What You Can Do with Compound
From PDF extraction to financial modeling, see how teams use the AI Analyst to work faster and smarter.
PDF to Excel
PDF tables into formula-ready spreadsheets.
Earnings Call Analysis
Every call since the IPO, guidance scored against results.
Data Room Exploration
Search and analyze an entire data room.
Customer Cohort Analysis
Cohort tables, retention curves, and waterfalls.
Rent Roll Analysis
Every rent roll line tied to its lease and estoppel.
Comparable Company Analysis
Trading and transaction comps, cited to filings.
Valuation Modeling
DCF, comps and precedents on one football field.
Financial Statement Analysis
Three-statement data, ratios, and trends.
Investment Memo
An investment committee memo, every figure cited.
Industry Research
The competitive landscape from rivals' filings and calls.
CIM Review
A banker's CIM tied out, rebuilt and turned into an IOI.
Portfolio Monitoring
KPIs and variance vs plan across holdings.
Market Sizing
TAM, SAM and SOM built bottom-up and checked top-down.
Board Report Generation
Board reports and decks from your financials.
LP Reporting
A quarterly LP letter on a portfolio company, every figure cited.
Data Consolidation
Multi-file, multi-entity data into one clean model.
Regulatory Filing Review
Disclosures and changes from SEC filings.
Risk Assessment
Structured, cited risk analyses.
Sensitivity Analysis
Data tables, tornado charts, and scenarios.
Deal Sourcing
Screens for the next target, checked against the filings.
DCF Model
A DCF from the 10-Ks that tests management's projections.
Real Estate Pro Forma
NOI and cap rate underwritten from the data room.
Real Estate Due Diligence
The diligence checklist worked through every report.
Three-Statement Model
Income statement, balance sheet and cash flow built from the filings.
LBO Model
Purchase price, financing and returns on a real take-private.
Debt Schedule
Every loan term rolled forward, with leverage and covenant tests.
Financial Due Diligence
A seller's quality of earnings, retested against the data room.
Net Working Capital Peg
The NWC definition, the peg and the closing true-up.
Adjusted EBITDA
Each add-back in a seller's bridge, tested.
Add-On Acquisition
Synergies, funding and returns on a bolt-on.
Fund Due Diligence
A buyout manager's DDQ, track record and terms, tested for an LP.
PE Returns
IRR, MOIC and carry, from exit value to the LP's net.