Deep, primary-source research on the Canadian small- and mid-cap universe most institutional desks cannot cover economically. Commissioned work — you keep every decision.
The TSX and TSX-V small- and mid-cap universe is structurally under-researched. Sell-side desks can't cover these names economically. Buy-side teams don't have the bandwidth for primary-filing work on micro and small caps. The result: a universe where genuine, durable information edges still exist for those willing to do the primary work.
This is what The Venture Analyst does. Every engagement starts from SEDAR+ and SEC filings — not screeners, not IR summaries. The financial modeling is built ground-up. Assumptions are explicit. The bear case is required.
The track record across 23+ covered names is public, timestamped, and verifiable. It is not a marketing claim — it can be checked.
Commissioned work is analytical input — primary-source research, financial modeling, thesis construction. What to do with it is entirely yours. That's the right structure, and it's the only structure the desk operates under.
Scope is structured per engagement. Common formats below — combinations and custom scopes are the norm, not the exception.
Primary research and financial modeling produced across these sectors within the Canadian small- and mid-cap universe. Commissioned work available on any listed Canadian company.
Infrastructure services, specialty industrials, power equipment, environmental services, hydrovac
Alternative asset managers, closed-end funds, GP co-investment vehicles, specialty lenders
Medical devices, accessibility solutions, patient-care platforms, healthcare services
Water treatment, environmental services, energy services, specialty resources