--- title: Fidelity Private Shares Reviews meta\_title: 'Fidelity Private Shares Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 33 reviews by the users' company size, role or industry to find out how Fidelity Private Shares works for a business like yours. aggregate\_rating: rating\_value: 4.8 review\_count: 33 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Fidelity Private Shares Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by Fidelity Private Shares but has limited features. Are you part of the Fidelity Private Shares team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! Fidelity Private Shares is offering the next generation of equity management. We're reshaping how private companies get started, raise capital, and exit by raising the bar for cap table management and making venture financing simpler. With our platform, you get everything you need to scale and exit: - Fundraise faster than ever before - Have more accurate data and documentation - Automate your legal operations Thousands of users, investors, and attorneys rely on us for fundraising and legal due diligence. * * * Seller [Fidelity](https://www.g2.com/sellers/fidelity) Discussions [Fidelity Private Shares Community](https://www.g2.com/products/fidelity-private-shares/discuss) Languages Supported English Solution Type Best-of-Breed Overview by Christina Logsdon Show More ## Pricing Pricing provided by Fidelity Private Shares. ### Launch (Free) Free 25 stakeholders Per Year ### Startup Contact Us Per Year [ View More Pricing Information ](https://www.g2.com/products/fidelity-private-shares/pricing) ## Top-Rated Alternatives [ ![Carta Equity Suite](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Carta Equity Suite") Carta Equity Suite 4.3/5(233) ](https://www.g2.com/products/carta-equity-suite/reviews) [ ![Qapita](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Qapita") Qapita 4.6/5(324) ](https://www.g2.com/products/qapita/reviews) [ ![Remote](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Remote") Remote 4.5/5(4,746) ](https://www.g2.com/products/remote/reviews) [ View All Alternatives ](https://www.g2.com/products/fidelity-private-shares/competitors/alternatives) ## User Insights Average based on 33 real user reviews. Implementation Time 1 month Perceived Cost $$$$$ [Log in to unlock pricing and user insights](/login) ![Rohit S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rohit S.") RS Rohit S. CEO Small-Business (50 or fewer emp.) 5/31/2022 "Save $1000s on legal fees!" 5/5 What do you like best about Fidelity Private Shares? Intuitive workflows and amazing customer support! As a first-time founder, I really appreciate how they have helped me self-serve on basic legal tasks (issuing equity, setting up board resolutions, running financing scenarios...) thus bringing down our legal fees by $1000s each month. Review collected by and hosted on G2.com. What do you dislike about Fidelity Private Shares? The UI is a bit dated but I believe they are actively working on this. Don't let it be a deterrent! Review collected by and hosted on G2.com. What problems is Fidelity Private Shares solving and how is that benefiting you? Helping me perform self-serve legal tasks to save us money. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Justin S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Justin S.") JS Justin S. Chief Financial Officer Mid-Market (51-1000 emp.) 3/8/2022 "Heavy User of Shoobx" 4.5/5 What do you like best about Fidelity Private Shares? Shoobx is deeply committed to ensuring the customer has a great experience with their offerings. Their customer success team has become our standard for exemplary support. They are extremely responsive and partner with us to ensure all workflows are completed as desired. They have gone above and beyond our expectations in many instances. Review collected by and hosted on G2.com. What do you dislike about Fidelity Private Shares? The biggest pain point is the inability to naturally edit earlier stages of a workflow without erasing work that was done in a later stage. That being said, their customer success team has gone above and beyond to complete this work behind the scenes to avoid duplicative work. In addition, the product has improved greatly in the year that I have been using it (new features, enhanced speed). Review collected by and hosted on G2.com. What problems is Fidelity Private Shares solving and how is that benefiting you? We use Shoobx for both cap table management and HR workflows. The HR workflows are great for earlier-stage companies that allow an organization to cut down on superfluous legal expenses while also providing the legal protections based upon the jurisdictions in which you operate (offer letters tailored to each state, documenting change forms). The inclusion of the HR workflows is a nice financial benefit compared to a pure cap table management platform. