Fidelman & Company

?? Fundraising Myths That Are Costing You Investors: “We just need a great idea, and the funding will come.” “Investors only care about revenue.” “We’ll raise when we need it.” Wrong, wrong, and wrong. Fundraising isn’t just about numbers—it’s about timing, positioning, and execution. At Fidelman & Co., we help startups structure investor-ready strategies before they need cash, ensuring they secure the right capital at the right terms. Do these ring a bell? Let’s talk. #FidelmanCo #StartupGrowth #RaiseCapital #FAAS #FundingStrategy #WeGetYouFunded ? 2025 Fidelman & Co. All Rights Reserved. Securities are offered through Finalis Securities LLC, a Member of FINRA/SIPC. Fidelman & Co. is not a registered broker-dealer, and Finalis Securities LLC and Fidelman & Co. are independent and unaffiliated entities. This LinkedIn page ("Fidelman & Co.") is owned and operated by Fidelman & Co., a privately held Connecticut corporation. Fidelman & Co. specializes in pitch deck advisory, pitch deck design, financial modeling, valuation analysis, and related consulting services.

Most founders focus on building their product. The best ones focus on building their business. ??They think in terms of ROI, not just innovation ??They know that funding isn’t just money—it’s leverage ? They optimize for investor confidence, not just valuation At Fidelman & Co., we help founders build businesses that investors want to fund—by designing strategies that make financial sense. ?? Are you thinking like an investor? Let’s test your strategy. #FidelmanCo #StartupGrowth #RaiseCapital #FAAS #FundingStrategy #WeGetYouFunded ? 2025 Fidelman & Co. All Rights Reserved. Securities are offered through Finalis Securities LLC, a Member of FINRA/SIPC. Fidelman & Co. is not a registered broker-dealer, and Finalis Securities LLC and Fidelman & Co. are independent and unaffiliated entities. This LinkedIn page ("Fidelman & Co.") is owned and operated by Fidelman & Co., a privately held Connecticut corporation. Fidelman & Co. specializes in pitch deck advisory, pitch deck design, financial modeling, valuation analysis, and related consulting services.

? 3 Red Flags Investors Spot Immediately: Investors aren’t just looking at your numbers—they’re looking at your execution. Here’s what sends them running: ? Overinflated projections – If your model assumes 10x growth with no clear path, investors will call BS. ? Unclear capital allocation – If you don’t know exactly how funds will be deployed, you’re not ready. ? Weak market differentiation – If your pitch sounds like everyone else’s, you’ll get ignored. ?? Want to stand out? We craft investor-ready strategies that cut through the noise and get deals closed! #FidelmanCo #StartupGrowth #RaiseCapital #FAAS #FundingStrategy #WeGetYouFunded ? 2025 Fidelman & Co. All Rights Reserved. Securities are offered through Finalis Securities LLC, a Member of FINRA/SIPC. Fidelman & Co. is not a registered broker-dealer, and Finalis Securities LLC and Fidelman & Co. are independent and unaffiliated entities. This LinkedIn page ("Fidelman & Co.") is owned and operated by Fidelman & Co., a privately held Connecticut corporation. Fidelman & Co. specializes in pitch deck advisory, pitch deck design, financial modeling, valuation analysis, and related consulting services.

The evolution of family offices and the competitive markets in #NorthAmerica—how are they shaping the future of finance? In Episode 36 of Beyond The Bank with Andrew Auerbach from Delisle Advisory Group, our CEO Jeffrey Fidelman breaks down key trends, opportunities, and challenges in the #US and #Canadian markets. From the shifting role of family offices to the competitive landscape, Jeffrey shares expert insights you won’t want to miss. ?? Available now on Spotify: https://lnkd.in/dg7FP5aF #FidelmanAndCo #BeyondTheBank #FamilyOffice #PrivateEquity #BusinessStrategy #CompetitiveMarkets #WeGetYouFunded

???Key Metrics Every SaaS Pitch Deck Needs Investors don’t just fund ideas—they invest in growth potential. Make your #SaaS #PitchDeck stand out by showcasing: ?? Revenue Metrics – MRR, ARR, CLV-to-CAC ratios that scream #scalability. ?? Customer Metrics – CAC, churn rates, and NPS to prove product-market #fit. ?? Operational Metrics – Burn rate, payback period, and sales efficiency to show #sustainability. Craft a story with data that investors can’t ignore. Read more on Bay Leaf Digital's website in a guest contribution by our CEO Jeffrey Fidelman and get your business #funded with #Fidelman & Co! ?? https://lnkd.in/dwSyvf3m #FidelmanCo #StartupGrowth #RaiseCapital #FAAS #FundingStrategy #WeGetYouFunded ? 2025 Fidelman & Co. All Rights Reserved. Securities are offered through Finalis Securities LLC, a Member of FINRA/SIPC. Fidelman & Co. is not a registered broker-dealer, and Finalis Securities LLC and Fidelman & Co. are independent and unaffiliated entities. This LinkedIn page ("Fidelman & Co.") is owned and operated by Fidelman & Co., a privately held Connecticut corporation. Fidelman & Co. specializes in pitch deck advisory, pitch deck design, financial modeling, valuation analysis, and related consulting services.

