Produce Due Diligence Reports with AI
Turn a data room into a diligence report in hours. Compound reads the financials, contracts, and risk materials, then produces a structured report with every finding cited to its source document.
Trusted by 1,000+ finance professionals across PE, VC, growth equity, real estate, and hedge funds.
How Diligence Report Generation Works
Upload the data room
Drag in the full set of diligence materials: financials, contracts, presentations, and legal docs. Compound handles thousands of files in one drive.
Run your diligence checklist
Ask across every file: revenue quality, customer concentration, contract terms, litigation exposure, whatever your diligence scope requires.
Get a cited report
Receive a structured Word or Excel report with findings, risks, and supporting exhibits, every point traced back to the source document in the data room.
Why Diligence Reporting Eats the Deal Timeline
The findings are in the data room. Turning them into a defensible, cited report is where deal teams lose the days before IC.
Findings span many documents
A single diligence conclusion (revenue quality, customer concentration, contract risk) requires cross-referencing financials, contracts, and management presentations across dozens of files.
Manual write-up after the review
After reading through the data room, analysts still assemble the report by hand, restating findings, building exhibits, and formatting sections from scratch.
Risks are easy to miss
In a large data room, a buried indemnity clause or a concentration in one customer is easy to overlook when reviewing file by file under deadline pressure.
No source trail for findings
When IC challenges a finding, tracing it back to the exact page or clause it came from is nearly impossible after days of manual review.
Why Compound Excels at Diligence Reports
Every finding cited to source
Each conclusion links back to the exact page, contract clause, or model cell it came from, so any partner can verify a finding in a single click before IC.
Cross-file analysis in one pass
Compound searches across every document in the data room to answer a diligence question, so findings that span financials, contracts, and presentations come together in one report.
IC-ready structure and exhibits
Reports come organized to your diligence outline, with supporting tables and exhibits, as Word or Excel, ready for the investment committee.
Why teams switch from manual diligence and VDR platforms
For a diligence report, the difference is cross-file analysis, citations, and a report that comes out the other end.
Cross-file analysis
- Manual review
- File-by-file reading
- VDR platforms
- Store and share only
- Compound
- Query across every document
Report generation
- Manual review
- Written by hand
- VDR platforms
- Not produced
- Compound
- Structured report as output
Citation traceability
- Manual review
- Manual note-taking
- VDR platforms
- Not applicable
- Compound
- Every finding cited to source
Risk identification
- Manual review
- Depends on analyst effort
- VDR platforms
- No analysis
- Compound
- Surfaces risks across files
Speed to IC
- Manual review
- Days of review and drafting
- VDR platforms
- Storage only
- Compound
- Cited report in hours
Built for every team running diligence against the clock
PE Deal Teams
Produce financial, commercial, and operational diligence reports from the data room: key findings, red flags, and quality-of-earnings signals cited to source.
Investment Banking
Run sell-side and buy-side diligence faster. Surface risks, contract exposures, and financial trends across hundreds of files in a single drive.
Corporate Development
Assess targets against your diligence checklist and produce internal reports for deal-approval, grounded in the target's actual materials.
Legal Counsel
Review contracts, employment agreements, and regulatory filings across the data room, and produce issue lists with citations to the exact clause.
Upload a data room and get a diligence report in minutes
Frequently Asked Questions
Compound reads the files in your data-room drive (financials, contracts, presentations, legal documents) and produces findings grounded in those materials. Every conclusion is traced to a source you uploaded, not invented.
Each finding links back to the exact source: a page in a PDF, a clause in a contract, or a cell in a model. You can verify any point in the report in a single click before it reaches the investment committee.
Compound can cover financial diligence, customer and revenue quality, contract and legal exposure, operational risks, and more. You define the scope and checklist, and Compound structures the report around it.
Diligence reports are produced as Word .docx documents with findings and exhibits, or as Excel workbooks for quantitative analysis. You can edit and share them directly, or keep refining in Compound.
Yes. A single diligence question often spans financials, contracts, and presentations. Compound searches across every file in the data room and brings the relevant evidence together into one cited finding.
Compound drives support thousands of files. The AI selects which documents are relevant to each part of the report, so you don't need to organize or tag files manually before running diligence.
Yes. Ask Compound to surface risks (customer concentration, unusual contract terms, litigation exposure, revenue-quality issues) and it identifies them across the data room with citations to the source.
VDR platforms like Datasite or Intralinks store and share documents. Compound reads and analyzes them, then produces a cited diligence report (cross-file findings, risks, and exhibits) instead of leaving you to review each file by hand.
Compound is SOC 2 Type II certified with AES-256 encryption at rest and in transit. Your data is never used for model training, and VPC deployments are available for teams with the highest security requirements.