Mako AI

Mako AI is the AI-powered associate that helps investment firms streamline research, analysis, and drafting with secure, expert-driven technology.

Powerful Features for Smarter Workflows

Mako AI offers essential tools to streamline research, simplify data access, and safeguard your firm’s information—all in one place.

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AI-Powered Teammate

Mako AI acts as a tireless teammate, capable of independently handling data analysis, summarizing insights, and pulling key metrics in minutes.

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Enterprise Search and Chat

Quickly locate buried information or chat directly with your firm's data using Mako AI’s enterprise search and chat features.

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LLM-Powered Knowledge Base

Mako AI centralizes your firm's knowledge into one AI-powered hub, providing fast access to key information without manual data gathering.

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Secure Data Protection

Deployed in your cloud with SOC 2 Type II certification, Mako AI ensures your data is fully secure and never used to train external models.

What is Mako AI?

Mako AI is the world’s first AI-powered investment associate designed to revolutionize the workflows of private equity, asset management, and professional services firms. With the ability to analyze vast amounts of data, synthesize insights, and streamline decision-making processes, Mako AI serves as an invaluable assistant for professionals looking to enhance their research, analysis, and reporting capabilities.

Powerful Features Tailored for Investment Firms

Mako AI offers a suite of powerful features designed specifically for investment professionals. As a true AI teammate, Mako can independently execute complex workstreams, handle data-heavy tasks, and provide actionable insights in minutes. Its enterprise search and chat capabilities allow users to locate specific data points effortlessly, while its LLM-powered knowledge base centralizes your firm's institutional knowledge for easy access. Additionally, Mako AI is built with security in mind, ensuring that your data remains protected with SOC 2 Type II certification and cloud-based deployment that keeps your data in your control.

Why Mako AI is a Must-Have for Your Firm

Despite its advanced capabilities, Mako AI is incredibly easy to implement. With a setup process that takes just 30 minutes and pre-built connectors to popular CRMs and file-sharing platforms, Mako AI can start delivering value almost immediately. Additionally, Mako AI prioritizes security by keeping all your data within your cloud environment and never using it to train external models, ensuring that sensitive information remains confidential.

Common Questions, Answered

Mako AI significantly reduces the time professionals spend gathering, analyzing, and synthesizing information, allowing firms to focus on higher-value tasks. With its advanced AI capabilities, Mako enables users to make informed decisions faster and more efficiently. This not only boosts productivity but also improves the quality of work by uncovering deeper insights that might otherwise remain hidden. By centralizing data and making it more accessible, Mako AI enhances collaboration within firms, ensuring everyone has the information they need at their fingertips.

What Makes Mako AI Stand Out

Despite its advanced capabilities, Mako AI is incredibly easy to implement. With a setup process that takes just 30 minutes and pre-built connectors to popular CRMs and file-sharing platforms, Mako AI can start delivering value almost immediately. Additionally, Mako AI prioritizes security by keeping all your data within your cloud environment and never using it to train external models, ensuring that sensitive information remains confidential.

What sets Mako AI apart is its focus on the specific needs of investment and professional services firms. While many AI tools are designed for general use, Mako AI understands the complexities of these industries and is tailored to handle large datasets, conduct in-depth research, and facilitate due diligence processes. With a team of experts from Bain & Company, AWS, and other leading organizations behind it, Mako AI is not just another AI platform—it’s built by industry insiders for industry professionals.

Frequently Asked Questions

Get quick answers and insights about Mako AI with our FAQ section.

Mako AI is an AI-powered investment associate designed to streamline research, analysis, and reporting for private equity and asset management firms. It helps by automating data analysis, synthesizing insights, and managing large datasets, allowing professionals to focus on higher-value tasks.

Mako AI prioritizes data security by deploying in your cloud environment and ensuring SOC 2 Type II certification. Your data remains entirely under your control and is never used to train external models.

Mako AI is specifically built for investment and professional services firms, offering tailored solutions for complex data analysis, enterprise search, and knowledge management. Unlike generic AI tools, Mako AI is designed to handle the unique challenges of financial industries.

Mako AI can be implemented in as little as 30 minutes with no heavy data cleaning or complex setup required. Its pre-built connectors allow seamless integration with common CRMs and file-sharing apps.

Mako AI excels at processing unstructured internal data through its advanced AI agents and knowledge graph. It organizes and analyzes messy data efficiently, allowing firms to uncover valuable insights without manual effort.