Jeffrey Fidelman
5.00 rating from 2 reviews
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Languages
English, Russian
Location
Connecticut, USA
Regions
Global
Time Zone
Eastern Time (ET)
Credentials

Bachelor of Business Administration and Management (BBA),
Series 66 FINRA, Series 63 FINRA, Series 7 FINRA

Expertise
Business Strategy, Communications, Finance, Human Resources, Leadership, Marketing, Operations, Product & Design, Sales & eCommerce

Currently, Jeffrey Fidelman manages a 40 person management consulting firm in parallel to being a freelance CFO himself, focusing on providing strategic services to early-mid stage companies.

As a consultant / freelancer, he has acted as an interim-CFO/COO for 30+ companies and funds.

A few highlights of Jeffrey’s career outside of consulting include being a partner at a VC fund, banking with Morgan Stanley and HSBC as well as co-founding a real estate brokerage.

  • As a Partner at a VC in NYC several years ago, Jeffrey’s strategy was to work with the business to finalize the presentation, narrative, and story. His specialties include creating and/or revising investor materials (presentations and financial models) as well as delivering valuation analysis and a cap table (or convertible note) calculator for pre and post-investment. 
  • He has built cap tables, pro forma’s, and financial/operational models in the preparation of formal capital infusions. Additionally, Jeffrey prepares an independent valuation report for the entrepreneur to validate the capital sought and equity or convertible note being acquired by the investor.

  • Created fundraising collateral (e.g. deck, financial model, & valuation analysis) for a D2C eyewear company’s successful $15 million Series A.
  • Created fundraising collateral (e.g. deck, financial model, & valuation analysis) for an agriculture platform’s $5 million seed round.

  • Business Strategy
  • Startups
  • Corporate Strategy
  • Business transformation
  • Workflow planning and mapping
  • Innovation
  • Pursuing new market opportunities
  • Business analysis
  • Operating a business
  • Brand
  • Brand Strategy
  • Brand Messaging
  • Brand Storytelling
  • Strategic Planning
  • Communications
  • Content and Copy
  • Content Strategy
  • Email Copy
  • UX Writing
  • Business Names & Slogans
  • Technical writing
  • Finance
  • Financial Planning & Analysis
  • Break-even strategy
  • Business modelling
  • Revenue forecast
  • Demand forecasting
  • Valuations
  • Capital & financing
  • Venture capital
  • Investors
  • Loans
  • Debt and equity financing
  • Insurance
  • Human Resources
  • Organizational structure
  • Functions, accountabilities, positions
  • Organizational design
  • Job Descriptions
  • Culture
  • Mission and purpose
  • Office culture and work-from-home
  • Talent acquisition & recruitment
  • Onboarding
  • Leadership
  • Business coaching
  • Team & Group Coaching
  • Leader effectiveness
  • Team Performance
  • Feedback
  • Decision-making
  • People management
  • Helping teams work remotely
  • Inspiring performance
  • Giving feedback
  • Marketing
  • Branding
  • Value Foundations
  • Brand Storytelling
  • Brand Strategy
  • Brand Identity
  • Brand management
  • Market research
  • Focus groups
  • Target Personas
  • Competitive Audit
  • Search Engine Optimization (SEO)
  • SEO keyword research
  • Social media marketing
  • Organic content (own feed)
  • Email marketing
  • Platforms and software
  • Budget & Planning
  • Marketing budget
  • Campaign planning
  • Media & Public Relations
  • Press Releases
  • Operations
  • Project management
  • Project strategy
  • Operational strategy & planning
  • Policies and guidelines
  • Operational efficiency
  • Performance monitoring and KPIs
  • Process mapping
  • Process design
  • Product & Design
  • User Experience (UX)
  • User research
  • User interviews
  • Usability testing
  • Business analysis
  • Product management
  • Go-to-market strategy
  • Sales & eCommerce
  • B2B Sales
  • Lead generation
  • E-Commerce
  • Product Research

Jeffrey's Store

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