Mixed mandates
Strategic, financial and legacy considerations vary between opportunities.
Zurvek creates a common first-pass record across principals, advisers and external specialists, without converting a family office mandate into a generic recommendation.
5 evaluations free · no card required
A durable process must preserve submitted evidence, blind spots and the reasoning available when the opportunity was discussed.
Strategic, financial and legacy considerations vary between opportunities.
Internal and external reviewers may work from different files and assumptions.
Families need to reconstruct the original analytical state after people and narratives change.
Operational benefits depend on intake quality, review process, team size and account eligibility. No fixed saving is guaranteed.
This comparison explains where a structured first pass can reduce mechanical work and where specialist verification and human judgement remain essential.
Read the research noteNames and values are illustrative. The structure mirrors the current Pipeline; no customer or evaluated company is shown.
Upload pitch decks and supporting documents into one organization-scoped workspace.
Trace recorded claims to deck pages and see whether each item was assessed, consistent, or unverified.
Inspect the score, friction band, unresolved gaps and recorded cap reasons together.
Open saved IC questions and export decision-support documents carrying the calibration version and notice.
Triage CSV, XLSX or PDF intake in batches of up to 20 companies, subject to plan eligibility.
Ask questions about the product, account and recorded reports. Running a deck requires paid access or a remaining allowance.
Create the right workspace for your role. Your first five evaluations are available without a card.