11/04/2025 updated

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Investment Banking Expert for Startups and Funds

Westport, USA
Only remote
Bachelor's degree from Harvard University (2010)
Westport, USA
Only remote
Bachelor's degree from Harvard University (2010)

Profile attachments

JFidelman Resume 2025.pdf
FCo_Overview_2025.pdf

Mergers and AcquisitionsBusiness Transaction ManagementBusiness DevelopmentCapital StructuresFundraisingFinancesFinancial ModelingForecastingInvestment BankingInvestor Relations
M&A Analysis
Expertise in mergers and acquisitions analysis, providing strategic insights for business transactions.

Transaction Advisory Services
Comprehensive transaction advisory services, guiding clients through complex financial deals.

Equity Financing
Proficiency in equity financing strategies, helping startups and mid-stage companies raise capital.

Financial Modeling
Advanced skills in creating financial models for valuation, forecasting, and decision-making.

Capital Structuring
Expertise in designing optimal capital structures for various business scenarios.

Fundraising Strategy
Proven ability to develop and execute successful fundraising strategies for early to mid-stage companies.

Business Development
Strong business development skills, growing companies and expanding market presence.

Investor Relations
Experience in managing investor relations and preparing compelling investor presentations.
 

Experience

Professional experience10+ years
Freelancer since2015

Languages

EnglishNative speakerRussianNative speaker

Project history

Registered Representative

Fidelman Finance
Providing capital solutions to early to mid-stage companies and emerging managers. Services include M&A Advisory, Fundraising, Transaction Management, and Capital Structuring.

Partner & Mentor

Startup Grind
Working with StartupGrind members to deliver Fundraising, Growth, and Go To Market Strategy.

Interim CFO

Paro.io
Assisting with fundraising strategy, creating and reviewing investor presentations, financial models, valuation analysis, and capital structure for equity and debt funding.

Fundraising Consultant

Toptal
Hired by over 100 companies for fundraising collateral and management consulting. Produced consistent results leading to over 80% successful capitalizations.

CEO and Principal

Fidelman & Company
Founded and leads a company providing fundraising strategy and transaction advisory services to early and mid-stage companies. Grown to over 40 remote individuals, acting as interim CFO/COO for numerous companies.

Chief Operating Officer

CFC Insurance ltd.
Oversaw business development from licensing in Bermuda as a Class 3A insurance carrier to building a pipeline of over $1Bn in policy applications. Led partnerships with banking institutions and secured A+ rated reinsurance.

Chairman

Ivy Startup Conference LLC
Connected investors with startups from the Ivy League circuit to cultivate networks and share pragmatic insights.

Founder

Cogifter
Responsible for all aspects of platform and business development. Worked with engineers and UX/UI designers to finalize and position the platform for highest engagement.

Partner

Onevest
Established early-stage venture capital fund, originated and invested in 45 SEED stage companies. Assisted founders with Series A financing preparation and managed investor presentations and financial models.

Vice President, Wealth Management

HSBC
Managed lending, banking, wealth management, and insurance products across the NYC region. Designed and implemented business development strategy, increasing revenue for NYC by 200%.

Portfolio Manager

Morgan Stanley
Piloted the international PM program after Morgan Stanley merged with Smith Barney. Executed syndicate, pre- and post-market trading for a portfolio over $350 AUM.

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