Fidelity Private Shares

Connect an agent via an official MCP server G

Agent access

Drive the product through a documented public API G

Agent access

Plug MCP servers into this product so it can use their tools G

Agent access

Delegate tasks to a built-in AI assistant inside the product G

Agentic features

Build against official SDKs G

Agent access

Download a machine-readable API spec (OpenAPI or equivalent) G

Api quality

Explore an interactive API reference with runnable examples G

Api quality

Issue scoped/least-privilege API credentials for an agent G

Agent access

Operate the product with natural-language commands G

Agentic features

Point an agent at llms.txt or agent-oriented docs G

Agent access

Rely on versioned APIs with a documented deprecation policy G

Api quality

Run the product headlessly / in CI for automation G

Agent access

Subscribe to events via webhooks G

Agent access

Use an official CLI G

Agent access

Get AI-generated insights and suggestions from my data inside the product G

Agentic features

Set up automations that run autonomously in the background G

Agentic features

Test against a sandbox environment without touching production data G

Api quality

Maintain my full cap table — share classes, certificates, SAFEs, and option grants — as a live single source of truth that investors and auditors rely on C

Source of truth

Create, send, and e-sign SAFEs or convertible notes in-platform, and they land on the cap table with their conversion terms modeled C

Safes

Issue options to a new hire with a board approval flow and a 409A-compliant strike price in one end-to-end workflow C

Option grants

Model a priced round — dilution, option pool top-up, SAFE conversion, pro-forma ownership — and share the scenario with counsel and investors C

Scenario modeling

I get my own portal showing my grants, vesting progress, strike price, and what my equity could be worth under different outcomes C

Portal

Order an audit-ready 409A valuation in-platform, generated from my live cap table data, and get refreshed valuations on schedule C

Us 409a

Export all of my data in open formats and leave G

Define rules that trigger actions automatically on events G

Have an agent pull my current cap table programmatically and reconcile it against my data room before a financing C

Agent access

Pull the full capitalization table — stakeholders, share classes, securities, and vesting states — through a documented programmatic API C

Api access

Prevent my data from being used to train AI models G

Self-host the core product G

Board consents and stockholder approvals are drafted, routed for e-signature, and archived against the transactions they authorize C

Board approvals

Produce ASC 718 stock-based compensation expense reports my accountants can hand to auditors C

Stock comp

Issue electronic share certificates that are legally signed in-platform and permanently linked to the cap table entry they represent C

Certificates

Share a permissioned, diligence-ready data room — cap table views plus underlying documents — with counsel and investors C

Data room

Define custom vesting schedules — cliffs, milestones, acceleration on exit — and the platform tracks vested vs unvested automatically C

Vesting

Exercise my vested options online — including payment and the resulting share issuance — without paper forms C

Exercising

Stakeholders sync from my HRIS/payroll system (e.g. Gusto, Rippling) so new hires and terminations flow into equity records automatically C

Hris sync

Upload or issue securities in bulk — a batch of grants or historical transactions — instead of entering them one at a time C

Bulk issuance

Export my complete cap table and full transaction history to open formats (Excel/CSV) at any time — my ownership data is never held hostage C

Exports

Perform bulk operations across many items at once G

Run exit waterfall analyses showing proceeds per share class and stakeholder under different exit values, honoring preferences and participation C

Scenario modeling

US equity compliance — Rule 701 disclosure thresholds, Form 3921 filings, 83(b) elections — is tracked and generated from the cap table automatically C

Us filings

Migrate an existing cap table — from a spreadsheet or another platform — with guided import, validation, and reconciliation against source documents C

Migration

An agent can draft securities (e.g. option grants) via the platform's programmatic surface and leave them queued for human board approval C

Agent access

Do everything through the API that I can do in the UI G

Read the product's source under an open license G

Schedule recurring jobs or workflows G

Third parties my company authorizes — law firms, HRIS vendors, wealth managers — can access scoped slices of equity data on our behalf without full admin credentials C

Partner access

Choose where my data is stored (region/residency) G

Control data retention and deletion G

My outside counsel can work directly in the platform with law-firm roles — preparing documents and updating records without emailing spreadsheets C

Counsel access

Opt out of telemetry and usage tracking G

Every change to the cap table is captured in an audit log — who changed what, when, and under what authorization G

Audit trail

My investors get their own portal view of their holdings and can receive structured updates without emailing me for the cap table C

Investor relations

The platform explains my equity in plain language — tax treatment, exercise windows, dilution — not just numbers C

Education

Non-US valuations and schemes — UK HMRC/EMI valuations, country-specific option plans — are supported for my international entities C

International

Version, review, and roll back my automations G