Investor Cubed
Investor Cubed is a Toronto-based investor relations and capital markets advisory firm founded in 2004, serving small-cap and mid-cap public companies, pre-IPO firms, and asset managers through monthly retainer engagements and equity-aligned compensation.
- Company typePrivate
- Founded2004
- HeadquartersToronto, Canada
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Investor Cubed does
Investor Cubed Inc. (also known as "I3") is a Toronto-based investor relations and capital markets advisory firm founded in 2004 by Neil Simon. The firm provides strategic counsel to small-cap and mid-cap public companies, private companies pursuing public market access, and asset management firms, supporting capital markets positioning, investor engagement, and stakeholder communications. The core offering is delivered through ongoing advisory engagements rather than discrete transactions, with disclosed client mandates spanning carbon markets, mining, energy, and financial software issuers.
The firm's business model combines monthly retainer fees with equity-based compensation. One disclosed engagement (Inverite Insights Inc., May 2026) is priced at $12,500 per month plus 550,000 stock options at a $0.25 exercise price, illustrating the standard cash-plus-equity structure used with smaller-cap issuers. With a team of approximately seven professionals, the firm operates at boutique scale and relies heavily on senior-level relationship capital; senior hires in the recent period (Alan Huycke as President, Robert Kidd as Managing Director, Stella Cabrera as Global Managing Director, Allan Bezanson as Strategic Advisor) materially augment the bench. There is no disclosed proprietary technology platform; service delivery is human-capital-intensive and CRM-supported, with no evidence of AI/ML tooling.
Revenue concentration risk is elevated given the small team and limited disclosed client count, although the client base spans multiple sectors, which provides modest diversification. Forward signals (new vertical coverage, senior leadership expansion, ongoing client wins) point to moderate rather than rapid growth, consistent with a long-running boutique advisory firm incrementally scaling its mandate roster.
Investor Cubed firmographics
Firmographics- Name
- Investor Cubed
- Legal name
- Investor Cubed Inc.
- Website
- https://investor3.ca
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Investor Cubed is a Toronto-based investor relations and capital markets advisory firm founded in 2004, serving small-cap and mid-cap public companies, pre-IPO firms, and asset managers through monthly retainer engagements and equity-aligned compensation.
- Ownership category
- akta.pro rank
Investor Cubed industry classification
Industry- Product category
- Investor Relations Advisory
- NAICS
- Investment Banking and Securities Intermediation (52315), Portfolio Management and Investment Advice (52394), Miscellaneous Intermediation (52391)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Private Placement Agents (Reg D/144A) (FSAEALAA)
- akta.pro secondary industries
- Divestitures, Carve-Outs & Spin-Off Advisory (FSAEAGAL), Equity Capital Introduction & Prime Services (FSACAFAK)
Keywords
Where Investor Cubed is headquartered
LocationHeadquarters
- HQ city
- Toronto
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
Investor Cubed business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure
Revenue model
- Consulting Services: Monthly consulting fees for investor relations and shareholder communications services. Engagements typically run for 12-month periods with recurring monthly payments.
- Stock Options Compensation: Company sometimes receives stock options as part of client engagements, vesting quarterly with specific exercise prices. Example: 550,000 options at $0.25/share exercise price.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Investor Relations Consulting - Monthly Retainer |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels6 records
Investor Cubed product offering
Product offeringCore offering
Investor Cubed is a professional services firm providing investor relations and capital markets advisory services to Canadian small-cap and mid-cap companies. The firm sells three core services: (1) Private Companies Services guiding firms through IPO, RTO, or CPC routes to public markets; (2) Public Companies Services delivering investor relations, shareholder communications, social media management, trading and technical analysis reporting, and compliance support; and (3) Asset Management Services introducing structured products to top Canadian small-cap investors.
Product overview
Investor Cubed offers a comprehensive suite of investor relations and capital market services organized into three main offerings: Private Companies Services (going public guidance including IPO, RTO, CPC routes), Public Companies Services (investor relations, social media management, reporting, and compliance support), and Asset Management Services (introducing structured products to small cap investors). The company does not offer a software platform but rather provides consulting and advisory services leveraging their network of advisors, investors, and institutions.
Differentiator
Problem solved
Functional benefit
Products and services
- Private Companies Services Advisory service for private companies evaluating a public listing, providing guidance and introductions to raise capital and find the most timely and cost-effective path to take the company public via IPO, RTO, or CPC routes.
- Public Companies Services Investor relations and shareholder communications service for public companies, leveraging the firm's network of advisors, investors, and institutions to build a dedicated investment community with promotional media, corporate assistance, social media management, reporting, compliance, and professional services support.
- Asset Management Services Capital raising introduction service for asset management firms, providing exposure for structured products by introducing funds to the top small-cap investors in Canada through strategic relationships and marketing.
Companies that use Investor Cubed
Customer profileNamed customers6 records
Segments3 records
Ideal customer profiles3 records
Investor Cubed technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Investor Cubed partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Inverite Insights Inc.client engagementInvestor Cubed was engaged by Inverite Insights Inc. to provide investor relations and shareholder communications services in Canada for a twelve-month period effective May 14, 2026. The engagement aims to expand Inverite's visibility among Canadian retail advisors, institutional investors, and dealers in the small-cap markets. Contract includes monthly fee of $12,500 plus 550,000 stock options vesting quarterly at $0.25 exercise price.
Scale indicators2 records
Recent moves5 records
Expansion highlights5 records
Investor Cubed competitors and assessment
Company assessmentMarket position
Weaknesses5 records
Competitive moat3 records
Key highlights5 records
Customer concentration
Investor Cubed social profiles
Digital presenceInvestor Cubed financial estimates
Financial estimateRevenue estimate
Valuation estimate
Investor Cubed leadership team
Management profileNumber of profiles
Profiles8 records
Investor Cubed funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Investor Cubed M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Investor Cubed
What does Investor Cubed do?
Investor Cubed is a professional services firm providing investor relations and capital markets advisory services to Canadian small-cap and mid-cap companies. The firm sells three core services: (1) Private Companies Services guiding firms through IPO, RTO, or CPC routes to public markets; (2) Public Companies Services delivering investor relations, shareholder communications, social media management, trading and technical analysis reporting, and compliance support; and (3) Asset Management Services introducing structured products to top Canadian small-cap investors.
Is Investor Cubed a public or private company?
Investor Cubed is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Investor Cubed founded?
Investor Cubed was founded in 2004. It employs 1 to 10 people.
Where is Investor Cubed based?
Investor Cubed is headquartered in Toronto, Canada, in the North America region.
How does Investor Cubed make money?
Two revenue lines are on record. Consulting Services are the primary driver. The others are stock Options Compensation.
Does Investor Cubed have an API?
No public API is recorded for Investor Cubed.
What industry is Investor Cubed in?
Investor Cubed's product category is Investor Relations Advisory. Its primary akta.pro industry code is FSAEALAA, Private Placement Agents (Reg D/144A), with a secondary code of FSAEAGAL, Divestitures, Carve-Outs & Spin-Off Advisory. Its NAICS code is 52315 and its SIC code is 6211.