Transforming Due Diligence with AI: Wokelo’s Automation of Private Market Research and Risk Analysis

The Innovators & Investors Podcast

In this episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Sid Masson, co-founder and CEO of Wokelo AI, to explore how their platform is transforming due diligence and research workflows in private equity, venture capital, consulting, and banking.

Sid shares the origins of Wokelo AI, born from firsthand experience with the tedious and error-prone aspects of manual data analysis, and how their agent-driven platform automates complex data synthesis—turning scattered public and proprietary datasets into tailored, actionable insights and well-crafted deliverables.

The conversation delves into the nuanced approach Wokelo takes toward risk assessment by integrating unconventional signals from social media, user reviews, and expert interviews, aiming to provide a comprehensive and balanced view beyond traditional metrics.

Sid also discusses the evolution of their product from a single-feature diligence tool to a versatile, no-code platform empowering users to build customized AI agents that fit unique workflows. The episode highlights key lessons learned in product design, emphasizing founder-led UX development early on, and the strategic decisions around hybrid remote work culture to attract and retain top talent globally.

Sid offers candid reflections on fundraising challenges during a tough market, the importance of investor alignment beyond capital, and how they allocate resources prioritizing rapid product innovation ahead of scaling sales and marketing.

Listeners gain valuable perspectives on navigating startup growth, maintaining culture, and leveraging AI to augment—not replace—human expertise across the investment lifecycle. Sid closes with personal insights on adaptability, discipline, and continuous learning that have shaped his entrepreneurial journey, making this episode a rich resource for founders, investors, and professionals interested in the intersection of AI and private market research. For more information, visit wokelo.ai or contact Sid directly at [email protected].

Learn more about Wokelo AI work at:

https://www.wokelo.ai/

Connect with Sid Masson on LinkedIn at:

https://www.linkedin.com/in/siddhantmasson/

Think you'd be a great guest on the show?

Apply at https://finstratmgmt.com/innovators-investors-podcast/

Want to learn more about Kristian Marquez's work?

Check out his website at https://finstratmgmt.com