As summer arrives, a season synonymous with travel, sunshine, and relaxation, many of us are out-of-office, soaking up sea views. But for those in investment research, such luxuries are, well, truly rare. It’s no secret that inside glamorous financial district buildings, analysts commonly log 60–70‑hour weeks, and during peak periods, work can escalate to over 90 hours, leaving little room for rest, while long hours and stress significantly elevate risks of anxiety, burnout, heart issues, and stroke. The relentless pace of investment work, combined with insufficient downtime, contributes to well-acknowledged mental health struggles across the industry, underscoring the importance of spotlighting well-being even as others enjoy summer breaks.
Finance, investment, and consulting professionals often face grueling hours and constant pressure to analyze huge volumes of data. This high-stress environment can take a serious toll on their mental health, affecting both their well-being and job performance.
Take financial analysts, for example, who are expected to forecast market trends that guide critical investment decisions. One blind spot or a hard-to-track data point can have major consequences, adding immense pressure and a bottomless process to get the research right each time.
What if there were a way to relieve this pressure and simplify the process of making smarter investment decisions? Could AI be the answer to solving this problem? One new Gen-AI platform for investment research may be the solution.
Wokelo AI: A Gen-AI Investment Research Platform for Intense Industries
Wokelo is a generative AI investment research platform founded in 2023. Within two short years, more than 1,200 finance and strategy professionals across 40 different organizations have used Wokelo AI to make smarter, faster, and stress-free investment decisions. By analyzing over 100,000 data sources in under 30 minutes, Wokelo dramatically reduces research time and manual effort, easing pressure on analysts and helping teams stay focused, rational, and productive.
Wokelo co-founders, Siddhant Masson (CEO) and Saswat Nanda (CTO), created the platform as a solution to the traditional, time-consuming research process in the investment industry, particularly when it comes to private markets. Most financial analysts spend between 60% to 80% of their time researching data and manually creating deliverables. This ‘busy work’ leaves little time and cognitive bandwidth for drawing actionable recommendations, building meaningful client relationships, and sharpening business and investment acumen – high-value skills that remain critical even in the era of AI.
Masson believed that the traditional research and due diligence process in investment and strategic advisory was greatly outdated and needed to be modernized with the evolution of advanced technology. Since investment teams are under constant (and paradoxical) pressure to produce valuable insights quickly but meticulously, they can utilize Wokelo to meet the high demands placed without feeling burned out afterward. It’s no wonder top-tier consulting firms, corporate strategy teams, venture capital, and private equity firms are turning to this platform. Demand for tools like this will only grow as more firms look to streamline decision-making with AI.
The Primary Functions of the Wokelo AI Platform
How does the Wokelo AI platform work? What are all the specific functions it can perform for venture capital, private equity, investment banks, and consulting firms?
Let’s examine the core functions of the Wokelo AI platform below:
Comprehensive Research Outputs
Wokelo produces outputs not as chat-based responses or loose data points, but as curated, well-structured, stakeholder-ready deliverables used across investment organizations, such as CIMs, due diligence reports, benchmarking analyses, and newsletters. These presentations include smart charts, visual frameworks, and organized tables to ensure insights are clear, actionable, and easy to process quickly.
Serves The Full Investment Lifecycle
Wokelo offers a wide-range of use cases across the end-to-end investment lifecycle. From market landscape assessment to target identification, from due diligence to post-investment portfolio monitoring, the platform is capable of automatically generating in-depth, stakeholder-ready insights that fit right into the decision-making process. Think timely portfolio digests right before quarterly portfolio review meetings, or a 50-page company report within minutes of identifying a potential investment opportunity.
Recurring Insights
For organizations where a large portion of analyst bandwidth goes into high-volume, repetitive research tasks, Wokelo’s Agentic AI platform enables continuous data-backed insights, in-depth and on-schedule. From earnings analysis to portfolio digests, news, filings, transactions, patents, and more – busy stakeholders who cannot manually sift through rapidly changing business data can now rely on AI to do this for them.
Multiple Languages Supported
Wokelo allows users to generate reports in up to 9 different languages, including Spanish, English, German, Japanese, and Mandarin. It not only opens up the opportunity for international firms to leverage GenAI technology in their own workflows but also significantly streamlines the research and stakeholder engagement process for investment firms exploring international and regional markets, saving teams from extra hours of manual work.
Multi-Format Exports
Wokelo can generate reports and export them in industry-standard formats like Microsoft Word (DOC), Adobe PDF, and PowerPoint (PPT). After downloading the files, users can easily read or edit offline or share online.
Interactive and Collaborative
Wokelo AI enables teams to share, edit, and enrich reports in real time. Users can add internal data, Q&A sections, and custom formatting; query the report in real-time, and access the detailed underlying datasets behind key analyses. Shared access, distribution lists, and integrations into popular enterprise SaaS tools ensure alignment, speeding up workflows and decision-making across financial teams.
Over 100,000 Data Sources
Wokelo conducts thorough research to ensure accuracy by analyzing over 100,000+ public and premium data sources – including non-traditional data that offers unique insights into company trajectory and strategy – critical for private markets. This vast, reliable dataset enables users to generate high-quality multi-dimensional research in minutes rather than days.
Conclusion
Wokelo AI reportedly helped save one Big Four firm over 3,500 hours in their research and analytical activities. Another private equity firm generated a six-times return on its investment. What used to take days and weeks for financial teams now only takes hours and minutes.
Gartner, the leading technology research and advisory firm, introduced a new software category, “Investment Management Research Software” specifically to recognize Wokelo AI’s innovation in vertical-focused market intelligence.
Wokelo AI’s mission is clear. It aims to prevent the mental breakdown of financial teams while enabling them to make better and more informed investment decisions. So far, it appears that the platform is achieving its objective.
