Wokelo AI
Last Updated on: Feb 21, 2026
Wokelo AI
0
0Reviews
3Views
1Visits
Research Tool
AI Consulting Assistant
AI Knowledge Management
AI Analytics Assistant
AI Reporting
AI Monitor & Report Builder
AI Workflow Management
AI Agents
AI Productivity Tools
AI Data Mining
AI Document Extraction
AI Spreadsheet
AI Presentation Generator
AI Knowledge Base
AI Knowledge Graph
AI Assistant
What is Wokelo AI?
Wokelo.ai is an AI platform built by investment pros for dealmakers, featuring purpose-built AI agents that automate research workflows in private equity, venture capital, investment banking, consulting, and corporate strategy. It powers sourcing, due diligence, sector analysis, portfolio monitoring, and more by turning unstructured data into cited, decision-ready reports with no hallucinations. Domain-tuned LLMs integrate proprietary databases of 20M+ companies, premium data sources, and real-time feeds to deliver accurate insights on M&A, funding, partnerships, and trends. Users build custom agents via drag-and-drop, access a marketplace of pre-made ones, and export pro formats like editable PPTs, Word docs, PDFs, and Excel. Trusted by leading teams, it ensures fact-checked outputs with line-level citations for reliable, fast analysis.
Who can use Wokelo AI & how?
  • Private Equity Pros: Automate deal sourcing, commercial diligence, and portfolio monitoring.
  • Venture Capitalists: Screen theses, diligence companies, and track investments efficiently.
  • Investment Bankers: Analyze CIMs, buyers, precedents, and prep sell-side materials.
  • Consultants: Run commercial DD, benchmarking, and industry attractiveness studies.
  • Corporate Strategists: Gather competitive intel for development, VC, and market expansion.

How to Use Wokelo.ai?
  • Request Access: Book a demo or trial to explore the platform's capabilities.
  • Build or Select Agents: Use drag-and-drop builder or marketplace for workflows.
  • Input Queries: Run analysis on companies, sectors, or deals with integrated data.
  • Review & Export: Get cited reports in PPT, Word, PDF, or Excel formats.
What's so unique or special about Wokelo AI?
  • No-Hallucination Guarantee: Fact-checked outputs with line-level citations always.
  • Agentic Builder: Drag-and-drop to create reusable agents matching your methodology.
  • Proprietary Data: 20M+ company database plus 30+ premium sources unified.
  • Pro Outputs: Editable PPTs, Word, PDFs with charts, frameworks, and visuals.
  • Marketplace Access: Battle-tested agents for instant deployment on common tasks.
Things We Like
  • Eliminates hallucinations with full citations.
  • Saves hours on research turning data to deliverables.
  • Custom agents fit exact firm workflows.
  • Rich proprietary data beats generic tools.
Things We Don't Like
  • Enterprise-focused, not for casual users.
  • Access requires demo or request.
  • Steep learning for non-finance pros.
  • Limited public pricing info.
Photos & Videos
Screenshot 1
Pricing
Paid

Custom

Pricing information is not directly provided.

ATB Embeds
Reviews

Proud of the love you're getting? Show off your AI Toolbook reviews—then invite more fans to share the love and build your credibility.

Product Promotion

Add an AI Toolbook badge to your site—an easy way to drive followers, showcase updates, and collect reviews. It's like a mini 24/7 billboard for your AI.

Reviews

0 out of 5

Rating Distribution

5 star
0
4 star
0
3 star
0
2 star
0
1 star
0

Average score

Ease of use
0.0
Value for money
0.0
Functionality
0.0
Performance
0.0
Innovation
0.0

Popular Mention

FAQs

Wokelo.ai is an agentic AI platform for investment research, automating sourcing, diligence, and strategy with cited outputs.
Private equity, VC, investment banking, consulting, and corporate teams for deal lifecycle workflows.
No, it provides fact-checked, fully referenced insights with citations from verified sources.
Editable PPT, Word, PDF, Excel with charts, visuals, and industry frameworks.
Drag-and-drop modules to configure workflows, logic, and frameworks into reusable agents.

Similar AI Tools

H2o AI
logo

H2o AI

0
0
17
0

H2O.ai is an advanced AI and machine learning platform that enables organizations to build, deploy, and scale AI models with ease. With a focus on automated machine learning (AutoML), explainable AI, and responsible AI practices, H2O.ai empowers data scientists, analysts, and businesses to extract insights, make predictions, and drive value from data at enterprise scale.

