Overview
Summary
The useful answer before the supporting detail.
Fidelity Private Shares is an equity management platform that generates, executes, and stores legal documents for private companies S19. It is used by founders, operators, and administrators to manage cap tables, equity plans, governance, and fundraising workflows S19 S1. The platform's main value is automating complex equity processes, reducing risk, and keeping records organized for diligence and growth S19.
Product identity and positioning
Name, category, positioning, audience, and first-party claims.
- Identity: Fidelity Private Shares is an equity management platform for private companies S19.
- Core purpose: It solves the problem of managing complex equity, governance, and fundraising processes S19.
- Intended users: Founders, operators, and administrators of private companies S19 S1.
- Product scope: A single platform that includes cap table management, equity plan generation, governance tools, and automated equity financing S19 S65.
- Positioning: Positioned as a trusted, holistic solution backed by Fidelity's reputation for trust and rigor S19.
- Claimed distinction: Combines equity management, governance, fundraising, and documentation into a single collaborative platform S132.
Use cases and audiences
Who the product serves and the jobs it is designed to handle.
| Audience | Practical use case |
|---|---|
| Founders | Manage cap table and equity from incorporation to IPO S19. |
| Operators | Run company workflows for equity grants and plan amendments S1. |
| Administrators | Perform administrative actions related to corporate structure and user directory S1. |
| Employees and stakeholders | Run workflows related to their employment or personal holdings S1. |
| Lawyers | Set up clients during onboarding or incorporation, including billing S67. |
Traffic and search
SEO analysis
Collected Oct 23, 2026fidelityprivateshares.com: an estimated 38,084 total monthly visits and about 6,028 monthly organic visits across 1,932 ranking keywords. Scout crawled 15 pages and measured a technical health score of 95/100.
Search summary
The useful answer before the supporting detail.
Fidelity Private Shares is an equity management platform that generates, executes, and stores legal documents. Raise your next round with confidence. fidelityprivateshares.com: an estimated 38,084 total monthly visits and about 6,028 monthly organic visits across 1,932 ranking keywords. Scout crawled 15 pages and measured a technical health score of 95/100.
- Total traffic (modeled): 38,084 monthly visits across all channels.
- Organic search traffic (estimated): 6,028 monthly visits from search.
- Strongest sampled ranking: fidelity private shares at position 1.
- Leading page in the collected evidence: https://www.fidelityprivateshares.com/.
- Closest measured organic competitor: linkedin.com, appearing 2 times in the sampled first-page SERPs.
- Technical crawl: 15 pages, health score 95/100.
Website intelligence — Collected evidence
Company identity and positioning
| Page type | Evidence | Source |
|---|---|---|
| features | Fidelity Private Shares is an equity management platform that generates, executes, and stores legal documents. Raise your next round with confidence. | https://www.fidelityprivateshares.com/ |
| identity | Share and save! Get up to 15% off your next renewal by spreading the word about Fidelity Private Shares. Don | https://www.fidelityprivateshares.com/about/client-referral-program |
| identity | Simplify equity management for you, your clients, and your portfolio companies. We welcome you to collaborate with us. Get in touch today. | https://www.fidelityprivateshares.com/about/partnerships |
| identity | Learn the importance of updating your 409A valuation after a material event to stay compliant and avoid penalties. Discover common triggers and steps to follow for accurate valuations. | https://www.fidelityprivateshares.com/blog/409a-material-event-checklist-when-your-company-needs-a-new-valuation |
| identity | Understand why 409A valuations differ from company valuations and how to use them effectively to maintain compliance and accurate equity pricing. | https://www.fidelityprivateshares.com/blog/why-your-409a-valuation-isnt-the-same-as-your-company-valuation |
| features | Fidelity Private Shares is a trusted equity management platform for private companies at every stage of growth. From early rounds through IPO, we bring clarity to complex ownership within a single structured system. | https://www.fidelityprivateshares.com/ |
| features | From incorporation to IPO, equity decisions start to carry real weight. We aim to bring everything together—cap tables, documents, valuations, and planning—to help you reduce risk, avoid cleanup, and stay prepared for what’s next. | https://www.fidelityprivateshares.com/ |
| features | Keep ownership clean and accurate from day one. Track grants, SAFEs, notes, and preferred shares in a single source of truth that’s designed with investor and auditor scrutiny in mind. | https://www.fidelityprivateshares.com/ |
| features | Centralize approvals, board materials, and key records—in a data room, connected to the cap table—with permissioned access for counsel, investors, and leadership without email chains or version confusion. | https://www.fidelityprivateshares.com/ |
| features | Model dilution, run scenario modeling, manage 409A valuations, and plan for future rounds and exits with confidence. Know where you stand before investors ask. | https://www.fidelityprivateshares.com/ |
| features | Built for founders. Respected across stakeholders. | https://www.fidelityprivateshares.com/ |
| features | For founders | https://www.fidelityprivateshares.com/ |
Domain performance
Modeled total traffic, six-month trend, engagement, countries, and domain identity.
