We are committed to providing accurate and relevant information about micro-
and small-capitalization companies. Whether Proprietary (outsourced research, consulting), Subscribed (user-paid research), or Sponsored (issuer-paid research), our capital markets consulting services and
research publications give decision makers clarity and insight into a company’s potential.
FOR CORPORATE FINANCE AND INTERMEDIARIES
We aim to complement your initiatives and want to be considered an extension of
your financial team. We can be fast acting and thorough in those projects involving due diligence,
economic modeling, earnings forecasts, competitive analysis, market analysis, or valuation.
Due Diligence and Valuation in Social Media Sector
Valuation for Software Development Company in Ahead of Capital
Production of Data Room in Preparation for Strategic Initiatives in Internet
Interactive Cash Flow Model for Energy Project
Confidential Information Memorandum for Oil and Gas Refinery
Investment Plan and Criteria for Private Equity Fund
If you would like to discuss research services for your firm, please send an
electronic message with your contact information to email@example.com.
RESEARCH FOR SELF-DIRECTED AND PROFESSIONAL INVESTORS
A subscription to CRYSTAL REPORTS AND WEEKLY
COMMENTS allows you to take advantage of decades of collective expertise in the micro-
and small-cap sectors. A Series Subscription includes access to our analysts for consultation by telephone,
electronic messaging or in person.
To subscribe, please send an electronic message with your contact information
or visit our Research Store.
Our research services can be also be customized to address your specific areas
of interest. Our reputation is one of integrity and we have the ability to deliver a high quality service for
an economical fee.
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SPONSORED RESEARCH ON QUALIFYING COMPANIES
Micro- and small-capitalization companies face many unique and complex
challenges, not the least of which is the fair valuation of their stocks. Efficiency in pricing comes only to
those securities for which adequate information is readily available in the public forum. Unfortunately, many
fundamentally sound companies are passed over for research coverage due to the business constraints of
traditional securities research channels.
Our program allows the issuer or an agent to
sponsor FOCUS REPORTS or the CER REPORTS AND WEEKLY COMMENTS
SERIES. Sponsored research reports are posted on this web site for public access and
distributed to a wide audience of institutional investors and other financial professionals. Coverage of
qualifying companies is provided for an "issuer-paid" fee that takes the place of the subscription fee
paid by users of our research. Our Program is configured
to maximize credibility by eliminating the conflicts implied by an economic
The Sponsored Research Program is designed for those companies that meet our
fundamental criteria for coverage but fall under certain size thresholds - 1) $100 million in market
capitalization, 2) 100,000 shares daily trading volume, 3) $5.00 per share or 4) listing on a national
Companies that would like to be considered for sponsored coverage may send an
electronic message with the stock symbol or web site link to firstname.lastname@example.org.
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All of our work is guided by the Code of Ethics and Standards of Professional Conduct set by the
Chartered Financial Analyst Institute (CFAI). We also support the ongoing efforts of the CFAI in
developing Research Objectivity Standards and adhere to the Best Practices Guidelines Governing Analyst/Corporate Issuer
Relations adopted by the CFAI and the National Investor Relations Institute (NIRI).