Wokelo AI: Agentic AI Platform for Dealmakers
Wokelo helps investment banking and private equity firms with research and due diligence. It is designed for teams that need to synthesize company data using AI workflows.
At a glance
- Category
- Sales
- Best for
- Private Equity firms, Investment Banks, Management Consulting firms, Venture Capital funds, Corporate Development teams
- Pricing
- Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
- Key use cases
- Deal Sourcing and Screening, Investment Due Diligence, Comps and Benchmarking, Portfolio Monitoring, Exit Planning
- Official website
- wokelo.ai
Wokelo is an AI platform designed for the dealmaking lifecycle, including sourcing, diligence, and strategy. It allows users to create custom research agents or use pre-built ones from an agent marketplace, accessing a proprietary database of over 20 million companies and various premium data subscriptions.
The tool is designed for professionals in private equity, venture capital, investment banking, and management consulting. It supports the transition from manual workflows to agentic systems that can conduct research and synthesize insights.
Buyers should note that the platform provides deployment options such as VPC or on-prem to meet compliance needs. Because it is specialized for dealmaking, users should confirm if the domain-tuned models align with their specific sector's research requirements.
Key Features
A tool for designing and deploying custom research agents based on a firm's specific frameworks and methodologies.
A collection of AI agents published by investment banking, private equity, and consulting professionals.
Access to a database of 20 million+ companies and 30+ premium data subscriptions, including PitchBook, CapIQ, and Crunchbase.
AI models tailored for investors and consultants, utilizing small language models (SLMs) to help reduce hallucinations.
A workspace for orchestrating workflows, visualizing agent outputs, and maintaining audit trails.
Includes Zero Trust architecture, SOC2 Type II and ISO 27001 compliance, and role-based access control.
Use Cases
Using AI agents to identify and screen potential targets across a database of companies.
Supporting the due diligence process through automated data collection and synthesis.
Analyzing comparable companies and performing competitive benchmarking for market assessment.
Tracking the performance and market position of existing portfolio companies.
Supporting the preparation for sell-side activities and buyer universe analysis.
Best For
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
FAQ
Wokelo is designed for investment professionals, including those in private equity, investment banking, venture capital, management consulting, and corporate development.
The platform provides access to a proprietary database of over 20 million companies and supports 30+ premium subscriptions such as PitchBook, CapIQ, and Crunchbase.
Wokelo uses a Zero Trust architecture and is SOC2 Type II and ISO 27001 compliant, offering deployment options such as VPC, on-prem, or hybrid.
Source category: Sales
Source subcategory: AI Agent Platform
