AI for Private Equity,
Built to Be Adopted
Most AI projects fail on adoption, not technology. We train your deal team, govern the rollout, and build the system that makes your firm AI-native, on your stack.
Four Doors, Priced on the Door
Pick the situation that sounds like yours. Each starts small and delivers something real. The briefing fee credits toward any program, and Intensive and Sprint fees credit toward any engagement of $25,000+, in each case booked within 90 days.
Screening Report
Comps, competitors, acquirers, counterparties, take-privates. A 30+ page report with 800+ cited sources, ordered with a form.
Order a reportTraining & Enablement
Start with a 90-minute briefing, then a hands-on intensive on your own redacted deal material. ~70% hands-on. Fees credit forward.
See the programsAI Readiness Sprint
A workflow and data-security assessment, a vendor-neutral platform decision, a prioritized use-case map, and a 90-day roadmap.
Scope the sprintSEC-Exam-Ready AI Governance
AI use policy, supervision procedures, vendor files, disclosure review, Reg S-P alignment, and a mock-exam walkthrough with your CCO.
Get exam-readyWant the full deep dive before you commit to training or a build? The Comprehensive Discovery Sprint ($30,000) bundles the readiness assessment, a complete governance framework, and a hands-on pilot on your own workflows, and credits in full toward the engagement that follows.
Two deadlines just passed. The amended Reg S-P took effect for sub-$1.5B advisers on June 3, 2026, and AI is named in the SEC's 2026 exam priorities.
Get Exam-Ready
Why AI Projects Fail
Most AI implementations fail not because of technology - but because of broken workflows and poor adoption strategies.
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Generic AI toolsThat don't understand how you actually make decisions
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People not using the toolTeams who see AI as disruption, not assistance
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Workflow disruptionThat creates more work instead of eliminating it
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AI inside your existing toolsWorks where your team already works. No new platforms
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Built around how you workWe study your team's actual workflow before writing a line of code
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We help your team actually use itThrough psychology and hands-on support
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Enterprise-Grade SecurityYour data is never stored or used to train public models. You control your data, always.
Start Small. Climb When It Pays.
Every relationship starts at one of the four doors: a $5,000 Screening Report, a $7,500 Executive Briefing, an $8,500 Readiness Sprint, or the $12,500 SEC Governance Package. Here is where they lead.
Guided Launch
Roll the whole firm out one function at a time, with real coaching for each. Deeper still: the retainer's first-quarter accelerator.
See the launchFirm AI Rollout
Claude, Copilot, ChatGPT, or Gemini configured and governed: tenant, deal-data segregation, connectors, starter skills, documentation.
See the bracketsAI Diligence
What AI will do to the target's business: vulnerability assessment, opportunity map, and an IC-ready memo section on your deal timeline.
See the per-deal productAI Operating Partner
The standing advisory function: office hours, usage reviews, build slots, platform watch, governance upkeep, and the LP DDQ answer bank.
Compare the tiersAI Operating System
The whole firm made AI-native: secure foundation, unified data layer, modules, and agents in one governed system you own. The destination the rest leads to.
See the systemCustom Build
Fixed-scope systems on your stack, scoping sprint included, 60-day warranty, full IP transfer. The path after a first engagement, not the entry.
See the build processAll Services & Prices
The four doors, the path up, and the rules we price by: one published price per offer, no pricing-after-review anywhere.
See how we engageThe boundary that keeps it honest: Training changes what your people can do; Rollout changes what your platform can do safely. The Operating Partner keeps both moving, month after month.
See every price on one pageCopilot, ChatGPT, Claude, or Gemini. We Work on Your Stack.
In May 2026, Blackstone, Hellman & Friedman, and Goldman Sachs put $1.5 billion into a joint venture with Anthropic to push AI through their portfolios. The largest funds are buying exclusive capability.
Everyone else needs the same discipline without the exclusivity: an independent specialist with no platform to sell, working on whatever stack the firm chooses. That is the job we built WorkWise to do.
- ✓Microsoft AI Cloud Partner
- ✓Anthropic Claude Partner
- ✓Vendor-neutral platform decisions, in writing
Built for Alternative Investment Professionals
We work exclusively with firms where better information means better returns. Every solution matches how your team sources, evaluates, and monitors investments.
Private Equity Firms
Deal screening, portfolio monitoring, and IC memo automation, built for the speed and rigor of PE deal flow.
Family Offices
Market intelligence, deal sourcing, and direct investment support, tailored for multi-generational capital.
Private Credit & Direct Lending
Portfolio risk monitoring, borrower intelligence, and covenant tracking, built specifically for credit portfolios.
Independent Sponsors
Deal sourcing, faster execution, and investor reporting, designed for lean teams running competitive processes.
