What size firms does WorkWise work with?

We work with firms across the alternative investment spectrum: PE firms, family offices, private credit and direct lending platforms, and independent sponsors.

Most clients are mid-market, typically $200M to $5B in assets under management. But we serve firms both smaller and larger. Size is not the deciding factor. The common thread is firms that need AI built specifically for how they deploy capital, monitor portfolios, and report to stakeholders.

If your workflows involve deal screening, IC preparation, portfolio monitoring, or investor reporting, we have built AI for exactly that. The specific use cases vary by firm type, but the underlying challenge is the same: too much data, too few hours, and too much at stake to get it wrong.