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The comprehensive fundraising strategy enabled Setlist Pro to understand every detail of the fundraising process. Their pitch deck presented the value that can be generated by solving a large problem for a specific audience. The startup was also well positioned to discuss future business decisions with interested investors because of a clear financial model. The founders were empowered by knowledge of how capital structure works and how it should be applied to their specific case.
How We Helped a Large Logistics PE Firm in the GCC Secure Funding for Market Expansion
The detailed investor presentation clearly explained the business to prospective investors. Green Dome Investments was able to approach these investors confidently, knowing the exact inputs and outputs of their business model backed by sophisticated financial projections. When it was time to negotiate the deal terms, our client had a fair valuation and capital structure ready, backed by the performance of comparable companies.
How We Prepared a 409A Valuation and Helped a Major Late-Stage Pharmacy Create a Compliant Incentive Plan
- Preparation of a 409A valuation report
- Determining the fair market value of the company’s equity
- Analyzing market dynamics and the performance of competitors
- Financial consulting including an analysis of financial projections
- Advisory assistance with creating an effective executive compensation plan
How We Helped a PE Firm Successfully Deploy a Roll-Up Strategy
Outsourcing the development of your fundraising materials to an expert firm like Fidelman & Co can give you the edge you need to secure funding from top investors.
A well-crafted pitch deck, return model, and fund documentation are essential for any successful fundraising campaign.
Professionally-prepared fund documentation gives added confidence to investors in emerging managers.
How We Helped an M&A Advisory Save Time and Close More Deals
Outsourcing the development of deal collateral and transaction documents to an expert firm like Fidelman & Co can give you the edge you need to rapidly grow your business and close more deals.
Only other advisory firms that worked on major transactions, fully understand the deal making process, and have a dedication to superior quality can actually save time and reduce the operational burden in M&A transactions.
How We Helped Posh Properties Launch a Short-Term Rental Real Estate Fund
Outsourcing the development of your fundraising materials to an expert firm like Fidelman & Co can give you the edge you need to secure funding from top investors.
A well-crafted pitch deck, return model, and fund documentation are essential for any successful fundraising campaign.
How We Helped TrueCode Capital Launch a Quantitative Hedge Fund
Outsourcing the development of your fundraising materials to an expert firm like Fidelman & Co can give you the edge you need to secure funding from top investors.
A well-crafted pitch deck, return model, and fund documentation are essential for any successful fundraising campaign.
Professionally-prepared fund documentation gives added confidence to investors in emerging managers.
How We Helped a Fortune 500 Company Expand Its Bandwidth
Outsourcing an expert underwriting and analysis team can help you free up bandwidth and focus on your core business. It’s important to focus on your core competencies and leave the rest to experienced professionals.
Working with a boutique firm like Fidelman & Co who knows your industry enables you to get the personalized service you need.
How We Helped Wyre Complete The Largest Sale In Crypto To Bolt For $1.5Bn.
Outsourcing a firm like Fidelman & Co. can help you develop a financial model that meets your needs, especially if you are in a complex industry like cryptocurrency.
Without a transparent and simple financial model, it can be difficult to track KPIs – something that is essential for any business.
How We Helped Stoggles Raise Over $60 Million in Capital
Outsourcing the development of your fundraising materials to an expert firm like Fidelman & Co can give you the edge you need to secure funding from top investors.
A well-crafted pitch deck, financial model, valuation analysis and capital structure are essential for any successful fundraising campaign.
How we helped CEG build their financial model then identify and acquire a complementary business.
Working with an expert M&A firm like Fidelman & Co can help you identify the right target companies and negotiate the best possible deal.
Outsourcing the development of your financial models and business advisory services can save you time and help you make better decisions for your company.
Fidelman & Company’s Expertise in Capital Investor Presentation, Financial Modeling, Valuation and Business Advisory prepared Instalend, a real estate debt crowdfunding platform, with a strong foundation to raise their Series A funding round.
Fidelman & Company’s Expertise in Capital Investor Presentation, Financial Modeling, and Business Advisory sets Sidekick, a cloud-based marketplace for SAAS products and resources, up for success in the market and with investors.
