# Fidelity Private Shares vs Qapita Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Qapita excels in user support, with many users praising the team's responsiveness and helpfulness during the implementation process. One user specifically highlighted the assistance from team members Sonam and Henashri, which made their transition to the platform smoother.
- **Users say** that Fidelity Private Shares offers a highly functional and user-friendly experience, particularly for cap table management. Reviewers appreciate its ability to accurately capture shareholder information, which is crucial for effective equity management.
- **According to verified reviews** , Qapita stands out for its reporting capabilities, allowing users to generate customized reports tailored to their specific needs. This feature has been noted as a significant advantage for those looking to maintain a comprehensive overview of grants and vesting schedules.
- **Reviewers mention** that Fidelity Private Shares is quick and efficient, with workflows that facilitate template creation and features like e-signature and board notifications. This efficiency enhances the overall user experience, making it a strong contender for businesses that prioritize speed.
- **G2 reviewers highlight** that while Qapita has a slightly lower star rating, it offers a higher ease of use score, indicating that users find it more intuitive for day-to-day operations compared to Fidelity Private Shares, which has received mixed feedback in this area.
- **Users report** that both platforms have their strengths, but Qapita's overall higher G2 Score suggests a greater level of satisfaction among its users, particularly in areas like support and ease of use, while Fidelity Private Shares shines in its functionality and efficiency for small businesses.



| | Fidelity Private Shares | Qapita | 
|---|---|---|
| **Star Rating** | 4.8 out of 5 | 4.6 out of 5 | 
| **Total Reviews** | 33 | 317 | 
| **Largest Market Segment** | Small-Business (82.8% of reviews) | Mid-Market (49.4% of reviews) | 
| **Entry Level Price** | Free 25 stakeholders Per Year | Contact Us | 

---
## Top Pros & Cons

### Fidelity Private Shares

Pros:
- Features (5 reviews)
- Ease of Use (3 reviews)

Cons:
- UX Improvement (2 reviews)
- Workflow Inefficiencies (2 reviews)

### Qapita

Pros:
- Ease of Use (37 reviews)
- Customer Support (32 reviews)

Cons:
- Limited Customization (9 reviews)
- Technical Issues (9 reviews)

---
## Ratings Comparison
| Rating | Fidelity Private Shares | Qapita | 
|---|---|---|
  | **Meets Requirements** | 9.5 (22 reviews) | 8.9 (291 reviews) | 
  | **Ease of Use** | 8.6 (22 reviews) | 9.1 (296 reviews) | 
  | **Ease of Setup** | 9.1 (16 reviews) | 8.8 (237 reviews) | 
  | **Ease of Admin** | 8.6 (17 reviews) | 9.0 (211 reviews) | 
  | **Quality of Support** | 10.0 (22 reviews) | 9.4 (288 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.8 (17 reviews) | 9.2 (209 reviews) | 
  | **Product Direction (% positive)** | 9.4 (18 reviews) | 9.7 (294 reviews) | 

---
## Pricing

### 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

### Qapita

#### Entry-Level Pricing

Plan: Growth

Price: Contact Us

Description: Your business is scaling up and expanding and starting to face more regulatory complexity. Recommended for: Series B+ startups & scaleups.

Key Features:
- All the Starter Features and...
- Employee Transactions
- Share Valuation Report

[Browse all 5 editions](https://www.g2.com/products/qapita/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### Equity Management

| Product | Score | Reviews |
|---|---|---|
| **Fidelity Private Shares** | 8.7/10 | 14 |
| **Qapita** | 8.5/10 | 262 |

#### Platform Basics

| Feature | Fidelity Private Shares | Qapita | 
|---|---|---|
| **Reporting** | 8.8 (11 reviews) | 8.8 (229 reviews) | 

#### Platform Data

| Feature | Fidelity Private Shares | Qapita | 
|---|---|---|
| **Visualization** | 9.2 (11 reviews) | 8.9 (219 reviews) | 
| **Platform Search** | 8.1 (12 reviews) | 8.7 (214 reviews) | 
| **Dashboard** | 8.8 (11 reviews) | 8.8 (229 reviews) | 

#### Platform Content

| Feature | Fidelity Private Shares | Qapita | 
|---|---|---|
| **File Sharing** | 7.7 (11 reviews) | 8.3 (206 reviews) | 

#### Platform Additional Functionality

| Feature | Fidelity Private Shares | Qapita | 
|---|---|---|
| **Cap Table** | 8.8 (12 reviews) | 8.8 (200 reviews) | 
| **409a** | 8.9 (9 reviews) | 8.1 (144 reviews) | 
| **Equity Governance** | 9.3 (9 reviews) | 8.9 (190 reviews) | 

