Investor relations & influencer talent marketing — under one strategy.
Built for issuers
who know what they need.
Upsurge CapitalGroup®
Full-service IR, modern social distribution, performance-aligned engagements. Sub-advisory and white-label available.
Statement
We run your IR program. We run your influencer marketing. We do it together, under one strategy, and we structure our fees around what actually moves.
Also
We advise smaller raises on crowdfunding platforms — Kickstarter, Indiegogo, StartEngine, Republic, Wefunder — end-to-end campaign strategy, creator activation, and launch execution.
Tagline: Traditional IR. Modern Reach. One Firm.
6
Listing venues covered
TSX · TSXV · CSE · NYSE · NASDAQ · OTC
13
Core IR deliverables
Roadshows through AGM execution
10
Retail & live platforms
Reddit · YT · TikTok · IG · Telegram · Discord · Twitch · Kick · Snap · StockTwits
5
Crowdfunding platforms
Kickstarter · Indiegogo · StartEngine · Republic · Wefunder
1
Point of accountability
One firm. One strategy. One invoice.
Industries we cover
i. The Modern Layer
Where the market actually lives.
Institutional IR covers the desks. We cover everywhere else — compliantly, credibly, with creators who have built real audiences in finance.
Forums · 1.2B MAU
2.4× DD shelf-life
Thread monitoring, AMA strategy, sentiment tracking on r/wallstreetbets, sector subs, and ticker-specific communities.
YouTube
02Long-form · 2.7B MAU
8–14m avg watch
Due-diligence partnerships with finance creators, earnings recaps, management interviews, sector primers.
TikTok
03Short-form · 1.6B MAU
3.2× engagement
Sector-native creators producing compliant short-form. Hook architecture, sound strategy, FYP optimization.
Visual · 2.0B MAU
1.8× save-rate
Reels distribution, creator collabs, story takeovers, and broker-page partnerships. Brand consistency with the deck.
Telegram
05Channels · 950M MAU
92% read-through
Vetted channel partnerships, broadcast strategy, and moderated investor channels for high-frequency updates and DD distribution.
Discord
06Communities · 200M MAU
Live Q&A reach
Vetted server presence, moderator relationships, structured DD drops, and live events inside high-signal trading communities.
Twitch
07Live · 240M MAU
45m avg session
Live trading and finance streamers, sponsored streams, sector roundtables, and earnings-day co-streams with vetted creators.
Kick
08Live · 57M MAU
Fastest-growing
Emerging live platform with looser monetization caps. Sponsored sessions and creator partnerships into a fast-growing retail audience.
Snapchat
09Stories · 850M MAU
Gen-Z reach
Spotlight placements and creator-led narrative reach into younger retail demographics.
StockTwits
10Tickers · 6M+ users
100% ticker-native
Ticker stream presence, watchlist optimization, sentiment indicator management, and trending placement coordination.
Headline metric reflects benchmark performance from recent Upsurge campaigns and partner data; MAU sourced from latest publicly reported platform figures (2024–2025).
All campaigns are structured in compliance with applicable securities regulations and disclosure requirements.
ii. Traditional IR Program
Every element of a full-service mandate.
Built, managed, and executed on your behalf. Institutional and retail programs available independently or combined.
House Speciality
A deep, vetted bench of internet talent — deployable in days, not months.
“The roster is the moat. We didn't build a list — we built relationships.”
400+
Vetted creators
72h
Avg. activation
9
Verticals covered
Roster Depth
Hundreds of pre-vetted creators across finance, tech, lifestyle, sports, gaming, and culture — already briefed on disclosure, already comfortable working with public issuers.
Reputation-First Vetting
Every creator on the bench is screened for audience quality, brand-safety history, prior sponsored work, and on-platform conduct. No grey-area accounts. No reputational drag.
Rapid, Reliable Deployment
Briefs out, contracts signed, content live — typically inside 72 hours of green-light. Built for catalyst windows, news cycles, and earnings reactions where speed is the campaign.
