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How Fidelity Private Shares’s scores are calculated

The full audit trail, recomputed from the verdict data at build time through the same code that produced the leaderboard: verdict × quality × story weight per cell, cells sum to dimension scores, dimensions blend into the PA Score. Every number on the product page is reproducible from this page alone; for why the formula looks like this, see the methodology.

verdict factors: full ×1.0 · partial ×0.6 · disputed ×0.3 · none ×0.0 · n/a excluded from both sides · cell points = weight × quality × factor · cell max = weight × 10

PA Score3/100

Agent-ready 0.0 × 0.30 = 0.00

API quality 0.0 × 0.20 = 0.00

Openness 7.7 × 0.20 = 1.54

Built-in AI 0.0 × 0.15 = 0.00

Automation 6.9 × 0.15 = 1.03

(0.00 + 0.00 + 1.54 + 0.00 + 1.03) ÷ (0.30 + 0.20 + 0.20 + 0.15 + 0.15) = 2.58 ÷ 1.00 = 2.6

Scores are stored to 1 decimal; the product page’s pills round to whole numbers for display. Each dimension below shows the stories, verdicts, and cited evidence behind its number.

Agent-ready0.0/100×0.30 of the PA blend

Outside-in: can YOUR agent reach and drive this product — API, MCP, CLI, headless runs, agent docs.

Point an agent at llms.txt or agent-oriented docsweight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

  • [probe] https://www.fidelityprivateshares.com/llms.txtPROBE llms.txt: HTTP 404 at https://www.fidelityprivateshares.com/llms.txt
  • [probe] https://www.fidelityprivateshares.com/support.mdPROBE docs-md: HTTP 404 at https://www.fidelityprivateshares.com/support.md
  • [probe] https://www.fidelityprivateshares.com/openapi.jsonPROBE openapi: all candidate paths 404 (https://www.fidelityprivateshares.com/openapi.json, https://www.fidelityprivateshares.com/swagger.json, https://www.fidelityprivateshares.com/api/openapi.json, https://www.fidelityprivateshares.com/.well-known/openapi.json)

Run the product headlessly / in CI for automationweight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

  • [probe] https://www.fidelityprivateshares.com/llms.txtPROBE llms.txt: HTTP 404 at https://www.fidelityprivateshares.com/llms.txt
  • [probe] https://www.fidelityprivateshares.com/support.mdPROBE docs-md: HTTP 404 at https://www.fidelityprivateshares.com/support.md
  • [probe] https://www.fidelityprivateshares.com/openapi.jsonPROBE openapi: all candidate paths 404 (https://www.fidelityprivateshares.com/openapi.json, https://www.fidelityprivateshares.com/swagger.json, https://www.fidelityprivateshares.com/api/openapi.json, https://www.fidelityprivateshares.com/.well-known/openapi.json)

Plug MCP servers into this product so it can use their toolsweight 3

3 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 30 max

  • [probe] https://www.fidelityprivateshares.com/llms.txtPROBE llms.txt: HTTP 404 at https://www.fidelityprivateshares.com/llms.txt
  • [probe] https://www.fidelityprivateshares.com/support.mdPROBE docs-md: HTTP 404 at https://www.fidelityprivateshares.com/support.md
  • [probe] https://www.fidelityprivateshares.com/openapi.jsonPROBE openapi: all candidate paths 404 (https://www.fidelityprivateshares.com/openapi.json, https://www.fidelityprivateshares.com/swagger.json, https://www.fidelityprivateshares.com/api/openapi.json, https://www.fidelityprivateshares.com/.well-known/openapi.json)

Connect an agent via an official MCP serverweight 3

3 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 30 max

  • [probe] https://www.fidelityprivateshares.com/llms.txtPROBE llms.txt: HTTP 404 at https://www.fidelityprivateshares.com/llms.txt
  • [probe] https://www.fidelityprivateshares.com/support.mdPROBE docs-md: HTTP 404 at https://www.fidelityprivateshares.com/support.md
  • [probe] https://www.fidelityprivateshares.com/openapi.jsonPROBE openapi: all candidate paths 404 (https://www.fidelityprivateshares.com/openapi.json, https://www.fidelityprivateshares.com/swagger.json, https://www.fidelityprivateshares.com/api/openapi.json, https://www.fidelityprivateshares.com/.well-known/openapi.json)

