How to Use MAKO: A Guide for Financial Professionals

Introduction to MAKO

MAKO is a cutting-edge AI-powered associate specifically designed for the financial and professional services sectors, particularly within private equity and asset management. This innovative platform streamlines complex research, analysis, and drafting tasks by leveraging advanced AI agents that access and utilize a firm's proprietary knowledge base. With features like enterprise search and chat capabilities, MAKO allows users to effortlessly locate critical data and insights, enhancing decision-making processes.

Security is paramount for MAKO; it is SOC 2 Type II certified and deploys within a firm's cloud environment, ensuring data protection and confidentiality. By centralizing institutional knowledge and providing actionable insights, MAKO significantly reduces the time professionals spend gathering and synthesizing information, allowing them to focus on higher-value tasks. Backed by a team with extensive experience from top-tier institutions, MAKO is tailored to meet the unique challenges of investment firms, making it an indispensable tool for enhancing productivity and efficiency in the industry.

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Mako is an AI-powered associate for investment firms that supercharges research, analysis, and drafting by securely tapping into a firm's knowledge base.

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Use Cases of MAKO

Here are some key use cases for MAKO, the AI assistant platform for financial and professional services firms:

1. Due Diligence Research: Mako can rapidly analyze thousands of documents to extract key insights for investment due diligence. It can summarize findings, identify risks and opportunities, and compile relevant data points to accelerate the research process.
2. Portfolio Company Analysis: For private equity firms, Mako can track KPIs across portfolio companies, generate performance reports, and surface trends by analyzing earnings calls, financial statements, and market data.
3. Market Research: Mako can gather and synthesize information on industry trends, competitors, and market dynamics from various sources to produce comprehensive market landscapes and opportunity assessments.
4. Deal Sourcing: By analyzing databases, news feeds, and proprietary firm data, Mako can identify potential investment targets that match specified criteria and generate initial company profiles.
5. Knowledge Management: Mako serves as an AI-powered knowledge base, allowing firms to centralize institutional knowledge and make it easily searchable and accessible to team members.
6. Report Generation: Mako can draft investment memos, quarterly updates, and other reports by compiling relevant data and insights from across a firm's information sources.

By automating these research and analysis tasks, Mako aims to boost productivity and decision-making for investment and professional services teams.

How to Access MAKO

Accessing MAKO, the AI-powered investment associate, is a straightforward process. Follow these steps to get started:

1. Visit the Official Website: Go to Mako AI's official site. This is where you'll find comprehensive information about MAKO's features, use cases, and benefits.
2. Explore the Product Offerings: Take some time to navigate through the "Product" section. Here, you can learn about MAKO's capabilities, including its enterprise search, chat functions, and LLM-powered knowledge base. Understanding these features will help you see how MAKO can assist your specific needs.
3. Set Up a Pilot Program: If you're interested in trying out MAKO, look for the option to set up a Paid Pilot. This typically involves a quick setup process that takes about 30 minutes and allows you to test MAKO's functionalities in your own environment.
4. Contact Sales for Custom Solutions: For customized pricing or further inquiries, reach out to MAKO's sales team through the contact page. They can provide detailed information tailored to your firm's requirements.
5. Start Using MAKO: Once the pilot is set up and your account is active, you can begin utilizing MAKO's AI capabilities to enhance your research, analysis, and reporting processes.

By following these steps, you can easily access MAKO and leverage its advanced tools to improve your firm's workflows.

How to Use MAKO

MAKO is designed to streamline research, analysis, and drafting for investment firms. Here's a step-by-step guide to effectively utilize its key features:

1. Sign Up and Set Up Your Account: Visit MAKO's website and create your account by providing the required information. Once registered, customize your preferences for a personalized experience.
2. Deploy MAKO in Your Cloud: Follow the deployment instructions provided by MAKO's support team to ensure that your data is hosted securely within your firm's cloud environment, keeping it confidential and compliant.
3. Utilize the AI Teammate Feature: Start using MAKO's AI Teammate by inputting your research questions or tasks. MAKO will analyze thousands of documents quickly, providing summaries, insights, and drafting assistance tailored to your needs.
4. Leverage Enterprise Search and Chat: Use the enterprise search feature to locate specific documents or data within your firm's repository. Engage in a chat with MAKO to ask questions and receive instant answers based on your stored knowledge.
5. Explore the LLM-Powered Knowledge Base: Centralize your firm's knowledge by utilizing MAKO's knowledge base. This feature allows you to access and manage institutional knowledge efficiently, ensuring that vital information is readily available to your team.

By following these steps, you'll unlock MAKO's full potential, enhancing your firm's research and analysis capabilities.

How to Create an Account on MAKO

Creating an account on MAKO is a straightforward process. Follow these step-by-step instructions to get started:

1. Visit the MAKO Website: Go to MAKO's official site.
2. Click on the Sign-Up Button: Look for the "Sign Up" or "Create Account" button, usually located at the top right corner of the homepage.
3. Fill in Your Information: Enter the required details, such as your name, email address, and company information.
4. Set a Password: Create a strong password that meets MAKO's security requirements.
5. Accept Terms of Use: Read through MAKO's Terms of Use and Privacy Policy and accept them.
6. Submit Your Registration: Click the "Create Account" or "Submit" button to finalize your registration.
7. Verify Your Email: Open the confirmation email from MAKO and follow the instructions to verify your email address.
8. Log In to Your Account: After verification, return to the MAKO website and log in using your email and password.

Tips for Using MAKO Efficiently

1. Leverage Chat Features: Utilize MAKO's chat capabilities to assign complex tasks. By simply asking questions or providing instructions, you can engage MAKO to perform in-depth research, analysis, and drafting independently.
2. Document Search: Take advantage of MAKO's enterprise search functionality. Use specific keywords related to your queries to uncover buried documents quickly.
3. Continuous Learning: Regularly provide feedback to help refine MAKO's algorithms to better suit your firm's needs, resulting in more accurate insights over time.
4. Integrate Knowledge Base: Centralize your firm's knowledge into MAKO's LLM-powered hub for easy access and effective leveraging of data for future projects.
5. Security Awareness: Familiarize yourself with MAKO's security features to ensure confidentiality and compliance when using the platform for sensitive tasks.

By following these tips, you can maximize MAKO's capabilities and enhance your overall efficiency in managing complex financial tasks.