Fidelity Private Shares vs. Carta Equity Suite
A side-by-side comparison based on G2 review data.
| Metric | Fidelity Private Shares | Carta Equity Suite |
|---|---|---|
| Overall rating | 4.8 | 4.3 |
| Review count | 34 | 232 |
| Ease of use | 8.8 | 8.8 |
| Ease of setup | 9.2 | 8.2 |
| Quality of support | 10.0 | 8.5 |
| Meets requirements | 9.6 | 8.9 |
| NPS | 93.939394 | 64.224138 |
| Small Business | 83.9% | 44.8% |
| Mid-Market | 16.1% | 49.6% |
| Enterprise | 0.0% | 5.7% |
| Total page views | 557 | 2,157 |
| Total LLM citations | 2,518 | 3,714 |
Fidelity Private Shares
Fidelity Private Shares is offering the next generation of equity management. We're reshaping how private companies get started, raise capital, and exit by raising the bar for cap table management and making venture financing simpler. With our platform, you get everything you need to scale and exit: - Fundraise faster than ever before - Have more accurate data and documentation - Automate your legal operations Thousands of users, investors, and attorneys rely on us for fundraising and legal due diligence.
- Features
- Ease of Use
- Knowledge
- Team Helpfulness
- Customer Support
- Onboarding Experience
Carta Equity Suite
Carta is the ERP for private capital, connecting the entire ecosystem—from GPs and LPs to CEOs, CFOs, employees, and advisors. Trusted by 50,000 companies in 160+ countries, our platform streamlines every ownership workflow, making it easier to understand, manage, and grow equity. With cutting-edge AI and human services built to scale, Carta empowers you to build, invest, and grow with confidence. Carta’s Fund Administration platform supports 8,800+ funds and SPVs, representing more than $203B in assets under management, with tools designed to enhance the strategic impact of Fund CFOs.
- Ease of Use
- Equity Management
- User Interface
- Cap Table Management
- Simple
- Transparency