The AI platform for
buy-side finance.
AI agents that turn data rooms and filings into finished models, decks, and memos.
Trusted by leading firms


















Accelerate High-Quality Analysis
Data Rooms
Data Rooms
Upload the full data room. Every answer cites the file, page, and line across thousands of documents.
Upload the full data room. Every answer cites the file, page, and line across thousands of documents.
Fundamental Research
Fundamental Research
Query SEC filings and your own uploads side by side. Every figure traces back to its source.
Query SEC filings and your own uploads side by side. Every figure traces back to its source.
General Analyst Work
General Analyst Work
Ask Compound to do any junior analyst task: build TAM models, clean data, summarize customer calls, and more.
Ask Compound to do any junior analyst task: build TAM models, clean data, summarize customer calls, and more.
“The only AI product that can create work output our team trusts.”
Partner at Multi-Billion AUM Growth Equity Firm
Our commitment to security
Enterprise-ready with full ownership, encryption, and control

No training
Customers own all inputs, prompts, and outputs

Encryption
256-bit AES encryption at rest and in transit

Custom Deployments
We support deployment into VPC for maximum security

SOC 2 Type II
Certified SOC 2 Type II compliant, monitored by Vanta
What's new in Compound V2
Multiplayer
Share an agent with your team, or create one per deal. Comment on a cell or a slide and the agent makes the change.
Compound Office
Our own Excel, PowerPoint, and Word engines, built for agents. Real Office files, in an editor you already know.
Built for scale
Kick off hundreds of tasks and subagents run them in parallel. Drop in 15,000 files at once.
Trace every number
Click a number in a deck to open the model cells behind it. Click a cell to open the filing passage it came from.
Everything you need to know about Compound
Compound V2 is built around agents and tasks instead of single chats. You describe the work and the agent runs it as a task in the background, many at a time. You can share an agent with teammates, comment on workbooks and decks for the agent to act on, and follow companies in Company Universe. Models, decks, and memos open in Compound's own Excel, PowerPoint, and Word editors.
Having total control over the frontend interface means we can launch powerful features like editing multiple workbooks in a single analysis, or introducing better auditing features like our precedent tracing. It also lets analyses run asynchronously on our servers — kick off long-running work, close your laptop, and come back to the finished output instead of keeping an Excel window open. With Compound, our goal is to create the best AI-native workspace for finance, which includes enhancing the spreadsheet itself. We do have an Excel add-in, Compound for Excel, but to get the most out of Compound we recommend the web app and Frankie.
Analyze PDFs, Excel files (.xlsx, .xlsm, .csv, .tsv), Word documents, PowerPoints (.pptx), images, and other common formats. AI outputs include Excel spreadsheets, Word documents, and PowerPoint presentations.
Compound is SOC 2 Type II compliant and built with enterprise security in mind. Data is AES-256 encrypted at rest and in transit. By default, we do not ever train on your data. For maximum enterprise security, we offer VPC deployments. To learn more please contact sales@getcompound.ai.
Yes. Every change to a file, yours or the agent's, is saved as a new version. You can open an earlier version or download any version.
We've built the Compound AI Analyst with trust in mind. Every single analysis is auditable with detailed citations, and spreadsheet analysis is done with formulas fully-compatible in Excel.
Compound is built for a range of tasks, including but not limited to: 'deep' and 'wide' document analysis over thousands of files, financial modeling and data analysis, conversions of any document into spreadsheet data, and more. Some example use cases include data room cuts (e.g. revenue waterfalls, IC model generation) to fundamental equity research (e.g. comps generation, mini-model of sector names).
Compound is a compound AI system that intelligently orchestrates multiple models to deliver the best results. We leverage frontier models from OpenAI, Anthropic, Google, open source providers, and more—selecting the right model for each task.

