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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
WebVision is a secure and highly customizable cloud-based content management system (CMS) and investor portal that caters to asset managers by providing essential access to marketing materials, fund performance data, and comprehensive reporting tools. This platform can be implemented either as a module for fund or investor reporting integrated with an existing site, or as a completely bespoke website developed by the design experts at Imagineer. The system enables seamless automation of communications for investors and prospects via its robust online portal. WebVision operates independently, capable of importing data from various proprietary or CRM systems, or it can be fully integrated with Clienteer to enhance control and automation capabilities. Moreover, the platform includes the Fiveblocks reputation management tool, which assists in tracking user engagement, preserving your online reputation, and enhancing your brand identity. By leveraging these features, asset managers can ensure they meet client expectations while streamlining their operational processes.
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
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
Imagineer Technology Group
Founded
1998
Country
United States
Website
www.imagineertechnology.com/WebVision-Fund-Marketing-and-Reporting
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
Content Management
Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management
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
Financial Services
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management
Virtual Data Room
Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview