Fidelity Private Shares

Ready for your next fundraise? The moment a diligence checklist hits your inbox, the real test begins. Investors aren’t just looking for documents—they’re looking for discipline, consistency, and systems that scale. Our latest article breaks down: ✅ What diligence really means for founders ✅ The key areas investors examine (financials, legal, equity, operations, market) ✅ Common friction points that slow deals ✅ How to build a diligence-ready company year-round If you want to turn diligence from a hurdle into a trust-building opportunity, this article is for you. 👉 Read the full article here: https://hubs.ly/Q040Kc9x0 #BuiltInLabs #Fundraising #Startups #DueDiligence

Most fundraising friction isn’t about your pitch — it’s about your mechanics.    Messy ownership, inconsistent updates, and last‑minute diligence often feels like a future problem, until it suddenly slows a deal.   Our new post breaks down the core workflows every founder should set up before raising — plus templates to make it easy.    Inside the Fundraise‑Ready Startup Kit:  ✔️ A clear ownership model  ✔️ A pitch structure you won’t need to reinvent  ✔️ Reusable investor update formats  ✔️ A checklist for diligence docs   If you’re planning to raise in the next 6–12 months, this is the prep that helps.    ➡️ Read the article and download the kit: https://hubs.ly/Q043GZ_q0   #BuiltInLabs #Fundraising #Startups #VentureCapital

Most founders and finance teams treat 409A valuations as just another task to check off. Whether you’re granting stock options or prepping for a fundraise, you'll want to make sure you’re getting it right the first time. Our guide walks you through the risks, requirements, and common misconceptions surrounding 409A valuations. Our guide can help you: - Learn why 409A valuations matter and what happens when they go wrong - Understand common myths (such as your 409A valuation being your company value) - Discover the difference between algorithmic speed vs. audit-ready accuracy Get real insights on what questions to ask providers during the draft process Download the guide: https://hubs.ly/Q03MYhzC0 #BuiltInLabs #409A #Fundraising #Startups #Founders

Fundraising doesn’t usually break down because of one big mistake. It slips in the gaps between everything founders are juggling.    Fidelity Private Shares was featured in a recent article by Tech Brew detailing why fundraising isn’t a moment – it’s a set of connected workflows including your cap table, pitch decks, investor updates, diligence, and more.    Some takeaways:    - Clean equity isn’t just hygiene. It shapes every future round  - Consistent investor communication builds trust long before a term sheet  - Diligence gets easier based on how early you prepare       Read the full article here: https://lnkd.in/e5KfEnCR      #BuiltInLabs #Fundraising #Startups #Founders #VentureCapital

The U.S. venture market shifted dramatically in 2025, and how founders navigate the next phase could shape their company’s next few years.     In our latest report, created in collaboration with PitchBook, we break down what drove fundraising and dealmaking across the Bay Area, New York, and Boston, and what founders and finance leaders could expect in 2026    Inside the report:  🔹 Why raising got harder and what's starting to change 🔹 How AI reshaped capital flows (and what it means if you're not building an AI company)  🔹 What’s behind today’s valuation gap between AI and non‑AI startups  🔹 Where liquidity is returning and how to approach evolving exit paths  🔹 What founders can do now to prepare for their next raise or exit    Check out this report if you're planning your next fundraise, evaluating your valuation, or navigating shifting investor expectations.    📥 Download the report: https://hubs.ly/Q0485WG-0     #VentureCapital #Founders #Fundraising #Startups #BuiltInLabs 

Early-stage founders: a clear cap table can make future fundraising conversations easier. Understanding how ownership changes across rounds—especially with SAFEs, options, and early dilution—isn’t always straightforward. That’s why we created a free cap table template designed with early-stage teams in mind: 🔹 Spreadsheet-based and customizable 🔹 Built for pre-seed to Series A 🔹 Includes example scenarios and basic modeling tools Whether you’re preparing for your first raise or just want to get organized, this resource may help you better visualize your equity and fundraising plans. Download the template here: https://hubs.ly/Q03Xxtm30 #startups #founders #fundraising #captable #venturecapital #FidelityPrivateShares #BuiltInLabs

Founders, do you know when your startup needs a new 409A valuation? You probably have a lot going on lately: new funding, product launches, maybe even a leadership change. It’s important to know that any of those moves could qualify as a “material event,” triggering the need for a new 409A valuation. We’ve put together a Material Event Checklist to help you know when it may be time to refresh your 409A valuation and stay compliant: It includes: - What events may render your prior valuation outdated - Why timing (especially within 90 days of a major change) matters - How to stay proactive and avoid potential costly tax or audit issues. Your company’s story is evolving – your 409A valuation needs to evolve with it. View the checklist here: https://hubs.ly/Q03SfKmR0 #BuiltInLabs #Founders #startups #409A

Fundraising isn’t just a pitch — it’s a process. Whether you’re preparing for your first institutional round or gearing up for your next big milestone, this Fundraise-Ready Startup Kit is built to help you accelerate the journey. This free kit gives early-stage companies practical tools, templates, and insights to help with the fundraising process. Here’s what’s inside: -Cap Table Template – Keep equity clean and future rounds smooth. -Pitch Deck Template – Tell your story with clarity and impact. -Investor Newsletter Template – Communicate progress to build trust. -Due Diligence Checklist – Be prepared for a quicker process. 👉 Get the full kit here: https://hubs.ly/Q042K6Ds0 Let’s help make your fundraising process smoother, smarter, and more successful. #BuiltInLabs #Startups #Fundraising #Founders

Share dilution is an often misunderstood dynamic in private companies. Yet it shapes ownership, investor expectations, and the long‑term value created for founders and teams.    Whether you’re fundraising, issuing equity to employees, or planning future rounds, understanding how dilution works is an essential part of protecting your ownership and making informed strategic decisions.    This guide breaks down some of the core concepts founders need to know, including:    - How issuing new shares impacts ownership percentages  - The role of option pools, and why they often expand during financing  - How pre‑money vs. post‑money valuation influences dilution  - Why tracking dilution early helps avoid surprises during investor diligence    Fidelity Private Shares gives private companies the tools to model dilution, manage equity confidently, and maintain transparency as they scale.    Read the full article here: https://hubs.ly/Q046qxPk0