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Jeffrey Fidelman

CEO and Principal at Fidelman & Company

Westport, United States

$1,500/day

Jeffrey founded Fidelman & Company in 2015 to serve the growing need for fundraising strategy among early to mid-stage companies and has since grown the firm to over 40 remote individuals. He has acted as an interim CFO/COO for dozens of companies through their financial transactions including capital raises, business sales, and business purchases. Jeffrey started his career in residential real estate as a broker and quickly expanded into commercial real estate and finance. He was then a Portfolio Manager at Morgan Stanley focused on syndicate and pre/post market trading; Vice President at HSBC leading revenue strategy for Manhattan (banking, lending, insurance, and retail); Partner at a Venture fund focused on early-stage, tech and tech-enabled companies. After leaving the venture fund, Jeffrey began advising some of the fund portfolio companies and others that didn't make it which, eventually, turned into Fidelman & Company. Jeffrey graduated cum laude from Harvard University.

Domain experience

Relevant Total Experience: 15 years

Seniority Level: Senior

Sector Experience: 

Application Software FinTech Hotels, Restaurants and Leisure Insurance Investment Banking and Brokerage Management Consulting Services Real Estate Management and Development

Skills

Skilled in: Corporate Strategy, Venture and minority investments, Joint Venture, Financial Due Diligence, Private Equity & Growth Capital, M&A Marketing Materials, Financial Modeling, Company Valuation, Buy-Side M&A

Technical Skills: Microsoft Excel, PowerPoint, Microsoft Office

Languages: English, Russian

Work Experience

Fidelman Finance

Registered Representative

1/5/2023

 

- Now

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.

Fidelman & Company

CEO and Principal

1/10/2015

 

- Now

• Founded F&Co. to help startups, emerging managers, and lower-middle market companies with strategy and operational growth • Led business development initiatives to successfully engage with over 120 clients since inception • Assisted companies raise over $1Bn in debt and equity financings • Co-authored two whitepapers on business continuity and remote management consulting

Paro.io

Interim CFO

1/4/2021

 

- Now

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.

Startup Grind

Partner & Mentor

1/7/2021

 

- Now

Working with StartupGrind members to deliver Fundraising, Growth, and Go To Market Strategy.

Toptal

Strategy, Operations and Finance Consultant

1/10/2016

 

- Now

• 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

CFC Insurance ltd.

Chief Operating Officer

1/11/2016

 

- 1/11/2018

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.

Ivy Startup Conference LLC

Chairman

1/6/2015

 

- 1/12/2016

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

Cogifter

Founder

1/3/2013

 

- 1/11/2016

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.

Onevest

Partner

1/2/2015

 

- 1/9/2015

• 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

HSBC

Vice President, Wealth Management

1/10/2013

 

- 1/2/2015

• 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%

Education

Harvard University

1/9/2008

 

- 1/5/2010

Licenses / Certificates

FINRA

SIE

1/5/2023

 

FINRA

Series 79

1/6/2023

 

FINRA

Sieres 65

1/7/2023