Total website traffic
| Month | Modeled visits |
|---|---|
| 2026-04 | 24,083 |
| 2026-05 | 21,175 |
| 2026-06 | 31,009 |
| 2026-07 | 39,026 |
| 2026-08 | 36,167 |
| 2026-09 | 38,084 |
Top visitor countries
| Country | Name | Traffic share |
|---|---|---|
| US | United States | 77.9% |
| IN | India | 9.5% |
| CA | Canada | 5.4% |
| GB | United Kingdom | 4.0% |
| PH | Philippines | 3.2% |
Domain identity
| Signal | Value |
|---|---|
| Registered | Sep 14, 2023 |
| Last changed | Sep 10, 2026 |
| Expires | Sep 14, 2027 |
| WHOIS server | whois.verisign-grs.com |
| DNSSEC | Not signed |
| Nameservers | A1-188.AKAM.NET, A2-65.AKAM.NET, A26-66.AKAM.NET, A3-67.AKAM.NET, A8-64.AKAM.NET, A9-65.AKAM.NET |
Website capture

Organic keywords
Top keywords and an independent Google result page.
Top organic keywords
| Keyword | Volume | CPC | Estimated value |
|---|---|---|---|
| fidelity | 3,272,410 | $1.03 | $830 |
| fidelity shares login | 350 | $0.00 | $300 |
| fidelity private shares | 420 | $18.96 | $230 |
| fidelity.com | 24,760 | $3.55 | $180 |
| how does equity dilution affect "revenue" | 210 | $0.00 | $100 |
Independent Google result page
Query: fidelity private shares
| Position | Title | URL | Description |
|---|---|---|---|
| 1 | Fidelity Private Shares | Equity Management Solutions | https://www.fidelityprivateshares.com/ | Fidelity Private Shares is an equity management platform that generates, executes, and stores legal documents. Raise your next round with confidence. |
| 2 | Fidelity Private Shares | https://www.linkedin.com/company/fidelityprivateshares | Fidelity Private Shares helps companies: - Manage equity and ownership operations - Organize and secure documents - Plan and automate fundraisings faster - ... |
| 3 | Log in | https://shares.fidelity.com/esslogin | Reminder: Use your NetBenefits credentials to access Shares. New to Fidelity NetBenefits®? Register as a new user. Unauthorized access to or use of the ... |
| 4 | Fidelity Private Shares Reviews & Product Details | https://www.g2.com/products/fidelity-private-shares/reviews | Fidelity Private Shares provides an all-in-one legal tech solution for easy company creation and governance. It's quick and efficient with workflows that allow ... |
| 5 | Private market alternatives for eligible investors | https://www.fidelity.com/go/alternative-investments/private-alternative-investments | When investing in private market alternatives at Fidelity, investors are typically required to meet the eligibility criteria for a Qualified Purchaser. |
| 6 | Founder, find your footing | https://www.techbrew.com/stories/fidelity-founder-find-your-footing | Fidelity Private Shares is a trusted equity management platform for growing private companies. From early rounds to IPO, they bring clarity to complex ... |
| 7 | What is Fidelity Private Shares? | https://shoobx.zendesk.com/hc/en-us/articles/115001573271-What-is-Fidelity-Private-Shares | Fidelity Private Shares is the equity management platform that many companies and investors use to automate, generate, execute, and store legal ... |
Important pages
Pages earning the most estimated search traffic in the sample.
