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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

Nth Round serves as a holistic equity management solution tailored for businesses across various stages and sizes. It allows you to oversee equity, engage with shareholders, and promote liquidity within a secure, integrated platform. Enhance the shareholder experience by delivering customized reports and communications that resonate. Gain a comprehensive understanding of your equity by monitoring ownership, regulating access, and issuing digital assets such as shares or units. When the time is right, offer a discreet trading environment accessible around the clock for your shareholders and any prospective investors you wish to bring on board. Differentiate yourself with a contemporary, mobile-responsive digital experience designed for shareholder convenience. Securely onboard new investors using digital subscription agreements alongside safely hosted financial documents. Tackle complex regulations while effectively managing shareholder information through streamlined processes. Additionally, facilitate equity management and shareholder engagement through group emails, company announcements, and interactive mapping — all centralized in one secure platform, ensuring a seamless experience for all users. This comprehensive approach not only simplifies equity management but also strengthens relationships with stakeholders.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$400 per month
Free Trial
Free Version

Pricing Details

No price information available.
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

Fidelity Private Shares

Country

United States

Website

www.fidelityprivateshares.com

Vendor Details

Company Name

Nth Round

Country

United States

Website

NthRound.com

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

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

Alternatives

Alternatives