No. 5 of 29 ·Equity Compensation Management Software

Fidelity Private Shares

Web

Freedom report

Two barsScore 6.4

Free tierA free tier is on its own pricing page
Open codeNo open-source code on record
Runs widely1 of 6 device platforms
DocumentedPlans, terms and facts published

Fidelity Private Shares is ranked #5 of 29 in equity compensation management software on Freedom251. It runs on Web. There is a free plan.

Fidelity Private Shares plans and pricing

All plans

Launch Free Up to 25 stakeholders · less than $1M raised · cap table management · equity plan generation · data room · board consents · scenario modeling · standard reporting · 83(b) generation · Rule 701 Exemption Check · electronic securities fidelityprivateshares.com · 2 Oct 2026

Growth Not published Schedule a demo Everything in Startup · 409A valuations · priority onboarding · ASC 718 · HRIS & payroll integration fidelityprivateshares.com · 2 Oct 2026

Startup Not published Schedule a demo Everything in Launch · premier support · investor updates · Form 3921 fidelityprivateshares.com · 2 Oct 2026

Scale Not published Contact for pricing Tailored solutions as your company scales fidelityprivateshares.com · 2 Oct 2026

Compared on equity compensation management software

Free plan: Yes

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The record

Purpose: Fidelity Private Shares is an equity management platform for private companies, covering ownership, governance, and fundraising from early rounds through IPO.
Cap table: The platform tracks grants, SAFEs, notes, and preferred shares in a single source of truth.
Linked records: Cap table entries can link to supporting legal documents in the data room, where files are automatically organized and missing documents are flagged.
Scenario planning: The platform models dilution and future financing or exit scenarios, including a next-round planner with pro forma export.
Governance and access: Customizable permissions let employees, lawyers, auditors, and investors access relevant equity information and diligence materials.
Reports: The product offers reports including grant history, transfers, option overhang, 83(b), and ASC 718 reporting.
HR integrations: Growth and Scale subscriptions include HRIS integration, and the maker lists Gusto as an integration for syncing equity, HR, and payroll information.
HRIS providers: The maker’s Finch integration article lists providers including ADP, Justworks, Paychex Flex, Paylocity, Workday, BambooHR, and others; availability is stated for Growth and Scale subscriptions.
Support: The support center provides workflow articles and guidance for companies, investors, employees, and lawyers, and lists [email protected] for contact.
Who it serves: The maker describes the platform as serving founders and operators, legal teams, and investors and boards.
Headquarters: Boston, Massachusetts, United States
Price from: Free

Where it ranks on Freedom251

Best Equity Compensation Management Software in 2026#5 of 29
Best Cap Table Management Software in 2026#5 of 26

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Sources

fidelityprivateshares.com· checked 2 Oct 2026
fidelityprivateshares.com/private-companies/cap-table-management· checked 2 Oct 2026
fidelityprivateshares.com/integrations· checked 2 Oct 2026
fidelityprivateshares.com/support/hris-integration-with-finch· checked 2 Oct 2026
fidelityprivateshares.com/support· checked 2 Oct 2026
fidelityprivateshares.com/pricing· checked 2 Oct 2026