Automate Expert Interview Workflows
by Consultancy-Crafted AI

The platform that automates expert sourcing and
turns interviews into intelligence.

Platoon AI Dashboard
Expert Sourcing

Three Ways to Source Experts

Expensive

Expert Networks

GLG, AlphaSights, Guidepoint...

$1,000+ network fee per call
Limited expert pool
Slow turnaround time
Time-consuming

Manual LinkedIn Sourcing

DIY approach by consultants

Hours of tedious searching
Consultants hate doing this
Low response rates
Recommended

Platoon AI

LinkedIn Expert Sourcing AI agent

1/10 the cost of expert networks
Full transparency on expert sourcing
Minimal effort required from consultants
Features

Sourcing, Scheduling, Notes,
and Analysis — Unified.

AI-Powered Expert Evaluation

AI automatically evaluates and matches candidates to your research criteria. See who's qualified at a glance.

All 497Full Eval 143Outreached 0Scheduled 0
NameJob TitleCompanyStatusMatched
Sarah K.VP Risk AnalyticsJPMorganEvaluatedMatched
Michael T.Head of TradingGoldman SachsEvaluatedMatched
Jennifer L.Director, M&AMorgan StanleyEvaluatedNot Matched
David R.Portfolio ManagerBlackRockEvaluatedMatched

Auto LinkedIn Outreach and Schedule

Batch outreach all matched candidates and schedule interviews automatically. Platoon AI handles the back-and-forth for you.

Send Connection Request

108 candidates selected
Connection RequestInMail

Hi Sarah, we're conducting a research study on risk management practices in financial services. Given your experience at JPMorgan, we'd love to hear your insights. The call takes 45-60 min and is compensated at $500/hr...

AI-Cleaned Transcripts & Notes

Platoon AI fixes speech-to-text errors, cleans the transcript, and generates structured and detailed notes in minutes.

Q: How should we prioritize markets for GTM expansion?

  • Start with a weighted scorecard based on market readiness, ease of doing business, regulatory environment 00:24
  • Prioritize Singapore as an enterprise beachhead for credibility, then expand to Malaysia or Thailand 00:47

Q: What is the right go-to-market approach for Southeast Asia?

  • Balance global pricing credibility with local price sensitivity through feature-gated entry tiers 01:16

Tracking Key Questions Across Interviews

Compare answers to the same questions across multiple experts. Spot patterns and contradictions instantly.

Questions
JPMorgan
Goldman Sachs
Morgan Stanley

What risk frameworks does your team use?

ONE SENTENCE

We use a combination of VaR models and stress testing scenarios aligned with Basel III. Source

Primarily Monte Carlo simulations with real-time market data feeds. Source

Custom internal framework built on COSO ERM principles. Source

How often do you update risk models?

SHORT ANSWER

Quarterly Source

Monthly Source

Weekly for trading desks Source

Compliance

Safety First
for Consulting Firm

Enterprise-Graded Security

SOC 2-Aligned Infrastructure

Built on architecture with strict controls for data protection, access, and operational security.

Strict Project-Level Data Isolation

Each project's data is isolated to prevent cross-project leakage.

Full Encryption

All transcripts and notes are encrypted both in transit and at rest.

Regular Penetration Testing

Independent security audits and penetration tests to validate the strength of the infrastructure.

Secure External Sharing Controls

Admins can restrict downloading, exporting, or sharing data.

No Model Training on Your Data

Your transcripts, notes, and communication data are never used to train AI models — ever.

Customer

Voice from our Customers

We cut our admin time by more than 70%. Now we literally just run the call. Everything else is handled by Platoon AI

Senior Consultant @ Boston Consulting Group

I really like the Q&A script, especially how everything is properly cited and sourced. The note quality is better than what ChatGPT provides

Associate @ TMT boutique firm

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