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Fidelity Private Shares

API—OSS—FREEyesDOCS5/5
FP5.9#6 of 29
outWeb—Windows—Mac—Linux—Android—iOS

Ranked in Equity Compensation Management Software ·Free plan

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About

Fidelity Private Shares is ranked #6 of 29 in equity compensation management software on Inferse. It runs on Web. There is a free plan.

Compared on equity compensation management software

Free plan
Yesfidelityprivateshares.com

Facts

Purpose
Fidelity Private Shares is an equity management platform for private companies, covering ownership, governance, and fundraising from early rounds through IPO.fidelityprivateshares.com · 2 Oct 2026
Cap table
The platform tracks grants, SAFEs, notes, and preferred shares in a single source of truth.fidelityprivateshares.com · 2 Oct 2026
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.fidelityprivateshares.com · 2 Oct 2026
Scenario planning
The platform models dilution and future financing or exit scenarios, including a next-round planner with pro forma export.fidelityprivateshares.com · 2 Oct 2026
Governance and access
Customizable permissions let employees, lawyers, auditors, and investors access relevant equity information and diligence materials.fidelityprivateshares.com · 2 Oct 2026
Reports
The product offers reports including grant history, transfers, option overhang, 83(b), and ASC 718 reporting.fidelityprivateshares.com · 2 Oct 2026
HR integrations
Growth and Scale subscriptions include HRIS integration, and the maker lists Gusto as an integration for syncing equity, HR, and payroll information.fidelityprivateshares.com · 2 Oct 2026
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.fidelityprivateshares.com · 2 Oct 2026
Support
The support center provides workflow articles and guidance for companies, investors, employees, and lawyers, and lists [email protected] for contact.fidelityprivateshares.com · 2 Oct 2026
Who it serves
The maker describes the platform as serving founders and operators, legal teams, and investors and boards.fidelityprivateshares.com · 2 Oct 2026

Company

Headquarters
Boston, Massachusetts, United Statesfidelityprivateshares.com · 23 Sept 2026

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Where it ranks on Inferse

Sources