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Seth R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Seth R.") SR Seth R. Owner Small-Business (50 or fewer emp.) 3/7/2022 "Excellent product even better customer service" 5/5 What do you like best about Fidelity Private Shares? I had bids from both Carta and Shoobx and I was extremely tempted by Carta at first. They offered me several incentives, and they have a bigger market share. A couple things swayed me to Shoobx. First, they actually combine the data room, the HR workflows, and the cap table management stuff into one platform. Which is really what we needed more than we needed just a cap table management product. Second, the customer support and sales process was fabulous. Now I've been with Shoobx for almost three years, and I have to say - the actual ongoing support you receive AFTER the contract is signed is unbeatable. If you email them with a question, they will oftentimes be back to you in less than an hour. When I did a financing, Shoobx has a team that entered everything in on my behalf for $1,000! Probably saved me like $5,000 in legal fees having an associate at the law firm do it. Free 409A report - super efficient. Honestly I'm demanding and annoying and easily frustrated - I'm short on time and I just need things to work or get fixed quickly. These guys deliver and I'll never go anywhere else. Review collected by and hosted on G2.com. What do you dislike about Fidelity Private Shares? I think the only downside of Shoobx is that most folks are less familiar with using it than Carta. But it's not hard to use, and even my lawyers were like "oh yeah, this is super intuitive -- I actually prefer this to Carta" Review collected by and hosted on G2.com. What problems is Fidelity Private Shares solving and how is that benefiting you? Same as above. Gets all of my stuff in one place! Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") EC Verified User in Computer Software Small-Business (50 or fewer emp.) 5/25/2022 "Power User" 4.5/5 What do you like best about Fidelity Private Shares? We've done multiple financings (notes + equity) and love having it all managed in Shoobx as simply as is possible! Also the legal workflows (e.g., NDAs) are super straightforward. Review collected by and hosted on G2.com. What do you dislike about Fidelity Private Shares? As a founder, I haven't spent the time to really dig in and understand all the capabilities - or run some of the financing workflows myself. As I transition this to our finance/ops team, they're able to become more power users and take advantage of the workflows without support. Review collected by and hosted on G2.com. What problems is Fidelity Private Shares solving and how is that benefiting you? 1) Financings and cap table management -\> all in one place vs. in a bunch of Google drive folders 2) Same with NDAs / employee agreements -- basically everything legal in one place Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Jeremy P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jeremy P.") JP Jeremy P. Director, Finance & Operations Small-Business (50 or fewer emp.) 5/26/2022 "Experienced User" 4.5/5 What do you like best about Fidelity Private Shares? Workflow generation and cap table maintence. Review collected by and hosted on G2.com. What do you dislike about Fidelity Private Shares? There are minor quirks that pop up from time to time as the business operates related to occurrences that happen very infrequently. Support is great though. Review collected by and hosted on G2.com. What problems is Fidelity Private Shares solving and how is that benefiting you? They are always willing to listen and evaluate if the problem the user is experiencing should be related to a tech upgrade or if it is just a "one-off" type problem. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") CF Verified User in Financial Services Small-Business (50 or fewer emp.) 6/23/2022 "Incredible support for organized platform" 4/5 What do you like best about Fidelity Private Shares? Nice dashboard. great customer support. easy to use. our shoobx rep has been very responsive and extremely helpful as we've onboarded. allows for flexibility to use our own documentation or can provide with shoobx generated docs. Review collected by and hosted on G2.com. What do you dislike about Fidelity Private Shares? revisiting earlier steps in workflow (had to restart workflows every time if i needed to go back and change an earlier detail). 409a partner wasn't our favorite. Review collected by and hosted on G2.com. Recommendations to others considering Fidelity Private Shares: Utilize their customer support and onboarding team Review collected by and hosted on G2.com. What problems is Fidelity Private Shares solving and how is that benefiting you? Cap table, stock award, termination management. overall company organization. 409a valuation. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Brian M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brian M.") BM Brian M. President & COO Small-Business (50 or fewer emp.) 5/27/2022 "Great platform to help with company formation and management." 4.5/5 What do you like best about Fidelity Private Shares? Shoobx was very easy to use to set up the company, and their customer service response time is extraordinarily fast. Review collected by and hosted on G2.com. What do you dislike about Fidelity Private Shares? Some features are not easy to find, but generally work well once found. Review collected by and hosted on G2.com. What problems is Fidelity Private Shares solving and how is that benefiting you? They have reduced our mundane legal fees dramatically for HR, fundraising, board management, etc. