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Jeffrey Fidelman

Jeffrey Fidelman

New York, NY, United States
Member since September 29, 2016
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 $750 million. 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 in order to achieve efficient and positive results.
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Career Highlights
Education
Case studies
Industry Expertise
  • Startups
  • Venture Capital
Other Expertise
  • Financial Modeling
  • Fundraising
  • Private Equity
  • Real Estate Finance
  • Valuation
  • Valuation Analysis
Employment
  • Principal
    2015 - PRESENT
    AI Capital Advisors
    • Acted as a principal for AI Capital Advisors, ab advisory group of a multigenerational, single-family office, based in NYC, specializing in real estate financing and venture advisory.
    • Worked with entrepreneurs and organizations ranging from pre-development to Series B providing financial guidance, capital to raise advisory, and strategic business advisory.
    • Facilitated various types of financings: bridge loans, hard asset loans, construction financing, and commercial mortgages.
    • Contributed to AI Capital's success by helping entrepreneurs secure over $350 million in capital and RE developers over $500 million in equity/debt.
    Focus areas: Venture Capital, Real Estate, Family Office, Valuation, Financial Modeling, Debt, Early-stage Venture Capital, Financial Advisory
  • Partner
    2015 - 2016
    Onevest
    • Established a VC fund with 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.
    • Managed and was responsible for the strategic marketing and business development by creating efficient processes and profitable investment decisions.
    Focus areas: Financial Planning & Analysis (FP&A), Financial Modeling & Valuation, Fundraising Presentation Development, Mergers & Acquisitions, Tech Enabled, Startup, Seed Stage
  • Vice President
    2013 - 2015
    HSBC
    • Managed a wealth management group in Manhattan.
    • Drove investment, lending and insurance sales for the retail branches.
    • Worked closely with licensed and unlicensed individuals to increase effectiveness at sales and distribution.
    • Grew the average revenue growth by 35% per location.
    • Provided financial and operational support to team of bankers, investment professionals, and lending specialists.
    • Established KPIs and compensation structures.
    Focus areas: Wealth Management, Banking, Insurance, Asset Management, Portfolio 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: Financial Planning & Analysis (FP&A), Syndicate, IPO, Block Trades, Portfolio Management
  • Financial Adviser
    2011 - 2012
    Maxim Group
    • Worked as the junior adviser on a three-person team.
    • Assisted in the management of over 150 clients with an AUM of $200 million.
    • Managed and was responsible for marketing and investor relations.
    • Received my FINRA series 7, 63, and 66 licenses.
    Focus areas: Financial Planning & Analysis (FP&A), Financial Modeling & Valuation, Trading, Portfolio Management
  • Vice President
    2009 - 2011
    Continental Finance
    • Worked closely with individual teams to implement and develop operations.
    • Represented several groups out of Eastern Europe to liquidate US-based RE assets and develop business strategies to re-invest that capital back into the US.
    • Originated, allocated, and managed ~$230 million to direct alternative investments.
    Focus areas: Mergers & Acquisitions, Real Estate, Private Equity, Venture Capital, Business Development
Education
  • Series 63 & 66 certification in Finance
    2010 - 2016
    FINRA - New York, NY, USA
  • Series 7 certification in Finance
    2010 - 2016
    FINRA - New York, NY, USA
  • Bachelor's degree in Business Administration
    2008 - 2010
    Touro College - New York, NY, USA
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