--- 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(4,745) ](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) ![Verified User in Electrical/Electronic Manufacturing](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Electrical/Electronic Manufacturing") UE Verified User in Electrical/Electronic Manufacturing Small-Business (50 or fewer emp.) 6/2/2022 "Shoobx review" 5/5 What do you like best about Fidelity Private Shares? The Support Team is very responsive and helpful. Review collected by and hosted on G2.com. What do you dislike about Fidelity Private Shares? I do not have any concerns at this time. Review collected by and hosted on G2.com. What problems is Fidelity Private Shares solving and how is that benefiting you? It is helpful with equity reporting and tracking. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Aviation & Aerospace](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Aviation & Aerospace") AA Verified User in Aviation & Aerospace Small-Business (50 or fewer emp.) 3/11/2022 "Satisfying experience with a very proactive support team and a user friendly platform." 4.5/5 What do you like best about Fidelity Private Shares? Support team availability and easy-to-use tools. Review collected by and hosted on G2.com. What do you dislike about Fidelity Private Shares? Some workflows have mandatory legal reviews Review collected by and hosted on G2.com. What problems is Fidelity Private Shares solving and how is that benefiting you? Keeping all the Company documents, signing agreements and everything related to our equity. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Telecommunications](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Telecommunications") UT Verified User in Telecommunications Mid-Market (51-1000 emp.) 3/8/2022 "Overall excellent product- great for equity management" 5/5 What do you like best about Fidelity Private Shares? Cap table functionality, ease of use, and audit trail. Review collected by and hosted on G2.com. What do you dislike about Fidelity Private Shares? Ability to mass select grants for editing - for instance, changing the grant type for a group of grants instead of changing 1x1 Review collected by and hosted on G2.com. Recommendations to others considering Fidelity Private Shares: Great product - you'll love the ease of use. Review collected by and hosted on G2.com. What problems is Fidelity Private Shares solving and how is that benefiting you? Ability to seamlessly manage employee equity grants during the onboard/offboard process - huge time saver Review collected by and hosted on G2.com. Show More Validated 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);)