Fidelman & Company’s expertise in Management Consulting, Strategy, and Operations, successfully established CFC Insurance, providing advisory from licensing, business development, to the ultimate sale.
Fidelman & Company’s Expertise in Financial Modeling, Valuation and Market Research aided OOVA.life, a tech-enabled ovulation monitor, to raise their Seed funding round.
Transactional Financial Modeling
Let’s say you are about to enter into a business transaction. It could be the sale of your business, an acquisition, raising venture capital, a minority investment, or even a licensing agreement. No matter the type of transaction, there is one common denominator – you will need a financial model.
Business Continuity Documentation
Business continuity has for many years now been an issue of grave concern that’s been discussed extensively within the business community. Events such as 9/11, the 2008 stock market crash, and now the COVID-19 pandemic have propelled businesses to seriously consider contingency plans. According to the Federation of Small Business, 80% of small-to-medium enterprises that are affected by a major calamity close within 18 months. The need for clear and concise business continuity strategies is therefore imperative.
Remote Management Consulting
Fidelman & Co. conducted the research for this white paper between June 1 and December 29, 2020, in an attempt to gain greater insight into the effects of the coronavirus on global economies and companies and how remote management consulting is displacing the need for middle and upper management by providing highly specialized bandwidth relief.
Our research focused on the United States, the United Kingdom, China, Italy, France, United Arab Emirates, and Germany.
Valuation Analysis for an AI-powered marketplace
The company uses AI to disrupt the healthcare stang industry with an online marketplace business model. Therefore, it should be valued primarily as a healthcare company in general, with a strong AI component and marketplace economics.
Valuation Analysis for a power solutions company
A power solutions company with the main goal to revolutionize the energy storage sector and provide families and individuals a dependable, on-demand power source at an affordable price.
Valuation Analysis for a FinTech company
The company is a point of sale (POS) financing solution for health and wellness elective medical procedures.
It operates on a B2B2C business model, charging lending fees to the end-user and marketing fees to doctor’s oces.
US Shoe Market – Market Size
We primarily sourced our information from two leading Market Research companies, Zion Market Research and Transparency Market Research and used data points from these reports to provide the 2016 and 2017 estimates for the shoe market size in the United States.
US Property & Casualty Market and Asset Size: Part 4 Hurricane Coverage
In the absence of any credible way to triangulate the
market size and number of assets reserved for hurricane claims, we provided data on the next best alternative, homeowners insurance.
US Property & Casualty Market and Asset Size: Part 3, Flood Coverage
We have conducted a thorough search for the market size and the total number of assets insured in the flood segment of the US property and casualty (P&C) market.
US Property & Casualty Market and Asset Size: Part 2 Earthquake Coverage
We have conducted a thorough search for the market size and total number of assets insured in the earthquake segment of the US property and casualty (P&C) market.
US Property & Casualty Market and Asset Size: Part 1
The total number of assets was not found to be publicly available, as this industry is largely fragmented, therefore insights in terms of policies as a collective are not readily available. Despite this, we were able to locate information which presents the number of insured vehicles, homes and pets in the U.S.
US Fertility Treatment Market Size
The top ten companies in the U.S. field of natural/non-medication based or IVF fertility treatment are Thermo Fisher Scientific, Inc., EMD Serono, Inc., Coopersurgical, Inc., Progyny, Inc., Irvine Scientific, Hamilton Thorne, Inc., The Baker Company, Inc., Biogenics, ESCO Micro PTE, and Boston IVF.
U.S. CRE Assets
The volume of assets transacted in the US commercial real estate (CRE) industry in the past five years was found during the initial research.
US Commercial Real Estate Market
Growth of smart technologies like artificial intelligence, machine learning, and big data, along
with the adoption of disintermediating technology platforms, are some recent trends impacting the US CRE software industry.
United States Footware Market
In 2018, the United States online shoe market has been valued at between $11.45 billion
and $31.75 billion, while the physical shoe store market has been valued at between
$25.49 billion and $52.03 billion.
