Fidelity Private Shares vs OptionTrax
Fidelity Private Shares
fidelityprivateshares.comOptionTrax
optiontrax.comSide by side
| Figure | Fidelity Private Shares | OptionTrax |
|---|---|---|
| Price from | Free | $449/mo |
| Free plan | Yes | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 4 | 2 |
| Spec score · Equity Compensation Management Software | 7.4 (#12) | 7.3 (#15) |
| Cap table | The platform tracks grants, SAFEs, notes, and preferred shares in a single source of truth. | The cap table module supports securities and shareholder records, funding and capitalization reporting, and corporate action processing. |
| Headquarters | Boston, Massachusetts, United States | The contact page lists the office at 1001 Conshohocken State Road, Building 1, Suite 205, West Conshohocken, Pennsylvania 19428. |
| Purpose | Fidelity Private Shares is an equity management platform for private companies, covering ownership, governance, and fundraising from early rounds through IPO. | OptionTrax provides software and services for employee equity plan administration. |
| Support | The support center provides workflow articles and guidance for companies, investors, employees, and lawyers, and lists [email protected] for contact. | For self-administration, the company says it provides implementation training, support, and guidance, and remains available for questions. |
Plans
Fidelity Private Shares
- LaunchFree
- GrowthPriced on request
- ScalePriced on request
- StartupPriced on request
In their own words
Fidelity Private Shares
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.
OptionTrax
OptionTrax has no write-up on Specifiction yet; its figures are above.