About irvana

Irvana started with an observation that would not go away.

Companies with excellent assets, capable management and sound strategy still trade at persistent discounts. Similar companies with similar performance get very different market outcomes. Executives explain the story over and over, and the market still does not seem to hear it.

The usual explanation is communication. That is almost never the whole answer. The market judges you on your cumulative public record: what you said you would do, what you actually did, how clearly and consistently you disclosed it. That record builds confidence or erodes it over years, and almost no company measures it.

You get independent advice on audit, remuneration, cyber, and strategy. Nobody gives you an independent view of how the company is performing as a listed company. We built Irvana to do that job.

The moment we tell you what you want to hear, we are worthless to you. So we do not.

Independence is the whole product.

You already have plenty of views: brokers, shareholders, your own team. What you are missing is evidence that does not have an agenda attached.

Evidence beats opinion.

One announcement rarely defines a company. Patterns do.

The market judges you cumulatively.

No presentation, roadshow or rebrand creates it. Consistent delivery and credible disclosure do, slowly.

Investor confidence is earned, not manufactured.

Everything we do runs on evidence, not opinion. We analyse your public record, benchmark you against peers, grade every finding by how much weight the evidence can bear, and say plainly what we are uncertain about.

Senior people do the work. No armies of juniors, no report factory. The person you meet is the person doing the analysis.

How we work

Stephen has 25 years of experience developing digital, technical, and creative campaigns in the United Kingdom and Australia, specialising in using technology to deliver strategy, design, and content to precisely targeted audiences. At Irvana, he leads the analytical and delivery capability: the systems that transform a company's public record into structured, decision-ready evidence. His focus is ensuring every finding is supported by data, not opinion.

Ted has spent more than 35 years working out why some companies are understood and others are not. He started in New York, Boston and Madrid advertising agencies on brands like Coca-Cola, IBM and Heineken, then founded and built a global wine marketing and distribution business from the ground up. Since then he has advised mining, industrial, technology, retail, sports and hospitality companies around the world on strategy and positioning. The pattern he kept seeing is the one Irvana is built on: the gap between what a company is and what the market understands it to be is rarely an accident, and it can be measured.

Steve Rea

Ted Schrauth

Our Team

Would we give the same advice if our reputation depended on it?

It does. That is the test every piece of our work has to pass before it reaches you.

THE STANDARD WE HOLD OURSELVES TO

Find out where your company actually stands.

Helping listed companies earn long-term investor confidence.