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 research is independent analytical input, not a recommendation service. You direct what gets covered, the format, and the depth. Every decision — including whether to act — stays with you. That's the correct relationship between analyst and portfolio manager.
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