Waverly AI provides finance professionals with AI‑powered tools that automate the most time‑consuming research and data‑analysis workflows. Its Excel Agent cleans raw transactional data and autonomously explores cohorts and retention metrics directly within Excel, while the Market Mapping feature uses natural‑language queries to research tens of thousands of companies and deliver a shortlist of highly relevant investment targets in minutes. The platform is built by investment professionals to streamline lead generation and complex search tasks.
Funding
Funding not disclosed
Founders
Product
Problem
Finance analysts spend extensive time cleaning raw transactional data and manually building customer cohorts, while market researchers must sift through thousands of company profiles using rigid database filters that often miss relevant targets.
Solution
Waverly AI embeds an AI-driven Excel Agent that automatically cleans raw data, constructs multidimensional customer cubes, and explores cohorts and retention metrics, delivering all insights as native Excel formulas for full transparency. The platform also offers a natural‑language market‑mapping tool that deploys an AI intern to scan tens of thousands of company websites, answering complex investment queries and returning a concise shortlist of highly relevant targets within minutes. By integrating directly into Excel and leveraging AI semantic search, Waverly eliminates manual data wrangling and the bottleneck of traditional boolean database filters, allowing finance professionals to focus on strategic analysis.
Target Audience
Primary users are investment analysts, portfolio managers, and market researchers at mid‑market funds and corporate finance teams who rely on Excel for data analysis and need rapid, accurate market intelligence.
Features
- AI Excel Agent that cleans raw transactional data and builds customer cubes without leaving the spreadsheet
- Autonomous cohort and retention analysis with results expressed as native Excel formulas for auditability
- Natural‑language market mapping that interprets investment angles and conducts AI‑powered web research across 10,000+ company sites
- Semantic search capability that surfaces relevant targets beyond rigid boolean filters, reducing review time from days to hours
- Real‑time generation of shortlists and lead lists, outperforming traditional databases in relevance and speed