Screen Investments with AI
Screen a universe against your criteria in minutes. Compound reads filings and market data, applies your rules, and returns ranked, cited shortlists in Excel, with every score traced back to its source.
Trusted by 1,000+ finance professionals across PE, VC, growth equity, real estate, and hedge funds.
How AI Investment Screening Works
Define the universe and criteria
Describe the universe and the rules to screen on, in plain English. Point Compound at a list you upload, or let it draw on public filings and market data.
Compound reads and scores
Compound pulls the relevant metrics from filings and market data, applies your criteria, and scores each name against the bar you set.
Get a ranked, cited shortlist
Receive a ranked shortlist in Excel with the screen values laid out per name, and every value cited back to the filing or data source it came from.
Why Screening Is Harder Than It Looks
The criteria that actually matter often are not fields in a screener, and the ones that are still need to be checked against the source.
The best criteria are not fields
Traditional screeners filter on standard fields. The signals that matter to a thesis, buried in a filing or in the shape of the financials, are exactly the ones a rigid screener cannot express.
Data is scattered across sources
A single screen may need reported financials from filings and pricing or trading data from the market. Pulling both together for a whole universe is slow and manual.
Rankings are hard to defend
A shortlist is only as good as the numbers behind it. When someone asks why a name ranks where it does, reconstructing each input from memory undermines the whole screen.
Re-screening starts over
Tighten a threshold, add a criterion, or swap the ranking metric, and a manual screen has to be rebuilt from scratch, pulling and reformatting the data all over again.
Why Compound Excels at Investment Screening
Screen on criteria, not just fields
Because Compound reads the filings, you can screen on nuanced criteria described in plain English, not only the standard fields a rigid screener exposes.
Filings and market data together
Compound combines reported financials from filings with market data in a single screen, so your criteria can span both without stitching sources together by hand.
Ranked shortlists with citations
Every name comes back with its screen values laid out and each value cited to its source, so the ranking holds up when you defend it to the team.
From a universe and a thesis to a ranked shortlist
What you can upload
- A universe or watchlist you provide
- Screening criteria described in plain English
- Public filings and financial data
- Market and pricing data
What Compound produces
- A ranked shortlist in Excel
- Screen values laid out per name
- Scores against your criteria
- Citations back to each source
Why teams switch from rigid screeners and manual longlists
For screening, the difference is expressing the criteria that actually matter and trusting the ranking behind them.
Criteria flexibility
- Manual longlisting
- Anything, but slow by hand
- Traditional screeners
- Limited to standard fields
- Compound
- Nuanced criteria in plain English
Data sources
- Manual longlisting
- Gathered manually
- Traditional screeners
- Fixed provider dataset
- Compound
- Filings and market data together
Ranking
- Manual longlisting
- Manual scoring
- Traditional screeners
- Sort on preset fields
- Compound
- Ranked against your own bar
Output
- Manual longlisting
- Hand-built spreadsheet
- Traditional screeners
- Export list, no context
- Compound
- Structured Excel shortlist
Citation traceability
- Manual longlisting
- Manual note-taking
- Traditional screeners
- Value without source
- Compound
- Every screen value cited
Built for teams sourcing the next name
Hedge Funds
Screen a universe on the metrics that matter to your thesis, blending reported financials with market data, and get a ranked shortlist with each screen value cited.
Private Equity
Build a longlist of targets against size, growth, margin, and sector criteria, drawing on filings and public data to narrow to the names worth a call.
Venture Capital
Filter a market map against your fit criteria and rank the field, so diligence time goes to the companies that actually clear your bar.
Equity Research
Scan your coverage and adjacent names for setups that match a specific pattern, with a shortlist you can defend line by line.
Describe your criteria and get a ranked shortlist in minutes
Frequently Asked Questions
You can screen on standard financial metrics and on nuanced criteria described in plain English. Because Compound reads the filings, it can apply screens that go beyond the fixed fields of a traditional screener.
Compound combines public filings and financial data with market and pricing data, and can also screen against a universe or watchlist you upload. Both reported and market data can feed the same screen.
Yes. Every value in the shortlist is cited back to the filing or data source it came from, so you can verify why each name ranks where it does before acting on it.
Yes. Compound scores each name against the bar you set and returns a ranked shortlist, so the names that best fit your criteria rise to the top.
Yes. Point Compound at a list or watchlist you provide, or describe the universe in plain English, and it screens across that set.
Yes. Tighten a threshold, add a criterion, or change the ranking metric, all in the same conversation. Compound re-screens without you rebuilding the analysis from scratch.
A traditional screener filters on preset fields and returns a list without context. Compound reads the underlying filings, applies criteria you describe in plain English, ranks the results, and cites every value in the shortlist.
Compound delivers a structured Excel shortlist with the screen values laid out per name and citations to each source, ready to sort, filter, and hand off for deeper diligence.
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.