Fidelity Private Shares℠

Plans & Pricing

Our platform – and subscription plans – scale with you. Get equity management tools you need for your company at every stage. From launch to first raise to scaling up, we can offer you solutions to help meet your needs. Early-stage startups can consider beginning with our Startup plan. As you continue to hire and raise, move to our Growth plan with 409A valuations and ASC 718 reporting and more.

Launch (Free)

Get started free

Up to 25 stakeholders and less than $1M raised

Cap table management

Equity plan generation

Data room

Board consents

Scenario modeling

Standard reporting

83(b) generation

Rule 701 Exemption Check

Electronic securities

HRIS & payroll integration

Startup

Schedule a demo

Everything in Launch, plus:

Premier support

Investor updates

Form 3921

Growth

Schedule a demo

Everything in Startup, plus:

409A valuations

Priority onboarding

ASC 718

Scale

Contact for pricing

We provide tailored solutions to help fit your needs as your company scales.

A platform designed around how you work

Workflows that reflect real situations and help you through complicated processes.

Guardrails that can help make sure corporate actions are approved and signed to better ensure high corporate governance standards.

30+ document templates based on industry standards.

All your documents in a secure data room that is automatically updated, contributing to a more efficient and less costly next fundraise.

Customizable permissioning and access-granting, giving you more control over your secured data and making it easier to share.

Guided and fully automated financings that can be completed in days rather than months with NVCA standard document templates.