Multi-Vertical Reach
We don't only deploy finance creators at finance audiences. When the story is broader — energy transition, biotech, gaming, consumer — we pull from the verticals that already own that audience.
A / 01
Strategic Capital Markets Advisory, Corporate Development & Investor Relations
Built on the basics of solid corporate-style IR work coupled with a working understanding of the global capital markets. Institutional or retail-focused — and combinable with our Capital Markets Advisory mandate.
What this gets you
A defensible capital plan, a tighter cap table, and an executive team that always knows what the next financing window looks like.
Building Your Strategic Advantage
Strategic management meetings on a regular cadence focused on corporate development opportunities, potential financings, M&A initiatives, and the development of marketing strategies built around targeted audience messaging. We work alongside management as an extension of the executive team — not a vendor running in parallel.
Financings & Advisory
We work with management to define and develop financing plans and identify potential M&A activity, introducing management to the appropriate industry contacts to ensure a collaborative, compliant, and secure capital strategy. Direct collaboration with lead fiscal agents and underwriting consortia where required.
IPO Support
Full logistics planning alongside lead fiscal agents of the IPO consortium — domestic and international roadshows, collateral development, printing and delivery coordination, and on-the-ground support throughout the marketing window. Experience across resource and energy IPOs in partnership with major banks.
Marketing & Budgets
An annual rolling cash-flow IR budget that your financial team can integrate directly into the corporate plan. We identify the key events, allocate spend across the year, and where appropriate introduce synergistic partners that improve the budget profile and secure timely, fit-for-purpose services. Every dollar accountable.
B / 02
Investor Relations Services & Capital Markets Outreach
All IR programming is directly linked to your company's messaging and vision. Day-to-day logistics handled end-to-end — institutional, retail, or both.
What this gets you
More qualified meetings, fewer wasted calendar slots, and an investor base that grows in the segments you actually want.
Conferences & Roadshows
Targeted domestic and international roadshows — virtual or physical — in major Canadian, American, and European cities, for capital raise or non-deal purposes. Direct collaboration with fiscal agents where required. Access to a proprietary research database of over 1,000 high-net-worth individuals, private equity firms, funds, banks, and brokers, deployed to appropriately market and introduce your company.
Conference Selection, Attendance & 1-on-1 Meetings
We assess and screen conferences in advance, then build an attendance plan that integrates with your overall IR and marketing budget. Bookings, presentation development, dedicated meeting-calendar management, and meetings booked outside the calendar before, during, and after the event. Booth shipping, set-up, tear-down, and hotel logistics included.
Investor Calls & Virtual Town Halls
Cost-effective virtual town halls, podcasts, and CEO update calls delivered through established digital platform partners. Designed to attract and retain engaged listeners and to give them a credible channel for live Q&A with management on a consistent, timely cadence.
Site Visits — International & Domestic
Typically conducted annually to showcase near-term production or producing assets to analysts, investors, and prospects. Full management of invitations, private aircraft charter where required, flights and ground logistics, on-the-ground programming, and post-visit follow-up with every participant.
Annual General Meeting Management
Liaison with legal and management to ensure the business of the meeting is properly delivered to the board and executives. Speaker support, Q&A development, venue booking, and full logistics for a successful AGM. TSX/regulatory compliance for audio and video webcast upload to your corporate site handled end-to-end.
C / 03
Communications, Brand & Corporate Identity
Every touchpoint your investors see — consistent, credible, and on-message. Compliance built in from day one.
What this gets you
One coherent corporate story rendered across every surface — wire, deck, website, booth, social — with nothing off-brand and nothing off-message.
News Release Strategy
In many cases your NR is the first and only communication your audience sees. We work with you to hone the message and ensure the right content reaches the right audience — drill results, financial results, operational updates. Regulatory compliance review, wire-service selection for widest qualified reach, and amplification through your owned digital channels.
Development of Corporate Collateral
Power Point decks, fact sheets, website content, branded video, photography, booth design and production — produced in a consistent, cost-effective, and timely manner. Design consistency across every piece of collateral is the goal, and the standard.
