Executive Briefing
The entry point. Before anyone touches a tool, get the room aligned on what AI changes for the firm: where adoption actually stands in private markets, what is coming, the risks leadership owns, and what to do in the next 12 months.
A decision briefing, not a demo. Runs on whatever platform your firm uses or is considering: Microsoft 365 Copilot, ChatGPT Enterprise, Claude, or Gemini.
By Dr. Leigh Coney, Founder of WorkWise Solutions
90 Minutes, Built for Your Firm
It is tailored, not generic: we review materials you provide (a redacted CIM or IC memo works well) so the examples are about your work, and we leave you with a decision memo.
- ✓Where adoption stands in private markets: what firms like yours run across screening, diligence, IC materials, and LP reporting, what works, what stalls
- ✓What changed in the past year and what is coming: agentic AI on the desktop, licensed data connectors, AI in Excel, and what each shift means for how deal teams staff and work
- ✓The risks leadership owns: data use, MNPI, recordkeeping, and the policy choices that separate governed adoption from shadow AI
- ✓A 12-month outlook and a roadmap discussion for your firm, with Q&A
- ✓Leave-behind: a decision memo plus 90-day starter recommendations
Briefing fee credits in full toward any program booked within 90 days.
Deciding what AI means at partner and IC level specifically? The Partner & IC Review Session ($7,500) is the companion: how to review the AI-assisted work product now reaching your IC.
Executive Briefing FAQ
What does it cost?
$7,500, and the fee credits in full toward any program booked within 90 days. Most firms use it as the on-ramp to a Deal Team Intensive or a Guided Launch.
Who should attend?
Whoever decides what AI means for the firm: partners, the IC, operating partners, and the leaders of deal, IR, and ops. Up to 50 people.