We're hosting Startup Funding in Texas, featuring TEN Capital Network & Fidelman & Company. Make sure to attend it tomorrow via Zoom at 6PM. Do you have a startup that needs funding in San Antonio or Austin? Join us for a free online workshop to learn how startup funding works, what to do before raising money, and where to find investors. This event will feature Hall Martin from TEN Capital Network, Elizabeth Eichhorn, a funding coach based in SA, and Jeffrey Fidelman, CEO of Fidelman & Co. They will share advice on preparing for your first round, what investors are looking for, common mistakes to avoid, and how equity works. This session is open to entrepreneurs in Austin and San Antonio. Sign up today and take the first step toward securing funding for your business.

?? Can you raise too much money? Think you've heard it all about fundraising? Think again. Our CEO & Founder, Jeffrey Fidelman, shares bold, out-of-the-box insights that might just change how you approach raising capital. Are you ready to rethink your strategy??Hit play to find out! #Fidelman #FidelmanCo #StartupGrowth #RaiseCapital #EntrepreneurMindset #FundingStrategy #WeGetYouFunded ? 2025 Fidelman & Co. All Rights Reserved. Securities are offered through Finalis Securities LLC, a Member of FINRA/SIPC. Fidelman & Co. is not a registered broker-dealer, and Finalis Securities LLC and Fidelman & Co. are independent and unaffiliated entities. This LinkedIn page ("Fidelman & Co.") is owned and operated by Fidelman & Co., a privately held Connecticut corporation. Fidelman & Co. specializes in pitch deck advisory, pitch deck design, financial modeling, valuation analysis, and related consulting services.

Are you an #entrepreneur in #SanAntonio or #Austin? We know raising your first round can be tough, but you don't have to do it alone. Join our CEO Jeffrey Fidelman, Paola Retes from LiveOak Ventures, Elizabeth Eichhorn and Hall Martin from TEN Capital Network for a Founder Institute free online workshop?to learn how startup funding works, what to do before raising money, and where to find investors. ?? Feb 11, 2025 | 6:00 PM (US, Chicago) ?? Register now: FI.co/e/360134 Tag a fellow founder from #TX who needs this and see you on February 11th! #Fidelman #FidelmanCo #FAAS #StartupFunding #RaiseCapital #TexasStartups #FounderInstitute #Entrepreneurship #Texas #WeGetYouFunded ? 2025 Fidelman & Co. All Rights Reserved. Securities are offered through Finalis Securities LLC, a Member of FINRA/SIPC. Fidelman & Co. is not a registered broker-dealer, and Finalis Securities LLC and Fidelman & Co. are independent and unaffiliated entities. This LinkedIn page ("Fidelman & Co.") is owned and operated by Fidelman & Co., a privately held Connecticut corporation. Fidelman & Co. specializes in pitch deck advisory, pitch deck design, financial modeling, valuation analysis, and related consulting services.

?? The Return of Consumer Tech: Brynn Putnam’s Next Big Move ?? Brynn Putnam, the visionary behind Mirror, is back with a new venture that's redefining how we connect with loved ones. After selling Mirror to Lululemon for $500 million, Putnam is channeling her expertise into a stealth-mode startup designed to foster meaningful, shared experiences using AI, gaming, and affordable hardware. In a time when consumer tech is making a major comeback, Putnam’s next chapter promises bold innovations that bridge the digital divide. As AI and hardware technologies evolve, the possibilities are limitless. The consumer tech sector is poised for a golden age, and Putnam is leading the charge! #consumertech #innovation #AI #startupsuccess #hardwareinnovation #techtrends #entrepreneurship #humanconnection

In the world of entrepreneurship, setbacks are just stepping stones. Keep pushing forward—success could be just around the corner. ?? #entrepreneurship #nevergiveup #successmindset #startupjourney #motivation #keepgoing #failureispartofsuccess #businessgrowth