Website intelligence — Collected evidence
Prioritized website intelligence pages
| Type | Page | Words | Change | URL |
|---|---|---|---|---|
| features | Fidelity Private Shares \ | playwright | 1,089 | new |
| pricing | Equity Management Pricing & Plans \ | playwright | 907 | new |
| features | Equity Management Solutions \ | playwright | 1,567 | new |
| integrations | Integrations \ | playwright | 647 | new |
| trust | Howell Legal \ | Fidelity Private Shares | static | 907 |
| identity | Share and Save! Refer a company. Get a discount. | 195 | new | https://www.fidelityprivateshares.com/about/client-referral-program |
| identity | Partnerships \ | Fidelity Private Shares | static | 313 |
| identity | 409A Material Event Checklist: When Your Company Needs a New Valuation | 1,154 | new | https://www.fidelityprivateshares.com/blog/409a-material-event-checklist-when-your-company-needs-a-new-valuation |
| identity | Why Your 409A Valuation Is Not the Same as Your Company Valuation | 1,320 | new | https://www.fidelityprivateshares.com/blog/why-your-409a-valuation-isnt-the-same-as-your-company-valuation |
| other | Blog \ | static | 1,219 | new |
| features | Equity Management Platform for Investors \ | static | 507 | new |
Features
| Page type | Evidence | Source |
|---|---|---|
| features | [Skip to content](#main-content) | https://www.fidelityprivateshares.com/ |
| features | [](/) | https://www.fidelityprivateshares.com/ |
| features | Schedule a demo | https://www.fidelityprivateshares.com/ |
| features | Fidelity Private Shares® | https://www.fidelityprivateshares.com/ |
| features | Equity management that grows with you | https://www.fidelityprivateshares.com/ |
| features | Start here, stay here. As your company grows, equity often gets more complex. We keep ownership, governance, and fundraising clear and connected—without spreadsheets or surprises—so you can stay focused on building. | https://www.fidelityprivateshares.com/ |
| features | Fidelity Private Shares is a trusted equity management platform for private companies at every stage of growth. From early rounds through IPO, we bring clarity to complex ownership within a single structured system. | https://www.fidelityprivateshares.com/ |
| features | Learn More Schedule a Demo | https://www.fidelityprivateshares.com/ |
| features | Why Fidelity Private Shares | https://www.fidelityprivateshares.com/ |
| features | Equity gets complicated. Your tools shouldn’t. | https://www.fidelityprivateshares.com/ |
| features | From incorporation to IPO, equity decisions start to carry real weight. We aim to bring everything together—cap tables, documents, valuations, and planning—to help you reduce risk, avoid cleanup, and stay prepared for what’s next. | https://www.fidelityprivateshares.com/ |
| features | Cap Table & Equity Management | https://www.fidelityprivateshares.com/ |
| features | Keep ownership clean and accurate from day one. Track grants, SAFEs, notes, and preferred shares in a single source of truth that’s designed with investor and auditor scrutiny in mind. | https://www.fidelityprivateshares.com/ |
| features | Explore cap table management | https://www.fidelityprivateshares.com/ |
| features | Equity Compliance & Governance | https://www.fidelityprivateshares.com/ |
| features | Centralize approvals, board materials, and key records—in a data room, connected to the cap table—with permissioned access for counsel, investors, and leadership without email chains or version confusion. | https://www.fidelityprivateshares.com/ |
| features | Explore governance tools | https://www.fidelityprivateshares.com/ |
| features | Fundraising, Scenario Modeling & Planning | https://www.fidelityprivateshares.com/ |
| features | Model dilution, run scenario modeling, manage 409A valuations, and plan for future rounds and exits with confidence. Know where you stand before investors ask. | https://www.fidelityprivateshares.com/ |
| features | Explore fundraising tools | https://www.fidelityprivateshares.com/ |
Pricing and plans
| Page type | Evidence | Source |
|---|---|---|
| pricing | Plans & Pricing | https://www.fidelityprivateshares.com/pricing |
| pricing | 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. | https://www.fidelityprivateshares.com/pricing |
| pricing | Launch (Free) | https://www.fidelityprivateshares.com/pricing |
