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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
Share schemes for extraordinary teams Our platform makes it easy for you to digitally manage and distribute your equity. Designed by UK share scheme experts. Digital equity management, the ability of issuing shares and options instantly, a real-time cap table, legal documents, the option scheme designer, and shareholder dashboards. Vestd is the UK’s first, most advanced, and only regulated digital scheme platform. Here are some of the things that make Vestd stand out. We offer expert guidance from the beginning to the end. Every week, we help hundreds of UK-based SMEs to design tax-efficient schemes. Full Companies House integration Vestd allows you to avoid a lot of paperwork by allowing you to integrate with two-way Companies House. Everything can be done digitally. There is no need to involve accountants and lawyers. We have an in-house team that provides legal documents as part of our service. Amazing teams can share in the benefits of our share schemes.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$400 per month
Free Trial
Free Version
Pricing Details
$130 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
Fidelity Private Shares
Country
United States
Website
www.fidelityprivateshares.com
Vendor Details
Company Name
Vestd
Founded
2015
Country
United Kingdom
Website
vestd.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