Arx | Capital Markets

What Arx | Capital Markets does

Arx | Capital Markets is an AI-native investor relations and capital markets advisory firm founded in 2022 in Tel Aviv by Rotem Gantz (CEO) and Yehuda Leibler (President & CTO), both with backgrounds in Israeli military Unit 8200 and the IDF spokesman unit. The company targets small-cap and micro-cap publicly traded companies with market capitalizations between $10M and $500M, listed on Nasdaq, NYSE American, TSX, TSX Venture, and TASE — an underserved cohort that faces the same capital markets threats as large-cap issuers (short attacks, activist accumulation, narrative manipulation) but lacks internal IR infrastructure. Service is organized around four proprietary technology platforms — Terminal (real-time market intelligence and surveillance), Canvas (compliance-grade investor portal with SEC EDGAR integration and REST API), WallStWire (precision investor targeting and retail distribution), and Relay (AI-drafted press release creation and newswire distribution) — combined with eight advisory service modules covering day-to-day IR, capital markets intelligence, earnings support, IPO/SPAC/RTO listings, special situations/M&A, rehabilitation, cross-border dual listings, and EU listing services.

The underlying technology combines live surveillance of institutional ownership, short interest, block trades, dark-pool flow, and retail sentiment across StockTwits/Reddit/X with AI-driven anomaly detection and NLP-based investor concern classification. Relay uses generative AI to draft press releases from a company's full SEC filing history. Distribution combines platform subscriptions (SaaS) with monthly advisory retainers typically priced at $5,000–$25,000 depending on scope, with engagements ranging from full-service embedded IR to project-based support for events like earnings, capital raises, or activist responses. Go-to-market is direct enterprise sales to public company CEOs/CFOs, with no channel partners or resellers.

The firm operates from Tel Aviv with additional coverage of US, Canada, and now Germany (via Frankfurt Open Market quotation services) and reports practitioner experience across 100+ publicly traded companies. With only five employees and no disclosed external funding, Arx appears to be bootstrapped and founder-led, generating revenue primarily from retainer contracts and platform subscriptions. Strategic emphasis on cross-border situations (Israeli and Canadian issuers dual-listed in the US) and emerging expansion into EU retail capital via Frankfurt distinguishes the firm from US-only IR advisory competitors.

Name

Arx | Capital Markets

Legal name

CapitaLynx Ltd.

Website

https://arxhq.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

1–10 employees

Short description

Arx | Capital Markets is an AI-native investor relations and capital markets advisory firm that serves small-cap and micro-cap public companies (typically $10M–$500M market cap) on Nasdaq, NYSE American, TSX, TSX Venture, and TASE with proprietary market intelligence platforms and embedded IR advisory services.

Ownership category

akta.pro rank

Product category

Investor Relations Advisory

NAICS

Portfolio Management and Investment Advice (523940), Software Publishers (5132)

SIC

Investment Advice (6282)

akta.pro primary industry

Investor Relations (IR) & Capital Markets Communications (MPAAADAH)

akta.pro secondary industries

Equity Capital Markets Advisory (Equity Issuance Strategy & Readiness) (FSACAAAI), Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)

Keywords

• Investor relations advisory
• Capital markets intelligence
• Investor portal software
• Market surveillance platform
• Press release distribution

Headquarters

HQ city

Tel Aviv

HQ country

Israel

HQ region

Middle East

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. IR Advisory Retainers: Monthly retainer-based advisory services for investor relations programs. Retainers cover day-to-day IR program management, earnings support, financing advisory, market intelligence monitoring, and investor targeting. engagements range from full-service advisory to project-based support for specific events.
2. Platform Subscriptions (Canvas): SaaS platform subscriptions for Arx Canvas investor portal technology, including investor portal CMS, email alerts, SEC filing integration, API access, and subscriber CRM functionality.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Arx operates an AI-native investor relations and capital markets platform-plus-advisory model. It builds and sells four proprietary technology platforms — Terminal (real-time market intelligence and surveillance), Canvas (investor portal and IR website with live SEC filing integration), WallStWire (precision investor targeting and retail distribution), and Relay (AI press release drafting and newswire distribution) — and wraps them with senior-practitioner advisory services covering day-to-day IR management, earnings support, IPO/SPAC/RTO listings, M&A and special situations, rehabilitation, and cross-border dual-listing mandates for small-cap and micro-cap public companies.

Product overview

Arx is an AI-native investor relations and capital markets company offering a platform-plus-advisory model. The core product portfolio consists of four proprietary technology platforms: Terminal (real-time market intelligence and surveillance), Canvas (investor portal and IR website platform with SEC EDGAR integration and REST API), WallStWire (precision investor targeting and retail distribution), and Relay (AI-powered press release drafting and newswire distribution). These platforms are complemented by a full-service advisory division covering investor relations management, capital markets intelligence, earnings support, IPO/SPAC/RTO listings, special situations & M&A, rehabilitation & shareholder trust, cross-border & dual listings, and EU listing services. The platforms and advisory services are designed to operate as an integrated operating layer for public companies, replacing the need to coordinate multiple separate vendors.

