What Capital Event Management does

Capital Event Management (CEM) is a Vancouver-based private company founded in 2010 that operates a curated capital-formation platform connecting growth-stage issuers with active investors in the Canadian and broader North American small-cap markets. The company's core product is a series of destination events (7 annually across 14 cities in North America, the Bahamas, and Bermuda) featuring a proprietary 20-minute pre-scheduled 1:1 meeting format, supplemented by year-round virtual Zoom meetings. CEM has facilitated over 100 live events, 6,000+ virtual meetings, and engaged 1,400+ investors across the Resource, Technology, Biotech, Healthcare, Blockchain, and Special Situations sectors.

CEM operates as a multi-pillar platform comprising CEM Events (live destination conferences), CEM Virtuals (year-round Zoom 1:1 meetings), CEM Capital/Partner's Fund (an investment vehicle that co-invests alongside the investor community), CEM Advisory (CEO communication coaching), CEM Executive (executive recruitment), and a CEM Rewards loyalty program. The company's underlying technology is a web-based platform (cem.ca) with an attendee dashboard for scheduling, event logistics, and rewards management; Zoom is used as the meeting delivery layer. Issuer clients are charged $14,500 for the first delegate and $2,950 for the second delegate per event, with sponsorship packages priced at $20,000, while investor participation is free subject to a $1,500 no-show penalty.

CEM monetizes through a mix of per-event issuer registration fees, sponsorship packages, recurring Virtual Meeting Series subscriptions, advisory program fees, and investment returns from the Partner's Fund. The business is privately held with no disclosed external funding, operated by a small core team of ~10 people led by co-founders Neil Currie (CIO) and Howard Fitch (CFO), with President Adam Currie and Partners Matt Fleming and Ryan Iverson. Strategic partnerships with the TSX Group (title sponsor), Cboe Canada, MNP LLP, DuMoulin Black, and other capital-markets infrastructure providers provide distribution reach into listed issuers and institutional capital.

Name

Capital Event Management

Legal name

Capital Event Management Ltd.

Website

https://cem.ca

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Short description

Capital Event Management (CEM) operates a curated capital-formation platform hosting destination events and year-round virtual 1:1 meetings that connect growth-stage small-cap issuers with active institutional, family-office, and accredited investors across North America.

Ownership category

akta.pro rank

Product category

Capital Introduction and Investor Relations Events

NAICS

Convention and Trade Show Organizers (56192), Portfolio Management and Investment Advice (523940)

SIC

Services-Management Consulting Services (8742), Investment Advice (6282)

akta.pro primary industry

Finance & Investment Conferences (MPAGAGAG)

akta.pro secondary industries

Investor, Analyst & Capital Markets Days (THAHAMAE), Corporate Meetings & Conferences (Internal/External Business Events) (MPAGAHAA), Virtual, Hybrid & Livestream Event Coordination (HSACAAAO)

Keywords

• Capital introduction events
• Investor conferences
• Small-cap capital formation
• Investor relations services
• 1on1 investor meetings

Headquarters

HQ city

Vancouver

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Operations, Personnel, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Issuer Event Registration Fees: CEM charges issuers $14,500 per session for the first delegate and $2,950 for a second delegate (maximum 2 delegates per company). These fees cover participation in live events including 18 pre-scheduled 1:1 meetings, accommodation, food & beverage, and networking activities.
2. Sponsorship Packages: Sponsorship packages at $20,000 per event for the first delegate include event partner status, a five-minute lunchtime presentation, on-site one-to-one introductions, booth in foyer, logo placement across materials, and CEM Advisory Trusted Partner Program membership.
3. Partner's Fund Investment Returns: CEM's investment division (CEM Partner's Fund) invests capital alongside the investor community in companies participating at events and virtual meetings, generating returns through equity appreciation and potential exits.
4. Advisory Services: CEM Advisory provides executive coaching and communication leadership programs for public company CEOs including Masterclass courses, Whiteboard Sessions, Communication Leadership programs, Executive Messaging Intensives, and Strategic Advisory Partnerships.
5. Virtual Meeting Series: CEM Virtual Meeting Series enables issuers and investors to engage in 1:1 Zoom meetings throughout the year, arranged around participant schedules. issuers can register for virtual series packs to build investor relationships.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

