Sid Masson is the Co-Founder and CEO of Wokelo. With a background spanning technique, product improvement, and information analytics at organizations just like the Tata Group, Authorities of India, and Deloitte, Masson brings deep experience in making use of rising applied sciences to real-world enterprise challenges. At Wokelo, he’s main the corporate’s mission to remodel how information staff conduct due diligence, sector evaluation, and portfolio monitoring by way of agentic AI frameworks.
Wokelo is a generative AI-powered funding analysis platform designed to automate complicated analysis workflows, together with due diligence, sector evaluation, and portfolio monitoring. Utilizing proprietary massive language mannequin (LLM)-based brokers, the platform facilitates the curation, synthesis, and triangulation of knowledge to generate structured, decision-ready outputs.
Wokelo is utilized by a variety of organizations, together with personal fairness companies, funding banks, consulting corporations, and company groups, to help data-informed decision-making.
What impressed you to create Wokelo AI, and the way did you establish the necessity for an AI-driven analysis assistant that would streamline due diligence, funding evaluation, and company technique?
Wokelo AI was born out of firsthand expertise. Having spent years in administration consulting at Deloitte and company improvement at Tata Group, I encountered the identical challenges again and again – handbook, repetitive analysis, information shortage in personal markets, and the sheer grunt work that slows down analysts and decision-makers.
The turning level got here throughout my second grasp’s in AI on the College of Washington, the place my thesis targeted on Pure Language Processing. Whereas freelancing as a marketing consultant to pay my means by way of college, I constructed a prototype utilizing early variations of GPT and noticed firsthand how AI might flip weeks of labor into days and hours – with out compromising high quality. That was the lightbulb second.
Realizing this expertise might revolutionize funding analysis, I made a decision to go all in. Wokelo AI isn’t simply one other analysis software – we have been a few of the first individuals pioneering AI brokers two years in the past. It’s the answer I want I had throughout my years in due diligence and funding evaluation.
How did your expertise at Deloitte, Tata, and the Authorities of India form your strategy to constructing Wokelo?
At Deloitte, as a administration marketing consultant, I labored on quite a lot of complicated tasks, coping with analysis, evaluation, and due diligence every day. The work was intensive, involving quite a lot of handbook, repetitive duties and desk analysis that often slowed down progress and elevated prices. I grew to become all too aware of the ache factors of gathering information, particularly when it got here to personal corporations, and the challenges that got here with utilizing conventional instruments that weren’t constructed for effectivity or scalability.
Then, at Tata Group, the place I labored on M&A and company improvement, I continued to face the identical points — information shortage, gradual analysis, and the problem of turning uncooked info into actionable insights for large-scale choices. The frustration of not having efficient instruments to help decision-making, significantly when coping with personal corporations, additional fueled my want to discover a answer.
Moreover, my work with the Authorities of India on the IoT answer for a water infrastructure undertaking, additional refined my understanding of how product innovation might deal with real-world issues on a big scale, and it gave me the arrogance to use the identical strategy to fixing the analysis and evaluation challenges within the consulting and funding area.
So, my skilled background and my firsthand publicity to the struggles of analysis, evaluation, and information assortment in consulting and company improvement instantly influenced how I approached Wokelo. I knew from expertise the roadblocks that professionals face, so I targeted on constructing an answer that not solely automates grunt work but additionally permits customers to concentrate on high-impact, strategic duties, finally making them extra productive and environment friendly.
Wokelo leverages GenAI for analysis and intelligence. What differentiates your AI strategy from different summarization instruments available in the market?
Whereas most rivals provide chatbot-style Q&A interfaces – basically repackaged variations of ChatGPT with a finance-focused UI – Wokelo AI takes a very completely different strategy. We constructed an AI agent particularly designed for funding analysis and monetary providers – not only a chatbot however a full-fledged workflow automation software.
In contrast to easy summarization instruments, Wokelo handles end-to-end analysis deliverables, performing 300-400 analyst duties that might usually take per week. Our system autonomously identifies necessities, breaks them into subtasks, and executes every part from information extraction and synthesis to triangulation and report era. Consequently, our purchasers get deep, complete, and extremely nuanced insights – an actual evaluation, not simply surface-level solutions.
