Sid Masson is the Co-Founder and CEO of Wokelo. With a background spanning technique, product growth, and knowledge 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 rework how data staff conduct due diligence, sector evaluation, and portfolio monitoring by means of agentic AI frameworks.
Wokelo is a generative AI-powered funding analysis platform designed to automate advanced analysis workflows, together with due diligence, sector evaluation, and portfolio monitoring. Utilizing proprietary giant 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 spread of organizations, together with non-public fairness companies, funding banks, consulting firms, and company groups, to assist data-informed decision-making.
What impressed you to create Wokelo AI, and the way did you determine 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 growth at Tata Group, I encountered the identical challenges again and again – handbook, repetitive analysis, knowledge shortage in non-public 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 method by means of faculty, 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 know-how might revolutionize funding analysis, I made a decision to go all in. Wokelo AI isn’t simply one other analysis device – we had been among 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 method to constructing Wokelo?
At Deloitte, as a administration marketing consultant, I labored on a wide range of advanced tasks, coping with analysis, evaluation, and due diligence each day. The work was intensive, involving a whole lot of handbook, repetitive duties and desk analysis that often slowed down progress and elevated prices. I grew to become all too conversant in the ache factors of gathering knowledge, particularly when it got here to personal firms, 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 growth, I continued to face the identical points — knowledge shortage, gradual analysis, and the problem of turning uncooked info into actionable insights for large-scale selections. The frustration of not having efficient instruments to assist decision-making, significantly when coping with non-public firms, additional fueled my need to discover a answer.
Moreover, my work with the Authorities of India on the IoT answer for a water infrastructure mission, additional refined my understanding of how product innovation might tackle real-world issues on a big scale, and it gave me the arrogance to use the identical method 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 knowledge assortment in consulting and company growth immediately 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 in addition 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 method from different summarization instruments out there?
Whereas most rivals provide chatbot-style Q&A interfaces – primarily repackaged variations of ChatGPT with a finance-focused UI – Wokelo AI takes a totally completely different method. We constructed an AI agent particularly designed for funding analysis and monetary companies – not only a chatbot however a full-fledged workflow automation device.
In contrast to easy summarization instruments, Wokelo handles end-to-end analysis deliverables, performing 300-400 analyst duties that will usually take per week. Our system autonomously identifies necessities, breaks them into subtasks, and executes every thing from knowledge extraction and synthesis to triangulation and report technology. Because of this, 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 gives totally referenced, fact-checked outputs with citations, eliminating the belief points that many GenAI instruments have. As a cherry on prime, our platform customers additionally get exportable reviews 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 developments.
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) method, integrating proprietary giant language fashions (LLMs) pre-trained on tier-1 funding knowledge, guaranteeing extremely exact, domain-specific insights for funding professionals.
Designed for seamless workflow integration, Wokelo includes 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 strong admin controls facilitate question log opinions 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 regular LLM.
How does Wokelo guarantee fact-based evaluation and stop AI hallucinations when synthesizing insights?
As we serve extremely respected purchasers whose each determination have to be backed by exact knowledge, accuracy and credibility are on the core of our AI-driven insights. In contrast to general-purpose AI platforms that will produce speculative or unverified info, Wokelo ensures fact-based evaluation by means of a sturdy, citation-backed method, 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 knowledge 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 knowledge. Wokelo has an inside truth examine agent utilizing an unbiased LLM to make sure each truth or knowledge level is talked about within the underlying supply.
Moreover, Wokelo integrates with clients’ inside knowledge repositories, unlocking useful 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 completely 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 selections with confidence.
How does Wokelo’s AI deal with real-time knowledge aggregation throughout a number of sources like filings, patents, and various knowledge?
Wokelo’s AI excels at real-time knowledge aggregation by tapping into over 20 premium monetary companies 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 knowledge from a wide range of top-tier publishers, together with information articles, tutorial journals, podcast transcripts, patents, and different various knowledge sources.
By synthesizing insights from these numerous and repeatedly up to date knowledge streams, Wokelo ensures that customers have entry to essentially the most complete, real-time intelligence accessible. This highly effective aggregation of structured and unstructured knowledge permits Wokelo to supply a holistic view of the market, providing up-to-the-minute insights which might be 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 prime funding professionals, offering best-in-class reliability and incomes the belief of elite purchasers. These companies select Wokelo over different instruments out there for its depth of research, constancy, and accuracy.
Past its precision and flexibility, Wokelo delivers tangible effectivity good points. By decreasing due diligence timelines from 21 to only 10 days and automating core analysis duties, it considerably cuts manpower prices whereas liberating senior professionals from hours of handbook work. With the flexibility to display 5–10X extra offers per thirty days, companies utilizing Wokelo acquire 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 device for top-tier funding and advisory companies seeking to scale their operations with out lacking crucial 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 your complete deal lifecycle—from evaluating sector attractiveness to figuring out high-potential firms in a worldwide database of over 30 million companies. It presents in-depth firm evaluation, aggressive benchmarking, and knowledge room automation, eliminating tedious file opinions and shortly producing actionable insights. Wokelo additionally helps portfolio monitoring, peer evaluation, and gives easy-to-export PPTs with consumer branding, streamlining consumer shows and assembly prep.
Customers report vital effectivity good points, decreasing due diligence timelines from 20 days to only one week and rising deal analysis capability from 100 to 500 per thirty 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 potential. AI will allow end-to-end analysis in a fraction of the time. With high-fidelity “tremendous brokers” able to dealing with every thing from deep market analysis and professional calls to knowledge evaluation and drafting a well-formatted 100-page deck, duties that will historically require a staff of 5 consultants working 6–8 weeks can now be completed a lot sooner. This leap in velocity and breadth of output will unlock new ranges of productiveness, permitting human consultants to concentrate on high-level technique and judgment.
AI will allow 50–100x extra offers within the pipeline. By automating giant components of due diligence and evaluation, AI-driven options can assist funding managers increase their deal-screening capability exponentially, uncovering extra alternatives and diversifying portfolios in ways in which had been beforehand unfeasible.
Essentially 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 selections. This synergy will drive enhanced returns and innovation throughout the funding analysis panorama within the subsequent 5 years.
As AI instruments develop into extra prevalent, how do you see human analysts and AI collaborating sooner or later?
As AI instruments develop into extra prevalent, the way forward for human analysts will revolve round collaboration relatively than competitors with AI. Fairly than changing analysts, AI will act as a robust augmentation device, automating repetitive duties and enabling analysts to concentrate on higher-value, strategic work. Essentially the most profitable analysts will likely be those that study to combine AI into their workflows, utilizing it to reinforce productiveness, refine insights, and drive innovation. Fairly than fearing AI, analysts ought to view it as a game-changing device that amplifies their abilities and permits them so as to add better worth to their organizations.
In the end, 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 study extra ought to go to Wokelo.