H2o AI
logo

H2o AI

0
0
17
0

H2O.ai is an advanced AI and machine learning platform that enables organizations to build, deploy, and scale AI models with ease. With a focus on automated machine learning (AutoML), explainable AI, and responsible AI practices, H2O.ai empowers data scientists, analysts, and businesses to extract insights, make predictions, and drive value from data at enterprise scale.

H2o AI
logo

H2o AI

0
0
17
0

H2O.ai is an advanced AI and machine learning platform that enables organizations to build, deploy, and scale AI models with ease. With a focus on automated machine learning (AutoML), explainable AI, and responsible AI practices, H2O.ai empowers data scientists, analysts, and businesses to extract insights, make predictions, and drive value from data at enterprise scale.

HeronAI
logo

HeronAI

0
0
20
0

HeronAI is an AI-powered analytics platform designed to simplify financial reporting and transform raw data into actionable insights. It enables businesses to generate real-time dashboards and reports in minutes, eliminating the need for manual data analysis and empowering teams to make informed decisions swiftly.

HeronAI
logo

HeronAI

0
0
20
0

HeronAI is an AI-powered analytics platform designed to simplify financial reporting and transform raw data into actionable insights. It enables businesses to generate real-time dashboards and reports in minutes, eliminating the need for manual data analysis and empowering teams to make informed decisions swiftly.

HeronAI
logo

HeronAI

0
0
20
0

HeronAI is an AI-powered analytics platform designed to simplify financial reporting and transform raw data into actionable insights. It enables businesses to generate real-time dashboards and reports in minutes, eliminating the need for manual data analysis and empowering teams to make informed decisions swiftly.

Minddex.ai
logo

Minddex.ai

0
0
12
1

Minddex is an AI-powered visibility analysis platform designed to help brands understand and enhance their presence across major generative AI platforms like ChatGPT, Gemini, and Perplexity. As consumers increasingly turn to AI-driven search engines for information, Minddex enables businesses to assess how their brand is represented in AI-generated responses, identify visibility opportunities, and implement strategies to improve their digital footprint in this evolving landscape.

Minddex.ai
logo

Minddex.ai

0
0
12
1

Minddex is an AI-powered visibility analysis platform designed to help brands understand and enhance their presence across major generative AI platforms like ChatGPT, Gemini, and Perplexity. As consumers increasingly turn to AI-driven search engines for information, Minddex enables businesses to assess how their brand is represented in AI-generated responses, identify visibility opportunities, and implement strategies to improve their digital footprint in this evolving landscape.

Minddex.ai
logo

Minddex.ai

0
0
12
1

Minddex is an AI-powered visibility analysis platform designed to help brands understand and enhance their presence across major generative AI platforms like ChatGPT, Gemini, and Perplexity. As consumers increasingly turn to AI-driven search engines for information, Minddex enables businesses to assess how their brand is represented in AI-generated responses, identify visibility opportunities, and implement strategies to improve their digital footprint in this evolving landscape.

AI Shodh
logo

AI Shodh

0
0
25
0

AI Shodh is an AI-powered research platform that provides balanced, multi-perspective analysis of news and topics. It specializes in aggregating viewpoints across political divides, offering users a more nuanced understanding of current events by displaying perspectives from left, right, and center. The platform is built to move beyond echo chambers and surface diverse arguments and insights around any subject.

AI Shodh
logo

AI Shodh

0
0
25
0

AI Shodh is an AI-powered research platform that provides balanced, multi-perspective analysis of news and topics. It specializes in aggregating viewpoints across political divides, offering users a more nuanced understanding of current events by displaying perspectives from left, right, and center. The platform is built to move beyond echo chambers and surface diverse arguments and insights around any subject.

AI Shodh
logo

AI Shodh

0
0
25
0

AI Shodh is an AI-powered research platform that provides balanced, multi-perspective analysis of news and topics. It specializes in aggregating viewpoints across political divides, offering users a more nuanced understanding of current events by displaying perspectives from left, right, and center. The platform is built to move beyond echo chambers and surface diverse arguments and insights around any subject.

Black Swan Data

Black Swan Data

0
0
36
1

Black Swan Data is a London-based technology and data science company founded in 2011 by Steve King and Hugo Amos. The company specializes in predictive analytics, leveraging artificial intelligence to analyze millions of unprompted consumer conversations across platforms such as TikTok and Instagram. Their flagship product, Trendscope, helps businesses identify emerging trends and consumer behaviors, enabling them to make data-driven decisions in areas like product development, marketing, and innovation.

