Wokelo

Wokelo is a research platform for investment and strategy work. Give it a company, sector or theme and its AI agents pull together a cited report: company profile, products, funding, news, competitors, market size and trends, which it can turn into PowerPoint slides. It draws on its own database of more than 20 million companies plus premium sources such as PitchBook, Capital IQ and Crunchbase, and you can build your own agents for a firm's particular process, like screening targets or writing a first-draft investment memo.

Pick it over a general deep research tool such as ChatGPT Deep Research or Gemini Deep Research when you need private-company data, proper citations and output in the formats a deal team uses. Rogo is the closest rival, aimed more at investment banks and financial analysis. For a one-off market question, a general research assistant is far cheaper.

The catch: it is an enterprise product. There's no public pricing or self-serve sign-up; a founder interview put the entry point at around $30,000 a year for five seats. Reviews are few, and one recurring point is that data on smaller private companies is thinner than on public ones, so check the numbers that matter.

• Private equity firms
• Venture capital firms
• Investment banks
• Management consultants
• Corporate development teams

Private equity, venture, investment banking, consulting and corporate development teams that research companies and markets every week.

• Research reports

  Company profiles, industry landscapes, competitor maps and due diligence reports, each claim linked to its source.

• Premium data

  A database of 20 million+ companies plus licensed sources such as PitchBook, Capital IQ and Crunchbase.

• Agent builder and marketplace

  Build agents that follow your firm's own research steps, or use ready-made ones published by bankers and consultants.

• Slides and Q&A

  Turn findings into PowerPoint slides, and ask follow-up questions in chat against the research and your own uploaded documents.

• API and MCP

  Feed Wokelo research into your CRM or internal tools, or connect it to an AI assistant.

• Our pick

  Enterprise

  Custom

  Investment, consulting and corporate strategy teams.

  • Annual contract sized by seats and usage
  • Access to premium data sources
  • SOC 2 cloud, private cloud or on-premise options

Prices in USD unless noted, checked 22 October 2026. Vendors change plans often, so confirm on their site before you buy.

Ways Wokelo can slot into your week.

1. 1

   Screen a target fast

   Get a cited profile of a company's products, funding, customers and competitors before the first management call.

2. 2

   Sector landscape for a pitch

   Build a market map and trends summary for a client pitch deck in an afternoon, not a week.

3. 3

   Auto-memo from the CRM

   When a deal moves to screening in your CRM, have Wokelo draft the first diligence memo automatically.

4. 4

   Benchmark against peers

   Compare a company's products, pricing and growth signals with its closest competitors.

It sits alongside the data terminals a deal team already pays for, like PitchBook and Capital IQ, and turns their data into first-draft documents. Analysts still check and finish the work in their own memos and decks.

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