Wokelo is an agentic AI platform for investment research and commercial due diligence, automating workflows from sector analysis to formatted PowerPoint deliverables.
Agentic AI platform for investment research and commercial due diligence automating end-to-end research workflows — from sector analysis to formatted PowerPoint deliverables — trusted by KPMG, SoftBank, and leading PE firms.
Key Features
Automated due diligence reports from news, filings, transcripts & private data
Sector & competitive landscape reports
Secure data room for proprietary document analysis
PowerPoint generator for research deliverables
Q&A chat for iterative research
AI Capabilities
Uses GPT and proprietary NLP models with a custom chunking algorithm; automates multi-source research synthesis into structured reports and PowerPoint decks.
Integrations
Public data sources, news, filings, podcasts, product reviews; OpenAI GPT (underlying models)
What sets it apart
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Founded by ex-McKinsey/BCG consultants
outputs match management consulting report formats
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End-to-end automation: from raw research brief to formatted PowerPoint, not just chat
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Raised $4M+ and trusted by Tier-1 clients: KPMG, SoftBank, and top PE firms
Key Facts
- Category
- Due Diligence
- Founded
- 2022
- Pricing
- Subscription
- Deal Stage
- Strategy, Transaction
- Target Market
- PE, Corp Dev, Investment Banking, Consulting
