# Qapita 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. Three of fourteen models named Qapita first on the direct prompt; zero named Fidelity Private Shares. Page: https://finance-ai-index.com/corporate/cap-table-management/qapita-vs-fidelity-private-shares/

| | First-choice share | Rank | Negative rate | Labels | Models naming it |
|---|---|---|---|---|---|
| Qapita | 12% | #3 of 10 | 3% | 29 | 12 of 14 |
| Fidelity Private Shares | 2% | #8 of 10 | 0% | 11 | 8 of 14 |

## The direct prompt, model by model

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

## What the models said about Qapita

- "recurring mentions of technical issues, limited customization, and complex reporting" (Claude Haiku 4.5, negative prompt, soft negative)
- "Qapita is a top recommendation due to its strong mid-market focus, ease of use, and comprehensive features" (Mistral Small, paraphrase prompt, first choice)
- "Qapita stands out as the best overall choice due to its scalability, automation, and global capabilities." (Mistral Small, direct prompt, first choice)
- "Qapita — Best Overall for Mid-Market ... Go with Qapita or Cake Equity" (MiniMax M2.5, direct prompt, first choice)

## 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.