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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

Both organizations and their workforce face various legal and financial hazards. Numerous elements contribute to the complexity of the current processes. Each nation has distinct and ever-evolving regulations regarding equity, which can lead to significant financial repercussions for both the business and its employees. The intricacies of tax codes related to equity can be daunting, and errors can have lasting consequences, often resulting in missed opportunities for substantial tax savings. Establishing and managing global equity plans demands considerable time and resources, as it involves extensive and costly research. Keeping track of ongoing changes is challenging, and the potential for errors is high. To navigate these complexities effectively, it is crucial to implement proactive alerts that help maintain compliance on a global scale and prevent any possible exposure issues. This approach not only safeguards against penalties but also streamlines the management of equity plans, making the entire process more efficient.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ADP HR Pro No 
AlexisHR No 
Carta No 
Cegid Talentsoft No 
Cezanne HR No 
Charlie HR No 
Deel No 
Employment Hero No 
FusionAuth No 
Holded No 
Humaans No 
IRIS Cascade HRi No 
Officient No 
Okta No 
Paychex Flex No 
Ping Identity No 
SecureAuth No 
Silae No 
Workday Extend No 

Integrations

ADP HR Pro Yes 
AlexisHR Yes 
Carta Yes 
Cegid Talentsoft Yes 
Cezanne HR Yes 
Charlie HR Yes 
Deel Yes 
Employment Hero Yes 
FusionAuth Yes 
Holded Yes 
Humaans Yes 
IRIS Cascade HRi Yes 
Officient Yes 
Okta Yes 
Paychex Flex Yes 
Ping Identity Yes 
SecureAuth Yes 
Silae Yes 
Workday Extend Yes 

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Fidelity Private Shares

Country

United States

Website

www.fidelityprivateshares.com

Vendor Details

Company Name

Slice

Country

Israel

Website

www.sliceglobal.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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