Capital Event Management curates and operates exclusive live destination events and year-round virtual 1:1 meetings that connect small-cap growth issuers with a vetted network of portfolio managers, institutional investors, family offices, and accredited investors. Each event delivers 18 pre-scheduled 20-minute one-on-one meetings at premium venues, supplemented by a Virtual Meeting Series, an in-house Partner's Fund that co-invests in presenting companies, and CEM Advisory coaching for public-company CEOs on investor communication.

Product overview

CEM (Capital Event Management) operates as a four-pillar capital markets platform: (1) Live Capital Events providing weekend destination conferences with pre-scheduled 1:1 meetings between growth-stage issuers and investors across Resource, Technology, Biotech, and Special Situations sectors; (2) CEM Virtual Meeting Series offering year-round 1:1 Zoom meetings; (3) CEM Partner's Fund investing in companies at CEM events; and (4) CEM Advisory providing investor communication coaching for CEOs. The company also offers a Rewards Program and CEM Executive recruitment services.

Differentiator

Problem solved

Functional benefit

Brands

• CEM Capital: Investment division through the Partner's Fund that invests in companies participating at CEM events and virtual meetings.
• CEM Events
• CEM Virtuals
• CEM Executive
• CEM Advisory

Products and services

• Live Capital Events Weekend destination events linking public and private issuers with top-tier investors through 18 pre-scheduled 20-minute 1:1 meetings, networking activities, and accommodation at premium venues across North America, the Bahamas, and Bermuda.
• CEM Virtual Meeting Series Online 1:1 Zoom meetings connecting issuers with investors throughout the week, maintaining year-round engagement between live events across 10 sectors with virtual series packs.
• CEM Partner's Fund Investment division that invests in companies participating at CEM's live events and virtual meetings, sector-agnostic with focus on small-cap companies, generating returns through equity appreciation and potential exits.
• CEM Advisory Communication leadership coaching for public company CEOs, offering MasterClass self-paced video courses, invitation-only Whiteboard Sessions, Executive Messaging Intensives, and Strategic Advisory Partnerships to optimize investor communication.
• CEM Rewards Program Loyalty reward program allowing investors and issuers to earn points for referrals and various business contributions, redeemable for travel-related perks and exclusive items through an online Rewards Store.
• CEM Executive Executive recruitment adjunct service utilizing CEM's extensive capital markets network to help companies find personnel to advance to the next level.

Quantifiable outcome

• Over 1,260 pre-scheduled meetings facilitated in a single day at Scottsdale events
• +2 more outcomes

Named customers8 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Twelve partnerships are on record, tiered flagship, core and minor.