Use an official CLIweight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

  • [probe] https://www.fidelityprivateshares.com/llms.txtPROBE llms.txt: HTTP 404 at https://www.fidelityprivateshares.com/llms.txt
  • [probe] https://www.fidelityprivateshares.com/support.mdPROBE docs-md: HTTP 404 at https://www.fidelityprivateshares.com/support.md
  • [probe] https://www.fidelityprivateshares.com/openapi.jsonPROBE openapi: all candidate paths 404 (https://www.fidelityprivateshares.com/openapi.json, https://www.fidelityprivateshares.com/swagger.json, https://www.fidelityprivateshares.com/api/openapi.json, https://www.fidelityprivateshares.com/.well-known/openapi.json)

Drive the product through a documented public APIweight 3

3 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 30 max

  • [probe] https://www.fidelityprivateshares.com/llms.txtPROBE llms.txt: HTTP 404 at https://www.fidelityprivateshares.com/llms.txt
  • [probe] https://www.fidelityprivateshares.com/support.mdPROBE docs-md: HTTP 404 at https://www.fidelityprivateshares.com/support.md
  • [probe] https://www.fidelityprivateshares.com/openapi.jsonPROBE openapi: all candidate paths 404 (https://www.fidelityprivateshares.com/openapi.json, https://www.fidelityprivateshares.com/swagger.json, https://www.fidelityprivateshares.com/api/openapi.json, https://www.fidelityprivateshares.com/.well-known/openapi.json)

Issue scoped/least-privilege API credentials for an agentweight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

  • [probe] https://www.fidelityprivateshares.com/openapi.jsonPROBE openapi: all candidate paths 404 (https://www.fidelityprivateshares.com/openapi.json, https://www.fidelityprivateshares.com/swagger.json, https://www.fidelityprivateshares.com/api/openapi.json, https://www.fidelityprivateshares.com/.well-known/openapi.json)
  • [probe] https://www.fidelityprivateshares.com/llms.txtPROBE llms.txt: HTTP 404 at https://www.fidelityprivateshares.com/llms.txt
  • [probe] https://www.fidelityprivateshares.com/support.mdPROBE docs-md: HTTP 404 at https://www.fidelityprivateshares.com/support.md

Build against official SDKsweight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

  • [probe] https://www.fidelityprivateshares.com/llms.txtPROBE llms.txt: HTTP 404 at https://www.fidelityprivateshares.com/llms.txt
  • [probe] https://www.fidelityprivateshares.com/support.mdPROBE docs-md: HTTP 404 at https://www.fidelityprivateshares.com/support.md
  • [probe] https://www.fidelityprivateshares.com/openapi.jsonPROBE openapi: all candidate paths 404 (https://www.fidelityprivateshares.com/openapi.json, https://www.fidelityprivateshares.com/swagger.json, https://www.fidelityprivateshares.com/api/openapi.json, https://www.fidelityprivateshares.com/.well-known/openapi.json)

Subscribe to events via webhooksweight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

  • [probe] https://www.fidelityprivateshares.com/openapi.jsonPROBE openapi: all candidate paths 404 (https://www.fidelityprivateshares.com/openapi.json, https://www.fidelityprivateshares.com/swagger.json, https://www.fidelityprivateshares.com/api/openapi.json, https://www.fidelityprivateshares.com/.well-known/openapi.json)
  • [probe] https://www.fidelityprivateshares.com/llms.txtPROBE llms.txt: HTTP 404 at https://www.fidelityprivateshares.com/llms.txt
  • [probe] https://www.fidelityprivateshares.com/support.mdPROBE docs-md: HTTP 404 at https://www.fidelityprivateshares.com/support.md

Agent-ready = 0.0 ÷ 210 × 100 = 0.0

API quality0.0/100×0.20 of the PA blend

The programmable surface once an agent is there — machine-readable spec, interactive docs, sandbox, versioning discipline.

Explore an interactive API reference with runnable examplesweight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

  • [probe] https://www.fidelityprivateshares.com/llms.txtPROBE llms.txt: HTTP 404 at https://www.fidelityprivateshares.com/llms.txt
  • [probe] https://www.fidelityprivateshares.com/support.mdPROBE docs-md: HTTP 404 at https://www.fidelityprivateshares.com/support.md
  • [probe] https://www.fidelityprivateshares.com/openapi.jsonPROBE openapi: all candidate paths 404 (https://www.fidelityprivateshares.com/openapi.json, https://www.fidelityprivateshares.com/swagger.json, https://www.fidelityprivateshares.com/api/openapi.json, https://www.fidelityprivateshares.com/.well-known/openapi.json)

Download a machine-readable API spec (OpenAPI or equivalent)weight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

