As an external advisor Fidelman dived deep into our product offering to better understand the value the Cavewire software offers its clients. Fidelman played a key role in helping us value our company the Cave Group, working with our board to model the market opportunity.
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.
We are investment bankers
Specializing in fundraising for early to mid-stage companies and new funds.
How to
Utilize us for your success
Fundraising
strategy
From custom-built and designed pitch decks to in-depth research reports, Fidelman & Co. works with each client to come up with a unique solution that increases their transaction’s chances of success. Every research report comes with sourced information to substantiate any claims made in the presentation and financial projections.
- Fundraising Presentation
- Financial Modeling
- Valuation Analysis
- Research Analysis
Fundraising
as a service
Streamline your fundraising strategy with our FaaS offering. Our seasoned experts orchestrate targeted lead generation, multi-channel drip campaigns, and personalized outreach via emails and strategic investor calls. Leverage our expertise and network to connect with the right investors, ensuring your fundraising journey is successful.
- FaaS Overview
- Capital Structure
- M&A Advisory
What makes us different to traditional investment banks and consulting firms
(Swipe Left to View Table)
- Customization and Velocity
- Talent and skill
-
Deliverable
-
Level
of service - Cost
- FINRA Registered
Fidelman & Company
- Custom team & fast ramp
- High
-
Strategy, operations & execution
- High touch, high curation
- Medium
- Yes
Traditional Consulting
- Standardized team & slow ramp
- High
-
Strategy, & execution
- High touch, high curation
- High
- No
Traditional INVESTMENT BANK
- Standardized team & slow ramp
- High
-
Strategy, & execution
- Medium touch, High curation
- High
- Yes
INDEPENDENT BROKER
- Custom team & fast ramp
- High
-
Execution only
-
Medium touch, medium curation - Low
- Maybe (?)
Gig Economy
- Individual and on demand
- Medium
-
Access to candidates for hire
- Low touch, Low curation
- Low
- No
What Our
Clients say
Fidelman built a VERY robust cash flow model that enabled us to identify pitfalls in our expense ratios, test the elasticity of our revenue curve, and hone in on our break-even point. It took into account multiple factors such as the annual ebb and flow of real estate sales cycle, various ramp-up scenarios, and the tipping point at which critical market adoption would occur.
Fidelman is an extraordinary resource for new business founders that quickly grasped all aspects of the FreeRoots platform and worked with us to build a financial model that fully reflected them. The cap table and pitch deck Fidelman also helped us construct have earned rave reviews from just about everyone who's seen them.
Fidelman was able to quickly intake and appreciate what we were doing, offer insight and suggestions and help transform our financials into value for our investors.
Fidelman and the team brings the know-how, experience, commitment, consideration, and empathy exactly when we needed for what we needed the most in a surgical manner.
Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Fidel
www.fidelmanco.com (the “Fidelman & Co.”) is a website operated by Fidelman & Co., a privately held CT Corporation. Fidelman & Co. provides pitch deck advisory, pitch deck design, financial modeling, valuation analysis, and related consulting services.