What Wokelo AI does

Wokelo AI is a privately held, venture-backed company founded in 2023 by Sid Masson (CEO) and Saswat Nanda (CTO), headquartered in Seattle, Washington with engineering operations in Bengaluru, India. The company builds an agentic AI platform purpose-built for dealmakers and consultants, deploying domain-tuned large language models and multi-agent systems to automate sourcing, due diligence, competitive intelligence, and strategic research workflows for private equity, investment banking, management consulting, venture capital, corporate development, and asset management buyers.

The platform comprises five core modules: the Agentic Builder (a drag-and-drop workflow designer for custom research agents), the Agent Marketplace (50+ pre-built workflows published by practitioners), Proprietary Data (a 20M+ company database with 30+ pre-integrated premium data subscriptions including S&P Capital IQ, Crunchbase, and PitchBook), Domain-Tuned LLMs (bespoke finance-trained models safeguarded by no-hallucination SLMs with multi-layer fact verification), and Command Center (orchestration workspace with audit trails and RBAC). A separate API product exposes Company Diligence, Industry Research, Real-time News, and Custom Workflow endpoints via REST with Python SDK and MCP. Enterprise security certifications include SOC 2 Type II and ISO 27001, with deployment options spanning cloud, VPC, and on-prem.

Wokelo monetizes via annual enterprise SaaS subscriptions, API access, and professional services for implementation and customization. The company has raised $5.5M total across a $1.5M pre-seed (June 2023) and a $4M seed round (October 2024) co-led by Geek Ventures and KPMG US, the latter also making a minority equity investment. As of late 2024 the company reported 35+ customers spanning KPMG, Premji Invest, B Capital, P&G, Adobe, JLL, 7Two Partners, Berkshire, Google, and EY, and was described as nearing profitability. Subsequent strategic moves include live integrations with S&P Capital IQ and PitchBook (January 2026), CRM integrations with Affinity, Slack, and Glean, and the launch of a new sub-brand 'Akta by Wokelo AI' in May 2026.

Name

Wokelo AI

Legal name

Wokelo, Inc.

Website

https://wokelo.ai

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

11–50 employees

Short description

Wokelo AI builds an agentic AI platform with domain-tuned LLMs that automates investment research, due diligence, and competitive intelligence for private equity, investment banking, consulting, venture capital, corporate development, and asset management teams, sold via enterprise subscriptions and APIs.

Ownership category

akta.pro rank

Product category

AI Investment Research and Due Diligence Software

NAICS

Custom Computer Programming Services (541511), Other Computer Related Services (541519)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Agents & Autonomous Workflows (Tool Use, Planning, Multi-Agent) (HDAAACAF)

akta.pro secondary industries

AI Application Enablement Platforms (Copilot/Agent Frameworks, SDKs) (HDAEANAJ), LLMOps & Generative AI Platforms (Prompt/Agent Orchestration, RAG) (HDAEANAD)

Keywords

• AI due diligence
• Investment research automation
• Agentic AI platform
• Private market intelligence
• Deal sourcing software

Headquarters

HQ city

Seattle

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Platform Subscription: Annual or multi-year subscription-based access to Wokelo's AI-powered research platform, including access to Agentic Builder, Agent Marketplace, proprietary data, domain-tuned LLMs, and Command Center. Enterprise pricing based on seat count and feature access.
2. API Access: Enterprise-grade API access for building intelligence layers into internal tools. Pricing likely based on usage volume or enterprise agreements with fixed quotas.
3. Professional Services: Implementation and customization services including custom workflow development, platform configuration, and team training for enterprise deployments.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Wokelo AI builds an agentic AI platform for dealmaking and consulting that powers sourcing, diligence, and strategy through domain-specialized AI agents. The platform comprises a drag-and-drop Agentic Builder for designing custom research workflows, an Agent Marketplace of 50+ pre-built research workflows published by practitioners, proprietary data covering 20M+ companies and 30+ premium data subscriptions, domain-tuned LLMs safeguarded by no-hallucination SLMs, a Command Center for orchestrating workflows with audit trails, and enterprise-grade REST APIs.

Product overview

Wokelo AI is a unified agentic AI platform for dealmaking and consulting, consisting of a core platform with modular components including Agentic Builder™ (drag-and-drop workflow designer), Agent Marketplace (50+ pre-built research agents), Proprietary Data (20M+ company database with 30+ premium source integrations), Domain-Tuned LLMs (bespoke finance-trained models with no-hallucination architecture), and Command Center (workflow orchestration with governance controls). The platform also offers sector-specific solution packages for Private Equity, Investment Banking, Management Consulting, Venture Capital, Corporates, and Asset Management. Enterprise API access is available for custom integrations. The company also announced a new product line 'Akta by Wokelo AI' in May 2026.

