Deal Team Intensive
One team, three working sessions, real deal material under NDA. Each session ends with the workflow installed and running, not just demonstrated. Assignments on live work between sessions; recordings and async support for anyone pulled onto a deal.
Also available as Portfolio Operations and IR / Finance / Legal tracks, same shape, different workflows. Runs on whatever platform your firm uses: Microsoft 365 Copilot, ChatGPT Enterprise, Claude, or Gemini.
By Dr. Leigh Coney, Founder of WorkWise Solutions
Each Ends With a Workflow Running
Point the AI at a folder of redacted CIMs, screen against your investment criteria, and compare the output live against what the team actually concluded.
Working-folder interrogation of a redacted document set, diligence Q&A generation, expert-call synthesis where your network agreements permit, and market data through connectors such as PitchBook, FactSet, S&P Capital IQ, and Daloopa where licensed.
Memo first drafts in your house format, then the workflow becomes reusable: which workflows deserve a saved skill or template, how to write one that triggers reliably, and how to avoid bloat.
A 30-day adoption plan per person and a capability gap report for the partners, with two office-hours calls in the following 30 days.
What's included
- ✓Intake: questionnaire, prep calls, and a workflow review of real (redacted) firm material
- ✓Three 2-hour live sessions across two weeks, roughly 70% hands-on, up to 12 people
- ✓A firm-specific prompt and workflow library, built during the sessions and delivered after
- ✓A 30-day adoption plan per participant plus a capability gap report
- ✓Two office-hours calls during the following 30 days
Intensive fees credit in full toward any engagement of $25,000 or more booked within 90 days.
Deal Team Intensive FAQ
What does it cost?
$12,500 for up to 12 people. Fees credit in full toward any engagement of $25,000+ booked within 90 days, so it rolls forward into a Guided Launch or the AI Operating System build if you continue.
Which tracks are available?
Deal Team by default (screening, diligence, IC materials). The same shape runs as Portfolio Operations and IR/Finance/Legal tracks on request.
Does it run on our own deals?
Yes, on your own redacted deal material under NDA. We map each workflow to your NDA, data-room, and expert-network terms before anything is loaded. New to this? Start with an Executive Briefing.
Request Intensive Dates
A 30-minute call to confirm the track, the cohort, and dates.
Request Intensive Dates