AI Solutions for
Private Equity & Alternative Investment Firms
AI tools built for how private equity firms, family offices, private credit lenders, and independent sponsors actually work. We help your team find risks sooner, spot hidden opportunities, and monitor everything around the clock.
Why AI Projects Fail
Most AI implementations fail not because of technology - but because of broken workflows and poor adoption strategies.
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Generic AI toolsThat don't understand how you actually make decisions
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People not using the toolTeams who see AI as disruption, not assistance
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Workflow disruptionThat creates more work instead of eliminating it
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AI inside your existing toolsWorks where your team already works — no new platforms
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Built around how you workWe study your team's actual workflow before writing a line of code
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We help your team actually use itThrough psychology and hands-on support
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Enterprise-Grade SecurityYour data is never stored or used to train public models. You control your data — always.
Four Ways to Work With Us
From a focused 2 to 3 week sprint to a fully governed system, choose the engagement model that matches where you are in your AI journey. Every engagement is fixed-scope, fixed-price, and designed to deliver measurable results.
Discovery Sprint
We map your AI opportunities, check what's doable, and hand you a concrete action plan. Sprint fee credits toward any Custom Build.
Explore our AI readiness assessment sprintStrategic Advisory
AI roadmaps, governance plans, and ROI projections for firms that want expert guidance before or during implementation.
Explore AI strategy consulting servicesCustom Build
Custom AI systems built to your specifications. From deal screening to portfolio monitoring, we build what off-the-shelf tools can't. Your data is never stored.
See our custom AI build processAI Operating System
Most firms accumulate AI tools. The best run on a system. The integration and governance layer that turns your separate builds into one governed whole, with continuous development built in.
Explore the AI Operating SystemStart with a Discovery Sprint. If we're a fit, your sprint fee credits toward a Custom Build. As your builds multiply, the AI Operating System ties them into one governed system. Strategic Advisory is there whenever you need the plan first.
View all engagement modelsBuilt for Alternative Investment Professionals
We work exclusively with firms where better information means better returns. Every solution matches how your team sources, evaluates, and monitors investments.
Private Equity Firms
Deal screening, portfolio monitoring, and IC memo automation, built for the speed and rigor of PE deal flow.
Family Offices
Market intelligence, deal sourcing, and direct investment support, tailored for multi-generational capital.
Private Credit & Direct Lending
Portfolio risk monitoring, borrower intelligence, and covenant tracking, built specifically for credit portfolios.
Independent Sponsors
Deal sourcing, faster execution, and investor reporting, designed for lean teams running competitive processes.
Capabilities, Not Off-the-Shelf Products
Every system below was built for a specific firm. None are off-the-shelf. They are examples of what's possible when AI is built for your exact workflow, and your build starts with a Discovery Sprint.
See all capabilitiesDeal Intelligence
Market & Deal Radar
AI-powered deal sourcing and market intelligence that finds high-fit opportunities in real time.
AI Deal Screener
Automated CIM analysis and deal scoring, designed to turn a multi-hour manual review into a focused AI-assisted one.
Deal Execution Copilot
Faster due diligence and automated IC memos (incl. IC memo automation), designed to compress deal execution timelines.
Portfolio Intelligence
Market Intelligence
How It Works
A streamlined engagement model designed for rapid deployment and measurable results.
Book a Call
We start with an introductory call to dive into your requirements, perform a preliminary audit of your needs, and see if our services are the right fit.
Share Your Vision
Don't have a clear vision yet? We'll help you explore the art of the possible with AI. Once defined, we analyze your goals and constraints, break the project into tasks, and start implementing.
Continuous Results
Our team effectively solves your tasks and implements AI as a strategic asset, ensuring it becomes an integral part of your company's workflow.
Enjoy the Growth
Our results drive your business growth. We offer detailed instructions, training, and tech support to maximize our work's value long-term.
Case Studies
Real impact across private equity, family offices, private credit, and independent sponsors.
Mid-market PE advisor deployed the AI Deal Screener to automate CIM analysis, EBITDA adjustments, and ESG risk flagging. Research dossiers that took weeks now take hours.
Independent sponsor running a competitive deal process deployed the Deal Execution Copilot to unlock trapped institutional knowledge. The team now synthesizes insights from thousands of past deliverables in minutes.
Multi-generational family office deployed Market & Deal Radar to automate thesis validation and market mapping for direct investments. Landscape analysis that took months now completes in days, with 500+ competitors mapped per sector.
$2.8B private credit firm deployed the Portfolio Nerve Center across 23 positions. The system detected EBITDA deterioration 6 weeks before standard reporting, preserving $4.2M in equity value.
FAQ
How does the engagement process work?
We offer flexible engagement structures ranging from project-based work to ongoing retainer arrangements. Investment varies based on scope and integration complexity. Fixed engagement structure and pricing provided after initial infrastructure review.
Can we start with a small pilot project?
Absolutely. We often start with one pain point (e.g., support automation) and expand later.
What is the typical project timeline?
Working prototype in 2-3 weeks. Full deployment in 4-8 weeks.
How do you prevent AI errors and hallucinations?
We design human-in-the-loop checkpoints. Critical ops require approval; lower-risk tasks have monitoring.
Data Security & Sovereignty?
Zero-retention architecture. Your proprietary data never trains public models. Enterprise-grade security with complete data sovereignty. Your competitive edge stays your edge.
Existing Tools?
Yes. We integrate with your existing infrastructure — Bloomberg, Salesforce, data rooms, fund admin platforms, ERPs, Slack, and custom databases. We don't force new platforms.
What if we're not satisfied with the results?
Review checkpoints included throughout. We revise until you are satisfied.
Does Dr. Coney do speaking engagements?
Yes, Dr. Coney conducts speaking engagements. Please contact us to request.
More Questions?
Contact Contact@workwisesolutions.org.
Meet the Founder
Dr. Leigh Coney
Specialist in Human-AI Workflows
Dr. Leigh Coney
Founder & Principal Consultant
"Dr. Coney bridges the gap between Silicon Valley capability and Wall Street rigor. I focus on decision-making frameworks in high-stakes environments - where the cost of error is measured in millions, and adoption resistance can kill even the most sophisticated technology."
For over a decade, I've studied how humans interact with emerging technology - particularly in high-stakes environments where the cost of error is measured in millions, and adoption resistance can kill even the most sophisticated systems. My research focuses on decision-making frameworks that bridge the gap between AI capability and real-world usage.
I founded WorkWise Solutions to solve the problem that keeps me up at night: brilliant AI systems that never get used. Understanding the human dynamics of adoption is as critical as the technical architecture - especially when working with senior partners and investment committees. We don't just build AI - we ensure it becomes an invisible, indispensable part of how your team works.
Latest Publication: Author of twelve research papers on responsible AI adoption, including "AI for Roll-Ups: Standardizing Operations Across Acquired Companies" (Q2 2026)