Summary of verified public findings and recommendations based on reviewing Wokelo's site and public pages (site is heavily JavaScript-rendered; many pages did not fully render without JS). Verified findings (from site copy, blog posts, social posts and public profiles): Company positioning - Wokelo AI is described as an "agentic" AI research platform focused on private equity (PE), venture capital (VC), consulting and corporate research workflows. The positioning emphasizes automating diligence, monitoring, and deploying custom research agents so ad-hoc work becomes reusable institutional IP (stated on site homepage and blog copy). Core product / feature highlights (sources: blog posts, site copy, social posts) - Agentic Workflow Builder: drag-and-drop builder to design and deploy custom research agents/workflows. - Multi-model support / model choice: site and blog mention ability to use multiple AI providers (OpenAI, Anthropic, Google Gemini) and references Wokelo’s own models. - Output formats & templates: platform generates deliverable formats such as PowerPoint and Word, and supports preview/testing/sharing of outputs. - Source traceability: mentions of line-level source traceability linking insights to exact lines/tables/charts in source files (referenced in social posts). - Use cases emphasized: investment committees, deal management / due diligence, LP outreach, portfolio monitoring, value-creation plans, ESG diligence, geospatial / GeoAI, legal tech, health tech, and similar research-heavy workflows. - Security & enterprise posture: product blog and legal/feature copy reference enterprise-grade security claims (SOC 2 and zero-trust mentioned in product blog copy). Notable blog content (representative items cited in review) - "Drag-and-Deploy Intel: How Wokelo's Agentic Workflows Scale Bespoke Research" — feature on Agentic Workflow Builder (date reported as Sept 2025 in notes). - "10 Game‑Changing GenAI Use Cases for Private Equity" — practical guide to GenAI applications for PE (date reported as Mar 2025). - Multiple industry analysis posts (defense tech, construction AI vendors, alternative proteins, carbon capture, female founders & VC, etc.) demonstrating content breadth. Public profiles & mentions (verified presence noted) - Official website: https://www.wokelo.ai/ (site content relies heavily on client-side JavaScript). - LinkedIn: a company page for Wokelo AI is referenced (LinkedIn company page mentioned). - X (Twitter) account handle referenced as @WokeloAI. - G2 product listing exists (reviews page referenced). - Crunchbase listing exists, but access attempt was blocked by Cloudflare during research. - Jobs pages referenced on third-party recruiting platforms (ashbyhq / wellfound) and a CityBiz Q&A interview with Siddhant (Sid) Masson. - Podcast mention on Umbrex (interview with co-founder Sid Masson) referenced. People (public bios found on LinkedIn / press) - Siddhant (Sid) Masson — Co-Founder & CEO (LinkedIn and CityBiz Q&A referenced). - Saswat Nanda — Co-founder (LinkedIn referenced). - Additional team members visible on LinkedIn and job listings (examples: founding GTM, engineers) were noted but detailed bios were not fully captured. Contact & support (what was found) - The site’s contact page and much site content rely on client-side JavaScript and do not render with JS disabled; when JS is disabled the contact page showed a placeholder message "You need to enable JavaScript to run this app." - An email address [email protected] appears in site snippets / footer in the site capture accessed and is usable for outreach. - The site includes a "Book a demo / Request demo" CTA that requires JS to render. Pricing (what was found) - No public pricing plans or free trial were present in the server-rendered HTML captured without JavaScript. An automated extraction found no public pricing plans. Third-party aggregator pages (e.g., SaaSworthy) exist but were not treated as authoritative. What could not be retrieved or fully confirmed (limitations) - Full contact page contents (form fields, phone numbers, office addresses) — contact page is JavaScript-rendered and did not fully render without JS. - Any detailed pricing page or published pricing plans — site did not expose pricing in server-rendered HTML captured. - Full Crunchbase content (access blocked by Cloudflare during the attempt). - Any dynamic product demos, interactive product screenshots, or in-app screenshots that require JavaScript to load. Recommended next steps (actionable, prioritized) 1) Capture site with JavaScript enabled (headless browser) - Use Puppeteer / Playwright / Selenium or an HTML rendering service to load https://www.wokelo.ai/ and key pages (/about-us, /contact-us, /blog, /legals) to retrieve full contact form details, phone/offices, any pricing display, footer content and legal details (privacy policy, SOC 2 statements), and product screenshots or interactive demos. 2) Direct outreach - Email [email protected] requesting pricing plans and licensing model (per-seat, enterprise, usage-based), SOC 2 / security compliance documentation, sales/demo contact, and a product brief or capability deck. (Researcher offered to draft outreach text.) 3) Supplement with public profiles - Check LinkedIn company and cofounder pages for founding year, team bios and press links; check G2 for user reviews and feature/price signals; check CityBiz Q&A and Umbrex podcast for CEO quotes and product positioning. 4) Offer to continue research - Researcher offered to run JS-enabled scraping to extract contact details, pricing, and full About/Legal content or to draft the outreach email for the user to send. Notes on accuracy and limitations - All items in this summary are drawn from the reviewer’s site captures, blog posts, social posts and public mentions noted during the visit. Because the site relies heavily on client-side rendering, some items (contact details, pricing, in-app screenshots, legal copies) could not be confirmed without rendering JavaScript or direct outreach. No data has been fabricated; where the reviewer did not find definitive content, that is explicitly stated.