What We Build: Examples, Not Products
Every system below was built for a specific firm. None are off-the-shelf. They are examples of what a Custom Build or the Operating Partner's monthly build slots can produce on your stack.
See all capabilitiesDeal Intelligence
Market & Deal Radar
AI-powered deal sourcing and market intelligence that finds high-fit opportunities in real time.
AI Deal Screener
Automated CIM analysis and deal scoring, designed to turn a multi-hour manual review into a focused AI-assisted one.
Deal Execution Copilot
Faster due diligence and automated IC memos (incl. IC memo automation), designed to compress deal execution timelines.
Portfolio Intelligence
Market Intelligence
How It Works
A streamlined engagement model designed for rapid deployment and measurable results.
Book a Call
We start with an introductory call to dive into your requirements, perform a preliminary audit of your needs, and see if our services are the right fit.
Share Your Vision
Don't have a clear vision yet? We'll help you explore the art of the possible with AI. Once defined, we analyze your goals and constraints, break the project into tasks, and start implementing.
Continuous Results
Our team effectively solves your tasks and implements AI as a strategic asset, ensuring it becomes an integral part of your company's workflow.
Enjoy the Growth
Our results drive your business growth. We offer detailed instructions, training, and tech support to maximize our work's value long-term.
We Benchmarked Ourselves in Public
Most consultants show you logos. We ran our research engine head-to-head against ChatGPT, Claude, and Gemini on the same SEC-registered public company, and published every finding. You can check our work line by line.
One SEC-registered public company. Four AI research engines, including ours. Every finding scored and published, including the ones we lost. That is the standard we think research vendors should be held to.
See the Full BenchmarkThe same engine produces the $5,000 Screening Report: 30+ pages on any US public company in 5 business days. Comps, competitors, acquirers, counterparties.
Order a Screening ReportModel comparisons for finance tasks live in our AI Model Evals tool.
FAQ
What does it cost to start?
Every offer has a published price. The four entry points: Screening Report $5,000, Executive Briefing $7,500, AI Readiness Sprint $8,500, SEC AI Governance Package $12,500. The briefing fee credits toward any program, and Intensive and Sprint fees credit toward any engagement of $25,000+, in each case booked within 90 days. The full menu is on the pricing page.
How fast can we start?
Screening Reports start on payment and deliver in 5 business days. Workshops and Sprints typically start within two weeks of the scoping call.
What if our team uses different AI tools?
Microsoft 365 Copilot, ChatGPT Enterprise, Claude, or Gemini. We work on your stack. Training labs, rollouts, and the retainer's analytics and platform watch are all vendor-neutral, and the Sprint's platform recommendation is delivered in writing with no thumb on the scale.
How does pricing work for a firm our size?
Training and research are flat-priced: cohort caps and per-company units do the work. Only the Firm AI Rollout, the AI Operating Partner retainer, and the Sprint scale with firm size, and those brackets are published on each page.
How do you prevent AI errors and hallucinations?
Human-in-the-loop checkpoints are designed into every workflow we train or build. Critical outputs require approval; lower-risk tasks get monitoring.
Is our data safe?
Zero-retention architecture: your proprietary data never trains public models and nothing persists after processing. Rollouts add deal-data segregation, MNPI rules, and access controls on your own tenant. We integrate with your existing infrastructure (Bloomberg, Salesforce, data rooms, fund admin platforms) rather than forcing new ones.
Does Dr. Coney do speaking engagements?
Yes. Dr. Coney speaks at industry events and on podcasts as live video sessions. Contact us to request.
More questions?
Browse the full FAQ library or contact Contact@workwisesolutions.org.
Meet the Founder
Dr. Leigh Coney
Specialist in Human-AI Workflows
Dr. Leigh Coney
Founder & Principal Consultant
"Dr. Coney bridges the gap between Silicon Valley capability and Wall Street rigor. I focus on decision-making frameworks in high-stakes environments - where the cost of error is measured in millions, and adoption resistance can kill even the most sophisticated technology."
For over a decade, I've studied how humans interact with emerging technology - particularly in high-stakes environments where the cost of error is measured in millions, and adoption resistance can kill even the most sophisticated systems. My research focuses on decision-making frameworks that bridge the gap between AI capability and real-world usage.
I founded WorkWise Solutions to solve the problem that keeps me up at night: brilliant AI systems that never get used. Understanding the human dynamics of adoption is as critical as the technical architecture - especially when working with senior partners and investment committees. We don't just build AI - we ensure it becomes an invisible, indispensable part of how your team works.
Latest Publication: Author of twelve research papers on responsible AI adoption, including "AI for Roll-Ups: Standardizing Operations Across Acquired Companies" (Q2 2026)