Private companies · Calgary
Run your private company like it’s ready to go public.
Boardmarker pairs deep small-cap capital markets experience with AI assistants that handle the day-to-day, so owners can focus on growth.
Who it’s for
Built for owners who wear every hat.
If the business runs on a few people and a lot of late nights, this is for you.
- Owner-operated and family businessesCompanies where the owner still handles the inbox, the sales calls and the paperwork.
- Planning a raise, sale or listingCompanies that expect to raise capital, sell, or go public in the next one to three years.
- Lean teamsBusinesses without in-house marketing, investor relations or admin staff.
Day to day
What the AI handles.
The routine work that eats an owner’s week. The assistant drafts and prepares. You decide what goes out.
Inbox and follow-ups
Sorts incoming mail, flags what needs you, and drafts replies and follow-ups so nothing slips.
Daily industry and competitor brief
A short morning read on your sector, your competitors and anything in the news that affects you.
Sales pipeline and prospecting
Researches target accounts, keeps the pipeline current and drafts outreach for your approval.
Weekly tender and RFP scan
Checks public tender and RFP sources each week and lists the ones worth a look, with deadlines.
Content
Social posts, short videos, product sheets and website updates, drafted in your voice.
Documents
Decks, one-pagers, meeting summaries and board packages, built from your notes and files.
Scheduling and reminders
Keeps your calendar organized, books meetings and reminds you of the dates that matter.
Finance support
Organizes records for your accountant and builds simple dashboards so you can see where things stand.
Investor readiness
Ready before anyone asks.
Investors, lenders and buyers look for the same things. We help you have them in order before the conversation starts.
Corporate story and pitch deck
A clear account of what the business does, where it is going and why it is worth backing, turned into a deck investors and lenders can follow.
Data room and lender diligence
Documents gathered, named and organized the way a lender, buyer or investor expects to find them.
AI IR Audit for private companies
Our IR Audit, adapted for a company that is not yet public: how your story, materials and online presence would read to an outside investor, and what to fix first.
Path options
A plain look at the routes open to you, including a private placement, a reverse takeover, or a listing on the CSE or TSXV, and what each would ask of the company.
How it works
Three steps.
Simple to start, and easy to adjust as you go.
Discovery call
A 20-minute conversation about your business, where your time goes and what you want to achieve.
Two-week setup
We connect the assistants to the tools you already use and set them up around your priorities.
Monthly retainer
The assistants work every day. Dean reviews all output and checks in with you each month.
Human in the loop: nothing goes out without your approval.
Why Boardmarker
Capital markets judgment, with AI capacity.
- Small-cap capital markets backgroundBoardmarker works with Canadian small-cap companies on investor relations. We know what investors, brokers and lenders look for, and we bring that lens to your private company.
- One accountable person, plus AIYou deal with Dean directly. The AI adds the capacity of a larger team, at a lower cost than hiring staff.
Packages
Pick a starting point.
Every package is a monthly retainer. You can move between them as your needs change.
Starter
For owners who want time back each week.
- Inbox and follow-up support
- Daily industry and competitor brief
- Scheduling and reminders
- Monthly check-in with Dean
Growth
For teams that want more sales and visibility.
- Everything in Starter
- Sales pipeline and prospecting
- Weekly tender and RFP scan
- Content: social posts, short videos, product sheets, web updates
- Documents: decks, one-pagers, meeting summaries
Investor-Ready
For companies planning a raise, sale or listing.
- Everything in Growth
- Corporate story and pitch deck
- Data room and lender diligence packages
- AI IR Audit for private companies
- Path options review and board packages
- Finance support for your accountant
Pricing on request
Questions
Asked by owners.
- What happens to my data?
- Your information is used only to do your work. We agree up front which accounts and files the assistants can reach, access can be limited or removed at any time, and nothing is shared with third parties without your approval.
- Do I need technical skills?
- No. We handle the setup and keep things running. You work the way you do now, through email and the tools you already use.
- What doesn’t the AI do?
- It doesn’t make decisions for you, send anything without approval, or replace your lawyer, accountant or financial advisor. It is not investment advice. It prepares the work; people review it.
- Is there a long-term contract?
- No. The retainer is month to month, and you can cancel anytime.
Next
See what an AI assistant can take off your plate this week.
A 20-minute call. No obligation.