Assess Risk with AI
Turn documents and data into structured risk analyses in minutes. Compound reads your files and public data, then produces cited risk assessments across investment, credit, and operational exposures in Excel and Word.
Trusted by 1,000+ finance professionals across PE, VC, growth equity, real estate, and hedge funds.
How AI Risk Assessment Works
Upload the materials
Drop in financials, credit agreements, diligence files, and reports. Compound reads your documents alongside public data such as filings and market data.
Frame the risk questions
Ask about leverage and coverage, customer or supplier concentration, covenant headroom, liquidity, or any exposure your framework requires. Describe it in plain English.
Get a cited risk analysis
Receive structured risk tables in Excel and written risk sections in Word, with each finding cited to the exact source document or data point.
Why Risk Assessment Is Slow and Inconsistent
The inputs to a risk view are scattered across documents and formats, and the analysis often lives in one analyst's head rather than a repeatable process.
Inputs live in many documents
A single risk view draws on financial statements, credit agreements, compliance certificates, and market data. Assembling it means pulling numbers from a dozen files in different formats.
Every analyst does it differently
Without a shared process, risk gets measured inconsistently across deals and across the team. The same exposure is framed one way by one analyst and another way by the next.
Covenant and exposure math is manual
Leverage ratios, coverage tests, concentration metrics, and covenant headroom are rebuilt by hand for each name, which is slow and easy to get subtly wrong.
Findings are hard to defend
When a risk conclusion reaches the committee, each figure needs a source. Reconstructing where a number came from after the fact is tedious and often incomplete.
Why Compound Excels at Risk Assessment
Documents and public data together
Compound reads your uploaded files and public data such as SEC filings and market data in one analysis, so a risk view can draw on both the deal materials and the broader context.
Structured, repeatable output
Ask for the same risk framework across every deal and get consistent, structured Excel and Word, so risk is measured the same way each time instead of ad hoc.
Cited findings you can defend
Every exposure metric and risk statement traces back to the specific document or data point behind it, so the analysis holds up in front of an investment committee.
From scattered documents to a structured risk view
What you can upload
- Financial statements and management accounts
- Credit agreements and covenant certificates
- Diligence files and management reports
- Public filings and market data
What Compound produces
- Leverage, coverage, and exposure tables
- Covenant headroom and concentration views
- Written risk sections in Word
- Citations back to each source
Why teams switch from spreadsheets and manual write-ups
For risk work, the difference is consistency and auditability, not just how fast the first draft appears.
Input coverage
- Manual analysis
- Pull from each file by hand
- Generic AI tools
- Limited document handling
- Compound
- Your files plus public data in one place
Exposure and covenant math
- Manual analysis
- Rebuilt manually per deal
- Generic AI tools
- Unreliable calculations
- Compound
- Structured metrics with real formulas
Consistency across deals
- Manual analysis
- Varies by analyst
- Generic AI tools
- No shared framework
- Compound
- Same framework applied every time
Output format
- Manual analysis
- Spreadsheet plus separate write-up
- Generic AI tools
- Free text, no structure
- Compound
- Excel risk tables and Word sections
Citation traceability
- Manual analysis
- Manual note-taking
- Generic AI tools
- Rarely cited
- Compound
- Every finding cited to its source
Built for teams that underwrite risk for a living
Private Credit
Assess borrower risk from financials, credit agreements, and compliance certificates. Build leverage, coverage, and covenant-headroom views with every input cited.
Private Equity
Surface deal risk across customer concentration, cyclicality, and balance-sheet exposure, drawing on data room files and public data in one place.
Risk Teams
Standardize how risk is measured across a portfolio. Pull the same exposure metrics and covenant checks from each name into a consistent, auditable format.
Investment Committees
Get a clear, cited risk section for every deal, with the key exposures laid out and each figure traceable back to the underlying document.
Upload a deal and get a structured risk view in minutes
Frequently Asked Questions
Compound supports investment, credit, and operational risk work. It can build leverage and coverage views, covenant-headroom checks, customer and supplier concentration, liquidity analysis, and other exposures based on the framework you describe.
Compound reads the documents you upload, such as financials, credit agreements, and diligence files, alongside public data like SEC filings and market data. Both feed into a single, cited analysis.
Yes. Every exposure metric and risk statement links back to the exact document or data point it came from, so each finding can be verified before it reaches an investment committee.
Yes. Describe your framework once and ask Compound to apply it to each name, so risk is measured consistently across deals and the output stays in a comparable, structured format.
Yes. Compound builds leverage ratios, coverage tests, and covenant-headroom calculations as real Excel formulas, so you can audit the math and adjust assumptions.
Yes. Alongside Excel risk tables, Compound can draft written risk sections in Word, with each point cited to its source, ready to drop into a credit or investment memo.
Yes. Refine assumptions, add exposures, stress a variable, or drill into a single risk, all in the same conversation. Each step builds on the prior analysis instead of starting over.
Compound reads across native and scanned documents and can flag where data is missing or inconsistent. It tells you what it found and how it treated gaps rather than silently guessing.
Compound is SOC 2 Type II certified with AES-256 encryption at rest and in transit. Your documents are never used for model training, and VPC deployments are available for teams with the highest security requirements.