Case Study:
Specialty Finance Company

Title
Interim CFO
Roles
CFO, COO, Recruiting, Diligence
Type of need
Fully executed project

"Jeffrey and the team at Fidelman & Co. took us from start-up to an institutionally backed company. Without his expert help and team's support, we would still be in our diligence phase. They are success-driven with a high level of integrity which was upheld throughout our engagement.”

Founder, CEO

The Challenge

Credibility with investors – Upon beginning due diligence, investors wanted to see that the business was scalable given the size of their potential investment. There was a lack of confidence that the founder could assemble a management team with relevant experience and  build the full-scale operation on his own. 

Lack of repeatable and auditable processes It became clear through early due diligence that there was not yet a uniform approach to reviewing, underwriting and funding a transaction. This created an unstable risk portfolio.  In order to view risk on a vintage basis, investors required that a set of policies and procedures be in place for underwriting and funding. 

No presence for company or founder – When searching for the founder or company online, Specialty Finance Company had no brand or presence.

The First 90 Days

Finalized due diligence materials – Within two weeks, the Fidelman Co. team set up processes to support the closing of Specialty Finance Company’s external financing round.  They put policies together and standardized the underwriting and funding process, making each aspect of the business scalable and auditable.  

Professionalized the company’s brand – Fidelman Co. created branding to make the company credible, ranging from crafting a professionally curated investor deck to building out a complete website, marketing materials, and online founder profiles.

Set management team up to scale – Fidelman Co.  completed key talent profiles and job descriptions for all key personnel.

The Solution

The Fidelman Co. Advisors team took on the interim COO role, oversaw recruiting efforts, and training, as well as supported the company with finance consultants to make the company institutional.

Business Continuity