Jeffrey Fidelman

About Me

Location
Connecticut, USA
Languages
English, Russian

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.

5.00 rating from 2 reviews
Have you worked with Jeffrey before?
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5.00 rating from 2 reviews
Have you worked with Jeffrey before?
Leave a review

Experience

Recent Work

  • 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.

Qualifications

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 formas, 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.

Knowledge Areas Knowledge Areas are the business domains and areas, or specialties, with which consultants, partners, and experts are most familiar.

Industries These are the industries and sectors in which consultants, partners, and experts have demonstrated knowledge and experience.

Recent Work

  • 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.

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 formas, 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.

Jeffrey's Store

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Reviews

  • Caleb S
    5 out of 5

    He is the best consultant I have ever worked with. His communication, attention to detail, and intelligence is all top tier. He's highly motivated with quick turn arounds. He expertly manages his team, and is highly involved in everything himself at the same time. He has creative solutions and his ability to speak to me and my team in an easily understandable language is invaluable to us. His understanding of so many different markets and financial models is remarkable. He consistently shows genuine respect and interest in everyone and everything we have worked on together.

  • Charles R
    5 out of 5

    Jeffrey and his team have been instrumental in assisting us with the formation of our business model as well as taking us to market. We are currently in negotiations with several large institutions, including a renewal agreement with Mass Mutual. I highly recommend Jeffrey and will continue to do so!

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