Mako AI
Trove AI (formerly Mako AI) · Marketing · Business
Mako AI is an AI investment associate for private equity and professional services firms, built to speed up deal research, analysis, and drafting from your own data.
About Mako AI
What Is Mako AI
Mako AI is an AI investment associate built for private equity and professional services teams. Instead of answering questions from public web pages alone, it plugs into the documents and systems your firm already runs on, such as deal files, market reports, and internal notes. The goal is simple: give every associate the context of a ten-year veteran without waiting years to build it.
The core problem it attacks is scattered knowledge. Ever had the answer to "have we looked at this company before?" live somewhere between a shared drive, an inbox, and someone's memory? That's the gap Mako AI targets. It pulls that material into one place and lets an agent work across it, so screening, diligence, and portfolio monitoring start from a full picture rather than a blank page.
It comes with real limits. There's no public signup or free tier, so you can't test it solo the way you would a chatbot. Pricing isn't published. The vendor sells through a demo instead, which means sales-led onboarding for every buyer. The product is now marketed as Trove AI. The Mako AI name and login domain still appear in public material, so new buyers should expect the rebrand.
Getting Started
- Request a demo through the vendor's site and walk through your firm's current research workflow with their team.
- Connect your knowledge sources, such as deal documents, market files, and internal systems, to the platform.
- Configure the agents around the workstreams you care about, like deal screening, diligence, or portfolio monitoring.
- Invite associates and set up shared views and dashboards for your team.
- Run a first screening or memo draft and check the cited sources before you rely on the output.
Product Information
A quick look at Mako AI's pricing, supported platforms, and performance.
Best for
The users, tasks, and scenarios where this tool fits best.
Users
- Private equity associates
- Professional services analysts
- Portfolio operations teams
- Solo founders and individual researchers
Tasks
- Deal screening
- Diligence support
- Memo and report drafting
- Portfolio monitoring
Scenarios
- Early-stage deal sourcing
- Competitive benchmarking
- Leadership reporting
- Working across scattered files
Key features
Context-Aware Agents
These agents work off your firm's own knowledge rather than the open web. Think of them as a private equity AI agent that never forgets a deal. They handle deal screening, diligence, and portfolio monitoring. In practice, that makes it a diligence AI you can point at live questions instead of static reports, and the vendor says the agents sharpen over time as they learn your operations and patterns. That means less time re-explaining context and more time on judgment calls.
Unified Source of Truth
Every company, person, and relationship that matters gets an always-current profile. Records refresh automatically from the sources you rely on, covering deals, portfolio companies, bankers, and service providers. For analysts, the practical win is skipping the same company rebuild for the third time this month. The deal research software pulls it all into one place.
Custom KPI and Benchmarking Dashboards
You can build dashboards that track portfolio KPIs, benchmark companies across your portfolio and pipeline, and score bankers, lenders, and service providers. They're built once and update automatically. That's the difference between a quarterly scramble and a report that's ready when leadership asks. As a portfolio monitoring tool, it keeps the numbers current without a manual refresh.
Auditable Output
Every answer cites its source and traces back to the original document. Follow the trail. You can verify a claim instead of trusting it. That matters in diligence, where a single wrong figure can quietly sink an investment thesis the whole team signed off on. It's one of the more useful features for teams that can't afford to guess, and it's the reason analysts keep coming back to the tool during live deals.
Private Cloud Deployment
The platform runs in your own environment, keeping data inside your VPC. The vendor also states your data is never used to train models or retained, and it holds SOC 2 Type II compliance. For firms with strict data governance, that's often the first question and the first blocker.
Trove MCP (Coming Soon)
A coming integration promises to connect the firm's context to tools you already use, including Claude and ChatGPT. One connection would give those tools access to your firm's knowledge. It's not live yet. So treat it as a roadmap item rather than a reason to buy today.
Pros and cons
Pros
- Grounds answers in your firm's own documents, with sources cited for every output.
- Covers the full deal lifecycle, from screening and diligence to monitoring and benchmarking.
- Private cloud deployment and SOC 2 Type II support strict data governance needs.
- Built by a team with backgrounds at Bain, Glean, Scale AI, and Salesforce, and backed by Menlo Ventures and Khosla Ventures.
- Turnkey setup, with the vendor claiming a 30-minute deployment rather than a months-long rollout.
Cons
- No public pricing or free plan, so you can't evaluate cost or test it without going through a sales demo.
- No self-serve signup, which rules it out for individuals and small teams that want to try before committing.
- The name is shifting to Trove AI while Mako AI still appears in public material, which can confuse buyers searching for it.
- It targets private equity and professional services only, so firms outside those fields get little value.
Frequently asked questions
Mako AI is an AI investment associate for private equity and professional services firms. It handles deal screening, diligence research, memo drafting, and portfolio monitoring, all grounded in a firm's own documents rather than generic web search.
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