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CAPITALIZATION TABLE (DASHBOARD)
Fidelity Private Shares℠

Cap Table Management

The right cap table software — from day one to IPO and beyond.

Do you want your capitalization table to automatically update and dynamically link directly to all supporting documents in a secured data room?

This smart linking is a feature of the automated data room. When you grant equity, the award agreement will be tied to the corresponding board consent, subsequent exercise actions, stock certificates, and other future related documentation.

Trusted by companies that scale

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AUTOMATED DATA ROOM (DASHBOARD)

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 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 (REPORT ONLY)

Next-Round Ready

Compliance is built into the platform, with workflows built with guardrails and guidance in place to help you stay on track without missing important steps.

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

You can also be ready for your next-round of fundraising with our automated equity financing, that includes a next-round planner with pro forma export.

Investments Holdings (COMBINED)

Insightful reports you need

Reporting can be easy. You’ll have access to the reports you need, including grant history, transfer, and option overhang, and 83(b) reports.

Included in your subscription is the ability to generate ASC 718 reports— helping you to be audit ready.

 
 
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“[The platform] drives efficiency through many day-to-day functions for Firefly as we grow. It makes it fast to create documents like NDAs, offers, and share grants; streamlines tasks that usually take reaching out to external counsel; and of course it’s great to have access to the latest cap table.”

Fay Rotenberg, CEO, Firefly Health

Everything you need in one platform

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Cap Table FAQs

 Answers and resources for your cap table questions. 

 

What is a capitalization table and why does my startup need one?

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. 

How does Fidelity Private Shares keep my cap table accurate in real 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. 
Does the cap table link directly to legal documents in the data room?
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.
How do investors and employees access their own information?
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. 
Does the software support multiple share classes, SAFEs, and convertible notes?
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. 
How quickly can I onboard onto Fidelity Private Shares?
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. 

Interested in learning more?

Get in touch

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409a valuations are conducted by a third party. 

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