Differentiator

Problem solved

Functional benefit

Brands

• Terminal: Real-time market intelligence platform for IR teams - provides stock analytics, short interest monitoring, shareholder surveillance, trade surveillance, investor sentiment analysis, and market benchmarking.
• Canvas
• WallStWire
• Relay

Products and services

• Arx Terminal Real-time market intelligence and surveillance platform for public company IR teams. Delivers live short interest data, 13F/13G/13D institutional ownership monitoring, trade-by-trade tape surveillance (dark pool and lit markets), AI-distilled retail sentiment scoring, block print and unusual options alerts, and market benchmarking against S&P 500, Nasdaq, and Russell 2000. Built for IR teams at small-cap and micro-cap public companies.
• Arx Canvas Investor relations website and portal platform. Provides a branded IR site with live SEC EDGAR integration, press release and filing alert automation, subscriber CRM, REST API for embedding IR content into external websites, and cookie-free portal analytics. Deployed in one business day with no IT involvement. Targets public company IR teams.
• WallStWire Precision investor targeting and retail distribution platform. Distributes company content and updates to specific funds, analysts, and retail investor communities most relevant to a company's sector and market cap, including investment newsletters, social trading communities, and curated fund manager briefings. Used by public companies and their IR teams to extend reach beyond traditional outreach.
• Arx Relay AI-powered press release drafting and newswire distribution platform. AI drafts releases from the company's full SEC filing history and distributes to all major newswires and retail investor platforms in a single compliance-grade workflow. Targeted at public company IR and communications teams.
• Investor Relations Advisory Embedded investor relations advisory service managing shareholder communications, regulatory disclosures, press release strategy, earnings cycle support, investor targeting, and ongoing market positioning year-round. Sold as a monthly retainer. Targets small-cap and micro-cap public companies that lack internal IR infrastructure.
• Capital Markets Intelligence Advisory Continuous monitoring of shareholder base, short interest, block trades, and institutional sentiment with deal support. Provides deal intelligence including investor and bank profiling, structure advisory, investor response modeling, and market impact analysis. Targets public company management teams preparing for or executing capital markets transactions.
• Earnings Support End-to-end earnings cycle support including financial narrative development, earnings release drafting, call preparation, analyst Q&A prep, and historical AI analysis powered by Arx's AI tools. Sold as a project-based engagement aligned to earnings seasons.
• IPO, SPAC, RTO & Listings Advisory End-to-end advisory for companies going public via traditional IPO, SPAC, RTO, direct listing, and follow-on offerings, from pre-filing preparation through aftermarket stabilization. Includes SPAC-specific disclosure support and post-merger investor positioning. Targets issuers and SPAC sponsors.
• Special Situations & M&A Advisory Strategic positioning, narrative management, and market intelligence through mergers, acquisitions, hostile situations, activist defense, and complex corporate transactions. Includes M&A communications (buy-side and sell-side mandates) and emergency rapid-deployment advisory for unsolicited bids. Targets boards and management teams during transaction events.
• Rehabilitation & Shareholder Trust Intelligence-led program for companies emerging from short attacks, restatements, management transitions, regulatory investigations, or periods of underperformance. Covers short attack response, restatement recovery, credibility rebuilding, perception management, and turnaround IR. Targets public companies in crisis or recovery phases.
• Cross-Border & Dual Listings Advisory Cross-border IR practice for companies managing dual-listed investor bases across multiple jurisdictions. Covers NYSE, Nasdaq, TSX, TSX-V, TASE, EU cross-listings, and German Open Market. Includes regulatory nuance coordination and multi-jurisdiction investor base mapping. Targets Israeli and Canadian companies cross-listed on US exchanges.
• EU Listing Services (Frankfurt Open Market) Facilitates Frankfurt Stock Exchange Open Market quotation for US-listed companies seeking European retail access. Manages the quotation process, multi-venue propagation across German trading venues (Tradegate, LS Exchange, Stuttgart, Munich, gettex), and retail activation via WallStWire distribution. Targets US-listed issuers seeking European retail investor reach.

Quantifiable outcome

• Deploys investor portal in one business day with no IT involvement
• +3 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

AI capability6 records

Feature4 records

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Westwicke Partners: Specialist IR and strategic communications advisory firm with a healthcare and small/mid-cap focus. Comparable to Arx's biotech and life sciences IR segment and broader small-cap advisory practice.
• LifeSci Advisors: IR and corporate communications advisory firm focused on biotech, pharma, and life sciences issuers. Directly comparable to Arx's biotech segment, including clinical milestone communications and pipeline narrative development.
• MZ Group: Global IR and corporate communications advisory firm with a focus on small-cap and micro-cap issuers across US and international markets. Comparable to Arx's cross-border IR advisory practice and small-cap focus.
• MainStreet IR: IR advisory firm focused on small-cap and micro-cap public companies, providing retainer-based IR programs, capital markets advisory, and shareholder communications. Closely comparable to Arx's core small-cap IR advisory practice.
• Equisolve: IR website and shareholder communications SaaS provider serving small-cap and micro-cap public issuers. Closely comparable to Arx Canvas on the IR portal and website technology layer.
• Q4 Inc. Public IR SaaS platform (TSX: QFOR) offering investor websites, webcasting, analytics, and AI-driven workflow tools for public companies. Closely comparable to Arx's Canvas and Terminal products, with deeper resources but a less advisory-led model.
• SparkPlug IR: IR advisory firm serving small-cap public companies with retainer-based programs, earnings support, and capital markets communications. Directly comparable to Arx's core small-cap IR retainer offering.
• ICR Inc. One of the largest independent IR and strategic communications advisory firms, serving public companies across capital markets events. Directly comparable to Arx's advisory services (earnings, IPO, special situations), though without Arx's proprietary AI platform layer.

Broad incumbents

• AlphaSense: Market intelligence and search platform widely used by institutional investors and corporates for filings, transcripts, and alternative data. Overlaps with Arx Terminal on the market intelligence layer, but operates at a much broader enterprise scale.
• Notified: Broad IR and PR communications platform combining PR Newswire, Marketwired, GlobeNewswire with IR website and webcasting solutions. A larger, broader incumbent that overlaps with Arx Canvas, Relay, and IR advisory offerings as part of a wider portfolio.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/rotemgantz
• LinkedInlinkedin.com/company/arxadvisory

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 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 Arx | Capital Markets