WorkWise Solutions FAQ

What makes WorkWise different from Big 4 AI consulting?

We build and deploy AI systems instead of delivering slide decks, with fixed pricing and PE-specific expertise the generalist firms lack.

What results has WorkWise delivered for PE firms?

Real engagement outcomes across deal screening, portfolio monitoring, and IC reporting for PE firms and alternative investment managers.

Why choose WorkWise over building an internal AI team?

Hiring a full AI team takes 6-12 months and costs $1M+ per year before producing anything. We deliver working systems in weeks.

What is WorkWise's approach to AI due diligence?

A structured assessment of AI maturity, technical debt, and value creation potential designed for deal teams working on tight timelines.

Who leads the WorkWise team?

Dr. Leigh Coney, who holds a PhD in how humans interact with emerging technology and has spent years working at the intersection of AI and investment operations.

How quickly can WorkWise deliver results?

Discovery Sprints take 2-3 weeks. Custom builds run 8-12 weeks. Most firms see measurable impact within the first month of deployment.

What industries does WorkWise serve?

We work exclusively with PE firms, family offices, private credit and direct lending firms, and independent sponsors.

Does WorkWise work with mid-market PE firms?

Yes. Mid-market firms often benefit the most because they need AI impact without the overhead of a dedicated technology team.

What is zero-retention AI architecture?

Your proprietary data never trains public AI models. Every system we build keeps your data inside your own infrastructure.

How does WorkWise ensure AI adoption across teams?

Technology that nobody uses is waste. We design for the actual workflow of deal teams, portfolio managers, and analysts from day one.

What does an AI readiness assessment involve?

A structured evaluation of your data infrastructure, team capabilities, and highest-ROI opportunities across your portfolio.

Can WorkWise integrate with Bloomberg and Salesforce?

Yes. We build on top of your existing systems, including Bloomberg, Salesforce, DealCloud, Cobalt, and most major CRMs and data providers.

What is the typical engagement timeline?

Most engagements start with a 2-3 week Discovery Sprint, followed by an 8-12 week Custom Build if there is a clear business case.

Does WorkWise offer ongoing support after implementation?

Yes. Our Ongoing Retainer provides continuous optimization, monitoring, and expansion of deployed AI systems.

What size firms does WorkWise work with?

From single-GP independent sponsors to multi-billion dollar PE platforms. The common thread is a commitment to using AI for measurable operational advantage.