AI Training That Runs on Your Own Deals
Five programs, one rule: every session is hands-on, on the tools your team will use the next morning. A 90-minute briefing to start, a deal-team intensive to go deep, a guided firm-wide launch, and onboarding for each new class. Each has its own page and a fixed price below.
Most AI training fails the Monday test: the session was interesting, and on Monday everyone goes back to working exactly as before. Ours is built backward from Monday. Participants leave with workflows already running on their own documents, on their own stack.
We work on your stack: Microsoft 365 Copilot, ChatGPT Enterprise, Claude, or Gemini. Many of our private-markets clients are standardizing on Claude and its Cowork desktop agent, so the examples often use that setup, but the program runs on whichever platform you have chosen. Live virtual sessions in 90-minute to two-hour blocks, capped for real coaching and recorded for anyone pulled onto a live deal.
Not sure training is the right first step? Many firms start with the Comprehensive Discovery Sprint ($30,000): a full readiness assessment, a governance framework, and a hands-on pilot, so the training that follows lands on a platform and a set of workflows you have already chosen. Its fee credits toward the engagement that follows.
By Dr. Leigh Coney, Founder of WorkWise Solutions
Five Formats, Each Its Own Page
1 · Start Together
Executive Briefing
$7,500Get the room aligned on what AI changes for the firm, the risks leadership owns, and a 12-month outlook. Fee credits toward any program.
Partner & IC Review Session
$7,500How to review the AI-assisted work product reaching your IC: what to challenge, where models fail, and what to require from the team.
2 · Go Deep With the Investment Team
Deal Team Intensive
$12,500Screening, diligence, and IC materials, each session ending with the workflow running, not just demonstrated. Also Portfolio Operations and IR/Finance/Legal tracks.
3 · Roll Out Firm-Wide
Guided Launch
$35,000The whole firm, one function at a time, with real coaching for each. Additional cohorts $6,500.
Associate Class Onboarding
$7,500Your firm's AI setup taught from day one: house workflows, working-folder discipline, verification habits. Included quarterly on the retainer.
How Every Engagement Works
Before
A short survey to participants and one or two prep calls covering your AI plan, seats, and where time goes. Your IT enables the desktop agent, AI in Excel, and the connectors you license; we verify logins before session one.
Materials: start synthetic, go real
Briefings and the Guided Launch week run on a synthetic deal pack, so there is nothing to clear with legal. Intensives and the retainer run on your own redacted deal material under NDA, mapped to your NDA, data-room, and expert-network terms first.
During
Live virtual sessions in 90-minute to two-hour blocks, roughly 70% hands-on, cohort caps enforced, recorded. Verification lives inside the workflow: review gates before anything reaches the IC, and source and file trails on every deliverable.
After
Your prompt and workflow library packaged for reuse, session recordings, a one-page playbook per role, 30 days of async office hours, and a 30-day usage check-in. Every program closes with a partner readout; impact is measured with a pre and post AI Readiness Diagnostic.
The boundary that keeps it honest: Training changes what your people can do; a Firm AI Rollout changes what your platform can do safely. Firms that need both usually run them together.
Then Point It at the Portfolio
The same playbook extends to your portfolio companies: leadership briefings and functional workshops run per company, with a cross-portfolio adoption scorecard for the sponsor. A conversation for after the firm engagement lands, and it pairs with the Portfolio-Company AI Assessment: assess first, train the ones worth training.
Bespoke workshops and programs, scoped to your situation, are also available on request.
WorkWise Solutions is led by its founder, Dr. Leigh Coney, who works with private equity firms on AI training, enablement, governance, and custom AI systems. His published research on AI reliability, including the verification problem, shapes how every program is taught.
WorkWise is a Microsoft AI Cloud Partner and a Claude Partner, and designs complex AI architecture for investment research: see deep-vantage.com, the public research engine built by the team behind WorkWise.
Training FAQ
Which program should we start with?
Almost everyone starts with the Executive Briefing: $7,500, and the fee credits in full toward any program booked within 90 days. From there it is the Deal Team Intensive to get one team working, the Guided Launch to roll out firm-wide, and Associate Class Onboarding for each new class.
Does training really run on our own documents?
Briefings and the Guided Launch week run on a synthetic deal pack. The Deal Team Intensive and the retainer run on your own redacted deal material under NDA, mapped to your NDA, data-room, and expert-network terms first.
What platform do you train on?
Microsoft 365 Copilot, ChatGPT Enterprise, Claude, or Gemini. We work on your stack; the program runs on whatever you have licensed.
Do fees credit toward bigger engagements?
The Executive Briefing fee credits in full toward any program booked within 90 days. Deal Team Intensive fees credit in full toward any engagement of $25,000 or more booked within 90 days.
What happened to the Enablement Program?
It moved inside the AI Operating Partner retainer, whose first quarter now runs as a structured accelerator. Same intensity, but it keeps compounding instead of ending when the cohort does.
Request Training Dates
A 30-minute call to pick the right program, confirm the track, and reserve dates.
Request DatesWhere It Leads
AI Operating System
The whole firm made AI-native: foundation, data layer, modules, and agents in one governed system.
Firm AI Rollout
We configure and govern the platform your firm has chosen. Priced by firm size, from $25,000.
AI Readiness Sprint
Platform decision memo, use-case map, 90-day roadmap, and an LP-DDQ-ready AI policy draft. $8,500.