Product

About the Fidelity Private Shares

Fidelity Private Shares is a cloud-based equity management solution designed to automate and streamline ownership, cap table, equity grants, financing, and documentation for startups and private companies at all stages. It offers real-time cap table management, automated 409A valuations (via integrated third-party providers), ASC 718 reporting, fundraising workflows, scenario modeling, next round planning, document generation, and signature capture in a unified collaborative hub. The platform features a secure, automated data room for permissions-based storage and sharing, board and stockholder communication tools, equity plan design, vesting schedules, HR onboarding, electronic certificates, and audit-ready compliance operations. Fidelity Private Shares enables companies to incorporate, manage stock option plans, automate approvals and legal reviews, maintain rigorous administration, facilitate faster fundraises, and keep all stakeholders connected in a single digital portal. It is trusted by both startup operators and growth-stage companies seeking to optimize equity and finance operations for investment and exit readiness.