#### Agentic AI - Equity Management

| Feature | Fidelity Private Shares | Qapita | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.2 (47 reviews) | 

### Venture Capital Management

| Product | Score | Reviews |
|---|---|---|
| **Fidelity Private Shares** | N/A | N/A |
| **Qapita** | N/A | N/A |

#### Investment Management

| Feature | Fidelity Private Shares | Qapita | 
|---|---|---|
| **Investment Portfolio Management** | Not enough data | Not enough data | 
| **Investment Analytics** | Not enough data | Not enough data | 
| **Reporting** | Not enough data | Not enough data | 
| **Cap Table Management** | Not enough data | Not enough data | 

#### Fund Management

| Feature | Fidelity Private Shares | Qapita | 
|---|---|---|
| **Deal Flow Management** | Not enough data | Not enough data | 
| **Limited Partner Management** | Not enough data | Not enough data | 
| **Fund Administration** | Not enough data | Not enough data | 

#### Agentic AI - Venture Capital Management

| Feature | Fidelity Private Shares | Qapita | 
|---|---|---|
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Accounting & Finance

| Product | Score | Reviews |
|---|---|---|
| **Fidelity Private Shares** | N/A | N/A |
| **Qapita** | N/A | N/A |

#### Agentic AI - Accounting & Finance

| Feature | Fidelity Private Shares | Qapita | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (1):** [Equity Management Software](https://www.g2.com/categories/equity-management)


**Unique to Qapita (1):** [Venture Capital Management Software](https://www.g2.com/categories/venture-capital-management)


---
## Reviewer Demographics

### By Company Size

| Segment | Fidelity Private Shares | Qapita | 
|---|---|---|
| **Small-Business** | 82.8% | 24.5% | 
| **Mid-Market** | 17.2% | 49.4% | 
| **Enterprise** | 0% | 26.1% | 

### By Industry

#### 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%

#### Qapita

- **Financial Services:** 16.2%
- **Information Technology and Services:** 16.2%
- **Computer Software:** 14.6%
- **Manufacturing:** 5.3%
- **Automotive:** 3.0%
- **Marketing and Advertising:** 2.6%
- **Banking:** 2.3%
- **Consumer Goods:** 2.0%
- **Food & Beverages:** 2.0%
- **Hospital & Health Care:** 2.0%
- **Other:** 33.8%

---
## Alternatives

### Alternatives to Fidelity Private Shares

- [Carta Equity Suite](https://www.g2.com/products/carta-equity-suite/reviews) — 4.3/5 stars (233 reviews)
- [Remote](https://www.g2.com/products/remote/reviews) — 4.5/5 stars (4471 reviews)
- [Pulley](https://www.g2.com/products/pulley-pulley/reviews) — 4.7/5 stars (135 reviews)
- [J.P.Morgan Workplace Solutions](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews) — 4.8/5 stars (151 reviews)
- [Shareworks by Morgan Stanley](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews) — 3.8/5 stars (32 reviews)
- [Cake Equity](https://www.g2.com/products/cake-equity/reviews) — 4.8/5 stars (130 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)

### Alternatives to Qapita

- [Carta Equity Suite](https://www.g2.com/products/carta-equity-suite/reviews) — 4.3/5 stars (233 reviews)
- [Pulley](https://www.g2.com/products/pulley-pulley/reviews) — 4.7/5 stars (135 reviews)
- [J.P.Morgan Workplace Solutions](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews) — 4.8/5 stars (151 reviews)
- [Remote](https://www.g2.com/products/remote/reviews) — 4.5/5 stars (4471 reviews)
- [Cake Equity](https://www.g2.com/products/cake-equity/reviews) — 4.8/5 stars (130 reviews)
- [EquityList](https://www.g2.com/products/equitylist/reviews) — 4.7/5 stars (117 reviews)
- [Astrella](https://www.g2.com/products/astrella/reviews) — 4.5/5 stars (51 reviews)
- [Certent Equity Management](https://www.g2.com/products/certent-equity-management/reviews) — 4.4/5 stars (117 reviews)
- [Ledgy](https://www.g2.com/products/ledgy/reviews) — 4.7/5 stars (65 reviews)
- [trica equity](https://www.g2.com/products/trica-equity/reviews) — 4.4/5 stars (49 reviews)

---
## Top Discussions

### Fidelity Private Shares

No discussions available for this product.

### Qapita

No discussions available for this product.

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/fidelity-private-shares-vs-qapita)