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Company Sponsored Research Coverage

Institutional Research Coverage for Undercovered Public Companies

AER gives undercovered public companies detailed research investors can use: an initiation report, an integrated financial model, and coverage that stays current.

From business drivers to valuation, the research shows how the numbers fit together.

Global public-company coverage across sectors and stages of development.

The Coverage Gap

Undercovered companies can be difficult to evaluate

The information may be available, but it is often fragmented across filings, presentations, earnings, and company announcements. Investors are left to assemble the analysis themselves.

  1. 01Limited third-party financial forecasts
  2. 02Low visibility into operating drivers
  3. 03Few structured valuation frameworks
  4. 04Limited ongoing analytical coverage
  5. 05Company information spread across many sources

What AER Delivers

A Research Program That Continues After Initiation

01

Initiation Research

A detailed publication covering the business model, industry, competitive position, forecasts, valuation, key drivers and catalysts, and principal risks.

  • Business, industry & competition
  • Forecasts, valuation & catalysts
  • Key drivers & risks
02

Detailed Financial Model

We tailor the model to the business, focusing on the operating drivers, financial schedules, and valuation methods that matter most.

  • Revenue, segments, pricing/volume & KPIs
  • Margins, costs & working capital
  • Capex, cash flow & balance sheet
  • Financing, dilution, scenarios & sensitivities
03

Ongoing Coverage

Coverage continues after initiation with updates around earnings, material announcements, and changes that affect the model or valuation.

  • Earnings
  • Material developments
  • Forecast & valuation changes

Research Built Around the Model

The Model Drives the Research

Operating assumptions feed the forecast, scenarios test what can change, and valuation turns the model into a clear view of value.

See our Research Approach

Operating Inputs

Revenue drivers / pricing / volume / KPIs

Integrated Forecast

Revenue / margins / income statement / working capital / cash flow / balance sheet

Scenarios & Sensitivities

Test the assumptions and variables that can change the outcome

Valuation

Model outputs translated through the valuation methods used for the company

Published Research

The report brings together the analysis, forecasts, valuation, risks, and conclusions

Why AER

Why Companies Choose AER Coverage

Experienced research team

Research is produced by finance professionals with CFA, MBA, and CA backgrounds and years of experience across equity research and financial modeling.

A model behind every initiation

The written thesis and financial model are built together, so assumptions, forecasts, scenarios, and valuation stay connected.

Coverage that continues

Initiation establishes the framework. Earnings, material developments, and model-changing events keep it current.

Distribution beyond the PDF

Research is built for institutional platforms, the public web, search, AI-assisted discovery, newswire and media, and direct channels.

For Investors

Clarity on What Drives the Business

  • How the business works
  • Operating and financial assumptions
  • Forecast, scenario, and valuation context
  • Key risks and variables

For Public Companies

Coverage That Stays Current as the Company Develops

  • A structured research record investors can use in diligence
  • Coverage around earnings and material developments
  • Company information translated into forecasts and valuation
  • Distribution beyond the company's own IR channels

Ready to discuss coverage for your company?

Discuss Coverage

Distribution & Discoverability

Research Built for Discovery

Research should remain discoverable after publication. AER combines institutional distribution with a permanent web presence so investors can find the work through the channels they already use.

Public research pages remain accessible on the web even when the full report is gated.

AER Research

Multiple discovery paths

AER Website

Web Research

Institutional Platforms

Research and data environments

Search & AI-Assisted Discovery

Modern research workflows

Newswire & Financial Media

Publication and media channels

Email & Professional Distribution

Direct investor channels

Investor audiences: Institutions  |  Family Offices  |  Wealth Managers  |  Self-Directed Investors

Distribution network

Bloomberg
FactSet
LSEG
AlphaSense
S&P Capital IQ
Morningstar
Castine
Other institutional channels

Platform mix varies by coverage program.

Coverage Framework

What Goes Into an AER Coverage Program

Research depth

AER Coverage
Deep research and analysis
Other Coverage Platforms
Basic narrative coverage

Detailed financial model

AER Coverage
Built with every initiation
Other Coverage Platforms
Varies

Operating-driver forecasts

AER Coverage
Company-specific
Other Coverage Platforms
Varies

Scenario analysis

AER Coverage
Tests key assumptions
Other Coverage Platforms
Varies

Valuation assumptions

AER Coverage
Explicit and documented
Other Coverage Platforms
Varies

Ongoing updates

AER Coverage
Earnings + material developments
Other Coverage Platforms
Varies

Public HTML research

AER Coverage
Included
Other Coverage Platforms
Varies

Multi-channel distribution

AER Coverage
Institutional + web + media/direct
Other Coverage Platforms
Varies

Frequently Asked Questions

Coverage questions

Common questions from companies considering coverage.

Company Sponsored Research Coverage

Discuss Research Coverage

Tell us about your company. We'll discuss the right research scope, model depth, ongoing coverage, and distribution approach.