Black Swan Data

Black Swan Data

0
0
36
1

Black Swan Data is a London-based technology and data science company founded in 2011 by Steve King and Hugo Amos. The company specializes in predictive analytics, leveraging artificial intelligence to analyze millions of unprompted consumer conversations across platforms such as TikTok and Instagram. Their flagship product, Trendscope, helps businesses identify emerging trends and consumer behaviors, enabling them to make data-driven decisions in areas like product development, marketing, and innovation.

Black Swan Data

Black Swan Data

0
0
36
1

Black Swan Data is a London-based technology and data science company founded in 2011 by Steve King and Hugo Amos. The company specializes in predictive analytics, leveraging artificial intelligence to analyze millions of unprompted consumer conversations across platforms such as TikTok and Instagram. Their flagship product, Trendscope, helps businesses identify emerging trends and consumer behaviors, enabling them to make data-driven decisions in areas like product development, marketing, and innovation.

Rogo
logo

Rogo

0
0
38
1

Rogo is a secure and advanced AI platform built specifically for elite financial institutions like investment banks, private equity firms, hedge funds, and asset managers. It leverages finance-specific large language models (LLMs) fine-tuned with professionally labeled financial data to automate research, speed up workflows, and generate accurate insights. Rogo integrates seamlessly with internal and external data sources, enabling users to retrieve and analyze vast volumes of financial documents, filings, transcripts, and market data quickly. It supports complex financial tasks such as generating investment memos, creating presentation slides, and preparing for meetings, all while maintaining enterprise-grade security and compliance. The platform not only enhances productivity but also ensures transparency and auditability in research output.

Rogo
logo

Rogo

0
0
38
1

Rogo is a secure and advanced AI platform built specifically for elite financial institutions like investment banks, private equity firms, hedge funds, and asset managers. It leverages finance-specific large language models (LLMs) fine-tuned with professionally labeled financial data to automate research, speed up workflows, and generate accurate insights. Rogo integrates seamlessly with internal and external data sources, enabling users to retrieve and analyze vast volumes of financial documents, filings, transcripts, and market data quickly. It supports complex financial tasks such as generating investment memos, creating presentation slides, and preparing for meetings, all while maintaining enterprise-grade security and compliance. The platform not only enhances productivity but also ensures transparency and auditability in research output.

Rogo
logo

Rogo

0
0
38
1

Rogo is a secure and advanced AI platform built specifically for elite financial institutions like investment banks, private equity firms, hedge funds, and asset managers. It leverages finance-specific large language models (LLMs) fine-tuned with professionally labeled financial data to automate research, speed up workflows, and generate accurate insights. Rogo integrates seamlessly with internal and external data sources, enabling users to retrieve and analyze vast volumes of financial documents, filings, transcripts, and market data quickly. It supports complex financial tasks such as generating investment memos, creating presentation slides, and preparing for meetings, all while maintaining enterprise-grade security and compliance. The platform not only enhances productivity but also ensures transparency and auditability in research output.

Alkymi
logo

Alkymi

0
0
21
1

Alkymi is an AI-powered data automation platform designed specifically for financial services and private markets. It transforms unstructured investment and financial documents, such as capital calls, quarterly reports, financial statements, and offering memorandums, into structured, actionable datasets. The platform uses advanced AI, machine learning, and large language models (LLMs) to automate complex data workflows, enabling firms to unlock and manage 100% of their investment data efficiently. Alkymi’s end-to-end solution integrates with downstream systems, providing real-time portfolio data, accelerating operational workflows, and empowering clients to make faster, data-driven investment decisions. It is tailored to meet the needs of private market firms and helps scale operations with greater accuracy and speed.

Alkymi
logo

Alkymi

0
0
21
1

Alkymi is an AI-powered data automation platform designed specifically for financial services and private markets. It transforms unstructured investment and financial documents, such as capital calls, quarterly reports, financial statements, and offering memorandums, into structured, actionable datasets. The platform uses advanced AI, machine learning, and large language models (LLMs) to automate complex data workflows, enabling firms to unlock and manage 100% of their investment data efficiently. Alkymi’s end-to-end solution integrates with downstream systems, providing real-time portfolio data, accelerating operational workflows, and empowering clients to make faster, data-driven investment decisions. It is tailored to meet the needs of private market firms and helps scale operations with greater accuracy and speed.

Alkymi
logo

Alkymi

0
0
21
1

Alkymi is an AI-powered data automation platform designed specifically for financial services and private markets. It transforms unstructured investment and financial documents, such as capital calls, quarterly reports, financial statements, and offering memorandums, into structured, actionable datasets. The platform uses advanced AI, machine learning, and large language models (LLMs) to automate complex data workflows, enabling firms to unlock and manage 100% of their investment data efficiently. Alkymi’s end-to-end solution integrates with downstream systems, providing real-time portfolio data, accelerating operational workflows, and empowering clients to make faster, data-driven investment decisions. It is tailored to meet the needs of private market firms and helps scale operations with greater accuracy and speed.

