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Fidelman & Company

Verified

Fundraising for Early-Stage Companies and Emerging Managers

Southport, Connecticut11-50 employees2015
Established
Website

About Fidelman & Company

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.

Services

Service Categories

Industries Served(18)

Financial Services
BankingLending & MortgagesPrivate Equity & Venture Capital
Education & Nonprofit
EdTech & Online Learning

Packages

Pre-scoped ways to start working together, with clear deliverables, indicative pricing, and a realistic timeline. Request a package to confirm fit and finalize terms directly with the agency.

FaaS

Jeffrey has acted as an interim CFO for 300+ companies and funds between funding rounds preparing to engage either angels/family offices or institutions. His specialties include creating and/or revising investor materials (presentations and financial models) as well as delivering valuation analysis and a cap table calculator for pre and post-investment.

$8,500

indicative

~30 days

  • Financial material review
  • Investor relations analyst
  • Pitch Deck Review

Team

Jeffrey Fidelman

Jeffrey Fidelman

CEO

Projects