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What is Fidelity Private Shares?

Fidelity Private Shares is a dynamic equity management platform designed to simplify a wide range of essential tasks for private companies, from their initial establishment to raising funds, managing governance, and facilitating successful exits. This cutting-edge platform boasts a real-time cap table and stock ledger, in addition to forecasting tools for future funding rounds and exit strategies, as well as automated workflows for equity issuances, human resources tasks, and board activities, all secured within a data room that provides document storage and sharing capabilities with customized permissions. Organizations that leverage this platform can seamlessly distribute equity to their employees, generate ASC 718 reports, manage 83(b) elections, and coordinate board and shareholder approvals, all while automating the creation of legal documentation required for financing rounds in a unified collaborative space. Moreover, it significantly enhances portfolio management for investors and funds by delivering in-depth analytics related to internal rate of return (IRR), cash-on-cash returns, projections for exit scenarios, valuation trends, and immediate access to the necessary documents of the underlying companies, thus ensuring a holistic approach to equity oversight. Additionally, the platform's extensive feature set empowers both companies and investors to effectively address the intricacies of equity management, ultimately leading to improved operational efficiency and strategic decision-making. With its innovative solutions, Fidelity Private Shares positions itself as a key player in the evolving landscape of equity management.

What is AngelList?

AngelList offers a comprehensive array of tools aimed at helping startups, investors, and fund managers foster innovation. With AngelList, you can efficiently manage your company's cap table, fundraising efforts, employee offer letters, and other vital tasks all from a single, user-friendly platform. Focus on growing your business while leaving the administrative responsibilities to AngelList. The platform simplifies the fundraising experience through AngelList Raise, which takes care of accreditation, signatures, banking, and other essential functions for SAFE and equity rounds. Raise capital more efficiently with just one entry on your cap table, enhancing the overall process's effectiveness. Founders can utilize Roll Up Vehiclesâ„¢, which provide a single link for investors to commit and transfer funds online, while AngelList manages all subsequent processes. You can also explore Rolling Funds for tailored investment opportunities, allowing you to subscribe quarterly and work with prominent VCs, while adjusting your investment amounts in line with your financial goals. Access a multitude of high-quality deals and funds managed by leading industry experts and investors with just one investment. Additionally, consider the AngelList Access Fund to diversify your portfolio and seize unique investment opportunities. Each feature is meticulously crafted to streamline the investment landscape, ensuring that you can more easily reach your financial aspirations, while the platform continuously evolves to meet the changing needs of its users.

Media

Media

Integrations Supported

Beam AI
Dropbox Dash
Numeric
Orum.io

Integrations Supported

Beam AI
Dropbox Dash
Numeric
Orum.io

API Availability

Has API

API Availability

Has API

Pricing Information

$400 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Fidelity Private Shares

Company Location

United States

Company Website

www.fidelityprivateshares.com

Company Facts

Organization Name

AngelList

Date Founded

2010

Company Location

United States

Company Website

www.angellist.com

Categories and Features

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

Categories and Features

Business Bank Accounts

Bank Wires
Bill Pay
Billing & Invoicing
Business Credit Cards
Checking Account
Checks
Expense Management
Instant Payouts
No Fee Payments
Rewards
Savings Account
Spend Management

Business Filing

Annual Reports
Business Licenses
Copyright
Corporate Dissolution
Corporation (C Corp)
Doing Business As (DBA)
Limited liability company (LLC)
Nonprofit
Operating Agreements
Patents
Registered Agent Services
S Corp
Sole Proprietorship
Trademark Registration

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

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