Valuation Modeling with AI
Build DCF, LBO, and other valuation models in minutes, not days. Compound produces real Excel formulas, clean assumption blocks, and sensitivity tables, with every input cited back to the source filing.
Trusted by 1,000+ finance professionals across PE, VC, growth equity, real estate, and hedge funds.
How Valuation Modeling Works
Upload financials and set the target
Drop in the company's filings or financial statements and tell Compound what you're valuing. It reads revenue, margins, capex, and working capital straight from the source.
Specify the model and assumptions
Choose the approach (DCF, LBO, or another method) and set your drivers: growth, margins, WACC, exit multiple, leverage, and hold period. Describe it in plain English.
Get a working model with sensitivities
Receive an Excel model with real formulas, a clean assumption block, and sensitivity tables across your key drivers. Every input is cited back to the filing it came from.
Why Building Valuation Models Takes So Long
The mechanics of a DCF or LBO are well understood, but wiring one from filings to a defensible output is hours of careful, error-prone work.
Pulling drivers out of filings
Before any formula, you extract historical revenue, margins, capex, and working capital from the 10-K and 10-Q. Copying and reconciling those figures is where the model build actually starts.
Wiring the mechanics correctly
A DCF needs a clean free-cash-flow build, discounting, and a terminal value. An LBO needs a debt schedule, cash sweep, and returns waterfall. One broken link and the output is wrong in ways that are hard to catch.
Assumptions tangled into formulas
When drivers are buried inside cell formulas instead of a clean assumption block, changing a growth rate or WACC means hunting through the model, and sensitivity analysis becomes a manual chore.
Sensitivities built one at a time
Data tables across WACC and exit multiple, or leverage and entry price, take setup and care. Rebuilding them every time an assumption changes slows the whole analysis down.
Why Compound Excels at Valuation Modeling
Real formulas, not hardcoded numbers
The free-cash-flow build, discounting, debt schedule, and returns math all come as live Excel formulas. Change a driver and the valuation flows through, exactly as a modeler would expect.
Clean assumptions and sensitivities
Drivers live in a dedicated assumption block, and Compound builds sensitivity tables across the variables that matter. Stress the model without untangling the formulas.
Inputs cited to the filing
Every historical figure feeding the model traces back to the exact page in the source filing, so you can verify the foundation before you trust the output.
From filings and assumptions to a working model
What you can upload
- 10-Ks, 10-Qs, and financial statements
- CIMs, management projections, and models
- Your assumptions and driver inputs
- An existing model template to match
What Compound produces
- DCF with free-cash-flow build and terminal value
- LBO with debt schedule and returns waterfall
- Clean assumption blocks as formulas
- Sensitivity tables with cited inputs
Why teams switch from building models from scratch
For a valuation that reaches a client or committee, a model has to be both auditable and easy to flex.
Extracting drivers from filings
- Manual modeling
- Copy figures by hand
- Generic templates
- You populate it yourself
- Compound
- Reads drivers from the filings
Model mechanics
- Manual modeling
- Wire every link manually
- Generic templates
- Fixed structure, hard to adapt
- Compound
- DCF and LBO mechanics as formulas
Assumption blocks
- Manual modeling
- Set up by hand
- Generic templates
- Rigid, template-defined
- Compound
- Clean, editable assumption block
Sensitivity tables
- Manual modeling
- Build data tables one by one
- Generic templates
- Pre-set axes only
- Compound
- Sensitivities across your key drivers
Input traceability
- Manual modeling
- Manual source notes
- Generic templates
- None
- Compound
- Citations back to source filings
Built for teams that value businesses
Private Equity
Build LBO models from a target's financials (sources and uses, debt schedule, returns waterfall, and IRR sensitivities) as real formulas you can stress and extend for the IC.
Investment Banking
Produce DCF and LBO analyses for pitches and fairness opinions. Get a clean, formula-driven model with assumption blocks and sensitivity tables ready to defend.
Equity Research
Maintain DCF models across your coverage. Update forecasts and WACC as new filings land, with cited inputs so your price target holds up to scrutiny.
Corporate Development
Evaluate acquisition targets and internal projects with DCF and returns analysis. Build the model from the target's filings and your own assumptions, fully auditable.
Describe the model you need and get a working file in minutes
Frequently Asked Questions
Compound builds discounted cash flow (DCF) models, leveraged buyout (LBO) models, and other approaches. Describe the method and assumptions you want and it produces the full model with real formulas.
Real Excel formulas throughout: the free-cash-flow build, discounting, terminal value, debt schedule, and returns math are all live. Change a driver and the valuation recalculates the way a modeler expects.
Yes. Compound builds sensitivity analyses across the drivers that matter (WACC and exit multiple for a DCF, or leverage and entry price for an LBO) so you can see how the output moves.
Compound reads historical drivers (revenue, margins, capex, working capital) directly from the filings or financials you upload, and combines them with the assumptions you provide. Every historical input is cited to its source.
Yes. You set the drivers (growth, margins, WACC, exit multiple, leverage, hold period) and Compound wires them into a clean assumption block so they're easy to change and stress.
Yes. Upload an existing model or template and Compound matches its structure, tab layout, and formatting conventions when it builds, so the output fits your standards.
Yes. Adjust an assumption, add a scenario, change the capital structure, or extend the forecast, all in the same conversation. Each change builds on the existing model instead of starting over.
Because every historical input is cited to its source filing and the mechanics are real formulas, you can trace any number back to the page it came from and follow the logic through the model cell by cell.
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.