Branding & Rebrand
Logo development or refurbishment, style guide for corporate-wide quality control, corporate collateral refresh, tagline development, and website delivery or updates. Internal IT and legal collaboration coordinated for turnkey rebrand execution.
All programming is directly linked to your company's messaging and vision.
iii. Two Ways to Work
Engage the full program — or just the layer you're missing.
Option I
Full-Service Program
Traditional IR and influencer marketing running as one integrated mandate. Institutional outreach, roadshows, conference management, regulatory compliance, news release strategy, shareholder communications — plus full social and creator distribution across every platform your investors are actually on. One firm. One strategy. One point of accountability.
Option II
Specialized Add-On / Sub-Advisory
Already have IR covered? Already have a firm? Retain Upsurge for what your current program doesn't include. We come in as your modern marketing division — or as a white-label sub-advisor operating quietly behind your existing structure. We handle the social platforms, the creator relationships, and the retail-facing digital presence. No overlap. No conflict. Just the layer you're missing.
iv. The Model
Clear Costs.
Aligned outcomes.
Defined scope, defined deliverables, defined accountability. Where the mandate warrants it, we'll layer in performance components or an equity tail — structured so our upside follows yours, never precedes it.
01
Performance & equity layers
Where the mandate warrants it, we'll add success components — milestone fees, equity, or warrants — structured so our upside follows yours, never precedes it.
02
Defined deliverables
Every line of the program is mapped to an owner, a cadence, and a reporting line. You know exactly what we're doing, when, and how it's measured.
03
No surprise invoices
Out-of-scope work is quoted and approved before it starts. Pass-through costs (travel, venue, wire, print) are itemised at cost, not marked up.
iv.i — Accountability
Measured in numbers, not narratives.
We track dozens of KPIs across every engagement. The ones below are simply the few worth calling out — the rest live in your monthly board pack.
What we measure
Selected KPIs- 01
Institutional flow
Qualified introductions and meeting-to-position conversion rate.
- 02
Base composition
Shift across retail, HNW, and institutional ownership over time.
- 03
Liquidity
Average daily volume and bid-side depth relative to baseline.
- 04
Earned reach
Verified impressions across creator and platform campaigns.
- 05
Sentiment delta
Pre/post engagement scoring across monitored channels.
- 06
IR pull-through
Inbound enquiries attributable to digital touchpoints.
How we report
Cadence- Monthly
Board-ready performance report — every KPI, every channel.
- Quarterly
Shareholder analytics and surveillance review with the C-suite.
- Real-time
Live campaign dashboard, accessible to management on demand.
- Per-deliverable
Compliance log for every creator post and paid placement.
- Per-event
Post-mortem after every roadshow, conference, and major release.
Last twelve months: 100% of board packs delivered on the first business day of the month — every issuer, every channel, no exceptions.
Trailing 12 mo.
v. Engagement
From first call to first tick.
A defined onboarding cadence. We move from kickoff to operational program in a handful of focused steps — sequenced to your stage, not a stopwatch.
vi. Clients
We work with a select number of companies.
TSX, TSX-V, CSE, NYSE, NASDAQ, and OTC-listed issuers across resource, technology, life sciences, and emerging sectors. We also work directly with IR firms and agencies that need a capable, discreet sub-advisor to run the modern marketing layer their current team doesn't cover. If you know what you're looking for — we probably built it for someone like you.
“Quietly the most effective IR firm we’ve worked with.”
vii. About
The people behind the program.
A small, senior team — operators from capital markets, communications, and creator marketing. We keep the bench tight on purpose.
Upsurge was founded to close the gap between how public companies are advised and where their investors actually pay attention. Traditional IR firms run the institutional playbook. Influencer agencies run the consumer playbook. We're the only firm built to run both — under one mandate, with one team, for one outcome.
01
Anthony Medina
Founder
02
Andrew Prince
Dir. of Talent
03
Chris Gonzales
Dir. of Operations
04
Matthew Juhasz
Dir. of Admin
viii. Contact
If you know what you're looking for, let's talk.
Full-service, add-on, or sub-advisory — we'll tell you in the first call whether we're the right fit.