Antz
logo

Antz

0
0
16
1

Antz.ai is a data and AI solutions company helping organizations build AI agents and intelligence systems to adopt AI effectively across workflows. It specializes in AI strategy consulting, data engineering, applied AI, and process automation to boost efficiency, productivity, and data-driven decisions. The platform emphasizes three key elements: seamless data integration from diverse sources, superior data quality through synchronization and governance, and reliable AI models with ethical safeguards like bias detection and validation. Solutions include retail store optimization, sales analytics, mortgage processing automation, and more, delivering measurable results in weeks through standardized structures, real-time access, and continuous refinement.

Antz
logo

Antz

0
0
16
1

Antz.ai is a data and AI solutions company helping organizations build AI agents and intelligence systems to adopt AI effectively across workflows. It specializes in AI strategy consulting, data engineering, applied AI, and process automation to boost efficiency, productivity, and data-driven decisions. The platform emphasizes three key elements: seamless data integration from diverse sources, superior data quality through synchronization and governance, and reliable AI models with ethical safeguards like bias detection and validation. Solutions include retail store optimization, sales analytics, mortgage processing automation, and more, delivering measurable results in weeks through standardized structures, real-time access, and continuous refinement.

Antz
logo

Antz

0
0
16
1

Antz.ai is a data and AI solutions company helping organizations build AI agents and intelligence systems to adopt AI effectively across workflows. It specializes in AI strategy consulting, data engineering, applied AI, and process automation to boost efficiency, productivity, and data-driven decisions. The platform emphasizes three key elements: seamless data integration from diverse sources, superior data quality through synchronization and governance, and reliable AI models with ethical safeguards like bias detection and validation. Solutions include retail store optimization, sales analytics, mortgage processing automation, and more, delivering measurable results in weeks through standardized structures, real-time access, and continuous refinement.

BrainChat
logo

BrainChat

0
0
23
1

BrainChat.ai is an advanced AI-driven conversational and productivity platform designed to help individuals, teams, and businesses work smarter and faster. With intelligent chat capabilities, personalized assistants, and task-oriented AI tools, BrainChat enables users to streamline workflows, automate daily tasks, and enhance creativity with ease. From brainstorming and writing support to data handling and collaborative AI spaces, BrainChat.ai empowers users to boost productivity effortlessly.

BrainChat
logo

BrainChat

0
0
23
1

BrainChat.ai is an advanced AI-driven conversational and productivity platform designed to help individuals, teams, and businesses work smarter and faster. With intelligent chat capabilities, personalized assistants, and task-oriented AI tools, BrainChat enables users to streamline workflows, automate daily tasks, and enhance creativity with ease. From brainstorming and writing support to data handling and collaborative AI spaces, BrainChat.ai empowers users to boost productivity effortlessly.

BrainChat
logo

BrainChat

0
0
23
1

BrainChat.ai is an advanced AI-driven conversational and productivity platform designed to help individuals, teams, and businesses work smarter and faster. With intelligent chat capabilities, personalized assistants, and task-oriented AI tools, BrainChat enables users to streamline workflows, automate daily tasks, and enhance creativity with ease. From brainstorming and writing support to data handling and collaborative AI spaces, BrainChat.ai empowers users to boost productivity effortlessly.

Arka
logo

Arka

0
0
14
1

Arka is an AI-native analytics platform designed for modern enterprise teams, acting as a copilot that connects to 100+ data sources like Postgres, Databricks, Slack, Jira, Amplitude, Mixpanel, and Google Analytics to deliver instant actionable insights without data migrations or onboarding costs. It automatically maps your data, generates interactive dashboards for user engagement, automates workflows, and provides proactive trend alerts while respecting enterprise security through role-based access controls and zero data storage or training on your information. Cost-optimized for pay-per-question usage, Arka supports structured and unstructured data, custom integrations, and on-prem models, enabling product managers, revenue teams, and executives to query retention, pipeline health, and goals in natural language without BI bottlenecks or spreadsheets.

