Finance AI Index
Index Equity and corporate Cap table management › Eqvista vs Fidelity Private Shares
Cap table management · September 2026 Edition

Eqvista vs Fidelity Private Shares

Zero of twelve models named Eqvista first on the direct prompt; zero named Fidelity Private Shares. Eqvista was named by twelve of the twelve models and Fidelity Private Shares by nine and Eqvista carries 35 labels and Fidelity Private Shares 14, so the shares are not directly comparable.

Eqvista

accepted challenger

Named in one category this edition.

Fidelity Private Shares

accepted challenger

Named in one category this edition.

First-choice share12%2%Of first choices across the direct, paraphrase, budget and scale prompts, 0 to 100.
Negative rate0%0%Negative labels as a share of the product's labels, 0 to 100.
Rank in category#3#8A position in a field of 8; printed, not drawn.
Labels3514A count; the two differ.
The two percentage rows are drawn on one 0 to 100 track, Eqvista reading right to left. Rank and label count are printed, not drawn.Carta was named alongside these two in eleven of the twelve direct answers. Carta vs Eqvista · Carta vs Fidelity Private Shares · Qapita vs Eqvista

Share is the count of first choices across the direct, paraphrase, budget and scale prompts over all twelve models, for a mid-market B2B company; rank is within the category; every quote names the model and the prompt it came from. Both figures come from the cap table management page.

By framing

How many of the twelve models made each the first choice, per way of asking, and how many argued against it.
EqvistaFirst choices, of twelve modelsFidelity Private Shares
Direct00
Paraphrase10
Comparative00
Budget-constrained61
Scale-constrained00
Negative10
Bars are first choices, 0 to 12 each sideModels that argued againstA model can name both, so the two sides of a row do not sum to twelve.

Across every category in the September 2026 Edition, Eqvista and Fidelity Private Shares were named in the same answer nineteen times, of the 94 answers naming Eqvista and the 27 naming Fidelity Private Shares. In those answers Fidelity Private Shares took the first choice zero times and Eqvista seven.

Every model, every framing

The seventy-two answers behind the chart above, one cell each: where Eqvista and Fidelity Private Shares stood in it.
ModelDirectParaphraseComparativeBudget-constrainedScale-constrainedNegative
Claude Haiku 4.5
GPT-5.4 mini
Gemini 3.5 Flash
Perplexity Sonar
Grok 4.1 Fast
Mistral Small
DeepSeek V4 Flash
Llama 4 Maverick
Qwen 3.7 Flash
Kimi K2
GLM 4.7 FlashX
MiniMax M2.5
Eqvista Fidelity Private Shares first choice named as an alternative argued againstblank: not namedEach cell is one answer, Eqvista on the left and Fidelity Private Shares on the right.

The direct prompt

The plain question, one answer per model, grouped by where Eqvista and Fidelity Private Shares stood in it.

Neither was the first choice, one was named

2 of 12 modelsThe answer put something else first and named one of the two as an alternative.
GPT-5.4 miniCarta alternatives: Eqvista, Ledgy, Shareworks
Kimi K2Carta alternatives: Cake Equity, Eqvista, Ledgy, Pulley

Neither was named

10 of 12 modelsThe answer made no first choice from these two in this category.
Claude Haiku 4.5Carta alternatives: Cake Equity, Pulley, Qapita
Gemini 3.5 FlashCarta alternatives: ClosingWell, Ledgy, Pulley, Qapita
Perplexity SonarCarta alternatives: Qapita
Grok 4.1 FastCarta alternatives: Ledgy, Pulley
Mistral SmallCarta, Qapita
DeepSeek V4 FlashCarta, Qapita alternatives: Ledgy
Llama 4 MaverickCarta, Pulley, Qapita
Qwen 3.7 FlashCarta alternatives: Pulley, Qapita
GLM 4.7 FlashXQapita alternatives: Cake Equity, Capshare, Mantle, Pulley
MiniMax M2.5Carta, Shareworks alternatives: EquityZen, Ledgy

Bold names in an answer are the products the judge labeled a first choice; a model naming several gives each of them that label. The full answer text for every row is in the record.

By buyer segment

The same question asked on behalf of a different buyer. Each standing is computed within its segment and they are never added together. The figures above are the mid-market standing, which is the one the category orders by.
Small business
Eqvista leads by sixteen points.
Eqvista16%#3 of 6
Fidelity Private Shares0%#– of 6
The full small business standing →
Mid-marketThe figures above
Eqvista leads by ten points.
Eqvista12%#3 of 8
Fidelity Private Shares2%#8 of 8
The full mid-market standing →
Enterprise
Eqvista leads by two points.
Eqvista2%#7 of 9
Fidelity Private Shares0%#– of 9
The full enterprise standing →

What the models said about Eqvista

Every negative label with a quote, up to three, then the highest-weighted positives, up to three. Three of four in this category shown.

“Eqvista - G2’s #1 Equity Management Platform, provides comprehensive equity management with expert 409A valuations” Llama 4 Maverick · paraphrase prompt · first choice
“Eqvista is typically the strongest budget pick because it's inexpensive and bundles 409A valuations” DeepSeek V4 Flash · budget prompt · first choice
“I'd recommend starting with Carta Launch (free) or Eqvista (free up to 20)” Kimi K2 · budget prompt · first choice

What the models said about Fidelity Private Shares

Every negative label with a quote, up to three, then the highest-weighted positives, up to three. Three of four in this category shown.

“starting with a free tier (Carta Launch or Fidelity Private Shares)” DeepSeek V4 Flash · budget prompt · first choice
“Offers secure equity management with strong support and investor access for small and mid-market companies.” Llama 4 Maverick · paraphrase prompt · alternative
“Fidelity Private Shares (Free for <25 stakeholders and <$1M raised): Bank-backed reliability” Grok 4.1 Fast · budget prompt · alternative
Also compared

Comparisons are drawn for the top eight products in each category, each against each. The output is the models' output; nothing here is a recommendation by the index.