WorkWise Solutions engineers custom AI agents, retrieval-augmented generation (RAG) systems, and workflow automations with zero-retention architecture for private equity, venture capital, and management consulting firms. Your proprietary deal flow data, confidential information memorandums, and investment theses never train public models. We specialize in secure integration with existing data rooms, CRMs, and enterprise tools.
Bespoke AI Development: Zero-Retention Architecture for High-Stakes Environments
Off-the-shelf AI tools can't handle your confidential data. Public LLMs like ChatGPT train on your inputs. Generic vendors don't understand CIM structures or investment committee workflows. You need custom-built solutions with enterprise-grade security.
Who This Service Is For
Deal Teams
Your investment professionals need AI tools that handle confidential deal data without compromising security. We build custom screening, analysis, and due diligence systems with zero-retention architecture—your proprietary data never trains public models.
- Investment teams seeking to increase deal screening capacity
- Analysts needing AI-assisted financial analysis with data sovereignty
- Deal professionals requiring secure automation for sensitive workflows
Portfolio Operations
Your operations teams need custom AI for portfolio monitoring, reporting, and compliance—deployed in your private cloud with complete data sovereignty. We build dashboards, anomaly detection systems, and automated reporting tools with enterprise-grade security.
- Operations teams building portfolio intelligence dashboards
- Compliance professionals needing audit-ready AI infrastructure
- Back-office teams seeking automated KPI tracking and reporting
Client-Facing Teams
Your client-serving professionals need AI tools that respect confidentiality boundaries while enhancing their work. We build custom research, analysis, and deliverable systems with role-based access controls—ensuring data stays within authorized boundaries.
- Partners and consultants seeking AI-enhanced research capabilities
- Engagement teams needing secure knowledge retrieval systems
- Client-facing professionals requiring confidentiality-aware AI tools
Operations Teams
Your internal operations—knowledge management, proposals, administration—need custom AI that integrates with existing systems while maintaining security. We build RAG systems, automation tools, and productivity solutions with access controls and audit trails.
- Knowledge management teams building searchable document systems
- Proposal teams seeking AI-powered content retrieval and creation
- Operations professionals needing workflow automation with security
What We Build
Pre-Screening Agents for CIM Analysis
Automate the first pass on confidential information memorandums. Our agents extract EBITDA figures, identify normalization opportunities (one-time expenses, owner compensation adjustments), flag working capital trends, and score ESG risk across 20+ dimensions. Output integrates into your IC memo templates. Average time savings: 3-4 hours per CIM.
Technology: Latest LLMs via zero-retention APIs, custom prompt chains for financial analysis, PDF parsing with table extraction
Knowledge Retrieval Systems (RAG) for Past Engagements
Search 10,000+ past consulting projects, investment memos, or due diligence reports with semantic search. Unlike folder-based systems, RAG understands context: "Show me healthcare deals where revenue recognition was flagged" retrieves relevant insights across years of work. Includes citation tracking so users can verify source documents. Access controls ensure users only see authorized content.
Technology: Vector embeddings (OpenAI/Cohere), Pinecone/Weaviate vector databases, retrieval-augmented generation with source citations, role-based access control integration
Portfolio Monitoring Dashboards with Anomaly Detection
Track KPIs across 50+ portfolio companies with automated anomaly flagging. AI identifies when revenue growth decelerates, churn rates spike, or cash burn accelerates beyond expected ranges. Alerts sent via Slack/Teams with context: "Portfolio Co #23 burned $2M more than Q1 forecast—similar pattern to Portfolio Co #14 before restructuring." Human-in-the-loop review required before escalation to investment committee.
Technology: Time-series analysis, statistical anomaly detection, LLM-powered insight generation, integration with portfolio data warehouses, Slack/Teams webhooks
Thesis Validation Engines for Venture Capital
Map inbound startup pitches against your firm's investment thesis. For a healthcare IT thesis requiring "vertical SaaS serving 500+ bed hospitals with HIPAA compliance," the engine scores startups on market positioning, technical architecture, and go-to-market alignment. Flags edge cases requiring partner judgment. Deployed in your private cloud—your thesis never exposed to vendor models.
Technology: Custom classification models fine-tuned on your thesis criteria, semantic similarity scoring, private deployment in Azure/AWS tenant, zero data retention guarantee
Human-in-the-Loop Workflows for Investment Decisions
Critical operations require approval; lower-risk tasks have monitoring. Example: AI can draft IC memo sections, but partners must approve EBITDA adjustments before circulation. AI can flag portfolio company anomalies, but CFOs decide whether to escalate to board level. We design approval thresholds based on your firm's risk tolerance and decision-making hierarchy.
Technology: Workflow automation with approval gates, audit trail logging for compliance, escalation rules based on confidence scores, integration with existing approval systems
Our Technology Stack
LLMs & AI Models
- Latest models from OpenAI (via Azure)
- Latest models from Anthropic
- Latest models from Google
- Open-source models (self-hosted for ultra-sensitive data)
- Custom fine-tuned models for domain-specific tasks
Security & Deployment
- Zero-retention APIs (Azure, AWS Bedrock)
- Private cloud deployment (Azure GovCloud, AWS)
- End-to-end encryption (TLS 1.3, AES-256)
- SOC 2 Type II compliant infrastructure
- On-premise options for regulated industries
Integrations
- Data rooms (Datasite, Intralinks, DealRoom)
- CRMs (Salesforce, HubSpot, Affinity)
- Communication (Slack, Microsoft Teams)
- SSO (Active Directory, Okta, SAML)
- Document storage (SharePoint, Box, Google Drive)
Zero-Retention Architecture & Data Sovereignty
Our Security Guarantee
Your confidential data—CIMs, investment theses, client engagements—never trains our models or vendor models. We use zero-retention APIs where inference memory is wiped post-task. For ultra-sensitive environments, we deploy models in your private cloud tenant with complete data sovereignty.
Zero-Retention Guarantee
Your data is wiped from inference memory immediately after processing. No training. No storage. No retention.
Data Sovereignty
Models deployed in your Azure/AWS tenant. You control data residency, access permissions, and retention policies.
Access Controls
Integration with Active Directory, SAML SSO. Role-based permissions ensure users only access authorized data.
Audit Trails
Complete logging of all AI interactions for regulatory compliance. Track who accessed what, when, and why.
Compliance Certifications
-
SOC 2 Type IIAnnual audits covering security, availability, confidentiality
-
GDPR ComplianceEU data residency options, right to deletion, data processing agreements
-
SEC ComplianceAudit trail requirements for registered investment advisers
-
HIPAA (Optional)For healthcare-focused PE firms with PHI exposure
Real Implementations in Production
4x Deal Flow Capacity Through Automated CIM Pre-Screening
Mid-market PE advisory firm ($500M AUM) automated first-pass analysis of confidential information memorandums, enabling partners to screen 400 deals annually vs. 100 manually.
Read Case Study95% Accuracy Thesis Validation for Early-Stage VC
Early-stage VC firm built proprietary thesis validation engine analyzing 5,000+ inbound pitches annually against sector-specific investment criteria with zero data leakage to competitors.
Read Case StudyBuild AI That Protects Your Competitive Edge
Stop leaking proprietary data to public AI models. Schedule a technical consultation to discuss zero-retention architecture for your firm's workflows.
Schedule Technical Consultation