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SPECIFICTION
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Fidelity Private Shares

fidelityprivateshares.com

Free plan Web
Visit fidelityprivateshares.com
Spec score 7.4 #12 of 29 in Equity Compensation Management Software

What it is

Fidelity Private Shares is a web-based equity management platform for private companies, covering ownership, governance and fundraising from early rounds through IPO. Its cap table tracks grants, SAFEs, notes and preferred shares, with entries linked to supporting legal documents in a data room. Files are organized there, and missing documents are flagged. Scenario tools model dilution and possible financing or exit outcomes; a next-round planner can export pro forma results. Custom permissions let employees, lawyers, auditors and investors access relevant equity information and diligence materials. Reports include grant history, transfers, option overhang, 83(b) and ASC 718. The free Launch plan includes cap table management, equity plan generation, a data room, board consents, scenario modeling, standard reporting, 83(b) generation, Rule 701 exemption checks and electronic securities. Launch is limited to up to 25 stakeholders and companies that have raised less than $1M. Growth and Scale subscriptions include HRIS integration, and Gusto is listed for syncing equity, HR and payroll information. The maker describes the platform as serving founders and operators, legal teams, investors and boards.

Spec sheet

Purpose
Fidelity Private Shares is an equity management platform for private companies, covering ownership, governance, and fundraising from early rounds through IPO.Read 2 Oct 2026 · fidelityprivateshares.com
Support
The support center provides workflow articles and guidance for companies, investors, employees, and lawyers, and lists [email protected] for contact.Read 2 Oct 2026 · fidelityprivateshares.com
Headquarters
Boston, Massachusetts, United StatesRead 23 Sep 2026 · fidelityprivateshares.com
Cap table
The platform tracks grants, SAFEs, notes, and preferred shares in a single source of truth.Read 2 Oct 2026 · fidelityprivateshares.com
Governance and access
Customizable permissions let employees, lawyers, auditors, and investors access relevant equity information and diligence materials.Read 2 Oct 2026 · fidelityprivateshares.com
HR integrations
Growth and Scale subscriptions include HRIS integration, and the maker lists Gusto as an integration for syncing equity, HR, and payroll information.Read 2 Oct 2026 · fidelityprivateshares.com
HRIS providers
The maker’s Finch integration article lists providers including ADP, Justworks, Paychex Flex, Paylocity, Workday, BambooHR, and others; availability is stated for Growth and Scale subscriptions.Read 2 Oct 2026 · fidelityprivateshares.com
Linked records
Cap table entries can link to supporting legal documents in the data room, where files are automatically organized and missing documents are flagged.Read 2 Oct 2026 · fidelityprivateshares.com
Reports
The product offers reports including grant history, transfers, option overhang, 83(b), and ASC 718 reporting.Read 2 Oct 2026 · fidelityprivateshares.com
Scenario planning
The platform models dilution and future financing or exit scenarios, including a next-round planner with pro forma export.Read 2 Oct 2026 · fidelityprivateshares.com
Security certification
The maker’s certificate states its information security management system is certified to ISO 27001:2022, with ISO 27017:2015 controls, for protecting customer personally identifiable information in support of Fidelity Private Shares services.Read 2 Oct 2026 · fidelityprivateshares.com
Who it serves
The maker describes the platform as serving founders and operators, legal teams, and investors and boards.Read 2 Oct 2026 · fidelityprivateshares.com

Plans and prices

Launch Free Up to 25 stakeholders · less than $1M raised · cap table management · equity plan generation · data room · board consents · scenario modeling · standard reporting · 83(b) generation · Rule 701 Exemption Check · electronic securities Read 2 Oct 2026 · fidelityprivateshares.com
Growth Priced on request Schedule a demo Everything in Startup · 409A valuations · priority onboarding · ASC 718 · HRIS & payroll integration Read 2 Oct 2026 · fidelityprivateshares.com
Scale Priced on request Contact for pricing Tailored solutions as your company scales Read 2 Oct 2026 · fidelityprivateshares.com
Startup Priced on request Schedule a demo Everything in Launch · premier support · investor updates · Form 3921 Read 2 Oct 2026 · fidelityprivateshares.com

Every Fidelity Private Shares plan and price →

Strong points and limits

Strong points

  • Tracks grants, SAFEs, notes and preferred shares.
  • Links cap table entries to legal documents.
  • Models dilution and future financing or exit scenarios.
  • Reports include 83(b) and ASC 718.
  • Launch plan includes board consents and equity plan generation.

Limits

  • Launch is limited to 25 stakeholders.
  • Launch is limited to companies with less than $1M raised.
  • Growth and Startup pricing requires scheduling a demo.
  • Scale pricing requires contacting the company.

Who it suits

It suits private-company founders and operators managing equity, governance and fundraising, as well as legal teams, investors and boards. The free Launch plan is limited to companies with less than $1M raised and up to 25 stakeholders.

Verdict

Private Shares brings equity records, supporting documents, scenario planning and reporting into a web platform. Its free Launch plan has specific company and stakeholder limits; pricing for other listed plans is arranged through a demo or by contacting the company.

Where Specifiction places it

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