What platforms does Wokelo AI support?

Wokelo AI is available on Web App.

What are the limitations of Wokelo AI?

No public pricing, so buyers cannot screen cost before a sales conversation. Capabilities are described in marketing terms; no public detail on how outputs are validated or how often the no-hallucination safeguards fail. Integration claims are limited to a subscription list, with no published detail on connector setup or sync depth.

Wokelo AI

Name: Wokelo AI
Author: Wokelo AI

Agentic AI research infrastructure for private market deal teams

Intermediate API

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Screenshot of Wokelo AI, Agentic AI research infrastructure for private market deal teams

What is Wokelo AI?

Wokelo AI is an AI search tool. Wokelo is an agentic AI platform for private markets research, pairing a 20M+ company database with custom research agents, a marketplace of practitioner-built agents, and an API and MCP layer for investment, banking and consulting teams.

Wokelo is an agentic AI platform built for private markets research. It combines a proprietary database of more than 20 million companies with a library of AI agents tuned for investment workflows, so that deal teams can compress sourcing, screening and diligence work that would otherwise take days of manual effort. The tool is aimed at private equity, investment banking, venture capital, management consulting, corporate development and asset management groups, and the company points to KPMG, SoftBank and other large firms as users. The core of the product is the Agentic Builder, a drag and drop environment for assembling custom research agents around a firm's own frameworks. An Agent Marketplace lets teams adopt agents published by banking, PE and consulting practitioners instead of starting from scratch. A Command Center workspace holds the outputs, with audit trails and traceability for each run, and domain tuned language models sit underneath, backed by smaller models the vendor describes as no-hallucination safeguards. Data comes from the in-house company database plus more than 30 premium subscriptions such as PitchBook, CapIQ and Crunchbase. In practice a team builds or selects an agent, points it at a target company or sector, and lets it produce research, benchmarking or diligence output for review. Deployment options include VPC, on-premise and hybrid setups, with role-based access, audit logging and encryption, and the vendor reports SOC2 Type II and ISO 27001 alignment. Wokelo also exposes its intelligence through an API and MCP layer, so the same insights can feed a firm's own agents and internal tools. Compared with general chat assistants or single-purpose research copilots, Wokelo is narrower and more opinionated: it assumes a finance and consulting context and asks buyers to work inside its structured agent framework. That makes it a strong fit for firms that need repeatable, auditable research at deal speed, and a poor fit for casual users or teams that want open-ended writing help.

How do you use Wokelo AI?

1Book a demo to get platform access
Wokelo does not publish a self-serve signup, so the starting point is a demo request from the homepage. Use the session to describe your deal workflow and confirm which data subscriptions your team needs.
2Open the Agentic Builder
Inside the platform, the builder is where custom research agents are assembled with a drag and drop interface. Map an existing internal framework, such as a screening checklist or diligence template, onto the agent's steps.
3Adopt or adapt a marketplace agent
Browse the Agent Marketplace for agents published by investment banking, PE and consulting practitioners. Use one as a starting point and adjust it to your firm's process rather than building from a blank canvas.
4Run research against a target
Point the configured agent at a company or sector and let it draw on the Wokelo company database and connected premium subscriptions. Review the generated research and benchmarks before circulating them.
5Review outputs in the Command Center
The Command Center holds agent outputs and workflows with audit trails and traceability. Use it to check what sources an agent used before an output goes into an investment memo.
6Connect the API or MCP layer
Teams that want Wokelo insights inside their own agents and tools can connect through the API or MCP. Read the API documentation to see what data and outputs are exposed.

Pros and cons

Pros

Proprietary database of 20M+ companies combined with more than 30 premium data subscriptions such as PitchBook, CapIQ and CrunchbaseAI
Agentic Builder lets firms encode their own methodologies instead of relying on one fixed research templateAI
Marketplace of agents published by banking, PE and consulting practitioners supports day-0 deploymentAI
Command Center provides audit trails and traceability, which matters for regulated deal workAI
API and MCP access lets firms feed Wokelo insights into their own agents and internal toolingAI

Cons

No public pricing, so buyers cannot screen cost before a sales conversationAI
Capabilities are described in marketing terms; no public detail on how outputs are validated or how often the no-hallucination safeguards failAI
Integration claims are limited to a subscription list, with no published detail on connector setup or sync depthAI
Enterprise-only framing: no self-serve tier, and small teams or individual analysts are effectively excludedAI
Deployment options such as VPC and on-premise add procurement and IT overhead that the homepage does not addressAI

How much does Wokelo AI cost?

Integrations

The homepage names an API and MCP layer for building on Wokelo's insights, plus data subscriptions including PitchBook, CapIQ and Crunchbase. No other connectors are listed.

Learn more

Features

Agentic Builder for custom research agents, an Agent Marketplace of practitioner-published agents, a Command Center workspace with audit trails, a proprietary 20M+ company database, 30+ premium data subscriptions, domain-tuned models with no-hallucination safeguards, and VPC, on-premise or hybrid deployment.

Frequently asked questions about Wokelo AI

Does Wokelo AI have an API?
Yes, Wokelo AI offers an API.
How do you use Wokelo AI?
The walkthrough on this page covers 6 steps: 1. Book a demo to get platform access 2. Open the Agentic Builder 3. Adopt or adapt a marketplace agent 4. Run research against a target 5. Review outputs in the Command Center 6. Connect the API or MCP layer.
What platforms does Wokelo AI support?
Wokelo AI is available on Web App.
What does Wokelo AI integrate with?
The homepage names an API and MCP layer for building on Wokelo's insights, plus data subscriptions including PitchBook, CapIQ and Crunchbase. No other connectors are listed.
What are the limitations of Wokelo AI?
No public pricing, so buyers cannot screen cost before a sales conversation. Capabilities are described in marketing terms; no public detail on how outputs are validated or how often the no-hallucination safeguards fail. Integration claims are limited to a subscription list, with no published detail on connector setup or sync depth.