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Compound review

Freemium#20 of 70 in Cohort Analysis Software

Spreadsheet-style cohort models with auditable formulas, plus AI document analysis.

7.1/10Editor score
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Compound is an AI finance workspace for private equity, venture capital, growth equity, SaaS operators, and investment banking teams. Its cohort workflow accepts Excel, CSV, TSV, PDF, and other files, then turns uploaded information into customer retention tables, revenue waterfalls, churn analysis, net revenue retention analysis, and multidimensional comparisons. Users can define segments in plain English by time, geography, plan, deal size, or acquisition channel. The output is designed for analysts who want spreadsheet-style models alongside presentations and memos.

Pricing follows a freemium structure. The Free plan is free forever and includes AI analyst chat, document and file uploads, and creation of work artifacts such as Excel files. Plus costs $60 per month with monthly billing and adds priority support plus AI analyst and document analysis tools. Pro costs $150 per month, adds upgradable limits, and applies usage-based pricing beyond the allocation; procurement-ready materials are available on request. These tiers make the free option suitable for evaluating the workflow, while paid plans target teams needing higher limits, support, or expanded analysis.

The standout capability is traceable cohort modeling: editable Excel formulas, auditable source citations, pivot tables, and revenue waterfalls keep calculations inspectable while AI handles segmentation and artifact creation. Compound supports cloud and self-hosted deployment, with email and documentation support, and lists SOC 2, GDPR, and SSO/SAML capabilities. Its web delivery and limited integrations constrain fit for teams seeking a broad connected analytics stack. Choose Compound when auditable, document-driven cohort analysis and finance deliverables matter; consider a more integration-focused product when warehouse connectivity or a narrower dedicated cohort tool is the priority.

Compound pros and cons

  • Where it wins
    • Editable Excel formulas make retention models auditable.
    • Plain-English segmentation supports multidimensional cohort comparisons.
    • AI generates Excel, Word, and PowerPoint work artifacts.
  • Where it doesn't
    • Web delivery and limited integrations narrow ecosystem fit.
    • Cohort analysis is one workflow within a broader AI finance workspace.
    • Pro adds usage-based pricing beyond its allocation.

Compound fact sheet, pricing and score →

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