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Fidelity Private Shares℠

Automated Data Room

Stay as diligence ready as possible with an automated data room

We make due diligence easier — your automatic Data Room works behind-the-scenes to add important documents as they are completed.

This means that every time you make a change, the resulting docs are automatically collected and organized. Everything you may need to stay fundraising-ready is all in one place, making the diligence scramble a thing of the past.

Be prepared for due diligence

Having a Data Room with all of your company’s relevant documents may give you a leg up when fundraising opportunities arise. Having all your documents in one place means that you can spend the time leading up to meetings with investors focusing on your pitch and strategy, rather than scrambling at the last minute to pull company materials together (and realizing that things are missing or not properly executed).

When you’re trying to raise funds for your company, do you want to give anything less than your best first impression?

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Here are some of the documents you’ll be expected to provide during diligence, all of which can be organized automatically in the data room:

  • Balance sheet and historical financial information
  • Any securities that have already been issued (equity)
  • Any debt holdings or business loans
  • Any material business contracts (including contracts such as partnership agreements and property leases as well as client contracts/services agreements if applicable)
  • Board and shareholder actions and meeting minutes
  • Certificate of Incorporation and Bylaws
  • HR details (including employment contracts, offer letters, benefits, salaries, directors and officers, and agreements related to Intellectual Property assignment/contribution and confidentiality)
  • Documentation related to all shareholders’ or equity grant agreements (including stock incentive plansvesting schedules and purchase agreements)
  • Documentation related to debt or other types of financing
  • Business plans, budgets or projections
  • Documentation related to litigation and disputes concerning your company
  • Documentation related to the company’s IP, such as patents, patent applications or trademark and copyright filings, if applicable
  • Company policies and procedures (e.g., Privacy Policy or Website Terms of Use)

A Single, Reliable Source of Truth

Your cap table is accurate with real-time data. Plus, it links directly to your secure and organized automated data room.

We do most of the work for you. While other solutions usually act like a dropbox where you need to organize your files — we know that may not be enough.

Our data room automatically organizes your files and notifies you of any missing documents.

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One Place for All Stakeholders

All stakeholders can access what they need with customizable permissioning for access to equity data.

Employees have their own portal to review equity grants and documentation. Lawyers can easily access the cap table and grant documents in order to do a legal review.

There’s also diligence support for auditors and investors.

Next Round Planner(DASHBOARD)

Next-Round Ready

Compliance is built into the platform, with workflows that include guardrails and guides to help you avoid missing important steps.

Also, included in every subscription is a 409A valuation from our third-party industry-vetted providers.

Get ready for next-round fundraising with our automated equity financing, that includes a next-round planner with pro forma export.

"I executed a small SAFE round using [the platform] and it was very helpful knowing that I didn't have to run around and try to collect all this paperwork and put it in a data room. I just knew that it was there."

Boris Lipchin, CEO and Co-founder, Brio Systems

Everything you may need on one platform

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Trusted by companies that scale

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Interested in learning more?

409a valuations are conducted by a third party.