One other key differentiator is accuracy and reliability of the intel. Wokelo doesn’t make up insights, it doesn’t hallucinate – it supplies absolutely referenced, fact-checked outputs with citations, eliminating the belief points that many GenAI instruments have. As a cherry on high, our platform customers additionally get exportable studies in numerous codecs usually utilized by analysts, making it a seamless substitute for conventional analysis platforms like PitchBook or Crunchbase, however with far richer intelligence on M&A exercise, funding rounds, partnerships, and market traits.
Wokelo is extra than simply an LLM with a UI wrapper. Are you able to clarify the deeper AI capabilities behind your platform?
Wokelo is purpose-built for funding analysis, combining cutting-edge AI, unique monetary datasets, and a research-centric workflow – providing capabilities that stretch far past a easy LLM with a UI wrapper. At its core, Wokelo leverages a Combination of Consultants (MoE) strategy, integrating proprietary massive language fashions (LLMs) pre-trained on tier-1 funding information, guaranteeing extremely exact, domain-specific insights for funding professionals.
Designed for seamless workflow integration, Wokelo contains a collaborative, notebook-style editor, permitting customers to create, refine, and export well-structured, templatized outputs in PPT, PDF, and DOCX codecs—streamlining analysis documentation and presentation. Its multi-agent orchestrator and immediate administration system ensures dynamic mannequin adaptability, whereas sturdy admin controls facilitate question log critiques and compliance rule enforcement.
By merging superior AI capabilities with deep monetary intelligence and intuitive analysis instruments, Wokelo delivers an end-to-end funding analysis answer that goes far past a typical LLM.
How does Wokelo guarantee fact-based evaluation and forestall AI hallucinations when synthesizing insights?
As we serve extremely respected purchasers whose each determination have to be backed by exact information, accuracy and credibility are on the core of our AI-driven insights. In contrast to general-purpose AI platforms which will produce speculative or unverified info, Wokelo ensures fact-based evaluation by way of a sturdy, citation-backed strategy, eliminating AI hallucinations.
Each development, evaluation, market sign, case examine, M&A exercise, partnership replace, or funding spherical perception generated by Wokelo is grounded in actual, verifiable sources. Our platform doesn’t “make up” info – every perception is accompanied by references and citations from premium information sources, trusted market intelligence platforms, tier-one information suppliers, and verified trade databases. Customers can entry these sources at any time, guaranteeing full transparency and confidence within the information. Wokelo has an inside truth examine agent utilizing an impartial LLM to make sure each truth or information level is talked about within the underlying supply.
Moreover, Wokelo integrates with prospects’ inside information repositories, unlocking helpful insights that may in any other case stay scattered or underutilized. This ensures that our AI-driven evaluation is tailor-made, complete, and aligned with particular investment-related queries.
Designed for high-stakes enterprise decision-making, Wokelo’s AI is skilled to synthesize insights, not speculate—pulling solely from factual datasets relatively than producing assumptions. This makes Wokelo a extra credible and dependable various to general-purpose AI instruments, empowering companies to make knowledgeable, data-driven choices with confidence.
How does Wokelo’s AI deal with real-time information aggregation throughout a number of sources like filings, patents, and various information?
Wokelo’s AI excels at real-time information aggregation by tapping into over 20 premium monetary providers datasets, together with key sources like S&P CapIQ, Crunchbase, LinkedIn, SimilarWeb, YouTube, and plenty of others. These datasets present wealthy, dependable info that serves as the inspiration for Wokelo’s analytical capabilities. Along with these monetary datasets, Wokelo integrates information from quite a lot of top-tier publishers, together with information articles, tutorial journals, podcast transcripts, patents, and different various information sources.
By synthesizing insights from these various and constantly up to date information streams, Wokelo ensures that customers have entry to essentially the most complete, real-time intelligence accessible. This highly effective aggregation of structured and unstructured information permits Wokelo to offer a holistic view of the market, providing up-to-the-minute insights which are essential for funding analysis.
Wokelo is already being utilized by companies like KPMG, Berkshire, EY, and Google. What has been the important thing to driving adoption amongst these high-profile purchasers?
