Fidelity Private Shares
The facts below are what the maker publishes about Fidelity Private Shares, checked and dated. Our editors have not written about it yet.
Plans and prices
From Fidelity Private Shares's own pricing page, checked 2 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| 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 |
| Growth | Priced on request | Everything in Startup · 409A valuations · priority onboarding · ASC 718 · HRIS & payroll integration · Schedule a demo |
| Scale | Priced on request | Tailored solutions as your company scales · Contact for pricing |
| Startup | Priced on request | Everything in Launch · premier support · investor updates · Form 3921 · Schedule a demo |
The facts
Each one read from Fidelity Private Shares's own pages, with the date it was checked.
What it does
- Cap table
- The platform tracks grants, SAFEs, notes, and preferred shares in a single source of truth.checked 2 Oct 2026
- Governance and access
- Customizable permissions let employees, lawyers, auditors, and investors access relevant equity information and diligence materials.checked 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.checked 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.checked 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.checked 2 Oct 2026
- Purpose
- Fidelity Private Shares is an equity management platform for private companies, covering ownership, governance, and fundraising from early rounds through IPO.checked 2 Oct 2026
- Reports
- The product offers reports including grant history, transfers, option overhang, 83(b), and ASC 718 reporting.checked 2 Oct 2026
- 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.checked 2 Oct 2026
- Support
- The support center provides workflow articles and guidance for companies, investors, employees, and lawyers, and lists [email protected] for contact.checked 2 Oct 2026
- Who it serves
- The maker describes the platform as serving founders and operators, legal teams, and investors and boards.checked 2 Oct 2026
The company
- Headquarters
- Boston, Massachusetts, United Stateschecked 23 Sep 2026
Money
- Scenario planning
- The platform models dilution and future financing or exit scenarios, including a next-round planner with pro forma export.checked 2 Oct 2026
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