Navigating Capital Raising, Advisory, and Emerging Trends in insurtech with Jeffrey Fidelman

In this episode, host Jeff Shi sits down with Jeffrey Fidelman, an investment banker and founder with extensive experience helping early-stage companies secure funding and scale. Jeffrey shares his journey from Morgan Stanley and HSBC to launching his own advisory firm, where he pioneered a "fundraise as a service" model. The conversation dives deep into capital raising strategies, the evolution of insurtech, and the critical role of advisory in building sustainable insurance businesses.

Jeffrey discusses his first-hand experiences structuring innovative insurance carriers, navigating reinsurance markets in Bermuda, and advising insurtech founders from seed through Series B. He explains why passion and execution are the top traits he looks for in founders, the importance of distribution strategies in insurance, and how technology adoption—from AI to blockchain—is reshaping the industry.

Listeners will also hear insights on how dry powder in venture capital is pressuring funds to deploy capital, what East Coast versus West Coast funding dynamics look like in insurtech, and the future of emerging products in insurance. Whether you’re a founder seeking capital, an investor evaluating opportunities, or simply curious about the intersection of finance and insurtech innovation, this episode offers valuable perspective on where the industry is heading.

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Jeff Shi :

https://www.linkedin.com/in/jeffshiva/

Jeffrey Fidelman :

https://www.linkedin.com/in/jeffreyfidelman/

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