Investor Cubed

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.

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

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

• Investor relations services
• Capital markets advisory
• Shareholder communications
• Going public guidance
• Small cap investor outreach

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Consulting Services: Monthly consulting fees for investor relations and shareholder communications services. Engagements typically run for 12-month periods with recurring monthly payments.
2. 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

Go-to-market motion2 records

Distribution channels1 record

Marketing channels6 records

Core 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.

Named customers6 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

Partnerships

One partnership is on record.

• Inverite Insights Inc.client engagementGTM or Marketing Partner · 13 May 2026Investor 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

Market position

Weaknesses5 records

Competitive moat3 records

Key highlights5 records

Customer concentration

• Xtwitter.com/investorcubed
• YouTubeyoutube.com/@investorcubed7122
• LinkedInlinkedin.com/company/investor-cubed
• Instagraminstagram.com/investorcubed

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 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 Investor Cubed