Fidelity Private Shares Review: Is It The Right Cap Table Management Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
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Fidelity Private Shares offers custom pricing plan
Overview
Pricing
Features
Support
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What is Fidelity Private Shares?
Fidelity Private Shares is an equity management platform for private companies, automating cap table maintenance and ownership operations with real-time, investor-ready data. It handles equity grants to employees, generates offer letters, produces ASC 718 compliance reporting, and models scenarios across dilution, future rounds and exits. An integrated data room organises documents for diligence, 409A valuation services are provided, and board and stockholder communication tools sit alongside. It is operated by FMR LLC, the Fidelity Investments parent, which is the main differentiator against venture-backed competitors — the platform is backed by an established financial institution rather than a startup.
Pricing
Fidelity Private Shares offers custom pricing plan
Best For
Suited for small teams, SMBs, and enterprise
Fidelity Private Shares was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Fidelity Private Shares
- Team types
- Small Business, Medium Business
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Get started with Fidelity Private Shares
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What is the pricing of Fidelity Private Shares?
Fidelity Private Shares uses custom pricing — plans are tailored to your team size and needs. Contact them for a quote.
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Not sure if Fidelity Private Shares fits your budget?
Fidelity Private Shares reviews and ratings
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What are the features of Fidelity Private Shares?
The access control structure is a crucial characteristic that distinguishes a digital asset management system from other storage systems. Yo…
Alert Notifications are an essential feature of software that provide users with real-time updates and important information. These notifica…
Analytics is a math-based field that aims to uncover patterns in marketing data to gain actionable knowledge that can be used in your market…
A real-time email marketing dashboard displays metrics. This allows individuals to track the effectiveness of an email marketing initiatives…
Reporting provides complete visibility of the project and a clear grasp of what has to be done to the on-site personnel. The reporting proce…
Third-party integration refers to the addition of relevant external data to an existing project via various APIs. Because of third-party API…
User Management is a crucial feature in software which aims to efficiently manage the users accessing the system. This feature enables the a…
Workflow is a collection of tasks that work together to process a batch of data. A workflow encompasses everything from creating assets to i…
Fidelity Private Shares Support Options
Frequently Asked Questions About Fidelity Private Shares
Common questions buyers ask before choosing Fidelity Private Shares.
Fidelity Private Shares is a Cap Table Management Software. Fidelity Private Shares offers Dashboard, Analytics, Reporting, Alert Notifications, Third-party Integration and many more functionalities.
Fidelity Private Shares offers Quotation Based pricing model
The starting price is not disclosed by Fidelity Private Shares. You can visit Fidelity Private Shares pricing page to get the latest pricing.
Ready to try it?
Get started with Fidelity Private Shares
Get connected with the team for a personalised demo.
About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].