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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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.

Description

MergerDomo is a digital marketplace for mergers, acquisitions, and fundraising designed to facilitate connections among business owners, investors, and advisors. For sellers, it offers small and medium-sized enterprises (SMEs) the ability to list their businesses for sale, raise capital, and specify their needs for selling or securing equity or debt, while also providing useful tools like a valuation calculator, deal summary generator, and readiness scorecard. On the investment side, it allows investors and advisors to explore a curated selection of investment-ready SME opportunities, express their interest, and engage with verified partners. Additionally, the platform supports advisors by granting access to mandates, a customizable deal summary tool, and consulting services from experts specializing in valuation, exit strategies, due diligence, and growth tactics. Among its many features, users can unlock complimentary expressions of interest upon signing up, connect with a worldwide network of potential buyers and investors, navigate categorized deal flows across over 40 different industries, and utilize various consulting scenarios tailored to their needs. The comprehensive nature of MergerDomo ensures that all parties involved can effectively navigate the complexities of the M&A landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$400 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
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 Yes 
Live Rep (24/7) Yes 
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) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Fidelity Private Shares

Country

United States

Website

www.fidelityprivateshares.com

Vendor Details

Company Name

MergerDomo

Founded

2018

Country

United States

Website

www.mergerdomo.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

Alternatives

Alternatives