https://store-images.s-microsoft.com/image/apps.15540.5df7de51-a636-48aa-9371-2bbdfb4f31f5.fd542461-40d9-42f4-a026-df86568291e0.639a36d8-5f93-41ff-bda5-918012cdc2cb

Wokelo APIs for Investment Research and Due Diligence

by Wokelo AI

AI Agents for Dealmakers

Production-ready APIs that power institutional-grade intelligence infrastructure for investment and advisory firms. Deploy proprietary research tools and automated workflows in weeks instead of months.

Programmatic access to 20M+ enriched companies and deep sector intelligence spanning global markets and industry verticals, domain-tuned AI agents, real-time news streams, and automated report generation with enterprise-grade governance.

What Teams Build:

  • Proprietary deal sourcing platforms that surface opportunities before the market
  • Automated portfolio monitoring with real-time competitive intelligence
  • Standardized diligence workflows that execute firm methodology at scale
  • Internal research tools powered by multi-source aggregation
  • Risk detection systems tracking sector shifts and market signals
  • Custom analytics infrastructure with clean, cited, continuously updated data

Trusted by KPMG, Guggenheim, Bain, Berkshire Partners, SoftBank, B Capital, and Adobe.


The Challenge: Build vs Buy

Investment firms are stuck between two bad options.

Option 1: Buy generic AI. ChatGPT and Copilot won't differentiate—everyone has the same tools. Worse, they're enterprise liabilities: data leaks, training on sensitive deals, zero audit trails, and weak security make them unsuitable for confidential work.

Option 2: Build from scratch. The right move strategically, but brutal operationally. Six months minimum to build ingestion pipelines, entity resolution, LLM infrastructure, multi-model orchestration, and VPC/on-prem security. Engineering teams burn months on undifferentiated infrastructure. Deal teams wait. Competitive advantage erodes.

The real opportunity: Launch the firm's own AI platform without the 6-month build cycle with Wokelo. Layer proprietary frameworks on production-ready infrastructure—LLM backbone, fine-tuned agents, and data pipelines already built. Deploy differentiated intelligence in weeks, not months.

Most firms stall in the build vs buy dilemma. Forward-thinking firms choose the third path with Wokelo.


The Solution: Deploy in 2-4 Weeks, Not Months

Wokelo eliminates months of infrastructure work. Deploy in weeks instead of building for months.

  • Unified Intelligence Layer - Single API access to 20M+ de-duplicated company entities, 200+ enriched fields, real-time updates, and 2012+ historical records. No ingestion infrastructure to manage.
  • Developer-Friendly - Structured JSON endpoints, REST API, and SDK for rapid deployment. Plug-and-play integration.
  • Proprietary Enrichment - Pre-built work products with standardized schemas. Real-time continuous enrichment across all data sources.
  • Multi-Format Delivery - Governed report generation with versioning. API outputs in JSON, PDF, Word, and PowerPoint.
  • Enterprise-Grade - SOC 2 Type II and ISO 27001 certified. VPC/on-prem deployment options. Complete data isolation with evidence trails and versioning for auditability.

API Products

  • Company & Sector Insights API - Enriched company database and sector intelligence through unified endpoints. Clean, connected, continuously updated data across companies, markets, themes, news, and events with stable entity IDs.
  • Real-Time News API - Real-time and historical news streams enriched with entity tagging, topic classification, clustering, deduplication, and sentiment analysis. Intelligent story clustering eliminates duplicate event tracking.
  • Agent Builder API - Execute templated analyses, automate research workflows, and generate structured outputs at scale. AI agents autonomously execute research with reusable templates. Multi-format generation (PDF, Word, PowerPoint) with embedded citations.
  • Custom Work Product API - On-demand generation of tailored analytical outputs. Bespoke reports and analyses at scale with governed generation, prompt versioning, and quality controls. Multi-format outputs (JSON, PDF, Word, PowerPoint).

At a glance

https://store-images.s-microsoft.com/image/apps.42756.5df7de51-a636-48aa-9371-2bbdfb4f31f5.f78926e3-0496-4990-b81d-0613a079ed96.a77bb5d4-81cc-4109-97d1-997a239a0100
https://store-images.s-microsoft.com/image/apps.58411.5df7de51-a636-48aa-9371-2bbdfb4f31f5.f78926e3-0496-4990-b81d-0613a079ed96.33ccd3b6-f218-422e-b90a-0d6150deecd5
https://store-images.s-microsoft.com/image/apps.1268.5df7de51-a636-48aa-9371-2bbdfb4f31f5.f78926e3-0496-4990-b81d-0613a079ed96.851e921c-5585-41b8-84d5-baf9a796ae45
https://store-images.s-microsoft.com/image/apps.38390.5df7de51-a636-48aa-9371-2bbdfb4f31f5.f78926e3-0496-4990-b81d-0613a079ed96.a79008cf-b9b6-4235-9db9-103b844bfdf2