Wokelo’s success amongst trade leaders like KPMG, Berkshire, EY, and Google stems from its capability to ship measurable, transformative influence whereas seamlessly integrating with skilled workflows. In contrast to generic AI options, Wokelo is purpose-built for funding analysis, guaranteeing that its algorithms not solely meet however exceed the excessive requirements anticipated on this sector.
A key driver of adoption has been Wokelo’s shut collaboration with management groups, permitting companies to embed their hard-won experience into proprietary AI workflows. This deep customization ensures that Wokelo aligns with the nuanced decision-making processes of high funding professionals, offering best-in-class reliability and incomes the belief of elite purchasers. These companies select Wokelo over different instruments available in the market for its depth of research, constancy, and accuracy.
Past its precision and adaptableness, Wokelo delivers tangible effectivity beneficial properties. By lowering due diligence timelines from 21 to only 10 days and automating core analysis duties, it considerably cuts manpower prices whereas releasing senior professionals from hours of handbook work. With the power to display 5–10X extra offers per 30 days, companies utilizing Wokelo achieve a aggressive edge, accelerating decision-making with out compromising on depth or accuracy.
By combining cutting-edge AI, deep customization, and real-world influence, Wokelo has established itself as an indispensable software for top-tier funding and advisory companies trying to scale their operations with out lacking important particulars.
How does Wokelo combine into the present workflows of funding professionals, and what suggestions have you ever acquired from customers?
Wokelo integrates seamlessly into funding workflows by automating the complete deal lifecycle—from evaluating sector attractiveness to figuring out high-potential corporations in a world database of over 30 million companies. It gives in-depth firm evaluation, aggressive benchmarking, and information room automation, eliminating tedious file critiques and rapidly producing actionable insights. Wokelo additionally helps portfolio monitoring, peer evaluation, and supplies easy-to-export PPTs with shopper branding, streamlining shopper shows and assembly prep.
Customers report important effectivity beneficial properties, lowering due diligence timelines from 20 days to only one week and rising deal analysis capability from 100 to 500 per 30 days—boosting deal protection by tenfold.
How do you see AI reworking the funding analysis panorama within the subsequent 5 years?
We’re solely scratching the floor of what’s attainable. AI will allow end-to-end analysis in a fraction of the time. With high-fidelity “tremendous brokers” able to dealing with every part from deep market analysis and skilled calls to information evaluation and drafting a well-formatted 100-page deck, duties that might historically require a staff of 5 consultants working 6–8 weeks can now be achieved a lot quicker. This leap in velocity and breadth of output will unlock new ranges of productiveness, permitting human specialists to concentrate on high-level technique and judgment.
AI will allow 50–100x extra offers within the pipeline. By automating massive components of due diligence and evaluation, AI-driven options will help funding managers increase their deal-screening capability exponentially, uncovering extra alternatives and diversifying portfolios in ways in which have been beforehand unfeasible.
Probably the most pivotal component would be the amplified human-AI synergy. As these “tremendous brokers” tackle the heavy lifting, collaboration between AI instruments and human decision-makers turns into essential. Whereas AI will expedite processes and floor insights at scale, human experience will stay important for fine-tuning methods, decoding nuanced findings, and making assured funding choices. This synergy will drive enhanced returns and innovation throughout the funding analysis panorama within the subsequent 5 years.
As AI instruments grow to be extra prevalent, how do you see human analysts and AI collaborating sooner or later?
As AI instruments grow to be extra prevalent, the way forward for human analysts will revolve round collaboration relatively than competitors with AI. Slightly than changing analysts, AI will act as a strong augmentation software, automating repetitive duties and enabling analysts to concentrate on higher-value, strategic work. Probably the most profitable analysts can be those that be taught to combine AI into their workflows, utilizing it to reinforce productiveness, refine insights, and drive innovation. Slightly than fearing AI, analysts ought to view it as a game-changing software that amplifies their abilities and permits them so as to add better worth to their organizations.
Finally, AI received’t substitute human analysts—however analysts who embrace AI will substitute those that don’t.
Thanks for the nice interview, readers who want to be taught extra ought to go to Wokelo.