with your counsel more efficient and productive. After you register your legal counsel, they will be able to access the documents in your Data Room and, as appropriate, be authorized to act on behalf of your company. Together, you and your attorney can customize counsel’s degree of involvement and determine the best way to collaborate on the platform.

 Equity Management

Fidelity’s platform features a comprehensive suite of equity management tools, including a dynamic stock ledger and capitalization table that are always up-to-date to provide a clear picture of your equity landscape:

  • An accurate cap table that dynamically links to all supporting documents
  • Robust solutions for investment documents, including e-certificates, multiple classes of stock, 83(b)s, automated time-based vesting, warrants, and other investment types
  • 409A valuation requests with the press of a button
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capitalization table example


Time to raise money? We’re here for you. Let us take the ambiguity out of the term sheet so you can focus on the things that matter. Because we leverage standard documents, you can close deals in days, rather than weeks. Plus, our platform captures your deal with all of its nuances and makes it a part of your company’s institutional history. Your cap table and all other systems accurately reflect the deal. No additional work required.


Board & Stockholder Relations

From consents to board minutes to stockholder communications, Fidelity offers you the tools to manage the approval process and securely store your governance records, all in one place. When a board consent is created, the appropriate parties are automatically notified to sign the generated consent. The document is then executed and stored in the platform. You can see who has already signed, whose signatures are still needed, and what everybody’s next steps are. Your company history is safe, secure, and beautifully organized.

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HR Onboarding

Need to hire and manage employees? We can help. Fidelity offers centralized employee information management and a range of HR features, including standard and custom onboarding forms, employee reports, and personnel data. And when it’s time for your next fundraising, all of your IP assignment and employment agreements will be organized and ready to go.

 Data Room

With every action you take in the platform, we automatically organize your documents in a secure, searchable Data Room to keep your company investor ready every day. The user experience is intuitive, and you decide exactly who should have access to view, edit, or share your company’s documents. Our real-time reporting logs all activity so you can track anyone accessing your documents, and you can get notifications about document changes, downloads, and other diligence activity within the data room.

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incorporation flow

Company Formation

Incorporating as a Delaware C corporation has never been easier. Create your company’s charter and file it with Delaware. Establish the structure of your new company from board members to initial company ownership. It takes just 15 minutes, and costs just $400, which includes all Delaware filing fees.