Product

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Fidelity Private Shares

Enterprise Resource Planning
Equity Management

All-in-one equity and cap table management platform connecting founders, teams, investors, and legal advisors

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Fidelity Private Shares

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About the Fidelity Private Shares

Fidelity Private Shares is a comprehensive cloud platform for equity, ownership, and fundraising management. Core features include real-time cap table management, ASC 718 reporting, automated digital data rooms, integrated 409A valuations, and streamlined HR onboarding. The platform supports offer letter generation, equity grants to employees, fundraising scenario modeling, automated documentation, and permissioned secure document storage. Advanced tools allow legal review, signature workflows, governance management, exit waterfall modeling, investor portals, and custom compliance checks. The user-friendly interface improves collaboration among employees, board members, investors, and legal counsel, ensuring transparency, accuracy, and compliance for all equity operations

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