| pricing | Get started free | https://www.fidelityprivateshares.com/pricing |
| pricing | Up to 25 stakeholders and less than $1M raised | https://www.fidelityprivateshares.com/pricing |
| pricing | Equity plan generation | https://www.fidelityprivateshares.com/pricing |
| pricing | Contact for pricing | https://www.fidelityprivateshares.com/pricing |
| pricing | Launching a new company? We offer an incorporation package for new Delaware C Corporations that includes filing fees, one year of Registered Agent service, along with a free Launch tier subscription. It costs only $400 to get up and running. | https://www.fidelityprivateshares.com/pricing |
| pricing | Get started free | https://www.fidelityprivateshares.com/pricing |
Integrations and supported platforms
| Page type | Evidence | Source |
|---|---|---|
| integrations | [Skip to content](#main-content) | https://www.fidelityprivateshares.com/integrations |
| integrations | [](/) | https://www.fidelityprivateshares.com/integrations |
| integrations | Schedule a demo | https://www.fidelityprivateshares.com/integrations |
| integrations | Fidelity Private Shares® | https://www.fidelityprivateshares.com/integrations |
| integrations | Integrations | https://www.fidelityprivateshares.com/integrations |
| integrations | We’re constantly innovating to make sure we’re meeting the real needs of your business. We know that being able to integrate with various systems can help you streamline your day-to-day operations. | https://www.fidelityprivateshares.com/integrations |
| integrations | Gusto Integration | https://www.fidelityprivateshares.com/integrations |
| integrations | The modern HR platform for payroll, benefits, and more. | https://www.fidelityprivateshares.com/integrations |
| integrations | Sync your equity management, HR, and payroll with the Gusto integration. | https://www.fidelityprivateshares.com/integrations |
| integrations | Gusto is a complete HR business platform for businesses at any stage or size. Their all-in-one HR platform puts the tools you may need to hire, pay, and manage your team at your fingertips. | https://www.fidelityprivateshares.com/integrations |
| integrations | Explore Gusto Integration | https://www.fidelityprivateshares.com/integrations |
| integrations | We use cookies to operate and improve this site. They’re also used to personalize your experience, better understand site navigation and usage, and assist in our marketing efforts. By clicking “Accept all,” or continuing to use this site, you agree that we and our service providers may store and access cookies on your device. You can change your cookie settings at any time by selecting “Customize.” To read more about our use of cookies, please review our Privacy Policy. | https://www.fidelityprivateshares.com/integrations |
| integrations | Customize Accept All | https://www.fidelityprivateshares.com/integrations |
| integrations | Customize Settings | https://www.fidelityprivateshares.com/integrations |
| integrations | When you visit our website, it may store or retrieve information on your browser, mostly in the form of cookies. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience on this site and the services we are able to offer. | https://www.fidelityprivateshares.com/integrations |
| integrations | Review Privacy Policy | https://www.fidelityprivateshares.com/integrations |
| integrations | Manage Consent Preferences | https://www.fidelityprivateshares.com/integrations |
| integrations | Strictly Necessary Cookies | https://www.fidelityprivateshares.com/integrations |
| integrations | Always Active | https://www.fidelityprivateshares.com/integrations |
| integrations | These cookies are necessary for this website to function and cannot be switched off in our systems. You can set your browser to block or alert you about these cookies, but if you block these cookies, some parts of the site will not work. These cookies do not store any personally identifiable information. | https://www.fidelityprivateshares.com/integrations |
Product and company updates
No supporting public-page evidence was collected for this category.
Rank tracking
Persistent keyword baselines and position movement.
This analysis created the first position baseline at 2026-10-23T16:28:45.857Z. Movement appears after the next fresh analysis using the same location and language.
