SEC filings
Every 10-K, 10-Q, 8-K, proxy and S-1, searchable across companies and years.
“Find every 10-K since 2020 that names tariff exposure in its risk factors.”
The financial data platform built into your AI analyst
Comps, models and earnings reviews start on day one, with SEC filings, earnings calls, financial statements and credit data built in. No data contract, no extra data licenses, and every number cited to its authoritative source.
What data does Compound use?
Compound comes with the data investors work from: SEC filings, earnings call transcripts, financial statements, stock prices, credit and rates, economic statistics, company profiles, news and prediction markets. Connect your FactSet subscription to add estimates. Every number is cited to its authoritative source, for full auditability of financial models.
Built in
The data buy-side investors work from
Each source is the authoritative record, so every number in your model traces back to it.
Earnings calls
Earnings call transcripts, investor presentations and press releases, searchable across companies and quarters.
“What did management say about pricing on the last three calls?”
Financial statements and prices
Standardized and as-reported financial statements, key metrics such as EBITDA and enterprise value, and daily stock prices.
“Build a five-year revenue and EBITDA history for these ten peers.”
Companies and funding rounds
Profiles and screens of public and private companies, with their recent funding rounds.
“List US software companies that raised a round in the last year.”
Credit and rates
Bond and loan terms, credit ratings and rating actions, Treasury yield curves and SOFR forward curves.
“Lay out this issuer's debt stack with coupons, maturities and ratings.”
Economic statistics
Official US and international economic data, from inflation and jobs to GDP and trade, from the BLS, the Census Bureau, the Federal Reserve, the IMF and the World Bank.
“Chart core CPI, the 2-year Treasury yield and the fed funds target since 2022.”
News and prediction markets
Company news, posts on X, and prediction market odds and positions.
“What are the odds of a Fed rate cut at the next meeting?”
Your data
Bring the data you already pay for
Compound works with your existing subscriptions, files and tools alongside the built-in data.
- 01
Connect your FactSet subscription
Connect FactSet once and every agent can use your consensus estimates, M&A transactions, private equity data and ownership.
- 02
Your data room and models
Drop in a whole data room, up to 15,000 files at once, and the agent works from it alongside the built-in data.
- 03
Connect the tools you use
Box, Notion, Stripe and other tools connect with your own login, so the agent sees only what you can see there.
Cited to the source
Every number traces back to where it came from
Full auditability of financial models: every figure cites the filing passage, transcript line or statistic it came from, and the citation carries into the Excel models, PowerPoint decks and memos Compound builds.
- Click a number on a slide to open the model cell behind it, then the source.
- A partner audits the deck without asking the analyst.
- Citations stay in the Excel and PowerPoint files you download.
Put it to work
From source data to finished work
Comparable company analysis
Peer financials, prices and multiples in a live Excel model, every figure cited.
Earnings call analysis
Guidance tracked quarter by quarter across your coverage list.
SEC filing review
10-Ks, proxies and S-1s compared side by side, every finding cited to the page.
Deal sourcing
A cited target list built from company screens and recent funding rounds.
Debt schedule
A company's debt from its filings, laid out in a maturity schedule and model.
Frequently asked questions
No. SEC filings, earnings calls, financial statements, prices, credit, rates and economic statistics come built in with no extra data licenses, so the work starts on day one without a data contract. Connect your FactSet subscription to add estimates.
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Yes. Connect your FactSet subscription once and every agent can use your consensus estimates, transactions and ownership data alongside the built-in data.
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Compound works from authoritative sources, so every number in your model comes from the filing, transcript or statistic itself. Each figure is cited, and the citation carries into the model and the deck, for full auditability of financial models.
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Yes. Compound turns the data into finished Excel models with live formulas and PowerPoint decks with native charts. Every figure keeps its citation, so the work can be audited from the slide back to the source.
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