Wokelo AI - Financial Data and Analytics Tool

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Wokelo AI

An AI research & due diligence platform that automates high-stakes investment and sector analysis.

Founded by: Siddhant Masson & Saswat Nandain 2022

You can use Wokelo when you want to speed up M&A, private equity, or corporate strategy research. It ingests news, filings, transcripts, and other sources to generate reports on companies, markets, risks, and product landscapes—complete with citations and slide decks. It’s ideal for VCs, corporate development, consulting teams, and analysts needing fast, credible insight without building everything manually.

Integrations

Data sources: news feeds, transcripts, filings, financial databases, Secure data room for document uploads, Export to PowerPoint / decks, APIs for embedding insights

Use Cases

VC or PE firms quickly vetting deal opportunities
Corporate strategy teams analyzing competitive threats
Analysts preparing research decks for clients or boards
Consulting teams needing fast market or sector overviews
Intelligence teams monitoring evolving ecosystems
Teams building AI-augmented workflows for investment insight

Standout Features

Deep due diligence reports automatically generated
Citation-based insights (transparent sourcing)
Slide / deck generation from AI outputs
Q&A interface over research content
Automated update tracking (new news, signals)
Focus on private markets and high-stakes research

Tasks it helps with

Generate due diligence reports on target companies
Produce sector overviews and market landscapes
Summarize news, filings, and transcripts with citations
Benchmark competitors and map product features
Provide Q&A / chat access to underlying research
Export slide decks or reports with structured output

Who is it for?

Financial Analyst, VC Analyst, Strategy Consultant, Corporate Development Manager, Investment Partner, Research Lead

Overall Web Sentiment

People love it

Time to value

Quick Setup (connect sources and generate first report)
due diligence AI, investment research, sector reports, private market intelligence, generative AI research
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