NavigatingX

BACKGROUND

Introduce your business and what you do there.

I’m the associate director of Wokelo, an AI platform for dealmaking and consulting. We use domain-specific LLMs to automate sourcing, diligence, and strategy for investment professionals, delivering decision-ready insights from diverse data sources.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with NavigatingX?

We needed help with market research.

SOLUTION

What was the scope of their involvement?

NavigatingX provided market research and key insights on how the industry is evolving, pricing, and sales strategy for key players. The team also shared detailed documentation.

What is the team composition?

We worked with 2–5 teammates from NavigatingX.

How did you come to work with NavigatingX?

Someone referred NavigatingX to me.

What is the status of this engagement?

We worked together from August–September 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

NavigatingX helped us refine our pricing and sales strategy based on their key findings. Overall, the impact of their work was more qualitative than quantitative.

How did NavigatingX perform from a project management standpoint?

NavigatingX delivered on time. We communicated through virtual meetings.

What did you find most impressive about them?

I was impressed by NavigatingX's speed and depth of results.

Are there any areas they could improve?

There was nothing they needed to improve.

BACKGROUND

Please describe your company and position.

I'm an executive at Wokelo Inc.

Describe what your company does in a single sentence.

AI agents for investment research

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire NavigatingX to accomplish?

• Market research
• Data labelling

SOLUTION

How did you find NavigatingX?

Referral

Why did you select NavigatingX over others?

• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from NavigatingX were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Market research on trends and technologies in GenAI, market sizing for PE/VC, IB, Consulting. Data labeling for internal LLM model development. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Timely completion of market research. In depth analysis and actionable insights. 
100% accurate data annotation for our LLM development. Met our complexity and volumes that other vendors could not support. 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes, highly responsive. Delivered both projects on time. 

What was your primary form of communication with NavigatingX?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

NavigatingX's industry depth, professionalism, and responsiveness stood out.

Are there any areas for improvement or something NavigatingX could have done differently?

Overall very impressed and will love to work again.