Fidelity Private Shares

Due diligence doesn’t have to slow you down. Get organized before fundraising begins. Our Fundraising Due Diligence Checklist makes it simple to:    ✅ Get a refresher on the information you should collect  ✅ Stay organized with a clear, actionable list  ✅ Use it on your own or share with your attorney, investors, and advisors  Download the free checklist and take the guesswork out of fundraising: https://hubs.ly/Q03VrNlL0 Preparation matters—make sure you’re ready for your next round. #PrivateMarkets #Fundraising #DueDiligence  #FidelityPrivateShares #BuiltInLabs 

Startups are built on smart shortcuts. Founders move fast, bootstrap budgets, and look for cost-effective tools to fuel growth. But when it comes to a 409A valuation, a “quick fix” can backfire—hard. From unexpected tax penalties to red flags during investor due diligence, a non-compliant valuation can cost your team time, money, and credibility. Our latest article breaks down: ✅ What’s at stake if your 409A valuation isn’t accurate  ✅ The potential impact on employees and investors  ✅ How to approach obtaining a defensible valuation Read the full article here: 👉 https://hubs.ly/Q03VrHT20 #PrivateMarkets #409AValuation #EquityManagement #CFO  #FidelityPrivateShares #BuiltInLabs

Equity management doesn’t have to be complicated. Growing private companies face a maze of ownership challenges—from cap tables and 409A valuations to investor reporting and exit planning. That’s where Fidelity Private Shares comes in. Our platform helps bring clarity and confidence to every stage of growth: ✅ Investor-Ready Cap Tables – Keep equity clean, auditable, and ready for due diligence.  ✅ Fidelity-Grade Trust – Built with the compliance, accuracy, and security Fidelity is known for.  ✅ Faster Fundraising – Move from diligence to deal faster with organized, investor-ready data.  ✅ Intelligent Workflows – Automate equity management with connected processes that reduce manual effort, minimize errors, and make legal reviews faster and less costly.  ✅ Founder First – Designed with the startup experience in mind, making it intuitive, time-saving, and accessible. From early rounds to IPO, we help you scale with confidence—so you can focus on what’s next. Want to learn more? Schedule a demo to see our platform in action: https://hubs.ly/Q03VrCbC0 #PrivateMarkets #EquityManagement #CapTable #409AValuation #Fundraising #FidelityPrivateShares #BuiltInLabs

It was a great experience being part of Baker Tilly US's Finance Symposium in November! Kristen Craft moderated a panel with three outstanding finance leaders, exploring what it really takes to prepare for an IPO or other exit paths. We covered some of the most pressing topics shaping finance leadership today: ✅ Fundraising strategies and lessons learned  ✅ Preparing your company for success, whether IPO, acquisition, or future raises  ✅ Building strategic relationships early in the M&A journey  ✅ Keeping teams motivated and focused during periods of change  ✅ Balancing flexibility with clear goals—don’t get too attached to a single destination A few standout insights: 💡 Sean Brown, MBA (GitLab) shared practical advice on IPO readiness and why preparation matters regardless of your ultimate path. 💡 Kenneth MacAskill (Snyk) emphasized the importance of cultivating strategic relationships well before M&A opportunities arise. 💡 Scott Almeida (Recorded Future) reminded us that success isn’t always about raising the most capital—his experience proves disciplined growth can win. Thank you to our panelists for their candor and expertise, and to everyone who joined the event. These conversations are what make events like this so valuable! Special thanks to Baker Tilly US, Travis M. Drouin, Ries McQuillan, and our incredible speakers: Scott Almeida (Recorded Future), Sean Brown, MBA (GitLab), and Kenneth MacAskill (Snyk). #FinanceLeadership #FinanceSymposium #GrowthStrategy #IPO #MergersAndAcquisitions #Leadership #BuiltInLabs

Is your equity management strategy ready for what’s next?    For CFOs, equity management isn’t just a line item—it can be a critical lever for growth, talent retention, and investor confidence. But as private markets evolve, so do the complexities of managing equity effectively.    Our latest article dives into:  ✅ Why equity strategy matters more than ever  ✅ Key challenges CFOs face in private companies  ✅ Practical steps to help future-proof your approach    Read the full article here: https://hubs.ly/Q03VrmW80   #CFO #EquityManagement #GrowthStrategy #FidelityPrivateShares #BuiltInLabs 

For first-time founders, incorporation can seem like just another box to check, but it’s a critical foundation that can shape your company’s legal standing, growth trajectory, and fundraising potential.    This article breaks down what incorporation is, why it matters, and why so many startups form Delaware C corporations to set themselves up for long-term success.    Read the article here: https://hubs.ly/Q03V2Lbs0 #BuiltInLabs #Founders #startups  

Raising your first round is a major milestone that you want to be prepared for. It may be the first time you have outside investors scrutinizing every detail of your company, especially your cap table. A messy or inaccurate cap table can slow down diligence or even scare investors away.  In this Startup Boston feature, Fidelity Private Shares’ Derek Fieldhouse breaks down the cap table mistakes to avoid when getting ready to raise your next round.     Read the article here: https://lnkd.in/gQ5Hu4bX   #BuiltInLabs #founders #startups #captable

Founders, do you know when your startup needs a new 409A valuation? You probably have a lot going on lately: new funding, product launches, maybe even a leadership change. It’s important to know that any of those moves could qualify as a “material event,” triggering the need for a new 409A valuation. We’ve put together a Material Event Checklist to help you know when it may be time to refresh your 409A valuation and stay compliant: It includes: - What events may render your prior valuation outdated - Why timing (especially within 90 days of a major change) matters - How to stay proactive and avoid potential costly tax or audit issues. Your company’s story is evolving – your 409A valuation needs to evolve with it. View the checklist here: https://hubs.ly/Q03SfKmR0 #BuiltInLabs #Founders #startups #409A

Startups typically can’t afford to get equity management wrong. It can be complex—but with the right tools, it doesn’t have to be. That’s the focus of this feature in Emerging Tech Brew, which highlights how Fidelity Private Shares is helping founders bring order to the chaos of equity management. From simplifying cap tables to automating data rooms and staying fundraising-ready, our platform can give founders clarity, control, and confidence. 🔗 Read the full article: https://lnkd.in/gaknVQ5E #FidelityPrivateShares #StartupEquity #PrivateMarkets #CapTableManagement #FounderTools #EmergingTech #EquitySimplified