Jeffrey Fidelman
Investment Banking for Startups
New York City Metropolitan Area
Invests in
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Min Investment:
$0.00Max Investment:
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$0.00
Skills
Education
Lists including jeffrey
Work Experience
2015
CEO and Principal
2015
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.
2025
Fundraising Mentor
2025
As a Mentor at the Founder Institute—the world's largest pre-seed startup accelerator—I work directly with early-stage founders to accelerate their growth, refine their business models, and prepare for investor readiness. Drawing on over a decade of experience advising startups and running Fidelman & Co., I provide practical guidance on fundraising strategy and investor engagement. My role includes leading mentor sessions, providing one-on-one feedback, and helping founders develop the structure and confidence needed to scale.
2023
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.
2016
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
2021
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.
2021
Partner & Mentor
2021
Working with StartupGrind members to deliver Fundraising, Growth, and Go To Market Strategy.
2016 - 2018
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.
2015 - 2016
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
2013 - 2016
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.
2015 - 2015
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