Automated Equity Financing
Improve the equity financing process with this add-on solution*.
The current fundraising process is outdated — it’s typically too time-consuming, costly, and manual.
Now you can complete the entire financing process in one place for investors, attorneys, and startups.
We use efficient, highly-accepted technology to automate the standard parts of the deal, making it less menial for attorneys, easier to manage for founders, and more efficient for those involved.
*The Fidelity Private Shares automated equity financing solution is an add-on service. Associated fees will be charged on top of the subscription fees.
Navigate seamlessly from term sheet to closing
We help you close as quickly as possible without deploying unnecessary capital. You’ll maintain visibility and get insights throughout the deal.
Diligence-ready cap table
Our cap table supports legal equity diligence by linking to relevant documents — so your investor counsel can ensure it’s backed by legal approvals.
Calculate Your Deal
Model your next round, generate your term sheet, and create financing documents
Drafting & Negotiations
Generate a full set of NVCA or Series Seed documents based on company structure and pro forma.
Manage execution processes
Collect board and stockholder approval using e-signatures. Plus, our dashboard allows you to monitor each step.
Generate all documents easily
Flexibility to change over 1,000 structured decisions throughout more than 500 pages of financing documents.
Securely store all documents
Documents are automatically stored and permissioned and your cap table is automatically updated.
Save Time and Money, Close Faster
Raising money shouldn’t be a multi-week engagement that disrupts your regular business operations.
Our platform may enable significant time- and cost-savings over traditional fundraising processes.
Go from term sheet to close in as little as 14 days. When your cap table is up-to-date and linked to your automated data room, your financing can be very quick.
Monitor all activities in one place
You’ll have a single dashboard to see when signatures are gathered and what’s left to complete — so you can have a full picture of where you’re at in the process.
Focus on the important things
We generate all of your documents to help your attorneys focus on providing advice and negotiations rather than spending time in spreadsheets and generating standard documents.
All the flexibility and expert guidance you may need
We know the realities of the fundraising process having been through many of them. One size fits all typically doesn’t work — this is why we can make it easy to add additional agreements and make substantial edits all the way to closing.
You’re likely making crucial decisions right now — and we’re here to help you along the way. We’ll help you understand the fundraise process and make sure you ask the right questions during the process.
Everything you may need on one platform
Cap Table Management
Your cap table is accurate with real-time data. Plus, it links directly to your secure and organized automated data room.
Automated Data Room
Stay as diligence ready as possible with our automated data room.
409A Valuations
Get faster, more accurate, and competitively-priced 409A valuations from our third-party industry-vetted collaborators.
HR Onboarding
Hire and manage employees more easily with our HR Onboarding.
Scenario Modeling
Explore hypothetical scenarios including exit and dilutions, future rounds, and exports.
Expert Support
Our excellent guidance is always included — our team is ready to help you whenever you need.