Cap Table Management

A cap table shows the full breakdown of your company’s ownership — founders, investors, employees, etc. It tracks every grant, exercise, and financing round. You need one to keep track of equity issuances, prepare for fundraising, and maintain accurate records of your company’s ownership. With a clean cap table, you’re ready for due diligence and investor conversations at any time. 

Every equity event you enter — issuing shares, granting options, converting SAFEs — updates the cap table instantly. The system automatically reflects ownership changes and keeps records aligned with documents and approvals. No manual versioning. No inconsistencies. You get a single, always-current source of truth. 

Yes. Every entry in your cap table – whether it’s a grant, SAFE, or preferred stock issuance – is automatically connected to its supporting legal documentation in the proper folder of your secure data room. It keeps everything organized for audits, fundraising, or board review, and removes the need to jump between systems.

Investors get secure access to their holdings and deal terms, and it's easy to share a summary cap table with them as well. Employees can log in to view their holdings and vesting schedules and can easily exercise options directly through the platform. This way you can avoid one-off requests for information and the need to track exercises on paper. 

Yes. Fidelity Private Shares is built for complexity — from pre-seed SAFEs and convertible notes to multiple preferred equity classes with varying rights and privileges. In addition, our modeling tools allow you to project the results of a future financing or exit scenario, considering all instruments, without juggling spreadsheets or outside tools. 

Onboarding onto Fidelity Private Shares is easy. Our customer success team will recommend an approach that best suits your company’s cap table data, company history, and current cap table solution. Schedule a demo to get the conversation started.