Draft investment memos
Generate investment memos from platform data, formatted to match your firm's structure and requirements.
Describe the task
ZeroDesk can connect directly to your financial tools, letting you query using natural language and receive analysis with source citations. Instead of opening multiple browser tabs to gather data, copying metrics into spreadsheets, and formatting a Word document from scratch, you can request the complete workflow in one conversation.
Tell ZeroDesk which company you are evaluating, what metrics drive your investment decision, and what deliverable format you need.
I am evaluating CloudBridge Technologies (ticker: CLDG) for a potential equity investment and need an initial memo for our IC meeting next week.
Pull the data I need:
Using Daloopa, get CloudBridge's revenue, operating margins, and free cash flow for the last 12 quarters, plus their segment revenue breakdowns.
Using Kensho, identify who CloudBridge lists as competitors in their SEC filings and pull revenue growth and margins for those competitors.
Also get CloudBridge's key business relationships and major customers.
Analyze cloud platform segment growth versus overall company growth, determine free cash flow conversion, compare margins year-over-year, benchmark against competitors, and create a professional investment memo in Word format.
Investment Memo
Source backed
CloudBridge Technologies
Metric
Latest
Trend
Revenue
$2.8B
+34%
Operating Margin
41.2%
+3.7 pts
Free Cash Flow
$915M
+50%
Give ZeroDesk context
Connect your data platforms so ZeroDesk produces memos with current data rather than requiring manual metric gathering from multiple sources.
Set up connections to Daloopa for SEC filings and fundamental data, and S&P Global for market intelligence and competitor analysis.
This workflow uses capabilities available to ZeroDesk for Enterprise customers. Financial data connectors may require existing subscriptions or licenses with the underlying providers.
What ZeroDesk creates
ZeroDesk pulls data from Daloopa and S&P Global, calculates growth rates and margins, compares performance across competitors, and generates a professional Word document ready for investment committee review.
The document includes executive summary with BUY recommendation and $165 target, business overview, financial highlights, competitive benchmarking, valuation, and key risks.
From ZeroDesk
I have retrieved the financial data and created your investment memo:
Data Retrieved:
CloudBridge quarterly data: revenue grew from $1.8B to $2.8B over 12 quarters, operating margins expanded from 37.5% to 41.2%, and free cash flow increased from $610M to $915M.
Segment breakdown: Cloud Platform Services at 58% of revenue and 34% growth, Developer Tools at 28% and 18% growth, Professional Services at 14% and 12% growth.
Customer concentration is moderate and declining, with no single-customer dependency risk.
The memo is formatted for IC presentation with professional typography, clean hierarchy, and source-backed analysis.
Ready to try for yourself?
Bring your source files, connect the tools where your work lives, and let ZeroDesk turn your next request into a structured first draft you can review and refine.
Try in ZeroDesk