Differentiator

Problem solved

Functional benefit

Products and services

• Wokelo AI Platform Unified agentic AI platform for dealmaking and consulting that powers sourcing, diligence, and strategy. Provides a workspace for building agents, visualizing outputs, and orchestrating workflows with audit trails, governance, and traceability for investment professionals, PE firms, banks, and consulting firms.
• Wokelo API Enterprise-grade REST API product enabling customers to build intelligence layers into internal tools, providing Company Diligence, Industry Research, Real-time News, and Custom Workflow endpoints covering 20M+ companies and 200+ enriched fields, with deployment options including VPC and on-premises.
• Akta by Wokelo AI New product under the Wokelo AI brand announced in May 2026 as an extension of the company's agentic AI portfolio.
• Private Equity Solution Solution package targeting Private Equity firms for deal sourcing, investment due diligence, portfolio value creation, and exit planning, with agents built by former PE professionals.
• Investment Banking Solution Solution package for Investment Banking covering sell-side preparation, buy-side due diligence, comps and benchmarking, and buyer universe analysis, designed by ex-bulge bracket bankers.
• Management Consulting Solution Solution package for Management Consulting firms covering commercial due diligence, competitive benchmarking, market assessment, and business development, designed by ex-MBB consultants.
• Venture Capital Solution Solution package for Venture Capital funds covering deal screening, company diligence, sector research, and portfolio monitoring, built on frameworks from top-tier VC funds.
• Corporates Solution Solution package for enterprise corporations covering competitive intelligence, corporate development, market expansion, and corporate venture capital.
• Asset Management Solution Solution package for institutional asset managers covering manager due diligence, performance analysis, portfolio monitoring, and macro and sector research.

Quantifiable outcome

• 75% faster research turnaround time
• +9 more outcomes

Named customers14 records

Segments6 records

Ideal customer profiles6 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability10 records

Feature8 records

Partnerships

Three partnerships are on record, tiered core.

• Affinity CRMcoreTechnology or Integration · 22 January 2026CRM integration enabling automated generation of due diligence memos when deals enter the 'Screening' stage. Leverages Affinity CRM trigger to auto-generate comprehensive, actionable diligence memos in under 30 minutes—transforming multi-day bottlenecks into automated workflows for growth equity VC customers.
• S&P Capital IQcoreTechnology or Integration · 20 January 2026Integration partnership combining S&P Capital IQ's comprehensive financial intelligence—including balance sheets, valuations, and transaction data—with Wokelo's AI agents. The integration compresses due diligence timelines from weeks to hours and is now live for users to access vetted financial data within AI-driven research workflows. Serves private equity, venture capital, investment banking, and consulting teams.
• PitchBookcoreTechnology or Integration · 20 January 2026Direct integration enabling dealmakers with existing PitchBook subscriptions to connect their data to Wokelo's AI-powered research and analysis workflows. PitchBook data—including real-time valuations, comparable transaction data, investor activity, and market signals—is incorporated directly into Wokelo's AI agents for deal sourcing, due diligence, and market analysis. Targets PE, VC, investment banking, strategy consultants, and corporate development teams.

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• AlphaSense: AlphaSense is an AI-powered market intelligence and enterprise search platform widely used by investment professionals for due diligence, research, and competitive intelligence—directly competing with Wokelo's target workflows in PE, IB, and corporates.
• Hebbia: Hebbia builds AI agents that ingest large document sets to support financial and legal due diligence, investment research, and advisory workflows—directly competing with Wokelo's agentic research offering for the same enterprise customer base.
• Raven: RavenPack delivers AI-driven news analytics, sentiment data, and entity intelligence for investment research and financial workflows—an overlapping capability with Wokelo's Real-time News API and competitive intelligence features.
• Tegus: Tegus (now part of AlphaSense) provides expert transcripts and primary research for institutional investors, addressing the same buy-side research and diligence workflows that Wokelo targets for PE and VC customers.

Broad incumbents

• S&P Capital IQ Pro: S&P Capital IQ Pro is the established financial data and analytics platform for investment professionals; it owns the underlying financial data Wokelo integrates with and could expand into native agentic research features that compete directly.
• Bloomberg Terminal: Bloomberg Terminal is the dominant institutional workstation for finance professionals and an existing AI roadmap (e.g., BloombergGPT) that overlaps with Wokelo's investment research and analytics workflow.
• LSEG (Refinitiv Workspace): LSEG/Refinitiv Workspace provides financial data, analytics, and increasingly AI-powered research tools to investment professionals, representing a broad incumbent alternative with comparable coverage to Wokelo's data layer.

Emerging players

• Tracxn: Tracxn offers private market and startup intelligence used heavily by VC and PE deal teams for company and sector research—an adjacent data and workflow offering that competes for VC customer mind-share.
• Crunchbase Pro: Crunchbase Pro provides private company data and intelligence workflows for deal sourcing and market research, overlapping with Wokelo's VC and corporate development solutions and serving as a data source it integrates with.
• Tavily: Tavily provides AI-native web search and research APIs targeted at agentic AI applications, overlapping with Wokelo's API and knowledge retrieval infrastructure for building AI research agents.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/WokeloAi
• LinkedInlinkedin.com/company/wokelo-ai

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds2 records

Investors11 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wokelo AI