Fidelman & Co. is a full-service investment bank that helps early-stage companies and emerging managers with their fundraising materials and capital raises.
For a 25 min intro
Fidelman & Co. was founded by Jeffrey Fidelman after a successful career in banking at Morgan Stanley and HSBC, as well as experience as a Partner at a Venture Fund. Through these roles, he recognized a crucial gap in early-stage companies’ access to quality fundraising services. Fidelman & Co. was established to bridge this gap, offering startups the high-quality support they need throughout their fundraising journey. From building powerful presentations to developing robust financial models, we provide the expertise and strategic insight that early-stage companies require to stand out to investors. Our mission is simple—to equip startups with the tools and guidance to attract funding and thrive in a competitive landscape.
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.
