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.
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.
![](https://fidelmanco.com/wp-content/uploads/2022/08/management-consultants-img-1024x773.jpg)
We are investment bankers
Specializing in fundraising for early to mid-stage companies and new funds.
How to
Utilize us for your success
Fundraising
strategy
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.
- Fundraising Presentation
- Financial Modeling
- Valuation Analysis
- Research Analysis
Fundraising
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.
- FaaS Overview
- Capital Structure
- M&A Advisory
What makes us different to traditional investment banks and consulting firms
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- 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
What Our
Clients say
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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](https://fidelmanco.com/wp-content/uploads/2022/08/Screen-Shot-2022-08-15-at-5.28.16-PM.png)
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](https://fidelmanco.com/wp-content/uploads/2022/08/sidekicklogo.png)
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](https://fidelmanco.com/wp-content/uploads/2022/08/kindwell-logo.jpeg)
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.
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.