Features
Features and capabilities
Core functions and evidence-backed product capabilities.
| Capability | What it does |
|---|---|
| Cap table management | Maintains a dynamic stock ledger and capitalization table that is up-to-date S132. |
| Equity plan generation | Creates stock incentive plans, issues electronic certificates, and grants stock options and restricted stock awards S1. |
| Governance tools | Centralizes approvals, board materials, and key records in a data room with permissioned access S19. |
| Automated equity financing | Guides and fully automates financings using NVCA standard document templates S65. |
| 409A valuations | Integrates 409A valuations to establish Fair Market Value for stock option grants S132. |
| Workflow automation | Provides automated workflows for actions like granting shares, amending plans, and transferring stock S1 S75. |
| Data room | Automatically organizes documents in a secure, searchable data room S132. |
Integrations and ecosystem
Connected products, exports, APIs, and workflow compatibility.
| Integration or interface | Type | What it enables |
|---|---|---|
| HRIS & payroll integration | Integration | Connects HR and payroll systems to equity management S65. |
| 409A valuation providers | Integration | Provides integrated 409A valuations from industry-vetted collaborators S132. |
| Excel export | Data portability | Allows downloading summary tables in Excel format S130. |
| Cap table export | Data portability | Exports cap table data, including equity promises S90. |
| Pro forma export | Data portability | Exports pro forma for next round planning S132. |
Pricing
Pricing and plans
Published plans, free access, trials, credits, and pricing limitations.
| Plan or offer | Verified price and billing | Included | Limits |
|---|---|---|---|
| Launch | Free | Cap table, equity plan generation, data room, board consents S65 | Up to 25 stakeholders and less than $1M raised S65 |
| Startup | Not published | Adds premier support, investor updates, Form 3921 S65 | Not established |
| Growth | Not published | Adds 409A valuations, ASC 718, HRIS and payroll integration S65 | Not established |
| Scale | Contact for pricing S65 | Tailored solutions S65 | Not established |
Competition
Competitive landscape
Domains competing for the same organic search demand.
Sampled competitors
| Competitor | First-page appearances | Sampled queries | Average position | Queries observed |
|---|---|---|---|---|
| linkedin.com | 2 | 2 | 3.5 | fidelity private shares, shoobx |
| shoobx.zendesk.com | 2 | 1 | 7.5 | shoobx |
| fintech-alliance.com | 1 | 1 | 2 | shoobx |
| shares.fidelity.com | 1 | 1 | 3 | fidelity private shares |
| news.fintech.io | 1 | 1 | 3 | shoobx |
| g2.com | 1 | 1 | 4 | fidelity private shares |
| pitchbook.com | 1 | 1 | 4 | shoobx |
| fidelity.com | 1 | 1 | 5 | fidelity private shares |
| techbrew.com | 1 | 1 | 6 | fidelity private shares |
| techcrunch.com | 1 | 1 | 6 | shoobx |
Website intelligence — Collected evidence
Customers, testimonials, and first-party review claims
No supporting public-page evidence was collected for this category.
Independent review sources discovered
No links to supported independent review platforms were discovered on the collected pages.
Backlink profile
Authority and referring-domain signals.
Backlink comparison profile
- Domain rating: 55/100
- Backlinks: 9,725
- Referring domains: 1,810
- Dofollow backlinks: 75.0%
- Dofollow referring domains: 50.0%
Collection decision
The Scout search index remains intentionally excluded from automatic Scout analysis. This Scout traffic model profile costs 5 credits (0.5 cents) and is included in the first comparison run so its usefulness can be judged before the recurring collection is finalized.
AI visibility
Measured ChatGPT and Google AI mentions with cited sources.
AI-assistant referral traffic
- Estimated current generative-AI referral share: 0.0%
Scout traffic model did not return a separate AI-referral trend series for this domain.
Website intelligence — Collected evidence
Site-stated AI capabilities
No supporting public-page evidence was collected for this category.
These are first-party product claims, not independent measurements of AI-search visibility.
Marketing opportunities
Actions calculated directly from the collected evidence.
| Opportunity | Recommended action | Evidence |
|---|---|---|
| Competitor gap | Review the sampled queries where linkedin.com appears. | 2 first-page appearances across fidelity private shares, shoobx |
Website intelligence — Collected evidence
Website evidence gaps
- customers: no usable public page was collected; verify whether the site publishes this evidence.
- reviews: no usable public page was collected; verify whether the site publishes this evidence.
- changes: no usable public page was collected; verify whether the site publishes this evidence.
- technical: no usable public page was collected; verify whether the site publishes this evidence.
