Waverly AI

DEEP DIVE #1:

Excel Agent for Data Exploration

Clean raw transactional data into a customer cube.

Autonomously explore data across different dimensions for Cohorts, Retention, etc.

All natively inside Excel. Waverly's AI Agent autonomously makes judgements based on the data. And all proof is provided as Excel formulas!

DEEP DIVE #2:

Market Mapping for Complex Angles

Describe your investment angle using natural language.

We apply an AI intern to research tens of thousands of companies, answering complex questions.

We'll deliver a shortlist of highly relevant targets within minutes.

Waverly's Differentiation vs. Traditional Databases

We frequently beat traditional databases in A/B tests on complex searches

Filtering is the bottleneck: Traditional databases return 3,000 results for "property maintenance companies". But there are only ~100 relevant targets, found after days of manual review. Our AI Agents visit 10,000+ companies' websites and automate this research at scale.
Find diamonds in the rough: Traditional databases use boolean search, which are black-and-white filters. We capture the gray area by applying AI semantic search
Custom data sources: We have done custom scrapes using Google Maps, SEC filings, government databases, etc. to find proprietary targets not on other databases

Testimonials

I currently generate 50 new leads per week, across different sectors. My plan is to get that down to 1 day using Waverly’s software.

Principal

Lower-mid-market Fund

I found 123 relevant targets in Grata, after 1 week of review. You found 133 within 1 hour. Grata is also the most mind-numbing workflow. Sometimes I think ‘I could have sworn I saw this company already’. So needless to say, I’m pretty happy with the results.

Senior Associate

Mid-market Investment Bank

"One of our Analysts found some targets they hadn’t seen before. They introduced them to our PE client, who is already speaking to a target company now. So the feedback really can’t get much better than that"

Director

Mid-market Buyside Advisor

Get in touch

Request Meeting

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Thanks for your interest in Waverly AI.
Please feel free to reach out directly to one of our Co-founders, and we'll be in touch shortly.

michael@getwaverly.ai

Bringing Real-world AI to Finance Professionals