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.
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How 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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