Arka
logo

Arka

0
0
14
1

Arka is an AI-native analytics platform designed for modern enterprise teams, acting as a copilot that connects to 100+ data sources like Postgres, Databricks, Slack, Jira, Amplitude, Mixpanel, and Google Analytics to deliver instant actionable insights without data migrations or onboarding costs. It automatically maps your data, generates interactive dashboards for user engagement, automates workflows, and provides proactive trend alerts while respecting enterprise security through role-based access controls and zero data storage or training on your information. Cost-optimized for pay-per-question usage, Arka supports structured and unstructured data, custom integrations, and on-prem models, enabling product managers, revenue teams, and executives to query retention, pipeline health, and goals in natural language without BI bottlenecks or spreadsheets.

Arka
logo

Arka

0
0
14
1

Arka is an AI-native analytics platform designed for modern enterprise teams, acting as a copilot that connects to 100+ data sources like Postgres, Databricks, Slack, Jira, Amplitude, Mixpanel, and Google Analytics to deliver instant actionable insights without data migrations or onboarding costs. It automatically maps your data, generates interactive dashboards for user engagement, automates workflows, and provides proactive trend alerts while respecting enterprise security through role-based access controls and zero data storage or training on your information. Cost-optimized for pay-per-question usage, Arka supports structured and unstructured data, custom integrations, and on-prem models, enabling product managers, revenue teams, and executives to query retention, pipeline health, and goals in natural language without BI bottlenecks or spreadsheets.

Thinkfill AI
logo

Thinkfill AI

0
0
12
1

Thinkfill.ai is an AI-powered procurement and vendor discovery platform designed to help organizations navigate the crowded and fast-moving AI solution landscape with confidence. It translates specific business challenges and goals into structured technical requirements, then identifies, vets, and compares the most relevant AI vendors for each use case. By automating much of the market research and evaluation process, Thinkfill.ai delivers a short list of carefully matched AI solutions—often within days—so teams can avoid months of manual comparison and uncertainty.

Thinkfill AI
logo

Thinkfill AI

0
0
12
1

Thinkfill.ai is an AI-powered procurement and vendor discovery platform designed to help organizations navigate the crowded and fast-moving AI solution landscape with confidence. It translates specific business challenges and goals into structured technical requirements, then identifies, vets, and compares the most relevant AI vendors for each use case. By automating much of the market research and evaluation process, Thinkfill.ai delivers a short list of carefully matched AI solutions—often within days—so teams can avoid months of manual comparison and uncertainty.

Thinkfill AI
logo

Thinkfill AI

0
0
12
1

Thinkfill.ai is an AI-powered procurement and vendor discovery platform designed to help organizations navigate the crowded and fast-moving AI solution landscape with confidence. It translates specific business challenges and goals into structured technical requirements, then identifies, vets, and compares the most relevant AI vendors for each use case. By automating much of the market research and evaluation process, Thinkfill.ai delivers a short list of carefully matched AI solutions—often within days—so teams can avoid months of manual comparison and uncertainty.

BetterBusiness.ai
logo

BetterBusiness.ai

0
0
13
1

BetterBusiness.ai is a user-friendly AI agent platform offering 51 specialized tools to enhance operations across marketing, finance, HR, and more. It simplifies AI adoption by providing easy-to-use agents that automate tasks, deliver insights, and drive better results without needing technical expertise. From generating marketing campaigns and financial forecasts to handling HR recruitment and operational workflows, the platform empowers small to medium enterprises to boost efficiency, cut costs, and grow smarter through practical AI integration.

BetterBusiness.ai
logo

BetterBusiness.ai

0
0
13
1

BetterBusiness.ai is a user-friendly AI agent platform offering 51 specialized tools to enhance operations across marketing, finance, HR, and more. It simplifies AI adoption by providing easy-to-use agents that automate tasks, deliver insights, and drive better results without needing technical expertise. From generating marketing campaigns and financial forecasts to handling HR recruitment and operational workflows, the platform empowers small to medium enterprises to boost efficiency, cut costs, and grow smarter through practical AI integration.

BetterBusiness.ai
logo

BetterBusiness.ai

0
0
13
1

BetterBusiness.ai is a user-friendly AI agent platform offering 51 specialized tools to enhance operations across marketing, finance, HR, and more. It simplifies AI adoption by providing easy-to-use agents that automate tasks, deliver insights, and drive better results without needing technical expertise. From generating marketing campaigns and financial forecasts to handling HR recruitment and operational workflows, the platform empowers small to medium enterprises to boost efficiency, cut costs, and grow smarter through practical AI integration.

Editorial Note

This page was researched and written by the ATB Editorial Team. Our team researches each AI tool by reviewing its official website, testing features, exploring real use cases, and considering user feedback. Every page is fact-checked and regularly updated to ensure the information stays accurate, neutral, and useful for our readers.

If you have any suggestions or questions, email us at hello@aitoolbook.ai