Training That Sticks, on Your Own Work
AI training for private equity and the rest of private capital comes in four formats: a briefing, a hands-on intensive, a guided launch, and reinforcement. The format is the ladder you climb. The audience changes the curriculum, not the format.
Most AI training for private equity teams fails the same way: a vendor demos generic prompts on a slide, everyone nods, and nothing changes on Monday. We run every format on your own work, so the thing people practice is the thing they do.
Enable is the second of five doors. It is where the plan from your assessment becomes a team that can actually do the work, before you spend on software they are not ready to use.
Microsoft 365 Copilot, ChatGPT Enterprise, Claude, or Gemini. We work on your stack.
By Dr. Leigh Coney, Founder of WorkWise Solutions
Four Formats, One Ladder
Pick by how deep you need to go, not by topic. A briefing aligns a room. An intensive rewires one team. A guided launch moves the whole firm. Reinforcement keeps any of it from fading.
Executive Briefing
One session for partners and team on what AI does well, where it fails, and what to try first. The shared starting point, and the fee credits toward any program.
Hands-On Intensive
One team, real redacted work, roughly 70% hands on keyboard. Each session ends with a workflow running, not demonstrated. This is the Deal Team Intensive; the credit and portfolio versions share its shape.
Guided Launch
The whole firm, one function at a time. A launch week, then four weeks of guided adoption with office hours and a prompt library that grows as people use it.
Reinforcement
Skills fade after a one-off workshop. Reinforcement is the cadence that keeps them: recurring short sessions, office hours, a growing skill library, and new-hire top-ups.
Same Formats, Different Work
The ladder above is fixed. What you practice on it depends on who you are. Three lanes, each trained on the material that lane actually owns.
PE & Allocators
Partners, deal teams, and associates at PE firms, family offices, and independent sponsors. The workflows the firm runs on: screening, diligence, IC materials.
Private Credit
Credit teams work different material: financial spreading, covenant tracking, credit-memo drafting, and portfolio risk. Same intensive format, a credit curriculum.
Portfolio Companies
Operating businesses, not deal teams. Train by function (finance, sales, RevOps, operations), grouped by skill level. A GP can sponsor it across the portfolio.
The Executive Briefing fee credits toward any training program you book next. Intensive fees credit in full toward any engagement of $25,000 or more booked within 90 days.
So you can start small and stay honest. If the first format proves its value, what you already paid comes off the next thing.
Every format, every number: see the pricing page.
One Door of Five
Training is the middle of the path. The door before it tells you what is worth training people on. The door after it hands trained people software worth the new skill.
Assess: Know Where You Stand
The earlier door. A readiness sprint, a platform decision, and a use-case map, so you train people on the work that actually matters first.
Build: Give Them Real Tools
The next door. Platform rollout, custom builds, and the AI Operating System. Once people can work, hand them software worth the workflow.
Training FAQ
Which format should we start with?
If the partners have not aligned on what AI is for, start with the Executive Briefing: 90 minutes, the whole room, $7,500, and it credits toward whatever you do next. If one team already wants to work, book the Hands-On Intensive. If you are ready to move the whole firm, the Guided Launch.
What is the difference between a briefing and an intensive?
A briefing is a shared conversation: what AI does well, where it fails, and what to try first. People leave informed. An intensive is hands on keyboard, three 2-hour sessions on your own redacted material, and each one ends with a workflow the team can run the next day. People leave able.
Do you train on our own deals?
Yes. The intensive and guided formats run on your own redacted deal material under NDA, because realism is the value. We map each workflow to your NDA, data-room, and expert-network terms before anything is loaded.
How do you train portfolio companies?
Portfolio companies are operating businesses, not deal teams, so we train them by function: finance, sales, RevOps, and operations, grouped by skill level, on their own work. A GP can sponsor the program across the portfolio. See Portfolio Company Cohorts.
Not Sure Which Format?
Take the diagnostic, or book 30 minutes. Tell us who needs to change how they work, and we will name the format and the curriculum.