[ Fidelit... Reviews ](https://www.g2.com/products/fidelity-private-shares/reviews) [ Fidelit... Reviews ](https://www.g2.com/products/fidelity-private-shares/reviews) # Fidelity Private Shares Features ##### ## Platform Basics (2) Reporting Provides analytics tools that reveal important business metrics and track progress. Investor Reporting Compile and report on all investor activities Show More ##### ## Platform Data (4) Visualization Contains tools to visalize data sets or workflows Platform Search Find important content or files using keywords, metadata, tags, etc. Dashboard Has a centralized dashboard for users to interact with Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Show More ##### ## Platform Content (1) File Sharing Provides robust sharing options for communication with both internal and external stakeholders. Show More ##### ## Platform Additional Functionality (3) Cap Table Contains cap table management capabilities 409a Provides 409a valuation centered features Public Equity Shares and stocks owned by individuals in a company that is not trading publicly in the stock market Show More ##### ## Agentic AI - Equity Management (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Additional Functionality (32) Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Vesting Management Incentive program that allows employees to earn assets such as equity stocks or retirement plans in return for staying with the company Workflow Management Create, design and manage workflows for repetitive tasks Forecasting Form predictions based on past and present data/trends Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Audit Trail A record of all activities within the system, including user access, changes made, etc. Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Portfolio Management Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system API Application programming interface that allows for integration with other systems/databases Third-Party Integrations Set up connections to third-party platforms to improve business processes Scenario Planning Develop potential scenarios to identify risks and opportunities AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Grant Management Monitor application statuses, proposals and award funds Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Multi-Currency Manage and handle various international currencies Financial Modeling Decision-making process using businesses past, present and forecasted future operations. Financial Management Plan, manage, and track the financial activities of an individual or organization Real-Time Data Receive data and information in real time Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Deal Management Defines specific deal parameters to negotiate and secure deals Generative AI Use AI to generate content in the form of text, images, videos, etc. Document Management Store, manage, and track all electronic documents in a centralized location Valuation Management Assessment technique to estimate the current worth of an asset or company Customizable Reports Alter the layout and content of reports Real-Time Analytics Analyze and gain insights into data in real-time Document Storage Store and organize documents in a centralized system Client Portal Private online space that lets businesses securely share documents and provide information access to clients Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Activity Tracking Track and document all activities across devices, networks, and other systems Show More ## Top-Rated Alternatives [ ![Carta Equity Suite](https://images.g2crowd.com/uploads/product/hd_favicon/8557be990b3513952cd67b5494d36ac8/carta-equity-suite.svg "Carta Equity Suite") Carta Equity Suite 4.3/5(233) ](https://www.g2.com/products/carta-equity-suite/reviews) [ ![Qapita](https://images.g2crowd.com/uploads/product/hd_favicon/d75764ce48b0ba91127bc6e6758026a2/qapita.svg "Qapita") Qapita 4.6/5(324) ](https://www.g2.com/products/qapita/reviews) [ ![Remote](https://images.g2crowd.com/uploads/product/hd_favicon/574877617d21ce85d9d2bb95ec42c7b4/remote.svg "Remote") Remote 4.5/5(4,753) ](https://www.g2.com/products/remote/reviews) [ View All Alternatives ](https://www.g2.com/products/fidelity-private-shares/competitors/alternatives) 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) ##### Categories on G2 [Equity Management](https://www.g2.com/categories/equity-management) ##### Explore More [What social listening platforms are worth adopting for a team that needs real-time brand monitoring without paying for expensive setup or onboarding?](https://www.g2.com/discussions/what-social-listening-platforms-are-worth-adopting-for-a-team-that-needs-real-time-brand-monitoring-without-paying-for-expensive-setup-or-onboarding)[Best AI writing platforms for scaling blog production](https://www.g2.com/discussions/what-are-the-best-ai-writing-platforms-for-scaling-blog-production)[Top-rated AI legal assistants for litigation support](https://www.g2.com/discussions/what-are-the-top-rated-ai-assistants-for-litigation-support) [Which vendors offer the most user-friendly capital project management software for utilities companies where project teams have engineering backgrounds but are not ERP power users?](https://www.g2.com/discussions/which-vendors-offer-the-most-user-friendly-capital-project-management-software-for-utilities-companies-where-project-teams-have-engineering-backgrounds-but-are-not-erp-power-users%20)[What is the most affordable video interviewing software for SMBs?](https://www.g2.com/discussions/what-is-the-most-affordable-video-interviewing-software-for-smbs)[Pros and Cons Details](https://www.g2.com/products/fidelity-private-shares/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)