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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Equity Matrix is an innovative online tool designed to assist startup founders, co-founders, and partners in tracking their equity dynamically. The platform allows teams to log their work hours and financial contributions, establish market rates for their efforts, and utilize customizable multipliers to translate cash inputs into shares. By calculating each individual's ownership based on their cumulative contributions, it continuously updates the equity table as new investments or work hours are logged. The app features shared, timestamped records that enable co-founders to assess their contribution history and track how ownership stakes shift with changing roles and levels of participation. Users have the flexibility to record their contributions either directly in the app or via Slack integration. As teams prepare to solidify their ownership structure or embark on fundraising efforts, the contribution log can effectively serve as a foundational element for a traditional capitalization table. Equity Matrix is tailored for early-stage teams that prefer a contribution-focused approach to documenting and discussing the distribution of founder equity, making it a valuable resource for fostering transparency and collaboration among team members. Additionally, this tool enhances communication by ensuring that all partners have access to the same information regarding equity distribution.

Description

Fidelity Private Shares serves as a comprehensive equity management platform that streamlines essential functions for private enterprises, covering everything from the initial incorporation to fundraising, governance, and eventual exits. This innovative platform features a real-time cap table and stock ledger, as well as tools for forecasting future funding rounds and exits, alongside automated processes for equity issuances, human resources, and board activities, all housed within a secure data room that allows for document storage and sharing with tailored permissions. Companies utilizing this platform can easily allocate equity to employees, produce ASC 718 reports, oversee 83(b) elections, handle board and shareholder approvals, and automate the creation of legal documents for financing rounds, all within a single collaborative environment. Furthermore, for investors and funds, it enhances portfolio management by offering analytics related to internal rate of return (IRR) and cash-on-cash returns, exit scenario projections, valuation histories, and direct access to the documents of underlying companies, thereby ensuring an all-encompassing approach to equity management. With its suite of robust features, Fidelity Private Shares empowers companies and investors alike to navigate the complexities of equity management with greater ease and efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Slack Yes 

Integrations

Slack No 

Pricing Details

$24/month
$24 per month, billed annually. A 14-day free trial is offered.
Free Trial Yes 
Free Version No 

Pricing Details

$400 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Equity Matrix

Founded

2025

Country

United States

Website

equitymatrix.io

Vendor Details

Company Name

Fidelity Private Shares

Country

United States

Website

www.fidelityprivateshares.com

Product Features

Equity Management

Cap Table Management No 
Deal Management No 
Document Storage No 
ESOP Management No 
Financial Modeling No 
Options Management No 
Participant Portal No 
Portfolio Management No 
Private Equity No 
Public Equity No 
VSOP Management No 
Valuation Management No 
Vesting Management No 

Product Features

Equity Management

Cap Table Management No 
Deal Management No 
Document Storage No 
ESOP Management No 
Financial Modeling No 
Options Management No 
Participant Portal No 
Portfolio Management No 
Private Equity No 
Public Equity No 
VSOP Management No 
Valuation Management No 
Vesting Management No 

Alternatives

Alternatives

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Shareworks

Morgan Stanley