Skip to content
Zorev

Solutions

A stronger research process across the investment organisation.

Zorev helps organisations structure company analysis, challenge investment assumptions, improve internal review and preserve the reasoning behind decisions.

Who it is built for

Professional investment and advisory organisations.

No single framework fits every organisation. The analytical structure is adapted to the organisation, the sector and the decision being made.

01

Asset managers and investment funds

Increase company coverage while preserving a consistent research process and clear analytical accountability.

  • Broader coverage without diluting standards
  • Clear analytical accountability
  • Evidence connected to portfolio conclusions
  • Stronger investment-committee review
  • Continuous monitoring of thesis-relevant developments

02

Equity research teams

Reduce repetitive evidence collection and spend more time examining assumptions, risks and valuation.

  • Less time locating information
  • More time on assumptions and valuation
  • Counter-thesis before publication
  • A living company thesis
  • Research that transfers between team members

03

Family offices

Create an auditable and continuously monitored view of concentrated investments.

  • Auditable analytical record
  • Visibility into valuation assumptions
  • Documented long-term reasoning
  • Downside scenarios for concentrated positions
  • Continuous monitoring of holdings

04

Corporate strategy and development teams

Apply structured fundamental analysis to competitors, acquisition targets and strategic markets.

  • Competitor and target analysis
  • Market and segment economics
  • Capital-structure review
  • Valuation assumptions for internal review

05

Credit and risk teams

Investigate cash generation, leverage, covenant capacity, downside scenarios and deterioration signals.

  • Cash generation and conversion
  • Leverage and covenant capacity
  • Downside and stress scenarios
  • Early deterioration signals
  • Invalidation conditions for credit views

Investment committees

Make the investment case easier to review.

Decision-makers need to understand not only the conclusion, but the evidence and assumptions behind it.

  • What the analyst believes
  • Which evidence supports the conclusion
  • Which assumptions drive valuation
  • What evidence contradicts the thesis
  • Which risks could invalidate it
  • What changed since the previous review

Organisational value

Four durable benefits.

Consistency

Use a shared analytical structure without replacing individual judgement.

Traceability

Follow important conclusions back to evidence, calculations and assumptions.

Reviewability

Give decision-makers a clearer view of what drives the investment case.

Institutional memory

Preserve the reasoning behind decisions as information, teams and conclusions change.

See Zorev applied to your research process.

A tailored demonstration can focus on your analytical standards, review requirements and coverage.

Request a tailored demonstration