# Fidelity Private Shares: how AI models rank it, October 2026

Finance AI Recommendation Index, October 2026 Edition. Named in 11 judge labels across 1 categories by 8 of 14 models. Page: https://finance-ai-index.com/vendors/fidelity-private-shares/

## Standing by category

| Category | Share | Rank | Negative rate | Labels |
|---|---|---|---|---|
| Cap table management | 2% | 8 | 0% | 11 |

## What the models said for it

- "Choose Fidelity Private Shares if you are a brand new company, want institutional-grade legal compliance" (Gemini 3.5 Flash, Cap table management)
- "Highly rated, stable alternatives in the current market include Fidelity Private Shares (historically Shoobx)" (Gemini 3.5 Flash, Cap table management)
- "leaders like Ledgy or Fidelity Private Shares ... Fidelity Private Shares (<25 stakeholders)" (Grok 4.1 Fast, Cap table management)
- "useful if you want a more packaged setup around incorporation and ownership records" (Perplexity Sonar, Cap table management)

## Movement since September 2026

Floor: 10 points of share, measured on the calibration repeat. A larger change is movement; a smaller one is noise.

- Cap table management: 2% to 2%, +1. Inside the floor by 9 points · rank 8 of 42, unchanged.

## In its own words

What Fidelity Private Shares's own pages state, read 2026-09-28. Stated by the vendor, not checked by the index.

- Positioning: a trusted equity management platform for private companies at every stage of growth (https://fidelityprivateshares.com/)
- For: private companies at every stage of growth (https://fidelityprivateshares.com/)
- Price stated: Launch (Free); Startup; Growth; Scale (https://www.fidelityprivateshares.com/pricing)
- Starting price: 0 (https://www.fidelityprivateshares.com/pricing)
- Free plan or trial: Launch (Free) (https://www.fidelityprivateshares.com/pricing)
- Certifications: ISO 27001, ISO 27017
- Customers named: Rugged Robotics, Howell Legal, Burrow, Firefly Health, Day Zero Diagnostics

## What it publishes

Every page fidelityprivateshares.com exposes, read 2026-09-29: 470 addresses. By kind, pages and the last 90 days:

- blog: 220 pages, 0 in the last 90 days, latest 2026-05-01
- case study: 5 pages, 0 in the last 90 days, latest undated
- report or ebook: 10 pages, 0 in the last 90 days, latest undated
- comparison: 3 pages, 0 in the last 90 days, latest undated
- template or tool: 3 pages, 0 in the last 90 days, latest 2025-09-25
- glossary or explainer: 16 pages, 0 in the last 90 days, latest 2025-11-21
- news or press: 1 pages, 0 in the last 90 days, latest undated
- Recent: 2026-05-01 blog: How to structure a data room for smooth due diligence https://www.fidelityprivateshares.com/blog/how-to-structure-a-data-room-for-smooth-due-diligence
- Recent: 2026-04-07 blog: How to manage your startup cap table best practices for 2026 https://www.fidelityprivateshares.com/blog/how-to-manage-your-startup-cap-table-best-practices-for-2026
- Recent: 2026-03-27 blog: Venture capital in 2026 what the latest data reveals for founders https://www.fidelityprivateshares.com/blog/venture-capital-in-2026-what-the-latest-data-reveals-for-founders
- Recent: 2026-03-12 blog: What does vesting shares mean https://www.fidelityprivateshares.com/blog/what-does-vesting-shares-mean
- Recent: 2026-03-10 blog: The Startup CFO Landscape in 2026 https://www.fidelityprivateshares.com/blog/the-startup-cfo-landscape-in-2026
- Recent: 2026-03-09 blog: How to improve investor relations with an equity management platform https://www.fidelityprivateshares.com/blog/how-to-improve-investor-relations-with-an-equity-management-platform

## Record

- Method: https://finance-ai-index.com/methodology/
- Raw judge labels and full responses: https://finance-ai-index.com/data/
- License: CC BY 4.0. Cite as Finance AI Recommendation Index, October 2026 Edition, finance-ai-index.com.