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Draft a credit memo from spreads and statements with ZeroDesk for Excel

ZeroDesk pulls the borrower's filings and spreads through the S&P Capital IQ connector and reads the underwriting.

Draft investment memos

Generate investment memos from platform data, formatted to match your firm's structure and requirements.

Organize your business finances

Create spreadsheets that bring clarity to your finances. Spot trends, filter what matters, and understand what your numbers are telling you.

Adapt content across platforms

Transform source material into platform-ready content while keeping the message, structure, and brand consistent.

Verify statistics from raw data

Check source data, surface discrepancies, and produce an analysis your team can review with confidence.

Create a sales proposal presentation

Create a polished client proposal deck with professional layouts, data visualizations, and cohesive design.