Investment Banking for Startups & Funds

FIDELMAN & CO. IS A FULL-SERVICE INVESTMENT BANK THAT HELPS STARTUPS AND EMERGING MANAGERS WITH THEIR FUNDRAISING MATERIALS AND GOING TO MARKET
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FUNDRAISING STRATEGY

Maximize the chances of success. Working with clients to position their business as an attractive investment opportunity in every document shared with investors.

  • Pitch deck
  • Financial model
  • Valuation analysis
  • Custom research
  • Narrative coaching

FUNDRAISING AS A SERVICE

Fundraising on autopilot. Our seasoned experts become an extension of your investor relations team and implement best practices to schedule investor meetings.
  • Dedicated IR representative
  • Campaigns customized for each investor
  • Weekly reporting
  • Weekly strategy meeting
  • Email & phone outreach

WHAT MAKES US DIFFERENT?

  • 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

MEET OUR FOUNDER

Jeffrey Fidelman, CEO
  • Graduated from Harvard
  • Ex-Morgan Stanley & Ex-HSBC
  • Partner at a family office VC fund
  • Co-founded 3 startups
Schedule a Time Now
Facebook
LinkedIn
+1 (212) 763-6649
www.fidelmanco.com
info@fidelmanco.com

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. Fidelman & Co., a privately held CT Corporation, provides pitch deck advisory, pitch deck design, financial modeling, valuation analysis, and related consulting services.