Offers (1)

New customers
20% discount on any paid cap table plan
Discount 20%

  • FREE access to Fidelity’s Launch program – Companies can create a Private Shares account to access a robust suite of equity management tools (for companies with up to 25 stakeholders and up to $1mm raised).
  • 20% discount on any paid cap table plan – High-growth companies will receive a 20% off discount when purchasing any Private Shares cap table plan (for companies with more than 25 Stakeholders or have raised over $1mm)1.
  • Fidelity Advantage 401(k) – A 401(k) built for small and growing businesses - waive the $500 activation fee.

$1,000
Offer Value

Basic Info

Fidelity Private Shares brings certainty to startup founders with our cap table and private equity management platform. Automate your startup equity management operations and financings in a single collaborative hub and leverage our scenario modeling tool and automated data room to prepare for your next round of funding. From inception to IPO, Fidelity has the expertise and robust support to help guide you.

Why work with us

Fidelity Private Shares helps companies:

  • Manage equity and ownership operations
  • Organize and secure documents
  • Plan and automate fundraisings faster
  • Improve communication and access with board and stockholders

Clients (1)

UNVERIFIED

Toast

Internet Software & Services

Toast, Inc. is a cloud-based restaurant software company based in Boston, Massachusetts.

Brochure

Company focus

Services

Accounting & Finance
Compliance & Monitoring

Industries

Accounting
Banking
Biotechnology
Broadcast Media
Capital Markets
Computer Games
Computer Hardware
Computer & Network Security
Computer Software
Consumer Services
E-learning
Electrical/Electronic Manufacturing
Entertainment
Events Services
Financial Services
Fund-Raising
Investment Management
Marketing and Advertising
Telecommunications
Venture Capital & Private Equity
Silicon Valley Bank Offers
©2023 First-Citizens Bank & Trust Company. Silicon Valley Bank, a division of First-Citizens Bank & Trust Company. Member FDIC.

All companies listed above are independent third parties and are not affiliated with Silicon Valley Bank, a division of First-Citizens Bank & Trust Company, unless otherwise specified. All trademarks, logos, and brand names are the property of their respective owners. All company, product, and service names used above are for identification purposes only. Use of these names, trademarks, and brands does not imply endorsement.

Terms and conditions apply. Offers subject to change without notice. The provider companies offering and providing the respective tools, products or services are solely responsible for providing and fulfilling against the stated offer or discount. Silicon Valley Bank, a division of First-Citizens Bank & Trust Company ("SVB") provides no warranty or representation that these companies will be able to provide services to you, or that you will qualify for the discount. SVB has not undertaken any diligence on these third parties and provides not warranty or representation on their appropriateness, fitness, merchantability or suitability. The third party providing these services is solely responsible for offering the discount and providing the services to you in accordance with the service’s terms and conditions and all applicable laws and regulations. SVB shall have no liability in connection with the provision of these services or the discount offering, and it provides no recommendation. Please refer to the respective provider company’s website by clicking the ‘Redeem Offer’ button as available to obtain more details and information about the offer or discount you may be interested in.

Investment and Insurance Products and Services:
Are not insured by the FDIC or any other federal government agency
Are not deposits of or guaranteed by a bank
May lose value