# Cake Equity vs Fidelity Private Shares Comparison --- ## AI Generated Summary - **G2 reviewers report** that Cake Equity excels in user experience, with many praising its intuitive interface and ease of navigation. Users highlight features like the modelling function as particularly useful, making it a favorite among small businesses. - **According to verified reviews** , Fidelity Private Shares offers exceptional customer support, with users appreciating the ability to reach out for help anytime, even internationally. However, some users feel the platform could improve its overall user-friendliness. - **Users say** that Cake Equity's implementation process is quick and straightforward, which is a significant advantage for startups looking to get up and running without delays. This ease of setup is often contrasted with Fidelity's more complex onboarding experience. - **Reviewers mention** that while Cake Equity has a higher overall satisfaction score, Fidelity Private Shares is noted for its strong performance in specific areas like equity governance and visualization, which some users find beneficial for their investment strategies. - **According to recent feedback** , Cake Equity's reporting capabilities are seen as adequate, but users feel that Fidelity Private Shares offers slightly better visualization tools, which can enhance data interpretation for users focused on detailed analytics. - **G2 reviewers highlight** that Cake Equity's free entry-level pricing is a significant draw for small businesses, while Fidelity's "Contact Us" pricing model may deter some potential users who prefer clear upfront costs. | | Cake Equity | Fidelity Private Shares | |---|---|---| | **Star Rating** | 4.8 out of 5 | 4.8 out of 5 | | **Total Reviews** | 130 | 33 | | **Largest Market Segment** | Small-Business (85.0% of reviews) | Small-Business (82.8% of reviews) | | **Entry Level Price** | $1,000.00 25 Stakeholders Per Year | Free 25 stakeholders Per Year | --- ## Top Pros & Cons ### Cake Equity Pros: - Ease of Use (23 reviews) - Customer Support (20 reviews) Cons: - UX Improvement (5 reviews) - Lack of Instructions (4 reviews) ### Fidelity Private Shares Pros: - Features (5 reviews) - Ease of Use (3 reviews) Cons: - UX Improvement (2 reviews) - Workflow Inefficiencies (2 reviews) --- ## Ratings Comparison | Rating | Cake Equity | Fidelity Private Shares | |---|---|---| | **Meets Requirements** | 9.1 (91 reviews) | 9.5 (22 reviews) | | **Ease of Use** | 9.2 (118 reviews) | 8.6 (22 reviews) | | **Ease of Setup** | 9.2 (89 reviews) | 9.1 (16 reviews) | | **Ease of Admin** | 9.1 (62 reviews) | 8.6 (17 reviews) | | **Quality of Support** | 9.8 (88 reviews) | 10.0 (22 reviews) | | **Has the product been a good partner in doing business?** | 9.6 (63 reviews) | 9.8 (17 reviews) | | **Product Direction (% positive)** | 9.7 (91 reviews) | 9.4 (18 reviews) | --- ## Pricing ### Cake Equity #### Entry-Level Pricing Plan: Build Price: $1,000.00 25 Stakeholders Per Year Description: Cap table basics for early startups Key Features: - 25 stakeholders + $60per additional - Cap table & certificates - Templated SAFEs & convertibles [Browse all 6 editions](https://www.g2.com/products/cake-equity/pricing) #### Free Trial Yes ### Fidelity Private Shares #### Entry-Level Pricing Plan: Launch (Free) Price: Free 25 stakeholders Per Year Description: Up to 25 stakeholders and less than $1M raised <b>Get Started Here: www.fidelityprivateshares.com</b> Key Features: - Cap table management - Equity plan generation - Data room [Browse all 4 editions](https://www.g2.com/products/fidelity-private-shares/pricing) #### Free Trial Yes --- ## Features Comparison By Category ### Equity Management | Product | Score | Reviews | |---|---|---| | **Cake Equity** | 8.6/10 | 86 | | **Fidelity Private Shares** | 8.7/10 | 14 | #### Platform Basics | Feature | Cake Equity | Fidelity Private Shares | |---|---|---| | **Reporting** | 8.7 (83 reviews) | 8.8 (11 reviews) | #### Platform Data | Feature | Cake Equity | Fidelity Private Shares | |---|---|---| | **Visualization** | 8.9 (83 reviews) | 9.2 (11 reviews) | | **Platform Search** | 8.9 (24 reviews) | 8.1 (12 reviews) | | **Dashboard** | 9.1 (85 reviews) | 8.8 (11 