General Information & Settings
- ACH Payments in Fidelity Private Shares
- My co-founder left, what should I do?
- Viewing and Granting User Permissions
- · Working with the Platform and Your Lawyer
- Why Is My Workflow Locked?
- Workflow Status Panel
How to Guides
- How to Create a Non-disclosure Agreement (NDA)
- How to Add a Predefined Vesting Schedule
- Create New User Workflow
- · Amend Bridge Note Purchase Agreement Workflow
- Changing Your Company Address
- How to Set Preferences for Counsel Involvement
Release Notes
- Release Notes - 2025
- Release Notes - 2024
- Release Notes - 2023
- Release Notes - 2022
- Release Notes - 2021
- Release Notes - 2020