Cypress Lakes PEM provides high quality investment research on publicly traded companies with an exclusive focus on enterprise software. The firm has high conviction in each analysis, investing in the companies we provide research on. Our analyses are sold to individual and institutional investors through our website.

Cypress Lakes PEM was founded upon recognizing equity research for enterprise software companies often lacked sector expertise. Few, if any, firms were dedicated to the enterprise software industry, resulting in research absent of the depth born of sector specialization. Our founders draw upon their experience in the software private equity industry. Consistent with private equity investment horizons, each investment thesis is medium term in nature, typically 3-5 years.

We provide elite research with a definitive opinion. Our investment analyses consist of qualitative and quantitative rationale, financial projection models, valuation guidance, and investment risks. Our reports include “initiating coverage” type information, so readers will have a thorough understanding of the company, its products, and its market. However, our research does not simply summarize public information.

We cover publicly traded enterprise software, a market worth almost $3 Trillion. A niche cottage industry twenty years ago, software now extends into all areas of the broader economy. Virtually all enterprise organizations are supported by software platforms. Continuing to expand as one of the fastest growing parts of the economy, the software ecosystem is characterized by rapid innovation cycles, prudent adoption, evolving economic models, and ongoing specialization.