Fidelity Private Shares®
Equity management that grows with you
Start here, stay here. As your company grows, equity often gets more complex. We keep ownership, governance, and fundraising clear and connected—without spreadsheets or surprises—so you can stay focused on building.
Fidelity Private Shares is a trusted equity management platform for private companies at every stage of growth. From early rounds through IPO, we bring clarity to complex ownership within a single structured system.
Why Fidelity Private Shares
Equity gets complicated. Your tools shouldn’t.
From incorporation to IPO, equity decisions start to carry real weight. We aim to bring everything together—cap tables, documents, valuations, and planning—to help you reduce risk, avoid cleanup, and stay prepared for what’s next.
Cap Table & Equity Management
Keep ownership clean and accurate from day one. Track grants, SAFEs, notes, and preferred shares in a single source of truth that’s designed with investor and auditor scrutiny in mind.
Equity Compliance & Governance
Centralize approvals, board materials, and key records—in a data room, connected to the cap table—with permissioned access for counsel, investors, and leadership without email chains or version confusion.
Fundraising, Scenario Modeling & Planning
Model dilution, run scenario modeling, manage 409A valuations, and plan for future rounds and exits with confidence. Know where you stand before investors ask.
Built for founders. Respected across stakeholders.
Fidelity Private Shares isn’t just a founder tool. It’s a shared system of record trusted by some of the people who matter most to your business.
Founders & Operators
Spend less time on admin and more time building.
Legal Teams
Clean records and workflows that help reduce risk.
Investors & Boards
Clear, consistent data designed to streamline diligence and support decision-making.
Startup-Focused, Fidelity-Backed
We’re built for modern private companies, and backed by Fidelity’s reputation for trust and rigor. That means a platform that grows with you and a team you don’t have to replace.
Trusted by companies preparing for what’s next
Get investor-ready without slowing down
Stay prepared for fundraising, audits, and growth milestones with trusted equity data that can help your team stay organized and informed.
