Mako AI Howto
Mako AI is an AI-powered investment associate that supercharges research, analysis, and drafting for private equity and professional services firms by securely tapping into institutional knowledge.
View MoreHow to Use Mako AI
Set up Mako AI: Contact Mako AI to set up a pilot, which takes only 30 minutes. No heavy implementation or data pre-cleaning is required.
Connect data sources: Use Mako's pre-built connectors to integrate with your CRM, file-sharing platforms, and other data sources to centralize your firm's knowledge.
Define research/analysis tasks: Identify the complex research, analysis, or drafting tasks you want Mako AI to assist with.
Submit queries: Use Mako's interface to submit your research queries or analysis requests to the AI system.
Review AI-generated insights: Examine the deep analysis and insights Mako AI produces by reading through thousands of documents in minutes.
Refine and iterate: Provide feedback and refine your queries as needed to get more targeted results from Mako AI.
Leverage enterprise search: Utilize Mako's powerful search capabilities to find specific information across your firm's knowledge base.
Collaborate with team: Share Mako AI's insights and analysis with team members to enhance collaboration and decision-making.
Mako AI FAQs
Mako AI is the world's first AI-powered investment associate designed to revolutionize workflows for private equity, asset management, and professional services firms. It uses AI to analyze data, synthesize insights, and streamline decision-making processes.
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