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Zorev

Solutions

A research operating system for the investment team.

Zorev connects evidence, assumptions, thesis and valuation for asset managers, family offices, boutique funds and equity research teams. Keep the reasoning behind decisions available for review as the investment case evolves.

Who it is built for

Built around fundamental investment workflows.

A shared research structure supports different mandates while keeping evidence, valuation assumptions and analyst accountability explicit.

01

Asset managers

Bring evidence, valuation assumptions and analyst decisions into a consistent research record for portfolio and investment committee review.

  • Persistent investment theses
  • Clear analytical accountability
  • Evidence connected to portfolio conclusions
  • Investment committee review
  • Thesis revisions linked to new evidence

02

Equity research teams

Connect investment claims to source evidence and valuation assumptions. Keep contradictory findings and review decisions visible as the research develops.

  • Evidence linked to published claims
  • Explicit assumptions and valuation sensitivities
  • Counter-thesis before publication
  • A living company thesis
  • Research that transfers between team members

03

Family offices

Maintain the long-term reasoning behind concentrated investments, including the evidence, downside assumptions and changes considered at each review.

  • Auditable analytical record
  • Visibility into valuation assumptions
  • Documented long-term reasoning
  • Downside scenarios for concentrated positions
  • A record that carries forward between reviews

04

Boutique funds

Give a focused investment team a shared research structure for testing claims, reviewing assumptions and preserving institutional investment memory.

  • A common structure for investment theses
  • Counter-thesis and unresolved contradictions
  • Analyst approval and clear accountability
  • Research continuity across team members

Investment committees

Keep the decision context available for the next review.

The intended committee record preserves the human decision alongside its research context. Keep analyst and reviewer responsibility explicit, and retain earlier reasoning as evidence, assumptions and the thesis change. This describes a workflow direction, not complete decision-record functionality in the current MVP.

  • The investment decision and decision date
  • What the analyst believes
  • Which evidence supports the conclusion
  • Which assumptions drive valuation
  • What evidence contradicts the thesis
  • Accepted risks and conditions that would invalidate the thesis
  • What changed since the previous review
  • Which findings and assumptions the analyst has approved
  • Who is responsible for the analysis and committee review

Organisational value

A durable record of investment reasoning.

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 investment memory

The intended workflow retains the decision context and later thesis revisions, giving new reviewers a record of the evidence, assumptions and risks considered at the time.

See Zorev applied to your research process.

A demonstration can focus on evidence-to-claim links, valuation assumptions, committee review and research continuity within your team.

Request a tailored demonstration