Turn Proprietary Data into Unfair Advantage

Custom AI Solutions
for Strategic Advantage

2–10x
Efficiency Gains
25+
Firms Served
$1B+
AUM Supported

We build targeted AI automations for strategic consulting, finance, and leadership teams. No generic chatbots. We engineer solutions that fit your specific decision-making criteria - freeing your best people to focus on judgment, strategy, and client value.

Partnerships
Microsoft AI Cloud Partner
IBM for Startups
HubSpot for Startups Partner
The Problem

Why AI Projects Fail

Most AI implementations fail not because of technology - but because of broken workflows and poor adoption strategies.

The Friction Problem
  • Generic AI tools
    That don't understand your decision-making context
  • Adoption resistance
    From teams who see AI as disruption, not assistance
  • Workflow disruption
    That creates more work instead of eliminating it
The WorkWise Solution
  • Invisible AI layers
    That enhance existing workflows without disruption
  • Fits existing decision loops
    By understanding how professionals actually work
  • Psychology-driven adoption
    Through behavioral science and change management
  • Enterprise-Grade Security
    Zero-retention architecture. Your data never trains public models. Complete data sovereignty over proprietary deal flow.
Our Services

How We Partner With You

Three core offerings designed to integrate AI seamlessly into your operations.

Education & Training

The Problem Solved

Teams are hesitant or unskilled in using new AI tools.

Our Solution

Psychology-Informed Training: We run workshops and leadership programs to address the human elements of change and skill adoption.

Strategic Consulting

The Problem Solved

AI initiatives lack direction or fail to show ROI.

Our Solution

Roadmapping & Advisory: We provide readiness assessments, ethical governance, and ROI projections to ensure initiatives deliver value.

Implementation

The Problem Solved

Generic tools don't fit specific, high-stakes workflows.

Our Solution

Bespoke Development: We build custom AI agents, RAG systems, and automations with zero-retention architecture that integrate securely with your existing enterprise tools. Your proprietary data never trains public models.

Our Process

How It Works

A streamlined engagement model designed for rapid deployment and measurable results.

1
Step One

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.

2
Step Two

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.

3
Step Three

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.

4
Step Four

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.

Proven Results

Case Studies

Real impact across strategic consulting, private equity, and venture capital.

4x
Increase in Deal Flow Capacity
Private Equity & Advisory
The Bottleneck:

Analysts were capped by manual due diligence of confidential information memorandums (CIMs) and data rooms, taking weeks to produce a single research dossier including EBITDA adjustments, working capital analysis, and ESG risk flagging.

The Solution:

We engineered an "Automated Pre-Screening Memorandum Agent" with zero-retention architecture that autonomously conducts data room analysis, competitor mapping, EBITDA adjustments, and ESG risk flagging, compiling findings into Investment Committee-ready dossiers.

The Impact:

Research time compressed from weeks to hours, allowing the team to screen 4x the volume without adding headcount.

Read Full Case Study
+15%
Win Rate on Competitive Bids
Global Management Consulting
The Bottleneck:

Institutional knowledge was "trapped" in thousands of past PDFs and slide decks. Partners wasted billable hours searching for previous insights to strengthen new pitches.

The Solution:

We built a secure Knowledge Retrieval Engine (RAG) with zero-retention architecture. Consultants now ask natural questions (e.g., "What is our view on EV supply chains?") and instantly receive synthesized citations from past deliverables.

The Impact:

Proposal prep time dropped by 60%, directly correlating to a 15% increase in win rates.

Read Full Case Study
95%
Faster Time-to-Insight
Venture Capital (Early-Stage)
The Bottleneck:

Market validation took months. By the time the landscape was mapped, promising ventures often lost momentum or burned capital.

The Solution:

We deployed a Thesis Validation Engine that autonomously maps 500+ competitors per sector, analyzes market viability, and identifies "white space" opportunities optimal for Series A positioning.

The Impact:

The validation cycle moved from months to days, enabling faster follow-on funding decisions and better portfolio support.

Read Full Case Study

FAQ

Engagement Structure?

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.

Start small?

Absolutely. We often start with one pain point (e.g., support automation) and expand later.

Timeline?

Working prototype in 2-3 weeks. Full deployment in 4-8 weeks.

AI Mistakes?

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 Shopify, HubSpot, Slack, Custom DBs, etc. We don't force new platforms.

Satisfaction?

Review checkpoints included throughout. We revise until you are satisfied.

Speaking Engagements?

Yes, Dr. Coney conducts speaking engagements. Please contact us to request.

More Questions?

Leadership

Meet the Founder

Dr. Leigh Coney, Founder of WorkWise Solutions

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 worked at the intersection of AI, behavioral science, and organizational psychology. My research focuses 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.

I founded WorkWise Solutions to solve the problem that keeps me up at night: brilliant AI systems that never get used. His PhD in Organizational Psychology proves invaluable when handling senior partners and investment committees - understanding the human dynamics of adoption is as critical as the technical architecture. We don't just build AI - we ensure it becomes an invisible, indispensable part of how your team works.