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Biotechnology](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Biotechnology") AB Verified User in Biotechnology Small-Business (50 or fewer emp.) 8/24/2022 "Great customer service" 4.5/5 What do you like best about Fidelity Private Shares? Great customer support. Workflows are for the most part intuitive and easy to follow. Review collected by and hosted on G2.com. What do you dislike about Fidelity Private Shares? No particular dislikes at this moment. Will notify if any should arise. Review collected by and hosted on G2.com. What problems is Fidelity Private Shares solving and how is that benefiting you? Easy access to equity-related items for investors and the company. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic JI Jeffrey I. CEO Small-Business (50 or fewer emp.) 3/29/2022 "Cellar Ventures & Shoobx!!!" 5/5 What do you like best about Fidelity Private Shares? Implicit trust of all document management Review collected by and hosted on G2.com. What do you dislike about Fidelity Private Shares? I have yet to find something I don't like. Review collected by and hosted on G2.com. Recommendations to others considering Fidelity Private Shares: Keep doing the great work you guys are doing! Review collected by and hosted on G2.com. What problems is Fidelity Private Shares solving and how is that benefiting you? As a start-up business, I need that one document vault that houses all my employment agreements, advisor agreements, as well as all critical cap table documents. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Consumer Goods](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Consumer Goods") AC Verified User in Consumer Goods Small-Business (50 or fewer emp.) 5/31/2022 "I Recommend Shoobx to all my Founder Friends" 5/5 What do you like best about Fidelity Private Shares? HR and Legal in a box. Save so much time! Review collected by and hosted on G2.com. What do you dislike about Fidelity Private Shares? I wish it integrated with Rippling so I could have cap table management as a part of my larger HR platform Review collected by and hosted on G2.com. What problems is Fidelity Private Shares solving and how is that benefiting you? Legal management, hr management, cap table management, and due diligence all in one place. If I ever need anything, I know its in shoobx. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ## Questions about Fidelity Private Shares? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Fidelity Private Shares ](https://www.g2.com/products/fidelity-private-shares/discussions/new) GU Guest User What is Shoobx used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-shoobx-used-for) [ View all Discussions ](https://www.g2.com/products/fidelity-private-shares/discuss) ## Pricing Options Pricing provided by Fidelity Private Shares. ### Launch (Free) Free 25 stakeholders Per Year ### Startup Contact Us Per Year ### Scale Contact Us Per Year [ View More Pricing Information ](https://www.g2.com/products/fidelity-private-shares/pricing) Fidelity Private Shares Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_9c3847bd891a736666c595ee7421f2dd/carta-equity-suite.png "Product Avatar Image") Carta Equity Suite 4.3/5(233) [ Compare Now ](https://www.g2.com/compare/carta-equity-suite-vs-fidelity-private-shares) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d27d69a25ad09dd1554abd72a251af49/pulley-pulley.png "Product Avatar Image") Pulley 4.7/5(135) [ Compare Now ](https://www.g2.com/compare/fidelity-private-shares-vs-pulley-pulley) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_71549dbcb4447493dab8b26e302c891f/shareworks-by-morgan-stanley.png "Product Avatar Image") Shareworks by Morgan Stanley 3.8/5(32) [ Compare Now ](https://www.g2.com/compare/fidelity-private-shares-vs-shareworks-by-morgan-stanley) ##### ##### Fidelity Private Shares Features Platform Basics Reporting Platform Data Visualization Platform Search Dashboard Platform Content File Sharing Platform Additional Functionality Cap Table [ View More Features ](https://www.g2.com/products/fidelity-private-shares/features) ##### Categories on G2 [Equity Management](https://www.g2.com/categories/equity-management) ##### Explore More [Best platform for secure file transfers in corporate offices](https://www.g2.com/discussions/best-platform-for-secure-file-transfers-in-corporate-offices)[Top tools for recurring billing automation](https://www.g2.com/discussions/top-tools-for-recurring-billing-automation)[Top tools for integrating apps with legacy systems](https://www.g2.com/discussions/top-tools-for-integrating-apps-with-legacy-systems) [Which vendor supports offline access to notes across devices?](https://www.g2.com/discussions/which-vendor-supports-offline-access-to-notes-across-devices)[What's the most user-friendly digital communications governance software for a small distributed team working on mobile and desktop?](https://www.g2.com/discussions/what-s-the-most-user-friendly-digital-communications-governance-software-for-a-small-distributed-team-working-on-mobile-and-desktop)[Pros and Cons Details](https://www.g2.com/products/fidelity-private-shares/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)