Wokelo AI Agents for Investment Research and Due Diligence
Wokelo AI · Intelligence & Research
Certification per Microsoft Marketplace.
Evidence tier Source Confirmed · 7 captures on record
What the publisher says
As described on Microsoft Marketplace.
Overview
Using Wokelo's web-based platform, investment and consulting professionals can build AI agents that automate research and analysis workflows. Wokelo's domain-tuned LLMs think and work like dealmakers—trained on real-world deals and engagements, unlike generic AI chatbots.
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The platform integrates comprehensive datasets including:
- Proprietary company database with 20M+ entities
- 30+ premium data subscriptions
- Real-time web feeds
- Your internal documents (PPT, Excel, Word, PDF, images)
Every output provides line-level source traceability and multi-source cross-referencing, powered by Wokelo's proprietary fact-validation model that ensures zero hallucinations.
Wokelo supports workflows across investment and advisory functions. Trusted by KPMG, Guggenheim, Bain, Berkshire Partners, SoftBank, B Capital, Adobe and more.
- Private Equity: Deal sourcing, commercial due diligence, portfolio monitoring, exit planning
- Venture Capital: Thesis building, deal screening, company diligence, portfolio monitoring
- Investment Banking - CIMs, buyer universe analysis, precedent transactions, sell-side prep
- Management Consulting - Commercial due diligence, business development, industry attractiveness, competitive benchmarking
- Corporates - Competitive intelligence, corporate development, corporate VC, market entry and expansion
- Asset Management - Manager DD, performance analysis, portfolio monitoring, macro sector research
The Challenge
Research today is fragmented across dozens of tools, buried in manual work, and bottlenecked by human capacity. Teams waste hundreds of hours on manual aggregation and synthesis.
Generic AI chatbots fail on multiple fronts: they hallucinate, can't handle investment-grade analysis, and pose enterprise risks. They lack the flexibility customers need—no support for custom frameworks, or output formats that match how teams actually work. Data leaks, training on sensitive data, missing audit trails, and weak security make them unsuitable for deal work.
Teams need AI that actually does the work—autonomously processing data, cross-referencing sources, and delivering decision-ready intel with institutional rigor and enterprise security.
How Wokelo Solves This
Wokelo automates research workflows using Agentic AI. Multi-source aggregation across its proprietary database, premium datasets, news feeds, and market intel delivers comprehensive, cited insights in minutes.
Domain-tuned models understand financial terminology, investment frameworks, and deal context—interpreting nuance like experienced analysts. Design custom workflows with bespoke automation tailored to your team's exact processes.
Enterprise security: SOC 2 Type II and ISO 27001 certified. End-to-end encryption, complete data isolation, zero AI training on your data. Your competitive intelligence stays confidential.
Key Features
- Agentic Builder™ - Drag-and-drop modules to configure your firm's workflows as standardized agents. Connect modules, define decision logic, integrate proprietary frameworks, and convert complex multi-step analysis into reusable agents that execute your methodology consistently and produce cited, decision-ready outputs every time.
- Agent Marketplace - Access battle-tested AI agents published by Investment Banking, Private Equity, and Consulting practitioners for day-0 deployment. Proven workflows covering company diligence, sector intelligence, target screening, and more—all safeguarded with zero hallucinations and line-level source traceability.
- Proprietary Data - Access Wokelo's proprietary private company database of 20M+ companies, 30+ pre-integrated premium data sources, real-time public web feeds, and powerful document processing—all in one unified platform.
- Domain-Tuned LLMs - Bespoke AI models trained for investors and consultants, safeguarded by proprietary no-hallucination SLMs. Finance-aware reasoning on investment-grade data that outputs how deal teams actually work— with line-level citations and automatic fact-checking that verifies every claim exists in source material. Wokelo generates professional-grade editable PPT, Word, PDF, and Excel outputs
- Command Center - A unified workspace to build agents, visualize outputs, and orchestrate workflows with audit trails and traceability. Monitor agent execution, define guardrails, track usage logs, and deploy customized branded workflows to teams with full revision history.
Preview
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Agent build and provenance
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Compliance
- FedRAMPConfirmedNot listed90%, registry-checkedNo FedRAMP Marketplace entry matched this vendor's domain, checked 2026-08-27registry recordas observed 2026-08-27
Confirmed means matched to a public authoritative registry. Claimed means the vendor or its listing states it, not yet cross-checked. A framework not shown was not found in any source we hold, which is not evidence against it. Not listed means a scoped registry check found no match for this vendor's domain: a No is a scoped registry check, not a compliance judgment. Confidence bands: 95% domain-verified, 90% registry-checked, 80% self-attested, 70% weak signal. Self-attested items marked “vendor's site” are gathered from the vendor's own website and are not verified by us.
Plans and pricing as listed
1 listedSources
Publisher resources
2 linksLinked repositories
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