Next Round Planner (REPORT ONLY)

Fidelity Private Shares℠

Scenario Modeling

Planning your next steps just got easier with our scenario modeling.

Whether you’re planning for your next round, exploring exit strategies, or anything in between, you can feel more confident using our scenario modeling and planning features. Our modeling tools help you understand the impact of your fundraise and how your future funding plans might look in exit and dilution scenarios, explore hypothetical future rounds, and export scenarios to review with your team.

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Robust modeling capabilities for private companies and venture funds

Modeling and tracking multiple exit scenarios

Visualizing additional investment and outcomes

Internal Rate of Return and Cash-on-cash calculations

Trusted by companies that scale

Everything you may need on one platform

Cap Table Management

Your cap table is accurate with real-time data. Plus, it links directly to your secure and organized automated data room.

Automated Data Room

Stay as diligence-ready as possible with an automated data room

409A Valuations

Get faster, more accurate, and competitively-priced 409A valuations from our third-party industry-vetted providers.

HR Onboarding

Hire and manage employees more easily with our HR Onboarding.

Scenario Modeling

Explore hypothetical scenarios including exit and dilutions, future rounds, and exports.

Expert Support

Our excellent guidance is always included — our team is ready to help you whenever you need.