Trust and proof
Customers, proof, and reviews
Published proof, customer signals, and review evidence.
Independent reviews
No citation-grounded independent review links were found.
Customer proof
No named customers, testimonials, or customer case studies were found.
Independent mentions
- Fidelity Private Shares / Equity Management Solutions — # Equity management that grows with you ... Start here, stay here. As your company grows, equity often gets more complex. We keep ownership, governance, and fundraising clear and connected—without spreadsheets or surprises—so you can stay focused on building. ... Fidelity Private Shares is a trusted equity management platform for private companies at every stage of growth. From early rounds through IPO, we bring clarity to complex ownership within a single structured system. ... ### Fundraising,
- What is Fidelity Private Shares? — Fidelity Private Shares is the equity management platform that many companies and investors use to automate, generate, execute, and store legal documents. ... Fidelity Private Shares is for Delaware Corporations only, and we can serve your company whether you are just starting out or you're well on your way to a successful exit. We work with founders and executives who are running companies ranging from brand new entities to companies with hundreds of employees who have been through multiple rou
- Equity Management Platform for Investors / Fidelity Private Shares — Whether you have just one company on Fidelity Private Shares or want to manage your whole portfolio, we make the process seamless. Equity financings can be closed faster, typically at lower cost, and you’ll have access to
- Equity Management Solutions / Fidelity Private Shares — Fidelity helps companies position themselves for successful equity financings and exits by combining holistic equity management, corporate governance, fundraising tools, and documentation into a single collaborative platform. ... The platform features a ... Incorporating as a Delaware C Corporation couldn't be easier. Create your company's charter and file it with Delaware. Establish the structure of your new company from board members to initial company ownership. It can take just 15 minutes, a
- Introducing Fidelity Private Shares — How can a year have already passed since the Shoobx team joined Fidelity? And what a year it’s been for the equity management space. During this time, we’ve heard from countless founders and company executives who say finding a trusted provider to help manage their equity and financing operations has only grown in importance as they build their businesses. That’s why we’re proud to share the new name for this offering: Fidelity Private Shares ®. This change reflects our commitment to the startup
- Accelerate Your Fund & Portfolio Growth with Us / Contact Us — Fidelity Private Shares enables companies to automate their equity management operations, cap table, and financings in a single collaborative platform. We're connecting and supporting the next generation of startup builders, operators, and investors.
- Equity — you may be interested in as you begin to handle your company's ownership on the platform. Historically, managing equity involved paper, spreadsheets, fax machines, and even couriers. Fidelity Private Shares helps make the managing of your equity easier.
- Navigating Fidelity Private Shares — The platform has several Workspaces to help keep everything organized and more easily accessible. ... that appears when you click on your Company dropdown menu (to switch between ... picture/initials on the top right corner, you will be able to log out,
External links were grounded in one live web search. Search snippets are leads, not independently scraped page content; rejected links remain available in Review evidence.
Company, security, and trust
Ownership, policies, security signals, and public trust evidence.
| Signal | Finding | Source |
|---|---|---|
| Company and ownership | Centralize approvals, board materials, and key records—in a data room, connected to the cap table—with permissioned access for counsel, investors, and leadership without email chains or version confusion. | source |
| Contact and support | Not published on the collected pages. | — |
| Legal and privacy | We use cookies to operate and improve this site. They’re also used to personalize your experience, better understand site navigation and usage, and assist in our marketing efforts. By clicking “Accept all,” or continuing | source |
| Security and compliance | Not published on the collected pages. | — |
| Uptime and status page | Not published on the collected pages. | — |
| Domain registered | 2023-09-14 | — |
| Domain expires | 2027-09-14 | — |
Not found on the collected pages: contact and support, security and compliance, uptime and status page. This only means Scout did not find it on the pages it read; it says nothing about the company itself.
