1. [Home](https://www.g2.com/) 2. ... 3. [Accounting & Finance Software](https://www.g2.com/categories/accounting-finance) 4. [Equity Management Software](https://www.g2.com/categories/equity-management) 5. [Fidelity Private Shares](https://www.g2.com/products/fidelity-private-shares/reviews) 6. [Fidelity Private Shares Claims vs Evidence](https://www.g2.com/products/fidelity-private-shares/claims-vs-evidence) # Fidelity Private Shares Claims vs Evidence This page compares marketing claims that Fidelity Private Shares makes on its own website with what real G2 users say in their reviews. Each claim's source link points to the page where it appeared. Claims are rated as follows: Supported when a clear majority of the reviewers who address it back it up, Disputed when a clear majority contradict it, and Mixed when reviewers are divided. Reviews that don't mention a claim are not counted. Last updated Oct 6, 2026 ## Claim: “Guardrails that can help make sure corporate actions are approved and signed to better ensure high corporate governance standards.” Supported by reviews. Relevant reviewers describe workflows with e-signature, board notifications, and electronic issuance of stock grants, which are consistent with guardrails supporting approval and signing processes. The reviews do not directly measure the resulting corporate governance standards. - “The workflows allow for convenient template creation along with features like e-signature and board notifications, which really enhance my experience.” [Read Full Review](https://www.g2.com/products/fidelity-private-shares/reviews/fidelity-private-shares-review-12332426) - “I also appreciate the ability to issue stock option grants and restricted stock grants electronically, which is very, very valuable.” [Read Full Review](https://www.g2.com/products/fidelity-private-shares/reviews/fidelity-private-shares-review-12656557) Source: [https://www.fidelityprivateshares.com/pricing](https://www.fidelityprivateshares.com/pricing) ## Claim: “Guided and fully automated financings that can be completed in days rather than months with NVCA standard document templates.” Supported by reviews. Relevant reviewers describe guided support, efficient workflows, template creation, and the ability to close deals quickly. These reviews support the direction of the claim, but they do not establish the specific "days rather than months" timeframe or confirm use of NVCA standard document templates. - “I like that Fidelity Private Shares is very quick and efficient. The workflows allow for convenient template creation along with features like e-signature and board notifications, which really enhance my experience.” [Read Full Review](https://www.g2.com/products/fidelity-private-shares/reviews/fidelity-private-shares-review-12332426) Source: [https://www.fidelityprivateshares.com/pricing](https://www.fidelityprivateshares.com/pricing) ## Claim: “Customizable permissioning and access-granting, giving you more control over your secured data and making it easier to share.” Mixed support from reviews. Reviewers are split, with one reporting that sharing information with investors is important while another describes investors having trouble accessing the platform and invitations often going to spam. The reviews do not directly establish the extent of customizable permissioning. - “The ability to store information and share it with the investor base is very important.” [Read Full Review](https://www.g2.com/products/fidelity-private-shares/reviews/fidelity-private-shares-review-12656557) - “Accessibility to investors. For some reason they have all had trouble getting in. Along with that, the invites send to spam often.” [Read Full Review](https://www.g2.com/products/fidelity-private-shares/reviews/fidelity-private-shares-review-12204456) Source: [https://www.fidelityprivateshares.com/pricing](https://www.fidelityprivateshares.com/pricing) ## Claim: “Workflows that reflect real situations and help you through complicated processes.” Mixed support from reviews. Reviewers are split: some describe workflows and guided processes as convenient and helpful, while others report that workflows can be sticky or confusing and difficult to use without support. - “The workflows allow for convenient template creation along with features like e-signature and board notifications, which really enhance my experience.” [Read Full Review](https://www.g2.com/products/fidelity-private-shares/reviews/fidelity-private-shares-review-12332426) - “Some workflows are sticky and can't be discarded, like grants.” [Read Full Review](https://www.g2.com/products/fidelity-private-shares/reviews/fidelity-private-shares-review-12332426) - “its workflows can be confusing.” [Read Full Review](https://www.g2.com/products/fidelity-private-shares/reviews/fidelity-private-shares-review-12161678) Source: [https://www.fidelityprivateshares.com/pricing](https://www.fidelityprivateshares.com/pricing) ## Claim: “With this add-on solution, you can say goodbye to outdated, time-consuming methods.” Mixed support from reviews. Reviewers often describe the platform as quick, efficient, and time-saving, but others report that implementation required more work than anticipated and that the workflows can be confusing. The evidence is therefore split on whether it eliminates outdated, time-consuming methods. - “I like that Fidelity Private Shares is very quick and efficient.” [Read Full Review](https://www.g2.com/products/fidelity-private-shares/reviews/fidelity-private-shares-review-12332426) - “It was more work than we had anticipated BUT Craig was a huge help with some of the extra lift we needed to do.” [Read Full Review](https://www.g2.com/products/fidelity-private-shares/reviews/fidelity-private-shares-review-9217588) - “The platform is not very intuitive, and its workflows can be confusing.” [Read Full Review](https://www.g2.com/products/fidelity-private-shares/reviews/fidelity-private-shares-review-12161678) Source: [https://www.fidelityprivateshares.com/pricing](https://www.fidelityprivateshares.com/pricing) ## Claim: “All your documents in a secure data room that is automatically updated, contributing to a more efficient and less costly next fundraise.” Supported by reviews. Relevant reviewers report centralized document storage, automatic uploading of investor reports, and linked documents that help close deals quickly. However, the reviews do not specifically establish the data room’s security or lower fundraising costs. - “The ability to store information and share it with the investor base is very important.” [Read Full Review](https://www.g2.com/products/fidelity-private-shares/reviews/fidelity-private-shares-review-12656557) - “automatically upload quarterly investor reports into the system” [Read Full Review](https://www.g2.com/products/fidelity-private-shares/reviews/fidelity-private-shares-review-12656557) - “with links to every single document, enabling us to close deals quickly.” [Read Full Review](https://www.g2.com/products/fidelity-private-shares/reviews/fidelity-private-shares-review-12191498) Source: [https://www.fidelityprivateshares.com/pricing](https://www.fidelityprivateshares.com/pricing)