Fidelman & Company
11 - 50 employees
💸 Finance
🤝 B2B
🏢 Enterprise
Finance • B2B • Enterprise
Fidelman & Company is an investment banking firm specializing in helping startups and funds with fundraising, mergers and acquisitions, and financial strategies. They offer a range of services including pitch deck preparation, financial modeling, valuation analysis, and due diligence documentation. Their unique 'Fundraising as a Service' (FaaS) approach assists clients with investor relations and capital raising by leveraging targeted lead generation and strategic outreach. Founded in 2015, Fidelman & Co. focuses on providing customized solutions and high-touch service to enhance transaction success for early to mid-stage companies.
Investor Development Representative
🔥 16 minutes ago
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Fidelman & Company
11 - 50 employees
💸 Finance
🤝 B2B
🏢 Enterprise
Finance • B2B • Enterprise
Fidelman & Company is an investment banking firm specializing in helping startups and funds with fundraising, mergers and acquisitions, and financial strategies. They offer a range of services including pitch deck preparation, financial modeling, valuation analysis, and due diligence documentation. Their unique 'Fundraising as a Service' (FaaS) approach assists clients with investor relations and capital raising by leveraging targeted lead generation and strategic outreach. Founded in 2015, Fidelman & Co. focuses on providing customized solutions and high-touch service to enhance transaction success for early to mid-stage companies.
📋 Description
• Initiate contact and engage with qualified investors through email, and phone calls • Utilize direct sales techniques to effectively communicate client's capital raise • Coordinate meetings between investors and client stakeholders • Track interactions, follow-up, and report on outcomes • Identify and develop relationships with new investors to promote our clients’ investment opportunities • Maintain an up-to-date database of investor contacts • Respond to investor inquiries and create reports that document investor feedback, concerns, and suggestions.
🎯 Requirements
• Experience in investment banking or sales is an asset. • Excellent verbal and written communication skills with the ability to adapt messaging to different audiences. • Ability to work independently or collaboratively in a fast-paced and deadline-driven environment. • Proficiency with MS Office applications and CRM's is an asset. • Bachelors Degree • **Located in North America.**
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