Wokelo
Platform · API · MCP

Agentic infra for private markets

The intelligence layer that powers your firm, your agents, and your stack.

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Platform

The Intelligence Platform That Works for You

AI agents trained on proven methodologies that adapt to your firm's unique process.
Agentic Builder ™

Drag. Drop. Deploy Intelligence

Design custom research agents in minutes. Deploy AI trained on proven methodologies that adapt to your firm's frameworks.

Agent Marketplace

From Dealmakers' Playbooks to Your Desk

Access battle-tested AI Agents published by Investment Banking, Private Equity, and Consulting pros for day-0 deployment.

Proprietary Data

Find Insights Others Can't

Access Wokelo's proprietary database of 20M+ companies and 30+ premium subscriptions (PitchBook, CapIQ, Crunchbase).

Domain-Tuned LLMs

AI That Thinks Like a Dealmaker

Bespoke AI models trained for investors and consultants, safeguarded by proprietary no-hallucination SLMs.

Command Center

Your Mission Control for AI Agents

A unified workspace to build agents, visualize outputs, and orchestrate workflows with audit trails and traceability.

Integrations

Wokelo API and MCP

Build intelligence layers powered by Wokelo’s proprietary agentic insights.
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Untapped Automated CRM Enrichment and Screening with Wokelo, Cutting Go/No-go Time by 90%

We receive 50+ decks a month. Wokelo automated our entire screening process — enriching every company in our CRM and auto-generating a brief against our investment criteria in under 10 mins. Our analysts now focus only on deals worth pursuing.
95%

Reduction in time-to-decision / deal

110+ hrs

Freed monthly for high-value work

Use-cases

Explore our curated solutions

Purpose-built research solutions for every stage of your investment life cycle.
Security

Secure. Compliant. Private.

Enterprise-grade security trusted by leading investment firms, banks, and Fortune 500 companies.
Zero Trust by Design

Zero Trust by Design

Every request authenticated, authorized, and encrypted. Zero-trust architecture protects your sensitive deal data.

Deploy Your Way

Deploy Your Way

Choose VPC, on-prem, or hybrid. Your infrastructure, your security requirements, your control.

Complete Admin Control

Complete Admin Control

Role-based access, comprehensive audits, real-time monitoring. Full visibility and control over every action.

SOC2 TYPE II Certified

ISO 27001 Compliant

No AI Model Training

End-to-End Encrypted