Investment Banking for Startups and Funds

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.

Trusted by
We are investment bankers

Specializing in fundraising for early to mid-stage companies and new funds.

0 +
Happy Clients
0 +
How to

Utilize us for your success



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.


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.

What makes us different to traditional investment banks and consulting firms

(Swipe Left to View Table)
Fidelman & Company
Traditional Consulting
Gig Economy
What Our

Clients say

Testimonials (dynamic)

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.

Image is not available
Ryan - Founder, Cavewire
Testimonials (dynamic)

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.

Image is not available
Michael - Sr Account Manager, Fannie Mae
Testimonials (dynamic)

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.

Image is not available
Eric - Co-Founder, FreeRoots
Testimonials (dynamic)

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.

Image is not available
Doug - CEO, Sidekick
Testimonials (dynamic)

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.

Image is not available
Ken - Kindwell (fka HKF Technologies)