Series 79

Securities Industry Essentials (SIE)

Series 65

Oversaw business development from licensing in Bermuda as a Class 3A insurance carrier to building a pipeline of over $1Bn in policy applications. Led team in successful partnerships with several banking institutions and securing A+ rated reinsurance.

Chief Operating Officer

Working with StartupGrind members to deliver Fundraising, Growth, and Go To Market Strategy.

Partner & Mentor

Interim-CFO assisting with fundraising strategy; creating or reviewing and revising investor presentations, financial models, valuation analysis, and capital structure in preparation for equity and/or debt funding. 

Clients include mid-stage startups to Fortune 1000 companies.

Interim CFO

• Piloted the international PM program after Morgan Stanley merged with Smith Barney
• Executed syndicate, pre- and post-market trading for a portfolio of over $350 AUM
• Performed in-depth market analysis for presentation to investor board meetings

Portfolio Manager

Fundex — The Intelligent CRM for Raising Capital

Fundex helps founders, funds, and companies raise capital faster through a data-driven fundraising platform built for efficiency, precision, and execution.

Designed specifically for capital raising, Fundex combines CRM, investor intelligence, and process automation to streamline outreach, manage relationships, and track progress — all in one place.

With Fundex, teams can:

Access verified investor data across venture capital, private equity, and family offices.

Automate investor targeting, outreach, and follow-ups with built-in workflows.

Track performance in real time with analytics that show what’s working and where to focus.

Manage the entire fundraising process from first contact to close, with tools built for dealmakers.

Fundex is trusted by founders, emerging managers, and capital advisors who want to raise smarter, not harder.

Visit www.usefundex.com to learn more.

Founder, CEO

• Established early-stage venture capital fund sponsored by a family office 
• Originated, Underwrote, and Invested in 45 SEED stage companies
• Worked directly with founders to prepare for Series A financing by assisting with their fundraise collateral
• Managed all deliverables including investor presentations, financial models, and valuation analysis
• Deployed ~$125 million within the first year

Partner

Responsible for all faucets of development of the platform and business. Worked closely with engineers to finalize platform within 6 months, then with UX/UI designers to best position the content for highest engagement. Presented at multiple conferences and drove over $50k in gross merchandise volume through the platform in year 1.

Founder

• Managed the lending, banking, wealth management, and insurance products across the NYC region
• Designed strategy for business development and implemented the same across all bank branches in NYC
• Increased revenue for NYC by 200%

Vice President, Wealth Management

As a Mentor at the Founder Institute—the world's largest pre-seed startup accelerator—I work directly with early-stage founders to accelerate their growth, refine their business models, and prepare for investor readiness. Drawing on over a decade of experience advising startups and running Fidelman & Co., I provide practical guidance on fundraising strategy and investor engagement. My role includes leading mentor sessions, providing one-on-one feedback, and helping founders develop the structure and confidence needed to scale.

Fundraising Mentor

Ivy Startup Conference is connecting investors with startups from the Ivy League circuit in order to cultivate networks and share pragmatic insights.

November 10th, 2016 @ The Microsoft Flagship Store on 5th Avenue

Chairman

Providing capital solutions to early to mid-stage companies and emerging managers.
• M&A Advisory
• Fundraising
• Transaction Management
• Capital Structuring

Jeffrey Fidelman is a Registered Representative of Finalis Securities LLC Member FINRA / SIPC.

Registered Representative

• Hired by over 100 companies to assist with fundraising collateral and other management consulting deliverables
• Produced consistent results across clients, leading to over 80% successful capitalizations
• Deliverables include:
   • Financial Modeling
   • Business Strategy
   • Fundraising Presentations
   • Capital Structure
   • Valuation Analysis
   • Market Research

https://www.toptal.com/finance/resume/jeffrey-fidelman

Fundraising Consultant

Elected to the Board of Directors of Harvard Alumni Entrepreneurs (HAE), a global community of alumni founders, investors, and executives. In this role, I provide strategic leadership on organizational priorities, governance, and programming; serve as an ambassador for HAE through advocacy and introductions; and contribute expertise across key committees including Finance, Governance, Programming, Fundraising & Sponsorship, and Tech & Strategy. I also support fundraising initiatives and help expand the organization’s reach and impact for Harvard alumni entrepreneurs worldwide.

Board Member

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.

CEO and Principal

Investment Banker for Early-Stage Companies and Emerging Managers

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