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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 ExitRight?

Improving employee retention can be effectively accomplished by implementing comprehensive exit interviews, monitoring turnover metrics, and engaging in thorough data analysis. Gaining insight into why employees leave is essential for understanding the internal workings of your organization. HSD Metrics' ExitRight® helps you enhance retention by providing: - In-depth exit interviews - Turnover statistics - Extensive data examination ExitRight® is designed for all employees, from entry-level positions to top management. We compile insights from exit trends across your organization, illuminating both the strengths of your company and the areas that require improvement. Unlike other exit interview solutions that necessitate costly software installations and extensive training, outsourcing your exit interviews to HSD Metrics’ ExitRight® allows your HR team to utilize the intuitive ExitRight® platform easily, enabling them to review individual reports and monitor broader trends with efficiency. This seamless approach not only conserves time but also significantly improves the quality of data gathered during exit interviews, ultimately leading to a more effective retention strategy. Moreover, the valuable insights derived from these interviews can drive meaningful changes in workplace culture and employee satisfaction.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

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

HSD Metrics

Date Founded

1992

Company Location

United States

Company Website

hsdmetrics.com/surveys/exitright-interviews-turnover-information/

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

Workforce Management

Budgeting & Forecasting
Contractor Management
Employee Lifecycle Management
Labor Projection
Performance Appraisal
Recruiting Management
Scheduling
Skills Tracking
Time & Attendance
Variable Workforce

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