Fidelity Private Shares Reviews & Product Details

Customer success (Randi Martinelli) is very helpful, responds timely, knowledgeable, and very friendly. I enjoy working with her to get my business set up in Fidelity. Review collected by and hosted on G2.com.

Northing so far. The experience has been very good. Review collected by and hosted on G2.com.

I find Fidelity Private Shares incredibly functional and easy to use.. The ability to store information and share it with the investor base is very important. I also appreciate the ability to issue stock option grants and restricted stock grants electronically, which is very, very valuable. Additionally, having all the information I need about our cap table readily available at my fingertips is robust. I also love being able to automatically upload quarterly investor reports into the system and issue them to our shareholders. It’s really valuable that shareholders can always refer back to it in a central location, and I can see who actually read the update. Review collected by and hosted on G2.com.

I mentioned to the training specialist that it would be nice to have some notifications of anniversary dates of employees as it relates to stock granting. Review collected by and hosted on G2.com.

I find Fidelity Private Shares extremely helpful for cap table management. It's the first online platform that has accurately captured our cap table, and I'm very excited about this. I really appreciate the accurate shareholder information it provides. The onboarding team was exceptional, and I'm extremely pleased with their service. The initial setup was extremely easy and it leveraged my time very well, making the process efficient. We are also looking forward to leveraging additional features in the future, and there are no improvements needed at this time. Review collected by and hosted on G2.com.

There is nothing that we dislike at this time. Review collected by and hosted on G2.com.

I love the team at Fidelity Private Shares. They were amazing and helped us tremendously. Their knowledge made it so easy to onboard and get everything organized. The team really held our hand through every step of the process, guiding us effectively. The platform is also far more robust compared to the previous tool we used, with links to every single document, enabling us to close deals quickly. Additionally, the pricing is really good, and the reputation of Fidelity was instrumental in our decision. Review collected by and hosted on G2.com.

One of the things I find a bit lacking is the modeling tools for scenario analysis. They do have modeling tools, but from my understanding, it's more useful once you have a deal firmed up and know what your planned offer is, rather than being used for exploring different scenario analyses. Review collected by and hosted on G2.com.

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. Everything about it works well for me. The initial setup was very easy, and my legal counsel was helpful too. Review collected by and hosted on G2.com.

Some workflows are sticky and can't be discarded, like grants. Sometimes, even if someone has signed, they should be allowed to undo their signature if there is mutual agreement that the grant needs to be edited or modified. Review collected by and hosted on G2.com.

I have been a Fidelity Investment customer for sometime. When I launched my startup I was excited to find out that Fidelity offered a Private-Shares investment program for startup companies. I really appreciated how intuitive Fidelity Private Shares was to use. The support team stood out, they were incredibly responsive and patient with me as I learned the ropes. I always felt like there was a strong system backing the platform, and the team made me feel comfortable asking questions, no matter how small. For those already familiar with Fidelity, the integration with personal investments and the ability to manage everything together in one place has been especially valuable. Review collected by and hosted on G2.com.

I joined right as Fidelity was completing its acquisition of Shoobx, so the timing meant the team was still stabilizing and scaling. Even so, I found them to be extremely collaborative, open to feedback, and very willing to work with me through nuanced needs. Their willingness to tailor solutions and their patience through that transition period turned what could have been a challenge into a very positive experience. Review collected by and hosted on G2.com.

The platform needs to become more user-friendly. I'm still unsure whether it can actually help address any legal issues that might arise during fundraising. While the concept is promising, I think it will take more engaged users and additional time to truly determine if the product provides real value. Review collected by and hosted on G2.com.

The platform is not very intuitive, and its workflows can be confusing. While the success manager is extremely helpful, I feel that the system would be difficult to use without their support. Additionally, the user interface could use some improvement. Review collected by and hosted on G2.com.

Honestly, Craig. He’s so responsive & helpful in getting things done quick, efficiently, & accurately. Review collected by and hosted on G2.com.

Accessibility to investors. For some reason they have all had trouble getting in. Along with that, the invites send to spam often. Review collected by and hosted on G2.com.

I’ve had an outstanding experience with the Fidelity Private Shares platform, which has far exceeded my expectations. Its intuitive interface makes navigation effortless, allowing me to efficiently track, manage, and review documents. Whether I’m reviewing materials or making transactions, the entire process is streamlined and user-friendly.

What truly sets the experience apart, however, is the Fidelity Private Shares' service team. Every team member I’ve interacted with has been professional, knowledgeable, and quick to respond. Scheduling a meeting is simple, and the support I receive is consistently clear, actionable, and proactive. They go above and beyond to ensure I feel confident and supported every step of the way.

Fidelity Private Shares' strong commitment to security is another major reason I trust the platform. Knowing that sensitive financial data is protected by advanced security measures gives me peace of mind in today’s digital landscape.

Overall, Fidelity Private Shares is a game-changer for anyone exploring an online Equity Management platform. With its cutting-edge features and exceptional customer support, it’s an invaluable tool that I highly recommend to anyone seeking a reliable, efficient, and secure solution. Review collected by and hosted on G2.com.

I don't have anything to say here. It's a good system Review collected by and hosted on G2.com.

I like how easy everything is, and their customer service is top notch. I can call from anywhere - domestic or international, free of charge. There's always someone to help. Placing orders and navigating my way around is totally simple. Sometimes I use it a few times a week; other times I might not use it but once or twice a month. Either way, the features are great, and there's numerous options and order types you can implement. Review collected by and hosted on G2.com.

I can't really think of anything except that the less you have in your account, the more it costs to trade. Once you get up there, the costs are very minimal. Review collected by and hosted on G2.com.