Fidelity Private Shares Features

Provides analytics tools that reveal important business metrics and track progress.

Contains tools to visalize data sets or workflows

Find important content or files using keywords, metadata, tags, etc.

Has a centralized dashboard for users to interact with

Provides robust sharing options for communication with both internal and external stakeholders.

Contains cap table management capabilities

Provides 409a valuation centered features

Allows equity issuance and governance

Manage documents and their stage in the plan administration workflow.

Securely processes exercise requests, mangates tax withholdings, and syncs with brokerage firms

Manages how shares are awarded to employees and other stakeholders.

Defines cap tables to describe a company's ownership structure.

Provides workflows to automate tasks such as exercising requests.

Enhances security through data encryption, access controls, secure storage, audit trails, two-factor authentication, and regular security updates.

Complies with tax rules across various local and international jurisdictions.

Allows access to plan administration documents.

Includes learning materials to support employees with finacial literacy.

Integrates with human resources software and financial managemen solutions.

Automates various financial, compliance, and employee statements and reports.

Capability to perform complex tasks without constant human input