Compound
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
Firms using it
Sourced use cases appear here as the daily scan finds them and an editor confirms them.
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Submit a use caseAppears in: The VC & PE AI stack (AI analysts & IC memos) · The public markets & hedge fund AI stack (AI analyst agents)
Compare similar tools
All 12 alternatives →| Tool | What it is | Pricing | Best for | Use cases |
|---|---|---|---|---|
| Compound | AI analyst for buy-side teams: works from data rooms, CIMs, filings and Excel models to produce diligence work, models, decks and IC memos. | Free $0 (1GB storage, 10K credits a month); Plus $60/month (100GB, 250K credits); Pro from $150/month (from 500GB, 700K credits, usage-based beyond the allocation). Teams and Enterprise via sales. | PE, VC, HF | 0 |
| Claude | General AI assistant from Anthropic with Claude Code, Cowork and MCP connectors. | Free; Pro $17/month annual ($20 monthly); Max from $100/month | All investor types | 29 |
| Hebbia | AI agent platform (Matrix) for document-heavy finance work. | Enterprise; contact sales | PE, HF, public eq. | 0 |
| Rogo | AI analyst for banks and investment firms. | Enterprise; contact sales | PE, public eq. | 0 |
| ChatGPT | General assistant. | Free tier; paid plans on pricing page | All investor types | 8 |
| Gemini | General assistant. | Free tier; Google AI plans for more | All investor types | 5 |
Official links
- Official site ↗ getcompound.ai
- Pricing ↗ getcompound.ai
- PE Bench launch on AI for Investors (Compound's own scores are self-reported) ↗ aiforinvestors.ai
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