  • [probe] https://www.fidelityprivateshares.com/openapi.jsonPROBE openapi: all candidate paths 404 (https://www.fidelityprivateshares.com/openapi.json, https://www.fidelityprivateshares.com/swagger.json, https://www.fidelityprivateshares.com/api/openapi.json, https://www.fidelityprivateshares.com/.well-known/openapi.json)
  • [probe] https://www.fidelityprivateshares.com/llms.txtPROBE llms.txt: HTTP 404 at https://www.fidelityprivateshares.com/llms.txt
  • [probe] https://www.fidelityprivateshares.com/support.mdPROBE docs-md: HTTP 404 at https://www.fidelityprivateshares.com/support.md

Test against a sandbox environment without touching production dataweight 1

1 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 10 max

  • [probe] https://www.fidelityprivateshares.com/llms.txtPROBE llms.txt: HTTP 404 at https://www.fidelityprivateshares.com/llms.txt
  • [probe] https://www.fidelityprivateshares.com/support.mdPROBE docs-md: HTTP 404 at https://www.fidelityprivateshares.com/support.md
  • [probe] https://www.fidelityprivateshares.com/openapi.jsonPROBE openapi: all candidate paths 404 (https://www.fidelityprivateshares.com/openapi.json, https://www.fidelityprivateshares.com/swagger.json, https://www.fidelityprivateshares.com/api/openapi.json, https://www.fidelityprivateshares.com/.well-known/openapi.json)

Rely on versioned APIs with a documented deprecation policyweight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

  • [probe] https://www.fidelityprivateshares.com/openapi.jsonPROBE openapi: all candidate paths 404 (https://www.fidelityprivateshares.com/openapi.json, https://www.fidelityprivateshares.com/swagger.json, https://www.fidelityprivateshares.com/api/openapi.json, https://www.fidelityprivateshares.com/.well-known/openapi.json)
  • [probe] https://www.fidelityprivateshares.com/llms.txtPROBE llms.txt: HTTP 404 at https://www.fidelityprivateshares.com/llms.txt
  • [probe] https://www.fidelityprivateshares.com/support.mdPROBE docs-md: HTTP 404 at https://www.fidelityprivateshares.com/support.md

API quality = 0.0 ÷ 70 × 100 = 0.0

Openness7.7/100×0.20 of the PA blend

Can you leave, inspect, or self-host — data export, open source, portability.

Do everything through the API that I can do in the UIweight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

  • [probe] https://www.fidelityprivateshares.com/openapi.jsonPROBE openapi: all candidate paths 404 (https://www.fidelityprivateshares.com/openapi.json, https://www.fidelityprivateshares.com/swagger.json, https://www.fidelityprivateshares.com/api/openapi.json, https://www.fidelityprivateshares.com/.well-known/openapi.json)
  • [probe] https://www.fidelityprivateshares.com/llms.txtPROBE llms.txt: HTTP 404 at https://www.fidelityprivateshares.com/llms.txt
  • [probe] https://www.fidelityprivateshares.com/support.mdPROBE docs-md: HTTP 404 at https://www.fidelityprivateshares.com/support.md

Export all of my data in open formats and leaveweight 3

3 (weight) × 3 (quality) × 0.6 (partial) = 5.4 of 30 max

  • [claimed-docs] https://www.fidelityprivateshares.com/support/asc-718-stock-option-expense-reportthe platform will generate an Excel file (.xlsx) with ASC 718 report calculations
  • [claimed-docs] https://www.fidelityprivateshares.com/support/asc-718-stock-option-expense-reportAt the completion of this workflow, the platform will generate an Excel file (.xlsx) with ASC 718 report calculations.
  • [claimed-docs] https://www.fidelityprivateshares.com/private-companies/scenario-modelingexplore hypothetical future rounds, and export scenarios to review with your team
  • [claimed-docs] https://www.fidelityprivateshares.com/private-companies/scenario-modelingyou can feel more confident using our scenario modeling and planning features... explore hypothetical future rounds, and export scenarios to review with your team

Read the product's source under an open licenseweight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

  • [probe] https://www.fidelityprivateshares.com/llms.txtPROBE llms.txt: HTTP 404 at https://www.fidelityprivateshares.com/llms.txt
  • [probe] https://www.fidelityprivateshares.com/support.mdPROBE docs-md: HTTP 404 at https://www.fidelityprivateshares.com/support.md
  • [probe] https://www.fidelityprivateshares.com/openapi.jsonPROBE openapi: all candidate paths 404 (https://www.fidelityprivateshares.com/openapi.json, https://www.fidelityprivateshares.com/swagger.json, https://www.fidelityprivateshares.com/api/openapi.json, https://www.fidelityprivateshares.com/.well-known/openapi.json)

Self-host the core productweight 3

n/a — not applicable to this product: excluded from numerator and denominator

no evidence cited — the verdict rests on absence of evidence, re-checked on refresh

Openness = 5.4 ÷ 70 × 100 = 7.7

Built-in AI0.0/100×0.15 of the PA blend

Inside-out: how agentic the product itself is for its users — built-in assistants, autonomous features.

