Explore Data Rooms with AI
AI-powered data room exploration in hours, not days. Upload thousands of files, ask diligence questions across every document, and build IC-ready models — all with citations back to the source.
Trusted by 1,000+ finance professionals across PE, VC, growth equity, real estate, and hedge funds.
Built for every seat at the deal table
PE Associates
Build operating models and IC memos from data room financials, contracts, and management presentations — with every number cited back to its source document.
Investment Bankers
Run sell-side diligence faster — surface key metrics, customer concentration, and growth drivers across hundreds of data room files in a single drive.
Legal Counsel
Review contracts, employment agreements, and regulatory filings across the entire data room without reading each file manually. Ask questions, get cited answers.
Operating Partners
Assess operational readiness, vendor dependencies, and technology infrastructure from diligence materials — query across every document at once.
How AI Data Room Exploration Works
Upload the data room
Drag in the full data room — PDFs, spreadsheets, presentations, legal docs. Compound handles thousands of files in a single drive.
Ask diligence questions
Query across every file: revenue waterfalls, contract terms, customer concentration, cap table details — whatever your diligence checklist requires.
Build models and memos with citations
Generate IC-quality models and investment memos grounded in the actual data room files, with citations tracing every number back to its source document.
Why Data Room Diligence Still Takes Days
Deal teams spend the most critical days of a transaction buried in folders, doing work that should take hours — not the full week before IC.
Hundreds of files, no structure
Data rooms arrive as a dump of PDFs, spreadsheets, presentations, and legal docs — often with inconsistent naming, duplicate versions, and no clear organization. Just finding the right file takes hours.
Answers span multiple documents
A single diligence question — like customer concentration or revenue quality — requires cross-referencing financials, contracts, management presentations, and CRM data across dozens of files.
Manual model building from scratch
After reading through the data room, analysts still manually build operating models in Excel — typing in numbers from PDFs, cross-referencing across tabs, and formatting from scratch.
No audit trail for IC
When presenting to the investment committee, every number needs a source. But after days of manual review, tracing a specific data point back to the original document is nearly impossible.
Why Compound Excels at Data Room Exploration
Query across thousands of files
Compound intelligently searches across every document in the data room to answer your questions — no manual folder-by-folder review needed. Ask once, get cited answers from every relevant file.
IC-ready output with citations
Get structured analyses, revenue waterfalls, and financial models that are ready for investment committee review — every number traced back to the source document in the data room.
Parallel workstreams for the whole team
Run multiple analysis threads simultaneously — one for financials, one for legal, one for commercial — all over the same data room. Your entire deal team works in one drive.
Upload a data room and start your diligence in minutes
Frequently Asked Questions
Compound drives support thousands of files. The AI intelligently selects which documents are relevant to each query, so you don't need to organize or tag files manually.
Yes. Compound can read financial data across your entire data room and generate a structured Excel model with formulas, assumptions, and citations back to the source documents.
Compound supports PDFs, Excel files (.xlsx, .xlsm, .csv), Word documents, PowerPoints (.pptx), images, and other common formats found in data rooms. AI outputs include Excel spreadsheets, Word documents, and PowerPoint presentations.
Compound is SOC 2 Type II certified with AES-256 encryption at rest and in transit. Your data is never used for model training. VPC deployments are available for teams with the highest security requirements.
Virtual data room platforms like Datasite or Intralinks store and share documents. Compound reads and analyzes them. Upload your data room and ask questions across every file — get cited answers, build models, and generate memos without reading each document manually.
Yes. Compound supports parallel workstreams — your PE associate, legal counsel, and operating partner can each run their own analysis threads over the same data room simultaneously.
Compound processes every file in the data room and can identify when multiple documents contain related or conflicting information. You can ask it to reconcile differences or flag inconsistencies across versions.
Yes. Compound can draft structured investment memos grounded in data room materials, with every claim cited back to its source document. You can customize the format, sections, and level of detail.
Compound indexes data room files within minutes of upload, regardless of size. You can start asking questions immediately — the AI searches across all files in real time to surface relevant answers.
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