Top Investors – Biotech
Additional venture capital firms or incubators investing or with the potential to invest in COVID-19-related biotech companies include Y Combinator, Flagship Pioneering, Qiming Venture Partners USA, Deerfield Management, Adjuvant Capital, and Plug and Play, and venBio.
Top Investors – Biotech, Part 2
We looked through the company’s portfolio, press
releases and industry publication like the IEEE, PR Newswire, and TechCrunch.
Top Financial Publications
Ten of the top financial publications that present investment opportunities to subscribers have been curated from multiple articles.
Third Party Administrators Software Development Market (2)
Based on combined data on overall digital insurance platform growth, growth of third-party administrators in the insurance space, and overall insurance market growth, the growth within the software development market for third-party administrators in the insurance industry is likely approximately 13.7%.
TAM – Property and Casualty Market: Commercial Assets
The NAIC separates the property and casualty market into three segments; commercial property insurance, commercial casualty insurance, and combined lines.
TAM – Risk Managers: Insurance Products for their Investments
The United States large enterprise market for enterprise governance, risk and compliance market is estimated to reach an overall market size of $11.92 billion by 2025.
SMS Marketing Platform Valuation Summary
As requested, we have reviewed the four previous reports on SMS marketing platform valuation and have provided a comprehensive summary. We focused on how much equity was acquired by the mentioned companies
SMS Marketing Platform Valuation – SMS Bump & PostScript
We were able to establish that SMS Bump secured
EUR 200,000 (2) (USD 226,000) from Eleven Ventures (1) in November 2018 while PostScript secured from USD 150,000 (7) from Y Combinator in January 2019.
SMS Marketing Platform Valuation – ShopMessage & Attentive
After raising $13 million series A funding led by Bain Capital Ventures, Attentive’s SEC filing showed that the $13 million included $2,024,071.25 of convertible promissory notes previously issued.
SMS Marketing Platform Valuation – Retention Rocket & CartsGuru
The equity Retention Rocket and Carts Guru had when they first raised capital and the valuation multiple that was used to raise said capital are publicly unavailable due most likely to the fact that both companies are early-stage, privately held startups.
SMS Marketing Platform Valuation – MessageMate & ReCart
The SMS marketing firms MessageMate and ReCart are both seeing impressive revenues contrasted against their modest initial and expanded fundraising.
Sleep Therapies – Market Overview
The amount of people combating sleep difficulties with tech devices is about 21.46 million, which is 6.6% of the population.
Sleep Difficulties- Available Market
Between 50 and 70 million adults, or between 19.76% and 27.66%, suffer with sleep difficulties.
Shoe Store Profits & Profit Margins, Rows 7-8
Zappos, a subsidiary of Amazon, is a large private shoe company with a derived profit of $23,282,425 and an industry-wide profit margin of 4.85% (7). Meanwhile, a smaller shoe company is Philadelphia Runner with a calculated profit of $220,190 has an applicable industry-wide profit margin of 4.85% (7).
Shoe Store Profits & Profit Margins, Rows 5-6
Both Nordstrom and Daneli Shoe Company are United States-based shoe retailers with an online presence; Nordstrom generates an annual revenue
of $15.137 billion, while Daneli Shoe Company generates an annual revenue of $25.54 million.
Shoe Store Profits & Profit Margins, Rows 3-4
Both Foot Locker and Shoe Palace are United States-based shoe retailers with an online presence; Foot Locker generates an annual revenue of $7.687 billion, while Shoe Palace generates an annual revenue of $27.94 million.
SEO / SEM Tools and Best Practices
Best practices for Search Engine Optimization (SEO) for consultancies are targeting Latent Semantic Indexing (LSI) keywords, creating authentic and exceptional content, and building an organized hierarchy.
Risk Managers – Insurance Purchased and Number of Assets Overseen
The global risk analytics market was worth $13.72 billion in 2016 and is expected to grow rapidly with a CAGR of 17.2% and reach $41.89 billion in 2023.
Return on Luxury Watches
To identify information related to the annual % return on luxury watches (defined as those priced at $100,000 or more) over the last 20 years, ideally in the form of a luxury watch price index or the typical % return on luxury watch brands such as Rolex, Audemar Piguet, Richard Millie and Patek Phillipe.