• TSX GroupflagshipStrategic or Co-development PartnerTSX Group (Toronto Stock Exchange) serves as Event Title Sponsor for CEM's TSX Venture Growth Capital Events. The partnership provides access to TSX-listed companies and institutional credibility for the events.
• MNP LLPcoreStrategic or Co-development PartnerMNP is one of Canada's leading professional services firms serving as a Preferred Partner. They provide client-focused accounting, consulting, tax, and digital services to CEM clientele. Brent Wolfe serves as Partner, National Director Public Companies.
• DuMoulin Black LLPcoreStrategic or Co-development PartnerSince 1966, DuMoulin Black has structured and coordinated corporate finance and M&A deals for Canadian companies. They serve as trusted legal advisors for CEM's client base. Justin Kates serves as Managing Partner.
• Market One MediacoreGTM or Marketing PartnerMarket One is North America's leading investor marketing agency creating awareness through targeted content and generating leads through strategic initiatives. They are a CEM Preferred Partner providing marketing services.
• Air CanadaminorOthersOfficial Airline Partner providing discounted travel for event attendees. Discount codes available for each event location with travel periods aligned to event dates. 5-12% discounts on various fare classes.
• Cboe CanadacoreStrategic or Co-development PartnerCanada's senior stock exchange (fully operational since 2015) providing a listing experience for issuers. Serves as partner for CEM events.
• Winning MediaminorGTM or Marketing PartnerDigital marketing agency and Event Sponsor managing over $147 million in marketing budgets. Market leader in digital marketing for public companies.
• Roth Capital PartnersminorStrategic or Co-development PartnerRelationship-driven full-service investment bank providing strategic and financial advisory services to emerging growth companies and their investors.
• StifelminorStrategic or Co-development PartnerDiversified global wealth management and investment banking company focused on building relationships to help individuals and organizations pursue financial goals.
• Odyssey Trust CompanyminorStrategic or Co-development PartnerFull-service transfer agent and trust company with offices across Canada and co-agents in Toronto, Minnesota, London, Hong Kong, and Australia.
• Capital AnalyticaminorGTM or Marketing PartnerSpecialized in hyper-targeted, real-time technical and comparative program strategies in social media for small-cap investors. Industry pioneer in this specialized field.
• Lucosky Brookman LLPminorStrategic or Co-development PartnerLaw firm pioneering hands-on, end-to-end approach guiding emerging growth and public companies through legal and business challenges.

Scale indicators7 records

Recent moves8 records

Expansion highlights6 records

Broad incumbents

• ROTH Capital Partners: ROTH Capital Partners is a relationship-driven investment bank hosting its annual ROTH Conference and other investor events for small/mid-cap issuers. Broader incumbent offering capital markets advisory plus conferences.
• B. Riley Financial: B. Riley is a diversified financial services firm that operates a major annual small-cap investor conference alongside its investment banking and research business. Larger incumbent with overlapping conference and capital formation capabilities.

Regional players

• Haywood Securities: Haywood Securities is a Canadian investment bank focused on resource and small-cap sectors, hosting investor events and conferences. Regionally comparable in Canadian small-cap capital formation context.

Direct peers

• MicroCapClub: MicroCapClub is a community and event platform focused exclusively on micro-cap investor conferences and deal sharing. Highly comparable niche focus on curated small-cap investor access and 1:1 meeting formats.
• SNN Inc (SmallCap Network): SNN Inc. operates a small-cap investor media and events platform including virtual conferences, webinars, and the Planet MicroCap showcase. Directly comparable as a small/micro-cap investor event organizer.
• MoneyShow: MoneyShow produces investor education events, conferences, and virtual programming for individual and professional investors across equities, commodities, and alternatives. Comparable in hosting curated investor events with paid sponsor/issuer participation.
• RedChip Companies: RedChip combines small-cap investor relations services with conferences and virtual events connecting growth companies with retail and institutional investors. Directly comparable business model spanning event organization, IR services, and investor outreach.
• Wall Street Forum: Wall Street Forum produces institutional investor conferences for small-cap and emerging growth companies with pre-scheduled 1:1 meeting formats. Closely matches CEM's curated meeting structure and investor targeting.
• DealFlow Event Solutions: DealFlow Event Solutions organizes private placement, crowdfunding, and alternative investment conferences for issuers and investors. Comparable in operating curated, paid issuer events targeting smaller-cap capital raises.
• LD Micro (now part of Zacks): LD Micro / Zacks Small-Cap runs the Invitational and other micro-cap investor conferences featuring pre-scheduled 1:1 meetings between small-cap issuers and institutional investors. Closest direct analog to CEM's curated, multi-sector format and Canadian/US footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/capital-event-conferences
• Xx.com/CapitalEvent
• Facebookfacebook.com/CapitalEventConferences

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Capital Event Management