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 $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 in order to achieve efficient and positive results.

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Career Highlights

Principal
AI Capital Advisors
President | COO
CFC Insurance
Partner
Onevest

Education

Bachelor's degree
Touro College

Select Certifications

Series 66
FINRA
Series 63
FINRA
Series 7
FINRA

Case studies

Fund Mechanics and Presentation
- Equity Research
- Private Equity
- Venture Capital
- Real Estate
- Family Office
Fundraising Presentation
- Startups
- Venture Capital
- Fundraising
- Communication
Product Market and Business Model
- Venture Capital
- Private Equity
- Startups
- Technology
- Wireless Systems
- Telecommunications
- Internet
- Data Analysis
- Data Collection
- Fundraising
- Communication

Industry Expertise

Startups
Venture Capital

Other Expertise

Financial Modeling
Fundraising
Startup Funding
Valuation
Valuation Analysis
Venture Funding

Employment

Finance Consultant
2016 - PRESENT
Clients (via Toptal)
- 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.
Focus areas: Financial Modeling, Investor Presentations, Valuation, Capital Structure, Startup Funding
Principal
2015 - PRESENT
AI Capital Advisors
- Started a management consulting company which has grown to several associates covering a handful of early to mid-stage companies.
- Focused my work in financial services, SaaS, and marketplace platforms.
- Advised pre-funded companies including helping bring together fundraising materials including 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: Venture Capital, Valuation, Financial Modeling, Early-stage Venture Capital, Financial Advisory, Management Consulting, Funding Presentations, Market Research
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 Development, Management Consulting, Reinsurance, Funding Strategy, Operations
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: Financial Modeling & Valuation, Fundraising Presentation Development, Mergers & Acquisitions, Startup, Seed Stage, Startups
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: 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

Bachelor's degree in Business Administration
2008 - 2010
Touro College - New York, NY, USA