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Index/AI & Data/Localization Fireside Chat
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Capital Raising Made Smart: AI, Structure & the Human Edge

Localization Fireside Chat · 2026-06-24 · 57 min

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Episode notes

Jeffrey Fidelman went from Morgan Stanley and HSBC to building a 40-person investment bank with an 80%+ capitalization success rate. In this episode he shares why AI is killing investor outreach, how his own firm scaled AI contacts from 100 to 400 per week, watched effectiveness collapse, and ripped it all out to go back to manual research. Fundraise-as-a-Service. Human judgment. Structure over hustle.

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