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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

ExitPro makes it easy to schedule, coordinate and translate exit interviews. Never again. Every country, every division. Centralize exit interviews and streamline them. One complete solution. You can do more with less guessing. ExitPro is Exit Interview Software that allows you to take action. Every employee in your small business has an impact on your bottom line. People can feel the difference when an employee leaves your company. Mid-sized businesses face similar problems to large companies, but have fewer resources to retain their key employees. While you may have a more personal culture, employees want "more" opportunities. Large companies compete for top talent at all levels. Every year, employee turnover costs millions of dollars. ExitPro identifies the root causes of turnover.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$400 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Retensa

Founded

1999

Country

United States

Website

exitpro.com

Vendor Details

Company Name

Fidelity Private Shares

Country

United States

Website

www.fidelityprivateshares.com

Product Features

Employee Engagement

Benchmarking
Cultural Alignment
Employee Awards
Employee Guides
Employee Recognition
Feedback Management
Goal Management
Health & Wellness Programs
Performance Management
Pulse Surveys

Product Features

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

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HSD Metrics