Introduction
Fidelity Private Shares is the equity management platform that many companies and investors use to automate, generate, execute, and store legal documents.
When you’re ready to raise your next round, the last thing you may want to be worried about is chasing down signatures or figuring out your cap table. Our all-in-one platform gives you all the workflows you may need to manage your company throughout its entire lifecycle, from incorporation, to granting equity, to exit. We leverage industry-standard documents to help ensure the process is as risk-free and smooth as possible. If you need it for a financing, you’ll find it on the platform.
Here are answers to some common questions:
- Who can use Fidelity Private Shares?
- What can the platform do?
- Why did we build the platform?
Who can use Fidelity Private Shares?
Fidelity Private Shares is for Delaware Corporations only, and we can serve your company whether you are just starting out or you're well on your way to a successful exit. We work with founders and executives who are running companies ranging from brand new entities to companies with hundreds of employees who have been through multiple rounds of funding.
What can the platform do?
There’s a lot that we can do! These are a few areas where we shine:
- Equity management: Generating company cap tables automatically based on equity events like grants and financings. When you grant equity, the award agreement will be tied to the corresponding board consent, subsequent exercise actions, and stock certificates.
- 409A valuations: Collecting all the required documentation for a 409A valuation can be a time-consuming activity. Fidelity strives to offer 409A valuations that are efficient, independent, and accurate, so companies can feel confident when pricing their option grants.
- Data room: Documents are stored in the data room as they are completed, meaning every time you finish a workflow, the resulting agreements are automatically collected and organized, so you can be diligence ready.
- Scenario modeling: Tools that help you understand the impact of your fundraise and how future funding plans might look in exit and dilution scenarios, explore hypothetical future rounds, and export scenarios to review with your team.
- HR tools: Generate employment documents, track employee equity and compensation, and handle job changes and terminations more easily. Our robust HR settings allow growing companies to tailor their onboarding and employment experiences.
- Automated financings: We also offer a completely automated equity financing workflow, helping our clients save money on legal fees and close deals faster. We use efficient, attorney-reviewed technology to help automate the standard parts of the deal, making it less menial for attorneys, easier to understand for founders, and more efficient for everyone involved - from term sheet to closing.
Why did we build Fidelity Private Shares?
Fidelity Private Shares was built to help empower companies and allow attorneys to focus on high-value work. We modernize corporate activities for startups so your company can focus on what matters, building businesses. We truly believe that we’re in it together: entrepreneurs, legal counsel, investors, and us.
Additional resources
Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.
Fidelity Private Shares LLC provides cap table management and other administrative services to private companies and their equity compensation plans.
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