The AI platform for
institutional finance.
Analysis, modeling, and work output your IC can sign off on.
Public company modeling
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
The most powerful AI tools, built for finance
Interactive Artifacts
Work with AI outputs in the familiar Excel, Word, and PowerPoint interfaces you've mastered for years, with purpose-built auditing features to review and refine every change.
Infinite Context Drive
Compound is capable of searching through thousands of documents at once, intelligently selecting which files matter to your query.
Work in parallel
Run multiple threads at once over a drive for different workstreams.
Best model, every step
Compound routes each sub-task to the model best at it, across OpenAI, Anthropic, Google, and open source. As frontier models ship, your workflows benefit automatically.
Delegate and walk away
Email a task and wake up to the answer. Schedule recurring runs. Long jobs run overnight and deliver by morning.
Everything you need to know about Compound
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 drive experience for finance, which includes enhancing the spreadsheet itself.
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. You can restore any checkpoint in a thread to revert back to a previous state. For spreadsheet outputs, you can always save versions or download versions locally.
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.