Wokelo is an agentic AI platform designed by investment professionals and bankers to power sourcing, diligence, and strategy. The platform enables users to build custom research agents via the Agentic Builder, deploy pre-built agents from the Agent Marketplace, and access proprietary data including 20M+ companies and 30+ premium subscriptions such as PitchBook, CapIQ, and Crunchbase. Domain-tuned LLMs provide AI that thinks like a dealmaker, safeguarded by proprietary no-hallucination SLMs. The Command Center offers a unified workspace to build agents, visualize outputs, and orchestrate workflows with audit trails and traceability. Use cases span private equity, investment banking, management consulting, venture capital, corporates, and asset management, covering deal sourcing, due diligence, market assessment, competitive benchmarking, and portfolio monitoring. Wokelo is trusted by industry leaders including KPMG, Berkshire, Bain, and Google, with KPMG reporting a 75% faster research turnaround and over 5,000 expert hours saved in 12 months.
Key Benefits
- Drag-and-drop agent builder for custom research workflows
- Pre-built AI agents from dealmaking professionals
- Proprietary database of 20M+ companies and 30+ data subscriptions
- Domain-tuned LLMs trained for investors and consultants