New Ticker - RZLV

I discovered RZLV a few days ago. It is an order processing company for retailers. Rezolve has affiliations with Google and MSFT, and among their customers are Dunkin Donuts and Ace Hdw. It was these customers that spurred my initial interest. The story gets interesting with AI’s assessment of my inquiry on how RZLV could improve McDonald’s order processing over what they are currently using. A paste of the inquiry and answer are shown at the bottom of this post. This AI response triggered an entry level position this morning

The theme of their system: If you have the retailers app on your phone, hey are using Rezolve and you are the 12 car in the drive up ordering system: the retailer gets info that you have ordered a large coffee and two glazed donuts 75% of the mornings you have used them. This improves order time, employee efficiency, etc.

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INFO FROM AI ON RZLV

How would RZLV’s order entry software platform be an improvement over what McDonald’s is currently using?

RZLV’s (Rezolve AI’s) order entry software platform could represent a significant improvement over McDonald’s current systems in several ways, assuming McDonald’s is still primarily relying on traditional drive-thru tech stacks and app-based ordering with geofencing elements. Here’s how RZLV could enhance the experience:


:small_blue_diamond: 1. Real-Time Geofencing with Passive Recognition

Current (McDonald’s):
McDonald’s uses geofencing through its app, but it typically requires the customer to open the app or confirm their arrival to trigger the process.

RZLV Advantage:
Rezolve’s geofence technology can automatically recognize a returning customer as soon as their phone enters a geofenced zone—even without app interaction. This could allow:

  • Instant alerting of staff to start prepping a previously placed order.
  • Custom on-screen greetings at the drive-thru.
  • Faster throughput by removing the need for order confirmation.

:small_blue_diamond: 2. Predictive Personalization and Cross-Selling

Current (McDonald’s):
Uses some AI at kiosks or in-app to suggest upsells based on item choices.

RZLV Advantage:
Rezolve can automatically identify customers by their phone and deliver hyper-personalized offers on drive-thru displays or digital menus before a customer even begins ordering.

  • It remembers past orders.
  • It adjusts suggestions based on time, weather, or prior visit history.
  • This boosts average ticket size and perceived customization.

:small_blue_diamond: 3. Frictionless Ordering (No App Required)

Current (McDonald’s):
Often depends on the app being open, login credentials, and confirmation screens.

RZLV Advantage:
With Rezolve, customer recognition can happen passively with device ID tech.

  • A customer could be recognized and offered to “reorder your usual?” before they speak.
  • Eliminates several steps and shortens order time.

:small_blue_diamond: 4. Reduced Staffing Needs Through Automation

RZLV Platform Benefit:
By automatically processing known customer preferences and prepping repeat orders in advance, fewer employees are needed to handle basic order entry or confirmation tasks. Labor is a major cost for McDonald’s, and reducing order-taking time improves throughput and reduces wait times.


:small_blue_diamond: 5. Integration with Loyalty and Real-Time Offers

Current (McDonald’s):
App-based loyalty program, with static offers.

RZLV Advantage:
Rezolve enables dynamic, moment-based offers that:

  • Respond to customer presence in real-time.
  • Adjust based on inventory, time-of-day, or recent promotions.
  • Automatically link to loyalty accounts without customer needing to take action.

:small_blue_diamond: 6. Scalable, Retail-Focused Architecture

Rezolve is designed to scale across multi-unit operators and retail chains. Its platform is cloud-native and built for real-time responsiveness—ideal for a global QSR (Quick Service Restaurant) chain like McDonald’s.


Summary:

If McDonald’s integrated RZLV’s order entry platform, it could see:

  • Shorter service times at drive-thrus.
  • Higher conversion rates through proactive order suggestions.
  • Better customer retention via seamless loyalty recognition.
  • Labor savings and operational efficiency.
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RZLV is a former SPAC which struggled for 2 years to find a target and when it finally found Rezolve in a desperate move to avoid returning its cash, it promptly lost 80% of its value. At the time of the merger, Rezolve claimed around $12M in revenue, and recent press releases claim they’ll reach $100M ARR in 2025, but any SEC filings I can find show only minimal revenue (<$200k). It’s very strange and concerning that they don’t seem to actually report financial performance. Their IR site is extremely limited.

What gives?

By the way, I would bet dollars to donuts the “strategic partnerships” with Microsoft and Google are just them getting whatever apps they’ve built available for use on Azure and GCP.

Edit: OK, I’ve read more and it really seems like the SPAC acquired them (presumably so the sponsor still gets their sweet, sweet fee which appears to have been something like $60M) and then I guess shut down the revenue-generating business? Based on the apparent $100M loss Rezolve was running on that $12M of revenue in 2022, I gather they were just going bankrupt and the SPAC bought them just so it wouldn’t run out of time on making an acquisition.

Meanwhile, they had “immaterial” revenue for 2024 but somehow are guiding to $100M ARR by end of 2025. Optimistic! They are a foreign private issuer, so I’m not sure what kind of securities laws they can be held to, other than risking delisting, that would ensure they give honest information. (Similar to how SPACs could just forecast whatever utopian scenario they liked prior to getting acquired.)

I wouldn’t touch a company like this with a ten-foot pole.

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