Running Fidelity Private Shares
In-depth articles and video tutorials to guide you through account management and workflows.
How to Guides
- Signing Documents
- How to Upload Documents in a Workflow
- Changing Your Company Address
- How to Discard a Workflow
- Amend Convertible Note Purchase Agreement Workflow
- How to Add a Predefined Vesting Schedule
- How to Create a Non-disclosure Agreement (NDA)
- How to Export the User List or the Stockholder List
- How to Record an Existing 409A or Board Determined Valuation
- How to Set Preferences for Counsel Involvement
- Create New User Workflow
- How to Edit a Document When Running a Workflow
- Closing Your Account
- Changing a Workflow Owner
Release Notes
General Information & Settings
- Blocked or Invalid Emails
- Viewing and Granting User Permissions
- Online Payments in Fidelity Private Shares
- Why Is My Workflow Locked?
- Workflow Status Panel
- Manage Your Profile
- My co-founder left, what should I do?
- Blank Fields in Documents on the Platform
- Working with the Platform and Your Lawyer
- How to Use the Left Side Bar Efficiently and Effectively When Running a Workflow