Documentation and product updates
Help resources, product guidance, and visible changes over time.
| Resource or update | Type | What is available | Date or freshness |
|---|---|---|---|
| Contact and support | Support | Public contact and support channel. (source) | Not dated |
| Contact and support | Support | Public contact and support channel. (source) | Not dated |
| Contact and support | Support | Public contact and support channel. (source) | Not dated |
| Contact and support | Support | Public contact and support channel. (source) | Not dated |
| Contact and support | Support | Public contact and support channel. (source) | Not dated |
| Contact and support | Support | Public contact and support channel. (source) | Not dated |
| Contact and support | Support | Public contact and support channel. (source) | Not dated |
| Contact and support | Support | Public contact and support channel. (source) | Not dated |
Not found in the collected public sources: public roadmap, changelog or release notes, status page, separate help center or knowledge base.
Technical
Technical and delivery signals
Delivery model, platforms, API, data ownership, reliability claims and release activity.
| Signal | Finding | Source |
|---|---|---|
| Delivery model (cloud, self-hosted, desktop, browser extension) | Web-based platform accessed via browser S1. | S1 |
| Platforms and apps | Web platform S1. | S1 |
| API and extensibility (API, SDK, webhooks, MCP, plugins) | Not published on the collected pages. | — |
| Data ownership and export | Cap table export and Excel export available S90 S130. | S90 S130 |
| Performance and reliability claims | Not published on the collected pages. | — |
| Release activity | Not published on the collected pages. | — |
Measured infrastructure
Domain, certificate, and hosting signals, measured directly.
| Signal | Finding |
|---|---|
| Domain registered | 2023-09-14 — CSC Corporate Domains, Inc. |
| Domain expires | 2027-09-14 |
| TLS certificate | DigiCert Inc, valid, expires 2027-04-10 |
| Security headers | HSTS, CSP, X-Content-Type-Options, Referrer-Policy |
| Headers not served | X-Frame-Options |
| Server header | cloudflare |
| Nameservers | a9-65.akam.net, a8-64.akam.net |
Not measurable: wayback: rate limited by archive.org, ladder stopped after 1 probe(s). A gap here means the lookup was unavailable, not that the finding is negative.
Technical site audit
A bounded multi-page crawl with page-level issues and URLs.
Scout — Bounded technical crawl
- Pages crawled: 15 of 15 maximum
- Technical health: 95/100
- Critical issues: 0
- Warnings: 12
- Notices: 4
Issues
Crawled pages
| Status | Title | H1s | Words | Response | URL |
|---|---|---|---|---|---|
| 200 | Fidelity Private Shares \ | Equity Management Solutions | 1 | 762 | 351 ms |
| 200 | Fidelity Private Shares \ | Equity Management Solutions | 1 | 762 | 150 ms |
| 200 | Equity Management Solutions \ | Fidelity Private Shares | 1 | 1132 | 397 ms |
| 200 | Cap Table Management Software for Companies that Scale \ | Fidelity Private Shares | 1 | 1246 | 347 ms |
| 200 | 409A Valuation Services for Startups \ | Fidelity Private Shares | 1 | 1305 | 164 ms |
| 200 | Automated Data Room Solutions for Due Diligence \ | Fidelity Private Shares | 1 | 1472 | 314 ms |
| 200 | Scenario Modeling for Private Companies & VC \ | Fidelity Private Shares | 1 | 699 | 253 ms |
| 200 | ASC 718 Stock Based Compensation Reporting \ | Fidelity Private Shares | 1 | 986 | 155 ms |
| 200 | Board and Stockholder Management \ | Employee Stock Option Software \ | Fidelity Private Shares | 1 | 789 |
| 200 | Automated Equity Financing \ | Fidelity Private Shares | 1 | 946 | 234 ms |
| 200 | Startup Incorporation Services \ | Fidelity Private Shares | 1 | 764 | 138 ms |
| 200 | Equity Management Software for Private Companies \ | Fidelity Private Shares | 1 | 531 | 141 ms |
| 200 | Equity Management Platform for Investors \ | Fidelity Private Shares | 1 | 742 | 166 ms |
| 200 | Equity Management for Attorneys and Law Firms \ | Fidelity Private Shares | 1 | 643 | 285 ms |
| 200 | Switch to Fidelity Private Shares | 1 | 791 | 129 ms | https://www.fidelityprivateshares.com/switch-to-fidelity-private-shares |
This is a bounded Scout crawl. Core Web Vitals and Lighthouse scores are not claimed unless a dedicated performance audit is connected.
