We get you funded.
Fidelman & Company helps founders and funds raise capital. 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.
Securities offered through
A FINRA Registered Broker
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.
Fundex streamlines fundraising with a proprietary CRM that integrates real-time data from platforms like PitchBook and ZoomInfo. It helps target investors, track outreach, and optimize efforts with bi-weekly reports, ensuring a data-driven path to success.
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.
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.
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. Fidelman & Co. is not a registered broker-dealer, and Finalis Securities LLC and Fidelman & Co. are separate, unaffiliated entities. Finalis Securities LLC’s Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418.
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https://www.fidelmanco.com
(the “Fidelman & Co. Website”) is a website operated by Fidelman & Co. This website is for informational purposes only and does not constitute an offer, solicitation, recommendation, or commitment to engage in any transaction or to buy or sell any security or other financial product. Nothing on this website is intended as investment advice or as a confirmation of any transaction. Products and services described on this website may not be available to residents of certain jurisdictions. Please consult with a registered representative of Finalis Securities LLC regarding the availability of any product or service and for further information.
Investments involve risk and are not guaranteed to appreciate. Any market price, indicative value, estimate, opinion, analysis, data, or other information provided herein is believed to be reliable but is not warranted as to completeness or accuracy, is subject to change without notice, and Fidelman & Co. and Finalis Securities LLC disclaim any obligation to update such information or any liability arising from its use.
Investing in private placements involves a high degree of risk. These investments are often illiquid, speculative, and subject to substantial restrictions on transferability. Investors may lose all or a substantial portion of their investment and should only invest capital they can afford to lose. Prospective investors should conduct their own independent due diligence and consult with their legal, tax, and financial advisors prior to making any investment decision. For additional information, please review Finalis Securities LLC’s Form CRS, which describes the services provided, how Finalis Securities LLC is compensated, and other important disclosures.
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.
