Fidelity Private Shares Pricing Overview

edit

Free Trial

Launch (Free)

Free

25 stakeholders Per Year

Up to 25 stakeholders and less than $1M raised <b>Get Started Here: www.fidelityprivateshares.com</b>

Startup

Per Year

Everything in Launch, plus:

Scale

Per Year

We provide tailored solutions to help fit your needs as your company scales.

Growth

Per Year

Everything in Startup, plus:

Our platform – and subscription plans – scale with you.

Get equity management tools you need for your company at every stage. From launch to first raise to scaling up, we can offer you solutions to help meet your needs. Early-stage startups can consider beginning with our Startup plan. As you continue to hire and raise, move to our Growth plan with 409A valuations and ASC 718 reporting and more.

Get started on Fidelity Private Shares for Free with up to 25 stakeholders and less than $1M raised.

Fidelity Private Shares has 4 pricing editions. A free trial of Fidelity Private Shares is also available. Look at different pricing editions below and see what edition and features meet your budget and needs.

Pricing information for Fidelity Private Shares is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Fidelity Private Shares must be conducted with the seller.

Fidelity Private Shares LLC provides cap table management and other administrative services to private companies and their equity compensation plans.

Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Contact an attorney or tax professional regarding your specific situation.

Third parties mentioned and Fidelity Private Shares LLC are not affiliated

Fidelity Private Shares LLC.

Pricing information was last updated on January 08, 2026

Top-Rated Alternatives

View All Alternatives

Fidelity Private Shares Pricing Reviews

(2)

Laura K.

1/8/2026

"Robust Platform with Outstanding Support"

5/5

What do you like best about Fidelity Private Shares?

I love the team at Fidelity Private Shares. They were amazing and helped us tremendously. Their knowledge made it so easy to onboard and get everything organized. The team really held our hand through every step of the process, guiding us effectively. The platform is also far more robust compared to the previous tool we used, with links to every single document, enabling us to close deals quickly. Additionally, the pricing is really good, and the reputation of Fidelity was instrumental in our decision. Review collected by and hosted on G2.com.

What do you dislike about Fidelity Private Shares?

One of the things I find a bit lacking is the modeling tools for scenario analysis. They do have modeling tools, but from my understanding, it's more useful once you have a deal firmed up and know what your planned offer is, rather than being used for exploring different scenario analyses. Review collected by and hosted on G2.com.

Verified User in Computer Software

Small-Business (50 or fewer emp.)

12/29/2025

"Promising Platform with Excellent Support"

4/5

What do you like best about Fidelity Private Shares?

The platform needs to become more user-friendly. I'm still unsure whether it can actually help address any legal issues that might arise during fundraising. While the concept is promising, I think it will take more engaged users and additional time to truly determine if the product provides real value. Review collected by and hosted on G2.com.

What do you dislike about Fidelity Private Shares?

The platform is not very intuitive, and its workflows can be confusing. While the success manager is extremely helpful, I feel that the system would be difficult to use without their support. Additionally, the user interface could use some improvement. Review collected by and hosted on G2.com.