Residential Property Markets in New York, Dubai, London, and Hong Kong
According to the latest quarterly report from the Real Estate Board of New York’s (REBNY), in quarter 1 of 2020, the total residential sales volume was $8.7 billion, decreasing 16% year-over-year, from $10.5 billion.
Proptech VC Investors
The list comprises a total of 20 leading VC firms that focus specifically on proptech start-ups. To determine which company would fit the list, we went through each company to determine whether they invest large sums of money into early-stage start-ups that focus on proptech.
PropTech Company Analysis
The basics of what each company does, how their technology platforms work, how they make money, annual revenue, valuation, and funding information have been detailed for Ajar, Compass, Opendoor, and Redfin.
Profiting from the pandemic
We have presented below a detailed overview of these
companies outlining the recent growth in their business performance.
Please provide investor sentiment report on the proptech space.
Our initial research was able to confirm that there has been an overall positive sentiment among investors in the proptech industry. More investment is expected in the coming months, except in the US where the investors’ confidence has dipped in the past 6 months.
Organic Stevia: Revenue
Examples of products that can be launched by an organic stevia producer include chocolate milk containing stevia leaf extract, sports drinks, fruit juices, calories-free sweeteners, teas, candies, soy sauce, ice creams, yogurt, chewing gum, and canned food.
Millennials: Apparel
An increasing number of affluent millennials are making apparel purchases from various websites. Although there is no publication that relates specifically to the online shopping habits of affluent millennials, we have deduced that millennials top choices for online apparel shopping are Amazon, Nordstrom, Old Navy, J.Crew, Victoria’s Secret, Macy’s, Gap, Stitch Fix, Asos, and Banana Republic.
Mass media access: Europe
In the UK, a maximum of 4.5% of people lack access to mass media of some kind. Statistics for Spain are slightly better, with just 2% of the population lacking mass access. I wasn’t able to find information on the percentages in either country who can’t be reached in an emergency.
Mass media access: South America
Media penetration across South America is widely varied. Some countries, such as Colombia, have very high rates of non-access to television and internet, while others, such as Argentina, have extremely high rates of media and electricity access.
Mass media access: North America
The following are percentages of country populations without access to television, internet, and radio: the United States, 3.5%; Canada, 3%; Mexico, 6.9%; and Panama, 6%. It is assumed that these citizens cannot be directly reached during times of crisis.
Mass media access: Europe (1)
There are many areas of Europe that do not have access to mass media, including radio and television. We selected the Bulgaria, Montenegro, and Macedonia because statistics show that more than half of the population do not have any access to a TV in these countries and less than half of the population do not have any access to the internet.
Mass media access: Africa
The criteria for this request may benefit from additional census data that is readily available at ITU, such as the percentage of households with mobile and landline phones or the percentage of people that can access media at work or a friend’s house.
Mass media access: Asia
South Asian countries have a larger percentage of population that are unreachable when compared to China and Indonesia. Although there isn’t much variance observed in the percentage of population covered by radio broadcast services, there is a significant difference in the number of people that can be reached.
Marketplace Multiples
As of 2016, Etsy with a market cap of $2.5 billion, had a GMV multiple of 1.7 after IPO.
Luxury Watches – Past Market Size
The current global market size value of the luxury watches industry is $47,646.9 million. Its value was $22,554.7 million in 2009 and luxury watches had an approximate market size value of $13,166.7 million in 1999.
Luxury Watches – Forecast Market Size
The predicted market size for luxury watches within the next 3 to 5 years (1) will be $53,211.7 million (1) by the end of 2023 (1), with a CAGR of 2.98% (5).
Luxury Watches – Current Market Size
The global luxury watch market was valued at approximately $46 billion (1) in 2018 and it is forecast to reach $53.2 billion (1) by 2023.
Valuation Analysis
This information will be used as a supplement to the investor presentation and financial model to substantiate the valuation the company is seeking.
Top Financial Publications
Ten of the top financial publications that present investment opportunities to subscribers have been curated from multiple articles and added.
Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Fidel
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.