Fidelity Private Shares
Cap table, 409A, and data room — all backed by Fidelity.
Visit website →Fidelity Private Shares is a trusted equity management platform for growing private companies. From early rounds to IPO, they bring clarity to complex ownership — connecting cap tables, 409A valuations, data rooms, and modeling tools for next-round and exit planning.
Why we vetted them
We chose Fidelity Private Shares because equity management should be foolproof. Kristen Craft and her team combine the stability and trust of Fidelity with modern tooling — cleaner 409As, a data room that founders actually use, and modeling that makes your next raise easier to plan.
They move founders off Carta in under an hour, at roughly half the cost, without drama. That combination of trust plus ease is rare.
What they do well
- Foolproof equity management — a clean cap table, always
- Higher quality 409A valuations backed by Fidelity analysts
- Data room + fundraising modeling tools in one platform
- Hands-on support through your next round
- Migrate from Carta in under an hour, at half the cost
20% off + waived onboarding fees
Startupverse founders get 20% off Fidelity Private Shares plus zero onboarding fees. Kristen will set you up personally.