Wokelo AI

Wokelo AI, established in 2022, operates a generative AI-powered platform designed to automate and enhance complex investment research workflows. The company was co-founded by Siddhant Masson (CEO) and Saswat Nanda (CTO), two former management consultants who experienced the inefficiencies of manual research firsthand. Their background in corporate development, M&A, and strategy at firms like Deloitte and the Tata Group directly shaped Wokelo's mission to streamline due diligence, sector analysis, and portfolio monitoring.

The firm's core offering is a full-stack intelligence platform that serves private equity firms, venture capital funds, investment banks, and corporate development teams. Wokelo's business model is centered on providing access to its technology through annual or semi-annual contracts, which are typically established after a consultative sales process and demo. The platform ingests and synthesizes vast amounts of data from a wide array of sources, including news articles, financial filings, premium databases like FactSet, research journals, and podcasts. It then utilizes a proprietary cognitive engine, which incorporates both leading large language models (like GPT) and its own technology, to generate detailed reports.

Wokelo's platform produces comprehensive analyses, including company overviews, competitive landscapes, market maps, product insights, and funding summaries, with all data points backed by citations. Key features include a secure data room for uploading proprietary documents, a Q&A chat function for directed research, and a PowerPoint generator. This allows clients to significantly reduce the time spent on manual data gathering, enabling them to focus on higher-level strategic analysis and decision-making. The company has secured $5.5 million in total funding, including a $4 million seed round from investors such as Array Ventures, Geek Ventures, and KPMG Ventures.

Keywords: investment research, due diligence automation, generative AI, financial analysis, private equity tools, venture capital research, M&A analysis, corporate strategy, market intelligence platform, sector analysis, portfolio monitoring, financial data synthesis, competitive intelligence, deal sourcing, AI for finance, Siddhant Masson, Saswat Nanda, KPMG Ventures, automated reporting, investment banking tools