What is Fidelity Private Shares and what does Fidelity Private Shares do?

Fidelity Private Shares helps startups manage equity, fundraising, and documents. It automates tasks like issuing stock grants and offer letters, simplifying communication and saving time. It's an all-in-one equity management solution designed to keep startups organized and investor-ready.

How does Fidelity Private Shares integrate with other tools?

Fidelity Private Shares offers limited integrations with other platforms, which can be a drawback for some users. While it excels in equity management, data room, and HR workflows, connecting it seamlessly with other HR platforms is not yet possible.

What the main competitors of Fidelity Private Shares?

Alternatives to Fidelity Private Shares include Ledgy, Carta, Cake Equity, Certent, and Qapita. These competitors offer similar equity management solutions for startups and growing businesses, focusing on cap table management, ESOPs, and investor relations.

Is Fidelity Private Shares legit?

Yes, Fidelity Private Shares is a legitimate equity management software. It's well-regarded for its comprehensive features, including cap table management, data room, and automated workflows. Users praise its excellent customer support and easy-to-use interface. It helps startups save time and money on legal fees, ensuring they are investor-ready.

How much does Fidelity Private Shares cost?

I cannot find pricing information for Fidelity Private Shares. Contact Fidelity directly to inquire about pricing and determine if the product is worth the cost for your investment needs.

Is Fidelity Private Shares customer service good?

Customer reviews highlight Fidelity Private Shares' exceptional customer support as highly responsive and helpful. Users appreciate the easy-to-use interface and comprehensive features, including data room, HR workflows, and cap table management. Some minor issues with editing workflows and third-party document execution were noted.

Fidelity Private Shares

Website LinkedIn Twitter

Company health

Employee growth

5% increase in the last year

Web traffic

15% increase in the last quarter

Ratings

4.7/5

(23)

Fidelity Private Shares description

Fidelity Private Shares is an all-in-one equity management software designed specifically for startups. It helps you manage employee equity, securely store documents, and automate fundraising rounds. The platform simplifies tasks like sending offer letters, issuing stock grants, and generating reports. It also streamlines communication between founders, investors, and legal teams, ensuring everyone has access to the same up-to-date information. This helps startups save time and money on legal fees while staying organized and investor-ready.

Who is Fidelity Private Shares best for

Fidelity Private Shares helps startups manage equity, fundraising, and legal documents. Users praise its comprehensive platform, easy-to-use interface, and responsive customer support. Some users find editing workflows challenging and dislike mandatory legal reviews for certain tasks.

Ideal for small businesses managing equity.
A good fit for startups needing equity management.

Fidelity Private Shares features

Type in the name of the feature or in your own words tell us what you need

Supported

Fidelity Private Shares supports cap table management, including automatic updates and data room linking.

Supported

Fidelity Private Shares supports a secure data room for due diligence documents, with automation and access controls.

Supported

Shoobx supports 409A valuation reports for stock options.

Qualities

We evaluate the sentiment that users express about non-functional aspects of the software

Customer Service

Strongly positive

+1

Fidelity Private Shares reviews

We've summarised 21 Fidelity Private Shares reviews (Fidelity Private Shares G2 reviews) and summarised the main points below.

Pros of Fidelity Private Shares

Excellent and responsive customer support.
Easy-to-use interface and intuitive workflows.
Comprehensive platform combining data room, HR workflows, and cap table management.
Streamlined fundraising process, including a financing data entry service.
Automated legal tasks, saving on legal fees and time.

Cons of Fidelity Private Shares

Editing workflows or templates can be confusing.
Third parties have to create an account to execute documents.
Some workflows have mandatory legal reviews.
Inability to easily edit earlier stages of a workflow without erasing later stage work.
Limited integration with other HR platforms.

Fidelity Private Shares pricing

The commentary is based on 3 reviews from Fidelity Private Shares G2 reviews.

Users highlight significant cost savings with Fidelity Private Shares, particularly in legal fees related to tasks like HR, fundraising, and board management. While pricing details aren't explicitly mentioned, the reviews emphasize the platform's value in reducing expenses.

Users sentiment

Strongly positive

+1

See the Fidelity Private Shares pricing page.

Fidelity Private Shares alternatives

Carta

Better for investor relations and reporting. More established Fidelity Private Shares competitor with broader recognition. Rated higher by users but more expensive.
Read more
Ledgy

Better for growing businesses, from startups to public companies. A strong Fidelity Private Shares competitor with positive pricing sentiment and excellent customer service. More industry fit, especially in Finance, Banking & Insurance and Software, IT & Telecommunications.
Read more
Cake Equity

Better for startups and growing businesses focused on ease of use, speed, and transparent pricing. Has growing momentum based on LinkedIn employee growth. Positive customer reviews highlight the intuitive interface and helpful support. Offers a free plan.
Read more
Certent Equity Management

Better for established, public companies needing equity compensation management. Handles a wider range of industries like retail, manufacturing, and energy.
Read more
NMI MRM

Better for payment processors needing merchant management tools.
Read more
WOWS ESOP

Better for managing Employee Stock Ownership Plans (ESOPs). WOWS ESOP offers strong security, transparent employee stock option management, and excellent customer support. However, it has a steeper learning curve and higher pricing, potentially unsuitable for startups.
Read more

Fidelity Private Shares FAQ

What is Fidelity Private Shares and what does Fidelity Private Shares do?

Fidelity Private Shares helps startups manage equity, fundraising, and documents. It automates tasks like issuing stock grants and offer letters, simplifying communication and saving time. It's an all-in-one equity management solution designed to keep startups organized and investor-ready.
How does Fidelity Private Shares integrate with other tools?

Fidelity Private Shares offers limited integrations with other platforms, which can be a drawback for some users. While it excels in equity management, data room, and HR workflows, connecting it seamlessly with other HR platforms is not yet possible.
What the main competitors of Fidelity Private Shares?

Alternatives to Fidelity Private Shares include Ledgy, Carta, Cake Equity, Certent, and Qapita. These competitors offer similar equity management solutions for startups and growing businesses, focusing on cap table management, ESOPs, and investor relations.
Is Fidelity Private Shares legit?

Yes, Fidelity Private Shares is a legitimate equity management software. It's well-regarded for its comprehensive features, including cap table management, data room, and automated workflows. Users praise its excellent customer support and easy-to-use interface. It helps startups save time and money on legal fees, ensuring they are investor-ready.
How much does Fidelity Private Shares cost?

I cannot find pricing information for Fidelity Private Shares. Contact Fidelity directly to inquire about pricing and determine if the product is worth the cost for your investment needs.
Is Fidelity Private Shares customer service good?

Customer reviews highlight Fidelity Private Shares' exceptional customer support as highly responsive and helpful. Users appreciate the easy-to-use interface and comprehensive features, including data room, HR workflows, and cap table management. Some minor issues with editing workflows and third-party document execution were noted.

Reviewed by

MK

Michal Kaczor

CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT

Tymon Terlikiewicz

CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.