AI TOOL PROFILE
Wokelo AI: Agentic AI Platform for Dealmakers
- Sales
- AI Agent Platform
- Private Equity firms
- Investment Banks
- Management Consulting firms
- Venture Capital funds
- Corporate Development teams
- Asset Management firms
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
At a glance
- Best for
- Private Equity firms, Investment Banks, Management Consulting firms, Venture Capital funds, Corporate Development teams
- Key use cases
- Deal Sourcing and Screening, Investment Due Diligence, Comps and Benchmarking, Portfolio Monitoring, Exit Planning
- Official website
- Visit wokelo official website
How AI is used
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
Agentic Builder
A tool for designing and deploying custom research agents based on a firm's specific frameworks and methodologies.
Agent Marketplace
A collection of AI agents published by investment banking, private equity, and consulting professionals.
Proprietary Company Data
Access to a database of 20 million+ companies and 30+ premium data subscriptions, including PitchBook, CapIQ, and Crunchbase.
Domain-Tuned LLMs
AI models tailored for investors and consultants, utilizing small language models (SLMs) to help reduce hallucinations.
Command Center
A workspace for orchestrating workflows, visualizing agent outputs, and maintaining audit trails.
Enterprise Security
Includes Zero Trust architecture, SOC2 Type II and ISO 27001 compliance, and role-based access control.
Use Cases
Deal Sourcing and Screening
Using AI agents to identify and screen potential targets across a database of companies.
Investment Due Diligence
Supporting the due diligence process through automated data collection and synthesis.
Comps and Benchmarking
Analyzing comparable companies and performing competitive benchmarking for market assessment.
Portfolio Monitoring
Tracking the performance and market position of existing portfolio companies.
Exit Planning
Supporting the preparation for sell-side activities and buyer universe analysis.
FAQ
Who is Wokelo designed for?
- Wokelo is designed for investment professionals, including those in private equity, investment banking, venture capital, management consulting, and corporate development.
What data does Wokelo provide?
- The platform provides access to a proprietary database of over 20 million companies and supports 30+ premium subscriptions such as PitchBook, CapIQ, and Crunchbase.
How does Wokelo handle data security?
- 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
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