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Compound

Editor reviewed · unpaidAgents

Compound is an AI platform for buy-side finance teams. Its agents work from data rooms, CIMs, filings and Excel models to produce the deliverables a deal team writes, such as diligence work, financial models, decks and IC memos, in Excel, PowerPoint and Word files. Its pricing page says it is used by teams across PE, VC, growth equity, real estate and hedge funds. Compound V2 runs work as background tasks, lets teams share an agent per deal and comment on workbooks and decks for the agent to act on, and traces numbers in a deck back to model cells and the source filing passage. Compound also runs PE Bench, a benchmark of AI agents on PE analyst work that it scores itself and in which it competes, so its own top scores there are self-reported (see https://aiforinvestors.ai/news/l38/).

What it does

  • AI analyst agents that work from data rooms, CIMs, filings and Excel models
  • Produces models, decks and IC memos in its own Excel, PowerPoint and Word editors
  • Runs many tasks in parallel in the background; accepts large document uploads (vendor says up to 15,000 files at once)
  • Traces numbers in a deck to model cells and source filing passages
  • Shared agents per deal with comments on cells and slides
  • Security: no training on customer data, SOC 2 Type II, VPC deployment option (vendor claims)
  • Runs PE Bench, a benchmark of AI agents on PE analyst work; Compound's own scores there are self-reported

● Features as described by the vendor

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Appears in: The VC & PE AI stack (AI analysts & IC memos) · The public markets & hedge fund AI stack (AI analyst agents)

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