Jeffrey Fidelman

Visionary
DISC Type : Ds

Founder, CEO at Fundex

New York City Metropolitan Area, United States

Overview

Jeffrey Fidelman is the CEO of Fidelman & Company, a firm dedicated to fundraising and M&A for startups. A Harvard University graduate with multiple FINRA certifications, he previously held roles at Morgan Stanley and HSBC. Clients describe him as knowledgeable, detail-oriented, and an expert guide for financial transactions.

He has acted as an interim CFO/COO for dozens of companies and has been hired by over 100 businesses through Toptal for fundraising strategy and management consulting.

Personality Overview

Fast But Thoughtful

Big Vision Person

Direct & Assertive

They exhibit a rare combination of being result-oriented but patient at the same time.  They might take some time to make their mind up but once they do, they don't change it easily. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Startup Fundraising
His firm specializes in helping founders and funds raise capital by preparing pitch decks, financial models, and everything else needed for a transaction.
M&A Advisory
Provides capital solutions and transaction management for early to mid-stage companies, advising on business sales and acquisitions.
Go-To-Market Strategy
As a mentor at Startup Grind, he works directly with members to deliver effective fundraising, growth, and go-to-market strategies.

Media Appearances

Jeffrey has no verified media appearances

Work History

10-2025
Founder, CEO at Fundex
8-2025
Board Member at Harvard Alumni Entrepreneurs
1-2025
Fundraising Mentor at Founder Institute
5-2023
Registered Representative at Fidelman Finance
4-2022
Global CFO at TheSolveMD

Education

Bachelor's degree from Harvard University

More Information

Social Presence :

Prographics :

Exp : 11 Location : New York City Metropolitan Area, United States Job Level : Leadership Designation : Founder, CEO at Fundex
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Insights For Selling To Jeffrey

During A Call Or A Meeting

DO's

  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Focus on the results that your product produces, expect some strategic questions in return
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer

DONT's

  • Don't go over them unless you are left with no other option
  • Don't take their patience for granted, avoid long-winding sermons
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeffrey is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Jeffrey

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Jeffrey move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Jeffrey take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Jeffrey

Personality Compatibility


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