Maverix Private Equity

Maverix Private Equity is a Growth Private Equity firm looking to partner with incredible entrepreneurs who wish to scale their businesses globally.

[Maverix Private Equity @MaverixPe]

We are ready to rummmbbbbllllle! Looking for great entrepreneurs who have set their sights on global domination. https://t.co/aAu4R9Tq5z @ruffoloj @Mark_Maybank @14y7h @DrEricHoskins @NagarRahmani @Mav_John @vvnoleary

[Kevin Vuong 🇨🇦 @KevinVuongxMP]

Canada’s history is that of a nation of pioneers, builders, and warriors—and we can be that again.

I was thrilled to moderate a panel on ‘Building Canada’ with leading 🇨🇦 builders & investors @ruffoloj and @ddebow.

Where some of the discourse during @TOTechWeek has been concern, we focused on what gives us hope for the future and the actions that can be taken to remove the barriers to growth, entrepreneurship, and prosperity.

[Scott Stevenson @scottastevenson]

It’s time to expose a huge scam in AI startups: Contracted ARR

The reason many AI startups are crushing revenue records is because they are using a dishonest metric

The biggest funds in the world are supporting this and misleading journalists for PR coverage.

The setup: Company signs 3-year enterprise deals. Year 1 is discounted (say $1M), Year 2 steps up ($2M), Year 3 is full price ($3M).

They report $3M as “ARR” — even though they’re only collecting $1M right now.

The worst part: The customer has an opt-out option at 12 months! It’s not actually a 3 year contract.

In the chart below, by Q5 the company is trumpeting ~$100M “ARR” to press, while actual cash-generating, in-effect ARR is ~$35M. That’s ~3x inflation.

On top of this, enterprise AI companies are bundling full-time “forward deployed engineers” into deals massively reducing margins, sometimes producing Year 1 negative margins.

At some point customers are going to start triggering their opt-out clauses or aggressively negotiating down Year 3 pricing.

And a wave of enterprise AI companies may collapse.

[Maverix Private Equity @MaverixPe]

link to article: https://t.co/3unuZedSfI

[Maverix Private Equity @MaverixPe]

The teams winning with AI in sales aren't the ones buying the most tools. They're the ones designing how the tools actually work together.
A sharp read by on why the gap between AI hype and AI revenue is an architecture problem, not a technology one. Article linked below👇

[John Ruffolo @ruffoloj]

https://t.co/Y1N02vhv2s. Yup. @GraemeCGordon @TheHubCanada @mattybcohen

[Build Canada @build_canada]

Read more about how we can build up Canada's digital sovereignty by checking out @ruffoloj's memo at https://t.co/2Hgn3QYQOT 📖

[Maverix Private Equity @MaverixPe]

Link to article: https://t.co/joDAJStxYJ

[Maverix Private Equity @MaverixPe]

Building the next gen of Canadian champions isn't just about growing fast. It's about getting honest with who you're growing for. Here is a great piece on why the customers founders fear losing most are often the ones draining the business. 👇

[Maverix Private Equity @MaverixPe]

Couldn't agree more with @motalwar . The physical economy is the part of the world everyone depends on & almost no one has built great software for yet. Teams quietly fixing that will be very hard to catch, and a lot of them are being built right here in Canada. Article below!

[Mohit Talwar @motalwar]

People ask us where we're finding the most interesting companies right now. We're excited about technology built around the physical world. Here’s my perspective, along with a market map of the Canadian private company landscape.

https://t.co/Ptzq4JGv2N

[Maverix Private Equity @MaverixPe]

Link to article: https://t.co/j9r7QFqC8a

[Maverix Private Equity @MaverixPe]

The quiet rewiring of Canada's financial system is underway.
Open banking is law. A federal stablecoin framework is on the books. The Real-Time Rail is closing in.
A genuinely exciting moment for Canadian financial sovereignty. Worth a read 👇

[John Ruffolo @ruffoloj]

Very well done @MarkJCarney !! As Canada’s economic sovereignty is so tied to our future, a sovereign wealth fund is critical so that we supply the equity capital to support opportunities critical to Canada’s future.

[John Ruffolo @ruffoloj]

PM Carney will announce plans to create a sovereign wealth fund Monday, a day ahead of the spring economic statement. As a refresher, I had outlined last fall the benefits of a sovereign wealth fund for Canada and how it would be funded. https://t.co/lVHeaY0RJn

[Ben Bergen @Ben_Bergen]

As details began to emerge on Canada’s Sovereign Wealth Fund - check out @ruffoloj’s article from Oct, 2025 outlining why the country needs this type of grow capital via: @globeandmail

https://t.co/bD6tqnXuy1

[Maverix Private Equity @MaverixPe]

Link to post: https://t.co/BYZ67nXxP4

[Maverix Private Equity @MaverixPe]

Hypergrowth hides a lot. Until it doesn't.

A sharp take on the moment product strength stops outrunning organizational drag, and the counterintuitive move that gets companies back on track. Worth the read 👇Link below

[Maverix Private Equity @MaverixPe]

link to article: https://t.co/rgiOWr1kZt

[Maverix Private Equity @MaverixPe]

Canada has the talent, the research, and the healthcare system to lead globally in health innovation. So why don't we? Our partner @DrEricHoskins tackles that question in his latest piece. A timely and important read. Article in the comments below👇

[Harley Finkelstein @harleyf]

$100M. Entirely donor-funded. Faster and cheaper than the public equivalent.

The Jewish General didn't wait. That's the whole lesson.

Wrote about it with Lindsay.

[Maverix Private Equity @MaverixPe]

Article link: https://t.co/nqszKqXY8x

[Maverix Private Equity @MaverixPe]

Healthcare isn’t just policy, it’s sovereignty! Below is a thought piece on why a country that can’t care for its own people can’t truly govern itself 🤔. Link in comments.