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AI agents for investment research and due diligence reports
Updated
Wokelo is a generative AI platform for investment research and due diligence, founded in 2022. Its agents curate data, synthesize it and triangulate findings to produce company profiles, sector analyses and diligence reports. It serves private equity funds, investment banks, consulting firms and corporates.
Analysts set a research request, the agents pull from data sources and uploaded documents, and the platform assembles a structured, source-linked report. In January 2026 Wokelo announced a Crunchbase data integration. Analysts still review and validate the output.
Investment professionals, corporate development and strategy teams and consultants who run repeated diligence and market research. The company says it cuts timelines from weeks to hours, which is a vendor claim.
Wokelo does not publish pricing. Contact the company for a quote or demo.
Humata and ChatPDF let you ask questions of documents you upload, which suits reading a few files but not a full multi-source research workflow. Genspark is a general AI research and agent product, whereas Wokelo is built specifically around investment diligence outputs.
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
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