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The AI platform for
institutional finance.

Analysis, modeling, and work output the most ambitious firms trust.

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Compound public company modeling: chat reasoning panel alongside a Micron Technology investment model with revenue build and income statement in Excel.Compound workspace: chat reasoning generating a customer cohort retention analysis with the resulting Excel workbook on the right.Compound data room exploration: relevant documents surfaced across a multi-file diligence package.Compound earnings transcript analysis: management guidance and key themes extracted with cited quotes.Compound PDF to Excel: tables and financial data extracted from PDFs into a clean Excel workbook.

Public company modeling

Trusted by leading firms

CoatueCentri ConsultingAvra783 Capital PartnersOctahedron CapitalCoatueCentri ConsultingAvra783 Capital PartnersOctahedron CapitalCoatueCentri ConsultingAvra783 Capital PartnersOctahedron Capital

Accelerate High-Quality Analysis

Data Rooms

Upload the full data room. Every answer cites the file, page, and line across thousands of documents.

Fundamental Research

Query SEC filings and your own uploads side by side. Every figure traces back to its source.

General Analyst Work

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

No training

Customers own all inputs, prompts, and outputs

Encryption

Encryption

256-bit AES encryption at rest and in transit

Custom Deployments

Custom Deployments

We support deployment into VPC for maximum security

SOC 2 Type II

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

Kick off 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. Kick off long jobs that keep going after you close the laptop.

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.

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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.

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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.

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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.

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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.

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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).

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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.

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