Overview of Workflows and Document Templates

Introduction

You can leverage our platform to help save time and money in granting equity, raising capital, hiring employees and consultants, and bringing on advisors.  

Here are just a few workflows that we provide and some of the documents they can create. Click the links below to jump to that section of the article. 

• Corporate Structure Workflows
• Incorporation Workflows
• Governance Workflows
• Government Filings
• Human Resources Workflows
• Equity Workflows
• Financing Workflows
• Data Room Workflows
• User Directory Workflows

Corporate structure workflows

• Non-Disclosure Agreement
• Register New Legal Counsel
• Change Counsel Involvement Settings
• Change Corporate Officers
• Change Company Name
  • Generates a Charter Amendment and an approval document.

Incorporation workflows

These documents can be generated if your company has not yet been incorporated.

• Certificate of Incorporation
• Corporate Bylaws
• Stockholder's Agreement
• IP Contribution and Assignment Agreement(s)
• Consent in Lieu of First Meeting of Board Directors
• Consent in Lieu of Meeting of Sole Incorporator

Governance workflows

• Board Consent 
  • The system will generate a Board Consent document (and will generate Resolutions included in workflows, which include approving electronic stock certificates, financing events, grants, stock incentive plans, changes to the number of authorized shares, changes to the company name, and changes to the registered agent, among others)
• Record Board Meeting Minutes
  • The system will generate a Resolution to approve Meeting Minutes
• Stockholder Consent
  • The system will generate a Stockholder Consent (and will generate Resolutions baked into workflows, which include approving grants, financing events, changes to the number of authorized shares, the election of directors, the change in company name, and approval of stock incentive plan, among others)
• Stockholder Communication (228 Notice)
• Change Board Members
  • The system will generate Indemnification Agreements
• Create Non-disclosure Agreement

Government filings

• Foreign State Registration
• Employer Identification Number (EIN)
• Change Delaware Registered Agent
  • The system will generate a Charter Amendment document.
• IRS Form 3921

Human resources workflows

• Add Employee
  • The system can generate an Offer Letter and Employee Confidentiality and Assignment Agreement
• Add Advisor
  • The system will generate an Advisory Agreement.
• Add Contractor or Consultant
  • The system will generate a Consulting Agreement.
• Amend Consultant or Contractor Agreement
  • The system will generate an Amended Consulting Agreement
• Employee Job Change
  • The system will generate an Employee Job Change notice
• Change Employee Start Date
• Terminate an Employee/Consultant or Other Stakeholder
• Update Organizational Chart
• Employee Onboarding Document (Upload Only)
• Employee Form I-9
• Employee Form W-4
• IRS Form W-9

Equity workflows

• Approve Electronic Stock Certificate
  • Approving this workflow will permit the system to generate electronic stock certificates.
• Grant Shares or Options
• Request 409 A Report
• New Stock Incentive Plan
  • The system will generate a Stock Incentive Plan and Forms (including RSA, Non-Qualified Stock Option, Incentive Stock Option, Exercise Form, and early exercise forms)
• Amend Stock Incentive Plan
• Change Authorized Shares or Par Value
  • The system will generate a Charter Amendment document
• Stock Option Exercise
• 83 (b) Election 
  • The system will generate an 83(b) Tax Filing document
• Amend Grant or Add Vesting (Upload Only)
• Capture Custom Vesting Event
• Repurchase Shares (Upload Only - Not During Termination)
• Stock Transfer or Secondary Sale
  • The system will generate a Stock Transfer Agreement
• Exchange of Stock (Upload Only)
• Cancel Grant (Upload Only)
• ASC 718 Stock Options Report
• Stock Split (Upload Only)
• Warrant (Upload Only)
• Warrant Exercise (Upload Only)
• Convert Stock Certificates (Paper or Deferred)
• Update Size of Flexible Grant or Warrant (Upload Only)

Financing workflows

• Convertible Note
  • The system will generate Convertible Note Purchase Agreement, Term Sheet, and Note
• Additional Convertible Note Closing
  • The system will generate a Note Purchase Agreement Amendment.
• Equity Financing Term Sheet
• Equity Financing 
  • The system will generate the NVCA Financing document set or the Series Seed Financing document set.
• Additional Equity Financing Closing
• Amend Note Purchase Agreement
• Simple Agreement for Future Equity (SAFE)
  • The system will generate Y-Combinator’s Simple Agreement for Future Equity and SAFE Pro Rata Side Letter.
• Keep It Simple Security (KISS) (Upload Only)

Data Room workflows

•  Sign External Document

User Directory workflows

• Create New User
• Add Third-Party Entity
• Add User to External Team
• Revoke Company Access

Fidelity does not provide legal or tax advice.

Fidelity Private Shares LLC provides cap table management and other administrative services to private companies and their equity compensation plans.

Fidelity Private Shares LLC

© 2025 FMR LLC. All rights reserved.

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