Sid Masson is the Co-Founder and CEO of Wokelo. With a background spanning technique, product growth, 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 rework how data employees conduct due diligence, sector evaluation, and portfolio monitoring via 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 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 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 determine the necessity for an AI-driven analysis assistant that might 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, 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 advisor to pay my method via faculty, I constructed a prototype utilizing early variations of GPT and noticed firsthand how AI may flip weeks of labor into days and hours – with out compromising high quality. That was the lightbulb second.
Realizing this expertise may revolutionize funding analysis, I made a decision to go all in. Wokelo AI isn’t simply one other analysis instrument – we have been a number 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 advisor, I labored on quite a lot of complicated initiatives, coping with analysis, evaluation, and due diligence each day. The work was intensive, involving a variety of handbook, repetitive duties and desk analysis that regularly slowed down progress and elevated prices. I turned all too acquainted with the ache factors of gathering information, particularly when it got here to non-public 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 growth, I continued to face the identical points — information 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 help decision-making, significantly when coping with personal corporations, additional fueled my want to discover a resolution.
Moreover, my work with the Authorities of India on the IoT resolution for a water infrastructure undertaking, additional refined my understanding of how product innovation may handle real-world issues on a big scale, and it gave me the boldness to use the identical strategy to fixing the analysis and evaluation challenges within the consulting and funding house.
So, my skilled background and my firsthand publicity to the struggles of analysis, evaluation, and information assortment in consulting and company growth 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 in addition permits customers to deal with high-impact, strategic duties, in the end making them extra productive and environment friendly.
Wokelo leverages GenAI for analysis and intelligence. What differentiates your AI strategy from different summarization instruments out there?
Whereas most opponents supply chatbot-style Q&A interfaces – primarily repackaged variations of ChatGPT with a finance-focused UI – Wokelo AI takes a very totally different strategy. We constructed an AI agent particularly designed for funding analysis and monetary companies – not only a chatbot however a full-fledged workflow automation instrument.
Not like easy summarization instruments, Wokelo handles end-to-end analysis deliverables, performing 300-400 analyst duties that might sometimes 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 technology. In consequence, 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 offers absolutely 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 experiences in numerous codecs sometimes 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 Specialists (MoE) strategy, integrating proprietary giant language fashions (LLMs) pre-trained on tier-1 funding information, making certain extremely exact, domain-specific insights for funding professionals.
Designed for seamless workflow integration, Wokelo incorporates 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 resolution that goes far past an ordinary LLM.
How does Wokelo guarantee fact-based evaluation and stop AI hallucinations when synthesizing insights?
As we serve extremely respected purchasers whose each choice should be backed by exact information, accuracy and credibility are on the core of our AI-driven insights. Not like general-purpose AI platforms which will produce speculative or unverified info, Wokelo ensures fact-based evaluation via a sturdy, citation-backed strategy, eliminating AI hallucinations.
Each pattern, 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 business databases. Customers can entry these sources at any time, making certain full transparency and confidence within the information. Wokelo has an inside truth test agent utilizing an impartial LLM to make sure each truth or information level is talked about within the underlying supply.
Moreover, Wokelo integrates with clients’ inside information repositories, unlocking beneficial insights which 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 different to general-purpose AI instruments, empowering companies to make knowledgeable, data-driven selections with confidence.
How does Wokelo’s AI deal with real-time information aggregation throughout a number of sources like filings, patents, and different information?
Wokelo’s AI excels at real-time information 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 information from quite a lot of top-tier publishers, together with information articles, educational journals, podcast transcripts, patents, and different different information sources.
By synthesizing insights from these various and repeatedly up to date information streams, Wokelo ensures that customers have entry to essentially the most complete, real-time intelligence out there. 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 can 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 business leaders like KPMG, Berkshire, EY, and Google stems from its skill to ship measurable, transformative influence whereas seamlessly integrating with skilled workflows. Not like generic AI options, Wokelo is purpose-built for funding analysis, making certain 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 study, constancy, and accuracy.
Past its precision and adaptableness, Wokelo delivers tangible effectivity features. By decreasing due diligence timelines from 21 to simply 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 30 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 instrument for top-tier funding and advisory companies seeking to scale their operations with out lacking essential particulars.
How does Wokelo combine into the prevailing workflows of funding professionals, and what suggestions have you ever obtained from customers?
Wokelo integrates seamlessly into funding workflows by automating your entire deal lifecycle—from evaluating sector attractiveness to figuring out high-potential corporations in a world database of over 30 million companies. It affords 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 offers easy-to-export PPTs with consumer branding, streamlining consumer displays and assembly prep.
Customers report important effectivity features, decreasing due diligence timelines from 20 days to only one week and growing deal analysis capability from 100 to 500 per 30 days—boosting deal protection by tenfold.
How do you see AI remodeling the funding analysis panorama within the subsequent 5 years?
We’re solely scratching the floor of what’s doable. 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 knowledgeable calls to information evaluation and drafting a well-formatted 100-page deck, duties that might historically require a group of 5 consultants working 6–8 weeks can now be completed a lot quicker. This leap in velocity and breadth of output will unlock new ranges of productiveness, permitting human specialists to deal with high-level technique and judgment.
AI will allow 50–100x extra offers within the pipeline. By automating giant elements of due diligence and evaluation, AI-driven options can assist funding managers broaden their deal-screening capability exponentially, uncovering extra alternatives and diversifying portfolios in ways in which have been beforehand unfeasible.
Probably the most pivotal ingredient 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 change into extra prevalent, how do you see human analysts and AI collaborating sooner or later?
As AI instruments change 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 strong augmentation instrument, automating repetitive duties and enabling analysts to deal with higher-value, strategic work. Probably 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 instrument that amplifies their expertise and permits them so as to add higher worth to their organizations.
In the end, AI received’t change human analysts—however analysts who embrace AI will change those that don’t.
Thanks for the good interview, readers who want to study extra ought to go to Wokelo.