reviews) | #### Platform Content | Feature | Cake Equity | Fidelity Private Shares | |---|---|---| | **File Sharing** | 8.6 (78 reviews) | 7.7 (11 reviews) | #### Platform Additional Functionality | Feature | Cake Equity | Fidelity Private Shares | |---|---|---| | **Cap Table** | 9.3 (83 reviews) | 8.8 (12 reviews) | | **409a** | 8.0 (70 reviews) | 8.9 (9 reviews) | | **Equity Governance** | 8.9 (76 reviews) | 9.3 (9 reviews) | #### Agentic AI - Equity Management | Feature | Cake Equity | Fidelity Private Shares | |---|---|---| | **Autonomous Task Execution** | 6.7 (12 reviews) | Not enough data | ### Accounting & Finance | Product | Score | Reviews | |---|---|---| | **Cake Equity** | N/A | N/A | | **Fidelity Private Shares** | N/A | N/A | #### Agentic AI - Accounting & Finance | Feature | Cake Equity | Fidelity Private Shares | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | --- ## Categories **Shared Categories (1):** [Equity Management Software](https://www.g2.com/categories/equity-management) --- ## Reviewer Demographics ### By Company Size | Segment | Cake Equity | Fidelity Private Shares | |---|---|---| | **Small-Business** | 85.0% | 82.8% | | **Mid-Market** | 15.0% | 17.2% | | **Enterprise** | 0% | 0% | ### By Industry #### Cake Equity - **Computer Software:** 19.5% - **Information Technology and Services:** 13.8% - **Financial Services:** 12.2% - **Health, Wellness and Fitness:** 5.7% - **Food & Beverages:** 4.1% - **Accounting:** 3.3% - **Legal Services:** 2.4% - **Biotechnology:** 1.6% - **Computer Games:** 1.6% - **Consumer Goods:** 1.6% - **Other:** 34.1% #### Fidelity Private Shares - **Computer Software:** 22.2% - **Biotechnology:** 11.1% - **Consumer Services:** 7.4% - **Information Technology and Services:** 7.4% - **Financial Services:** 7.4% - **Aviation & Aerospace:** 3.7% - **Consumer Goods:** 3.7% - **Electrical/Electronic Manufacturing:** 3.7% - **Facilities Services:** 3.7% - **Health, Wellness and Fitness:** 3.7% - **Other:** 25.9% --- ## Alternatives ### Alternatives to Cake Equity - [Carta Equity Suite](https://www.g2.com/products/carta-equity-suite/reviews) — 4.4/5 stars (232 reviews) - [Pulley](https://www.g2.com/products/pulley-pulley/reviews) — 4.7/5 stars (134 reviews) - [Qapita](https://www.g2.com/products/qapita/reviews) — 4.6/5 stars (313 reviews) - [Remote](https://www.g2.com/products/remote/reviews) — 4.5/5 stars (4261 reviews) - [Ledgy](https://www.g2.com/products/ledgy/reviews) — 4.7/5 stars (65 reviews) - [J.P.Morgan Workplace Solutions](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews) — 4.8/5 stars (144 reviews) - [EquityList](https://www.g2.com/products/equitylist/reviews) — 4.7/5 stars (117 reviews) - [Eqvista](https://www.g2.com/products/eqvista/reviews) — 4.9/5 stars (67 reviews) - [Certent Equity Management](https://www.g2.com/products/certent-equity-management/reviews) — 4.4/5 stars (117 reviews) - [Vestd](https://www.g2.com/products/vestd/reviews) — 4.8/5 stars (44 reviews) ### Alternatives to Fidelity Private Shares - [Carta Equity Suite](https://www.g2.com/products/carta-equity-suite/reviews) — 4.4/5 stars (232 reviews) - [Remote](https://www.g2.com/products/remote/reviews) — 4.5/5 stars (4261 reviews) - [Qapita](https://www.g2.com/products/qapita/reviews) — 4.6/5 stars (313 reviews) - [Pulley](https://www.g2.com/products/pulley-pulley/reviews) — 4.7/5 stars (134 reviews) - [J.P.Morgan Workplace Solutions](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews) — 4.8/5 stars (144 reviews) - [Shareworks by Morgan Stanley](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews) — 3.8/5 stars (32 reviews) - [Certent Equity Management](https://www.g2.com/products/certent-equity-management/reviews) — 4.4/5 stars (117 reviews) - [EquityList](https://www.g2.com/products/equitylist/reviews) — 4.7/5 stars (117 reviews) - [Ledgy](https://www.g2.com/products/ledgy/reviews) — 4.7/5 stars (65 reviews) - [Astrella](https://www.g2.com/products/astrella/reviews) — 4.5/5 stars (51 reviews) --- ## Top Discussions ### Cake Equity No discussions available for this product. ### Fidelity Private Shares No discussions available for this product. --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/cake-equity-vs-fidelity-private-shares)