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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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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.


“[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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Interested in learning more?

409a valuations are conducted by a third party.