Jeffrey Fidelman, Finance Expert in New York, NY, United States
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Jeffrey Fidelman

Verified Expert  in Finance

Bio

Jeffrey is a Harvard University graduate who focuses on investment banking for startups and funds, parallel to being a freelance CFO. As an investment banker, he has acted as an interim CFO for 300+ companies and funds. A few highlights of Jeffrey's career outside consulting include being a partner at a VC fund, banking with Morgan Stanley and HSBC, and co-founding a real estate brokerage.

Career Highlights

CEO
Fidelman & Company
President | COO
CFC Insurance
Partner
Onevest

Education Highlights

Bachelor's Degree
Harvard University

Certification Highlights

SIE
FINRA

Case Studies

Work Experience

Finance, Strategy, and Operations Consultant

2016 - PRESENT
Toptal Clients
  • 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, successfully implemented scalable operations, and assisted with negotiations and due diligence on a $50 million credit line.
Focus areas: Part-time CFO, Startup Funding, Capital Structuring, Valuations, Investor Presentations, Financial Modeling, Fundraising, CFO Consultant, Valuation Analysis

CEO

2015 - PRESENT
Fidelman & Company
  • Started an investment bank that has grown to several associates covering over 100 early- to mid-stage companies.
  • Focused my work on helping founders and funds raise capital, prepare for the sale of a business, or acquire a company.
  • Advised pre-funded companies, including helping bring together fundraising materials like presentations, financial models, valuations, capital structures, and market research.
  • Advised post-funded companies in a management consultant capacity, assisting with interim-CFO and COO positions, directly interfacing with investors to scale the businesses.
Focus areas: Part-time CFO, Market Research Analyst, Funding Presentations, Management Consultants, Financial Advisory, Early-stage Venture Capital, Financial Modeling, Valuations, Venture Capital, Fundraising, CFO Consultant, Valuation Analysis

President | COO

2016 - 2018
CFC Insurance
  • 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 Intelligence Development, Funding Strategy, Reinsurance, Management Consultants, Business Development

Partner

2015 - 2016
Onevest
  • 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.
Focus areas: Angel/Seed Funding, Startup Development, M&A, Pitch Presentations, Valuations, Financial Modeling, Fundraising

Vice President

2013 - 2015
HSBC
  • Responsible for wealth management, banking, lending, and insurance services for Manhattan.
  • Led business development and growth efforts to increase average branch revenue by 35%.
  • Worked closely with bankers, advisors, and brokers to increase effectiveness at sales and distribution.
Focus areas: Portfolio Management, Asset Management, Insurance, Banking Consulting, Wealth Management

Portfolio Manager

2012 - 2013
Morgan Stanley
  • 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.
Focus areas: Portfolio Management, Investment & Trading Advisory, Stock Trading, Initial Public Offerings, Syndication, FP&A
2019 - 2021

Bachelor's Degree in Business Administration

Harvard University - Cambridge, Massachusetts

JUNE 2023 - PRESENT

Series 79

FINRA

MAY 2023 - PRESENT

Series 63

FINRA

MARCH 2023 - PRESENT

SIE

FINRA

Finance

Lending, Interim CFOs, Valuation Multiples, Valuation Analysis, Funding Process, Seed Fundraising, Financial Modeling, Startup Funding, Venture Funding, Fundraising, Valuations, Capital Structure Analysis, Private Equity, Specialty Finance, Asset-based Lending, Market Research Analyst, Capital Structuring, Credit/Debt, Financial Advisory, M&A, Angel/Seed Funding, Wealth Management, FP&A, Stock Trading, Reinsurance, Funding Strategy, Data Analysis, Debt, Price Analysis, Revenue & Expense Projections, Due Diligence, M&A (Sell-side), 409A Valuation

Output Software

Microsoft Word, Google Sheets Development, Microsoft PowerPoint, Google Slides, Excel Development, Google Docs Development

Industry Expertise

Commercial Real Estate Analysis, Financial Services, Venture Capital, Insurance, Retail & Wholesale, Insurance Technology (Insurtech), Education Technology (Edtech), Real Estate, Banking Consulting, Asset Management, Technology, Telecommunications

Geographic Expertise

Russia, United States

Other

Pitch Presentations, COO, Modeling, Presentations, Market Sizing, Design Consulting, Design Strategy, Strategic Planning & Execution, Investment Committee Advisory, Leadership Strategy, Business Strategy, Operational Efficiency Improvement, Business Management, People Management, Trusted Advisor, Startup Development, Growth Strategy, Marketing Strategy, Microsoft 365, CFO Consultant, Finance, Fintech, Management Consultants, SaaS, Marketplace Lending, Marketplace Design, Blockchain & Cryptocurrency, Charity, Business Development, Crowdfunding, Financial Analysis, Part-time CFO, Mortgages, Startup Consulting, Early-stage Funding, Presentation Design, Early-stage Venture Capital, Funding Presentations, Portfolio Management, Syndication, Initial Public Offerings, Investment & Trading Advisory, Trading, Investor Presentations, Business Intelligence Development, Communication Coaching, Wireless Systems, Data Collection, Operations, Microsoft Development, Google Software, Leadership, New Business Development, Market Research & Analysis, Go-to-market Plans, Consumer Packaged Goods (CPG), Business Planning, Process Redesign, Business Administration, Commercial Real Estate Finance (CREF), Business Plan Consulting, Pitch Deck Consulting, E-commerce marketing, Revenue Strategy, Edtech Design, Startup Growth Strategy Development, Financials, Acquisitions, Investments, Licensing, Financing, Analysis, Incentive Plan Design, Underwriting

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