# Ledgy vs Fidelity Private Shares: which do AI models recommend for cap table management, October 2026

Finance AI Recommendation Index, October 2026 Edition, Cap table management. Zero of fourteen models named Ledgy first on the direct prompt; zero named Fidelity Private Shares. Page: https://finance-ai-index.com/corporate/cap-table-management/ledgy-vs-fidelity-private-shares/

| | First-choice share | Rank | Negative rate | Labels | Models naming it |
|---|---|---|---|---|---|
| Ledgy | 2% | #6 of 10 | 5% | 39 | 13 of 14 |
| Fidelity Private Shares | 2% | #8 of 10 | 0% | 11 | 8 of 14 |

## The direct prompt, model by model

- GPT-5.4 mini: neither first, one named (first choices: Carta) (alternatives: Eqvista, Ledgy, Shareworks)
- Gemini 3.5 Flash: neither first, one named (first choices: Carta) (alternatives: Ledgy, Mantle, Qapita)
- Grok 4.1 Fast: neither first, one named (first choices: Carta) (alternatives: Ledgy, Pulley)
- Mistral Small: neither first, one named (first choices: Qapita) (alternatives: Ledgy, Pulley)
- Kimi K2: neither first, one named (first choices: Cake Equity, Pulley) (alternatives: Eqvista, Ledgy)
- GLM 4.7 FlashX: neither first, one named (first choices: Carta) (alternatives: Fidelity Private Shares, Pulley, Qapita)
- Muse Glimmer 30B: neither first, one named (first choices: Carta) (alternatives: Cake Equity, Ledgy, Qapita)
- Claude Haiku 4.5: neither named (first choices: Qapita) (alternatives: Cake Equity, Carta, Pulley)
- Perplexity Sonar: neither named (first choices: Carta) (alternatives: Cake Equity, Pulley, Qapita)
- DeepSeek V4 Flash: neither named (first choices: Carta, Pulley) (alternatives: Shareworks)
- Llama 4 Maverick: neither named
- Qwen 3.7 Flash: neither named (first choices: Carta) (alternatives: Pulley, Qapita, Shareworks)
- MiniMax M2.5: neither named (first choices: Cake Equity, Qapita) (alternatives: Carta, Shareworks)
- GPT-6 Luna: neither named (first choices: Carta) (alternatives: Shareworks)

## What the models said about Ledgy

- "Historic data setup can take effort and some users find complex funding round modeling less intuitive" (Claude Haiku 4.5, negative prompt, soft negative)
- "starts at €75/month, but is often a better fit for European/international companies" (GPT-5.4 mini, budget prompt, soft negative)
- "Shortlist 3–5: Demo Carta, Ledgy, and 1–2 others matching your location/equity needs." (Grok 4.1 Fast, scale prompt, first choice)
- "these international-first platforms offer superior localized tax and legal compliance automation compared to US-centric platforms" (Gemini 3.5 Flash, scale prompt, alternative)
- "they're flagged more than leaders like Ledgy or Fidelity Private Shares ... For growth, Ledgy (EU/international)" (Grok 4.1 Fast, negative prompt, alternative)

## What the models said about Fidelity Private Shares

- "Choose Fidelity Private Shares if you are a brand new company, want institutional-grade legal compliance" (Gemini 3.5 Flash, budget prompt, first choice)
- "Highly rated, stable alternatives in the current market include Fidelity Private Shares (historically Shoobx)" (Gemini 3.5 Flash, negative prompt, alternative)
- "leaders like Ledgy or Fidelity Private Shares ... Fidelity Private Shares (<25 stakeholders)" (Grok 4.1 Fast, negative prompt, alternative)

Share is the count of first choices across the direct, paraphrase, budget and scale prompts over all fourteen models, for a mid-market B2B company; rank is within the category. Comparisons are drawn for the top eight products in each category. Published under CC BY 4.0; the output is the models' output, and nothing here is a recommendation by the index.