Fidelity Private Shares
Fidelity Private Shares is an all-in-one equity management platform designed to automate the key operations of private companies, from incorporation through fundraising, governance, and exit. The platform provides a dynamic and up-to-date cap table and stock ledger, tools to model future rounds and exits, automated workflows for equity issuances, HR and board matters, and a secure data room to store and share documents with customizable permissions. Companies can grant equity to employees, generate ASC 718 reports, track 83(b) elections, manage board and stockholder approvals, and automate legal documents for financing rounds, all in one collaborative hub. For investors and funds, it offers portfolio management capabilities including analytics for IRR and cash-on-cash returns, exit scenario modeling, valuation history, and access to underlying company documents.
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Ledgy
Ledgy is the end-to-end equity management solution trusted by high-growth companies. Compliant in all countries with best-in-class security and privacy.
Digitize your spreadsheets into a transaction-based cap table that's always accurate, built to scale and updates in real-time .
Make your financing rounds a success with accurate scenario and exit modeling. Streamline due diligence and easily handle every vesting schedule.
Show the latest information to all your stakeholders, including employees and investors, with custom dashboards.
Attract and retain key talent with Ledgy while automating equity plans. Employees can self-manage their equity, view their shareholdings, vesting schedules, and future valuations.
Engage your investors with shared KPIs, accurate funding scenarios, valuations, dilutions, exits, custom reporting, and more.
Find out why founders, CFOs, HR teams, and their employees love Ledgy’s platform. Book a free custom demo to see it in action.
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Midaxo
Midaxo is the M&A Intelligence Platform, purpose-built to help corporate development and finance teams manage deals with clarity, control, and repeatability. Instead of stitching together disconnected tools and spreadsheets, frequent acquirers run their entire deal lifecycle in one connected system, from strategy and pipeline through diligence, integration, and value capture.
Midaxo was named a Leader in the IDC MarketScape: Worldwide AI-Enabled Deal Management 2025 Vendor Assessment.
Platform highlights:
-Pipeline Management: a single source of truth for deals, with pipeline visualization and tracking of contacts, documents, and communications
-Process Management: templatize, standardize, and track tasks across every stage of a deal
-Buy-Side Virtual Data Room: manage information requests and disclosure between buyer and seller in diligence, then carry documents into integration
-Connected Intelligence: diligence findings travel into integration planning, and deal context stay
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ContractZen
ContractZen is an AI-powered governance platform that keeps companies due-diligence ready every day. It brings board management, contracts, entity records, and secure data rooms into one centralized environment, replacing scattered emails, spreadsheets, and disconnected tools.
Key features:
• Board Portal – Schedule meetings, share materials securely, create minutes, and e-sign documents in one workflow.
• Contract Management – Centralize contracts with AI-powered search and automated reminders for key dates.
• Entity Management – Organize corporate records and visualize ownership structures.
• SmartIndex & Virtual Data Rooms – Prepare due diligence and audits quickly with structured indexing and secure document sharing.
• AI Assistant – Analyze documents, summarize contracts, and identify potential risks.
• Integrated e-Signatures – Sign documents with Adobe Sign, DocuSign, Assently, SignHero, and VismaSign.
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