Jeffrey has been a trusted advisor for several years, focused on working with entrepreneurs and helping them build and grow their business, often from the ground up. He's successfully helped entrepreneurs raise more than $1 billion. His ability to work across a wide variety of industries is the result of a diverse investment background. Freelancing enables him to work directly with leadership to achieve efficient and positive results.
Engaged with over 100 clients to assist with fundraising by creating and revising presentations, financial modeling, capital structuring, market, and valuation analysis.
Successfully helped entrepreneurs raise over $325 million.
Served as interim-COO/CFO for SaaS, insuretech, fintech, edtech, consumer goods, financial services, and marketplace platform companies in between funding rounds helping institutionalize processes and policies.
Served as COO for an insurance startup, building the operating policies, developing a pipeline of over $1 billion in policy proposals, and ultimately assisting with the successful funding of over $200 million.
Acted as a management consultant to a financial services startup and successfully implemented scalable operations and assisted with negotiations and due diligence on a $50-million credit line.
Co-founded CFC Insurance, a licensed insurance carrier providing RVI policies on commercial real estate.
Ran day-to-day operations including writing the operating manual, underwriting policies, and developing the origination sources.
Developed a pipeline of over $1 billion in policy proposals by creating partnerships with industry leaders which added this insurance to their offerings.
Led the company to secure institutional funding in excess of $200 million by working with bankers to meet with and present the business to institutional investors.
Focus areas: Business Development, Management Consulting, Reinsurance, Funding Strategy, Operations
2015 - 2016
Established a VC fund that was focused on tech-enabled, early-stage companies alongside a crowdfunding platform to extend additional capacity. Built and executed business processes for origination, diligence, allocation, and portfolio management.
Allocated ~$120 million in eight months, with the remaining cash left for follow-on rounds and pro-rata rights. Average check size of $1-5 million—all tech-enabled companies that were at the seed or round A stage.
Worked closely with venture capital and private equity funds to source investments.
Implemented strategic marketing and business development by developing key industry contacts and fostering mutually beneficial partnerships.
Made pre- and post-market trades (syndicate, block trades, and IPO).
Piloted the International Client Advisor program.
Co-managed $350 million in-depth analysis of pre-IPO and block trades.
Was hired by Morgan Stanley Smith Barney (now Morgan Stanley Wealth Management). After the merger and ultimate take over by Morgan Stanley, all international business was consolidated to the US. My partner and I were then given the opportunity to exclusively represent Russian, Ukrainian, and the Kazak Region.
Toptal Finance Expert and fundraising guru Jeffrey Fidelman put together a list of the top 5 pitch deck mistakes he sees most often. Within these common mistakes, Fidelman also highlights best practices and shows you how to write a perfect pitch deck.