Jeffrey Fidelman
Registered Representative at Fidelman Finance
New York City Metropolitan Area
Overview
Work Experience
CEO and Principal
2015 - Current
We get you funded. Fidelman & Company helps founders and funds raise capital, prepare for the sale of a business, or acquire a company. We prepare the pitch deck, financial model, valuation analysis, business plan, due diligence documents, and everything else needed for a transaction. The Fundraise as a Service (FaaS) is our answer to the lack of venture banking – a dedicated IR rep on your team that gets you meetings with investors.
Fidelman & Co is an Investment Banking for Startups and Funds
Registered Representative
2023
Providing capital solutions to early to mid-stage companies and emerging managers. • M&A Advisory • Fundraising • Transaction Management • Capital Structuring Jeffrey Fidelman is a Registered Representative of Finalis Securities LLC Member FINRA / SIPC.
Fundraising Consultant
2016
• Hired by over 100 companies to assist with fundraising collateral and other management consulting deliverables • Produced consistent results across clients, leading to over 80% successful capitalizations • Deliverables include: • Financial Modeling • Business Strategy • Fundraising Presentations • Capital Structure • Valuation Analysis • Market Research https://www.toptal.com/finance/resume/jeffrey-fidelman
Toptal is a network of talent in business, design, and technology that enables companies to scale their teams, on demand.
Interim CFO
2021
Interim-CFO assisting with fundraising strategy; creating or reviewing and revising investor presentations, financial models, valuation analysis, and capital structure in preparation for equity and/or debt funding. Clients include mid-stage startups to Fortune 1000 companies.
Paro provides on-demand bookkeeping and financial services powered by AI technology.
Raised $68,500,000.00 from Top Tier Capital Partners, Revolution Ventures, Sierra Ventures and Madrona.
Partner & Mentor
2021
Working with StartupGrind members to deliver Fundraising, Growth, and Go To Market Strategy.
The world's largest startup community, actively educating, inspiring, & connecting 5M members across 600+ chapters & 125+ countries.
Chief Operating Officer
2016 - 2018
Oversaw business development from licensing in Bermuda as a Class 3A insurance carrier to building a pipeline of over $1Bn in policy applications. Led team in successful partnerships with several banking institutions and securing A+ rated reinsurance.
Chairman
2015 - 2016
Ivy Startup Conference is connecting investors with startups from the Ivy League circuit in order to cultivate networks and share pragmatic insights. November 10th, 2016 @ The Microsoft Flagship Store on 5th Avenue
Founder
2013 - 2016
Responsible for all faucets of development of the platform and business. Worked closely with engineers to finalize platform within 6 months, then with UX/UI designers to best position the content for highest engagement. Presented at multiple conferences and drove over $50k in gross merchandise volume through the platform in year 1.
Partner
2015 - 2015
• Established early-stage venture capital fund sponsored by a family office • Originated, Underwrote, and Invested in 45 SEED stage companies • Worked directly with founders to prepare for Series A financing by assisting with their fundraise collateral • Managed all deliverables including investor presentations, financial models, and valuation analysis • Deployed ~$125 million within the first year
Vice President, Wealth Management
2013 - 2015
• Managed the lending, banking, wealth management, and insurance products across the NYC region • Designed strategy for business development and implemented the same across all bank branches in NYC • Increased revenue for NYC by 200%
Oversees relationships with the venture capital community and connects their portfolio companies to the right people at HSBC.