Measurable Impact Across
PE Firms, Family Offices, Private Credit & Independent Sponsors
WorkWise has deployed 100+ AI solutions across 30+ PE and alternative investment firms, delivering 2-10x capacity expansion and 95% faster time-to-insight. Every engagement produces measurable results.
The number of AI-related regulations in the US grew from 1 in 2016 to 25+ in 2024 (Stanford HAI, AI Index Report 2025). Firms deploying AI with proper governance today are staying ahead of AI regulations, not just gaining efficiency.
By Dr. Leigh Coney, Founder of WorkWise Solutions
Bain reports that top-quartile fund managers increased subsequent fund size by 53%, while fourth-quartile managers struggled to increase fund size at all, a 53-percentage-point delta (Bain Global PE Report 2025). Performance compounds. The firms investing in AI-driven operations are pulling further ahead.
The WorkWise Impact
Detailed Case Studies
Challenge
Manual CIM analysis, EBITDA adjustments, and ESG flagging consumed analyst capacity, limiting the number of deals the team could evaluate simultaneously.
Solution
Automated Pre-Screening Memorandum Agent that never stores your data, so you keep full control while the entire pre-screening workflow runs faster.
Impact
Research compressed from weeks to hours. The team now evaluates 4x the deal volume with the same headcount, allowing them to be more selective and responsive to opportunities.
Challenge
Institutional knowledge was trapped in PDFs and decks, slowing proposal preparation and making it difficult to reuse past work for competitive bids.
Solution
Secure Knowledge Retrieval Engine (RAG) that never stores your data, giving the team instant access to decades of institutional knowledge while you keep full control.
Impact
Proposal prep time dropped 60%, and the win rate on competitive bids increased by 15%. Teams now produce stronger, more data-backed proposals in a fraction of the time.
Challenge
Market validation and competitive mapping took months, causing the firm to miss time-sensitive investment opportunities in fast-moving deep tech sectors.
Solution
Thesis Validation Engine mapping 500+ competitors across technology domains, providing full market coverage with automated competitive intelligence gathering.
Impact
Validation cycle moved from months to days. The firm can now make faster, more informed investment decisions with full competitive intelligence available on demand.
Challenge
Manual portfolio monitoring across 23 positions relied on lagging quarterly reports, leaving the fund blind to early signs of operational deterioration in portfolio companies.
Solution
Cross-Asset Portfolio Nerve Center providing real-time intelligence across all positions, with automated anomaly detection and early warning signals for EBITDA deterioration.
Impact
Detected EBITDA deterioration 6 weeks before standard reporting, preserving $4.2M in equity value. Reporting time cut by 80%, freeing the team to focus on strategic decisions.
AI Impact Across PE Operations
Why Our Results Stick
Built Around How People Actually Work
We use behavioral science to hit 90%+ adoption rates. We don't just build AI systems -- we design around the reasons people resist them.
Your Data Is Never Stored
Your proprietary data never trains public models and is never retained after processing. No compliance blockers. Your competitive edge stays your edge.
AI Inside Your Existing Tools
AI fits your existing workflows -- no disruption to proven processes. We build into the tools your team already uses, so nothing changes except the results.
"Bain reports that top-quartile fund managers increased subsequent fund size by 53%, while fourth-quartile managers struggled to increase fund size at all. The firms investing in AI-driven operations are pulling further ahead."
Ready to See Similar Results?
Every engagement starts with understanding your specific challenges. Let's talk about what measurable impact looks like for your firm.