Wokelo AI Revolutionizes Investment Research with Generative AI

Wokelo AI, under the leadership of CEO Siddhant Masson, is making significant strides in the investment research sector by leveraging generative AI to automate and streamline complex research workflows. The platform, which started in 2023, is already utilized by prominent firms across the industry, offering a unique solution that combines speed, structure, and precision in research tasks such as due diligence, sector analysis, and portfolio monitoring.

Masson's inspiration for Wokelo came from his own experiences in management consulting, where he observed the inefficiencies and time-consuming nature of manual research tasks. With a background in corporate development and a Master’s in Applied Machine Learning and NLP, Masson saw the potential for AI to revolutionize the way research is conducted, leading to the creation of Wokelo AI.

The platform addresses a critical bottleneck in the research process, enabling teams to compile comprehensive insights in under 30 minutes—a task that traditionally took 2–3 days. By scanning over 100,000 real-time sources and distilling the information into structured presentations, Wokelo allows investment teams to focus on interpretation and strategy rather than data compilation.

Clients of Wokelo, including global consulting firms and private equity funds, have reported substantial time savings and efficiency gains. For instance, a Big Four client saved over 3,600 analyst hours within months of using the platform, reducing research turnaround time by 75%. Another private equity firm achieved a 6x return on investment, highlighting the tangible benefits of integrating AI into research workflows.

Looking ahead, Masson anticipates that AI will continue to transform private markets by making research more predictive and real-time. He emphasizes the importance of adopting AI in practical, high-impact areas to enhance decision-making and operational efficiency. With Wokelo AI at the forefront, the future of investment research is poised to become faster, more informed, and increasingly competitive.