G2 Vendor Directory

Fidelity Private Shares vs. Carta Equity Suite

A side-by-side comparison based on G2 review data.

MetricFidelity Private Shares

by Fidelity

Carta Equity Suite

by Carta

Overall rating4.84.3
Review count34232
Ease of use8.88.8
Ease of setup9.28.2
Quality of support10.08.5
Meets requirements9.68.9
NPS93.93939464.224138
Small Business83.9%44.8%
Mid-Market16.1%49.6%
Enterprise0.0%5.7%
Total page views5572,157
Total LLM citations2,5183,714

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.

Pros

  • 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.

Pros

  • Ease of Use
  • Equity Management
  • User Interface
  • Cap Table Management
  • Simple
  • Transparency