Switch to Fidelity Private Shares
Does your equity management platform keep raising renewal costs and waving red flags around data practices?
Switching to a new solution might seem overwhelming, but it doesn't have to be.
With Fidelity Private Shares, transitioning is simple and fast. Our expert team guides you through every step, helping to ensure your equity data is migrated seamlessly and securely.
Trusted by companies that scale
“I expected the change to be a major time drain, but I was pleasantly surprised by how easy it was. My account rep was fantastic – responsive and supportive throughout the process. I thought I’d need to define every nuance from our legal documents and manually align it with the system. I was apprehensive, but it turned out to be fast and seamless. The team made it a really pleasant experience.”
"From my experience with Fidelity, one of the biggest differentiators is customer support. When choosing a cap table platform, that matters. Too often, support means getting a bot that sends you to lengthy articles. But when something urgent comes up, you don’t have time to research. You need to talk to someone."
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Keep Your Cap Table Organized
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 usually 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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Stay Next-Round Ready
Our platform is built with compliance in mind. Our workflows provide guardrails and guidance to help you stay on track without missing important steps.
You'll be ready for your next-round of fundraising with the help of our automated equity financing, that includes a next-round planner with pro forma export.
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Get a Defensible 409A Valuation
We connect you with vetted third-party providers to help you obtain a defensible and audit-ready 409A valuation.
Our platform helps streamline data collection, review, and board approval, so you can confidently set fair market value, issue equity, and take steps to meet 409A requirements.