Get AI-generated insights and suggestions from my data inside the productweight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

no evidence cited — the verdict rests on absence of evidence, re-checked on refresh

Set up automations that run autonomously in the backgroundweight 2

n/a — not applicable to this product: excluded from numerator and denominator

no evidence cited — the verdict rests on absence of evidence, re-checked on refresh

Delegate tasks to a built-in AI assistant inside the productweight 3

3 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 30 max

no evidence cited — the verdict rests on absence of evidence, re-checked on refresh

Operate the product with natural-language commandsweight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

  • [probe] https://www.fidelityprivateshares.com/llms.txtPROBE llms.txt: HTTP 404 at https://www.fidelityprivateshares.com/llms.txt
  • [probe] https://www.fidelityprivateshares.com/support.mdPROBE docs-md: HTTP 404 at https://www.fidelityprivateshares.com/support.md
  • [probe] https://www.fidelityprivateshares.com/openapi.jsonPROBE openapi: all candidate paths 404 (https://www.fidelityprivateshares.com/openapi.json, https://www.fidelityprivateshares.com/swagger.json, https://www.fidelityprivateshares.com/api/openapi.json, https://www.fidelityprivateshares.com/.well-known/openapi.json)

Built-in AI = 0.0 ÷ 70 × 100 = 0.0

Automation6.9/100×0.15 of the PA blend

Depth of automation primitives — rules, scheduling, bulk operations, webhooks.

Perform bulk operations across many items at onceweight 2

2 (weight) × 4 (quality) × 0.6 (partial) = 4.8 of 20 max

  • [claimed-docs] https://www.fidelityprivateshares.com/support/uploading-equity-promises-in-bulkFor multiple promises, there is a process to upload equity promises in bulk.
  • [probe] https://www.fidelityprivateshares.com/llms.txtPROBE llms.txt: HTTP 404 at https://www.fidelityprivateshares.com/llms.txt
  • [probe] https://www.fidelityprivateshares.com/openapi.jsonPROBE openapi: all candidate paths 404 (https://www.fidelityprivateshares.com/openapi.json, https://www.fidelityprivateshares.com/swagger.json, https://www.fidelityprivateshares.com/api/openapi.json, https://www.fidelityprivateshares.com/.well-known/openapi.json)

Define rules that trigger actions automatically on eventsweight 3

3 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 30 max

  • [claimed-docs] https://www.fidelityprivateshares.com/equity-management-solutionsyour cap table and all the documents in your data room are tied together using a smart-linking feature
  • [claimed-docs] https://www.fidelityprivateshares.com/private-companies/automated-data-roomyour automatic Data Room works behind-the-scenes to add important documents as they are completed
  • [claimed-docs] https://www.fidelityprivateshares.com/private-companies/board-stockholder-managementBoard and stockholder approvals are automatically integrated into every relevant workflow in the platform.
  • [probe] https://www.fidelityprivateshares.com/openapi.jsonPROBE openapi: all candidate paths 404 (https://www.fidelityprivateshares.com/openapi.json, https://www.fidelityprivateshares.com/swagger.json, https://www.fidelityprivateshares.com/api/openapi.json, https://www.fidelityprivateshares.com/.well-known/openapi.json)

Schedule recurring jobs or workflowsweight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

  • [probe] https://www.fidelityprivateshares.com/llms.txtPROBE llms.txt: HTTP 404 at https://www.fidelityprivateshares.com/llms.txt
  • [probe] https://www.fidelityprivateshares.com/support.mdPROBE docs-md: HTTP 404 at https://www.fidelityprivateshares.com/support.md
  • [probe] https://www.fidelityprivateshares.com/openapi.jsonPROBE openapi: all candidate paths 404 (https://www.fidelityprivateshares.com/openapi.json, https://www.fidelityprivateshares.com/swagger.json, https://www.fidelityprivateshares.com/api/openapi.json, https://www.fidelityprivateshares.com/.well-known/openapi.json)
  • [claimed-docs] https://www.fidelityprivateshares.com/support/what-is-a-workflowWorkflows often have two paths - generative, where you can generate new documents to execute on the platform, and upload, where you can capture previously signed documents

Version, review, and roll back my automationsweight 1

n/a — not applicable to this product: excluded from numerator and denominator

no evidence cited — the verdict rests on absence of evidence, re-checked on refresh

Automation = 4.8 ÷ 70 × 100 = 6.9