Search Console and Analytics
First-party search and behavioral data connection state.
Modeled acquisition channels
| Channel | Estimated share |
|---|---|
| direct | 25.1% |
| search | 67.6% |
| search organic | 25.5% |
| search paid | 42.0% |
| social | 1.3% |
| social organic | 1.3% |
| social paid | 0.0% |
| referrals | 1.1% |
| paid referrals | 4.8% |
| 0.1% | |
| gen ai | 0.0% |
| affiliate | 0.1% |
| other | 0.0% |
First-party connections
| Integration | Status | Data available after connection |
|---|---|---|
| Google Search Console | Not connected | Clicks, impressions, CTR, average position, queries, pages, countries, and devices |
| Google Analytics | Not connected | Organic sessions, engagement, landing pages, conversions, geography, and devices |
No first-party Search Console or Analytics numbers are shown until the site owner authorizes the corresponding Google account. Scout traffic model values above are modeled estimates, not private analytics totals.
Limits and method
Limitations and open questions
Known constraints and missing evidence from the collected pages.
The collected pages do not mention any competitors by name. Evidence gaps include lack of detailed pricing for paid plans, no customer case studies with named companies, and no information on security certifications or uptime. Open questions include the specifics of the Scale plan and the full list of integrations.
Sources, method, and limitations
Evidence inventory, collection method, provider use, and constraints.
This report is based on 15 collected pages from fidelityprivateshares.com, including the homepage, pricing page, and support articles. The evidence catalog includes 180 entries from these pages. External proof search was enabled but only verified the existence of linked results; no external reviews or ratings were collected. Limitations include the absence of detailed pricing for paid plans and lack of named customer case studies.
- Official Websitehttps://www.fidelityprivateshares.com/Verified
- Official Websitehttps://www.fidelityprivateshares.com/support/what-is-a-workflowVerified
- Pricing Pagehttps://www.fidelityprivateshares.com/pricingVerified
- Pricing Pagehttps://www.fidelityprivateshares.com/blog/how-to-setup-a-stock-incentive-planVerified
- Pricing Pagehttps://www.fidelityprivateshares.com/blog/what-should-i-know-about-share-exercise-price-below-fair-market-valueVerified
- Pricing Pagehttps://www.fidelityprivateshares.com/support/adding-a-credit-card-and-updating-billing-contactVerified
- Pricing Pagehttps://www.fidelityprivateshares.com/support/amend-stock-incentive-plan-workflowVerified
- Pricing Pagehttps://www.fidelityprivateshares.com/support/granting-shares-or-options-under-stock-incentive-plan-workflowVerified
- Pricing Pagehttps://www.fidelityprivateshares.com/support/granting-shares-outside-of-the-stock-incentive-planVerified
- Pricing Pagehttps://www.fidelityprivateshares.com/support/how-to-set-up-a-new-stock-incentive-planVerified
- Pricing Pagehttps://www.fidelityprivateshares.com/support/how-to-upload-an-existing-stock-incentive-planVerified
- Pricing Pagehttps://www.fidelityprivateshares.com/support/price-per-share-reportVerified
- Pricing Pagehttps://www.fidelityprivateshares.com/support/understanding-your-stock-incentive-planVerified
- Official Websitehttps://www.fidelityprivateshares.com/equity-management-solutionsVerified
- Official Websitehttps://www.fidelityprivateshares.com/blog/from-spreadsheets-to-smarter-solutions-how-startups-can-streamline-cap-table-managementVerified
- Articlehttps://www.fidelityprivateshares.com/support/what-is-fidelity-private-sharesVerified
- Articlehttps://www.fidelityprivateshares.com/investorsVerified
- Articlehttps://www.fidelityprivateshares.com/news/introducing-fidelity-private-sharesVerified
- Articlehttps://www.fidelityprivateshares.com/investors-get-in-touchVerified
- Articlehttps://www.fidelityprivateshares.com/support/equityVerified
- Articlehttps://www.fidelityprivateshares.com/support/navigating-fidelity-private-sharesVerified
- Articlehttps://www.linkedin.com/company/fidelityprivatesharesVerified
- Articlehttps://www.fidelityprivateshares.com/private-companies/incorporationVerified
