WorkWise Solutions provides AI strategy consulting for private equity, venture capital, and management consulting firms managing $100M+ in assets under management. We deliver AI readiness assessments, investment thesis mapping, ROI projections tied to EBITDA adjustments, and ethical governance frameworks for confidential deal flow environments with zero-retention data architecture.
AI Strategy & Roadmapping: Turn Experimentation into Competitive Advantage
Your firm has piloted AI tools. Some show promise. Others sit unused. But there's no coherent strategy linking AI investments to EBITDA improvements, LP reporting, or deal closure velocity. You need a roadmap, not more vendors.
Who This Service Is For
Deal Teams
Your investment professionals are evaluating AI for deal sourcing, screening, and due diligence—but lack a framework for deciding which workflows deliver measurable ROI. We map your investment processes to high-value AI use cases before you commit resources.
- Investment leaders deciding between build vs. buy for AI infrastructure
- Deal teams seeking ROI models tied to business outcomes
- Firms evaluating AI vendors without clear selection criteria
Portfolio Operations
Your operations teams need AI strategy for portfolio monitoring, reporting, and compliance—but require frameworks that address data governance and security requirements. We provide the strategic foundation for operationally-focused AI deployment.
- Operations leaders designing AI governance frameworks
- Compliance teams needing data sovereignty architecture plans
- Back-office functions seeking automation roadmaps
Client-Facing Teams
Your client-serving professionals need an AI strategy that enhances their work—from research and analysis to deliverable creation. We provide roadmaps and frameworks that help client-facing teams leverage AI while maintaining quality standards.
- Partners seeking referenceable AI strategy frameworks
- Engagement teams needing AI integration roadmaps
- Client-facing professionals building AI fluency strategies
Operations Teams
Your internal operations—knowledge management, proposals, administration—need a coherent AI strategy that respects confidentiality requirements and integrates with existing systems. We design roadmaps that prioritize high-ROI internal workflows.
- Knowledge management leaders designing AI-powered retrieval strategies
- Operations teams needing vendor selection and governance frameworks
- Internal functions seeking phased AI rollout plans
What's Included in Strategic Consulting
AI Readiness Assessment (2-4 Weeks)
We audit your current state: existing AI tools, technology stack, security posture, team skills, and workflow bottlenecks. Identify which processes are automation-ready vs. require human-in-the-loop oversight. Deliverable includes readiness score across 12 dimensions (data quality, governance, stakeholder alignment, etc.) with benchmarking against peer firms.
Deliverables: 40-page readiness report, technology stack audit, security posture evaluation, gap analysis
Investment Thesis Mapping (1-2 Weeks)
Not all AI use cases deliver equal ROI. We map your firm's specific workflows to high-value automation opportunities. For PE firms: CIM pre-screening, EBITDA normalization, working capital analysis. For VC firms: thesis validation engines, competitive landscape mapping, Series A positioning models. We prioritize use cases delivering 5x+ time savings or enabling 2x+ deal flow capacity.
Deliverables: Prioritized use case matrix, ROI projections per workflow, investment thesis alignment analysis
ROI Projection Models (1-2 Weeks)
Build financial models linking AI spend to measurable business outcomes. For PE firms: Model how deal flow automation impacts EBITDA per partner, headcount efficiency, and deal closure velocity. For consulting firms: Project how knowledge retrieval AI reduces research hours per engagement. Models include sensitivity analysis for adoption rates, tool costs, and implementation timelines.
Deliverables: Excel-based ROI models, EBITDA impact projections, headcount efficiency calculations, sensitivity analyses
Ethical Governance Frameworks (1-2 Weeks)
Design data sovereignty policies that protect confidential information memorandums (CIMs), investment theses, and LP data. Our frameworks ensure zero-retention architecture: your proprietary data never trains public models. Includes templates for LP disclosure obligations, compliance documentation, and audit trail requirements for SEC-registered firms.
Deliverables: Data sovereignty policy templates, LP disclosure frameworks, compliance checklists, audit trail specifications
Vendor Selection & RFP Support (2-4 Weeks)
Evaluate build vs. buy trade-offs. Vet AI vendors on security, data retention policies, API reliability, and enterprise contract terms. Support RFP creation with detailed technical requirements, security questionnaires, and reference check frameworks. Negotiate enterprise pricing and SLA commitments.
Deliverables: Build vs. buy analysis, vendor evaluation scorecards, RFP templates, contract negotiation support
12-24 Month Roadmap (Final Deliverable)
Phased rollout plan prioritizing quick wins (3-6 month payback) before complex integrations. Typical roadmap: Phase 1 (Months 1-3) - CIM pre-screening pilot with 5 partners. Phase 2 (Months 4-6) - Firm-wide rollout + portfolio monitoring dashboard. Phase 3 (Months 7-12) - Custom thesis validation engine. Includes resource planning, budget allocation, and risk mitigation strategies.
Deliverables: 12-24 month roadmap, phased rollout plan, budget allocation model, risk register
We Speak Your Language
Our consulting integrates the terminology, workflows, and regulatory requirements specific to private equity, venture capital, and management consulting.
Financial Modeling
- EBITDA adjustments and normalization
- Working capital analysis
- Enterprise value calculations
- IRR projections and sensitivity models
- Capitalization table management
Deal Flow & Diligence
- Confidential information memorandums (CIMs)
- Data room organization and security
- Investment committee frameworks
- Sell-side advisory processes
- Post-merger integration (PMI)
Governance & Compliance
- Data sovereignty architecture
- Zero-retention API policies
- Limited Partner (LP) reporting obligations
- SOC 2 Type II compliance requirements
- SEC registration and disclosure rules
Real ROI from Strategic Planning
Global Management Consulting Firm Achieves 15% Win Rate Increase Through Strategic AI Roadmap
A top-tier management consulting firm was losing RFPs to competitors demonstrating AI capabilities. Partners could describe AI benefits theoretically but lacked referenceable implementations. Our strategic consulting engagement delivered a 12-month AI roadmap prioritizing internal knowledge retrieval before client-facing tools.
We mapped 15,000+ past engagements into a searchable knowledge base, designed governance frameworks for client confidentiality, and built ROI models linking research time savings to margin improvements. Result: 15% increase in win rate for AI-related RFPs, 30% reduction in proposal development time, and 3 new client engagements citing internal AI adoption as selection criteria.
Read Full Case StudyMove from AI Pilots to Strategic Deployment
Stop experimenting with disconnected AI tools. Schedule a discovery workshop to map your firm's workflows to high-ROI automation opportunities.
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