Compound
The AI Analyst for Finance You Can Trust
What is Compound? Complete Overview
Compound is an AI-powered financial analyst designed to accelerate high-quality financial analysis, modeling, and research. It helps finance professionals quickly understand data rooms, conduct fundamental research, and perform general analyst tasks like building TAM models, cleaning data, and summarizing customer calls. Trusted by multi-billion AUM growth equity firms, Compound ensures enterprise-ready security with full data ownership, encryption, and control. It offers an interactive spreadsheet interface with auditing features, infinite context workspace for searching through thousands of documents, and parallel workstream capabilities. Target users include financial analysts, equity researchers, and enterprise finance teams looking to make better, faster decisions.
Compound Interface & Screenshots
Compound Official screenshot of the tool interface
What Can Compound Do? Key Features
Data Rooms
Quickly understand what’s in a data room and get to your IC model in a fraction of the time. Compound streamlines the process of analyzing data rooms, saving valuable time for finance professionals.
Fundamental Research
Easily query SEC filings and uploaded data to create a holistic view of any company. Compound simplifies the research process by aggregating and analyzing financial data from multiple sources.
General Analyst Work
Ask Compound to perform junior analyst tasks like building TAM models, cleaning data, and summarizing customer calls. It handles repetitive tasks, allowing analysts to focus on strategic decision-making.
Interactive Spreadsheet
Work with AI outputs in a familiar Excel-like interface with advanced auditing features. Compound's spreadsheet allows tracing formulas and reviewing changes, ensuring transparency and accuracy.
Infinite Context Workspace
Search through thousands of documents at once, with AI intelligently selecting relevant files for your query. This feature enhances efficiency in large-scale financial analysis.
Work in Parallel
Kick off multiple threads at once over a workspace for different workstreams. Compound enables simultaneous analysis of multiple data sets, boosting productivity.
Enterprise Security
Compound offers AES-256 encryption at rest and in transit, with options for VPC deployments. Customers retain full ownership of inputs, prompts, and outputs, ensuring data privacy and security.
Best Compound Use Cases & Applications
Data Room Analysis
Investment teams can use Compound to quickly analyze data rooms, extracting key information like revenue waterfalls and generating IC models in minutes instead of hours.
Equity Research
Analysts can leverage Compound to conduct comprehensive company research by querying SEC filings and uploaded data, creating comps tables and sector mini-models efficiently.
Financial Modeling
Finance professionals can build and audit complex financial models using Compound's interactive spreadsheet with formula tracing capabilities, reducing errors and saving time.
Document Conversion
Teams can convert various financial documents into structured spreadsheet data automatically, eliminating manual data entry tasks.
How to Use Compound: Step-by-Step Guide
Sign up for a free or paid account on the Compound website to gain access to the AI Analyst platform.
Upload your financial documents, data room files, or SEC filings to the Compound workspace.
Use the interactive spreadsheet or query interface to ask Compound to perform specific analysis tasks, such as building models or summarizing data.
Review the AI-generated outputs, which include detailed citations and auditable spreadsheet formulas for verification.
Export the results to Excel or other compatible formats, or continue refining your analysis within the Compound platform.
Compound Pros and Cons: Honest Review
Pros
Considerations
Is Compound Worth It? FAQ & Reviews
Having total control over the frontend interface allows us to launch powerful features like editing multiple workbooks in a single analysis and introducing better auditing features. Our goal is to create the best AI-native workspace experience for finance.
Yes, Compound's browser spreadsheet is fully compatible with Excel, supporting .xlsx and .csv files. More formats will be added in the future.
Compound uses AES-256 encryption at rest and in transit. We don't train on your data by default, and offer VPC deployments for maximum enterprise security.
Yes, you can restore any checkpoint in a thread to revert to a previous state. For spreadsheets, you can save or download versions locally.
Yes, we offer a free tier with 1GB of storage and 10K credits to get started.
You'll need to upgrade to a higher tier to continue using the service if you exceed your credit limit.