Custom AI Build
Custom AI systems for PE and alternative investment firms. Fixed scope, fixed price, MVP in 6-8 weeks. Zero-retention architecture means your proprietary data never trains public models.
Off-the-shelf AI tools weren't built for how you work. They don't understand your deal flow, your IC process, or your reporting cadence. A Custom Build gives you AI that fits your workflow exactly, with security that meets fiduciary standards.
AI model costs have dropped 500x in 18 months while capabilities improved significantly (Kai-Fu Lee, 36Kr via KrASIA, 2024). The economics of custom AI have fundamentally shifted. What cost millions two years ago now costs tens of thousands.
By Dr. Leigh Coney, Founder of WorkWise Solutions
Eight AI Solutions for Investment Firms
Each solution is built as a Custom Build engagement: fixed scope, fixed price, zero-retention architecture. Choose from our proven solution designs or request something fully custom.
Market & Deal Radar
AI-powered deal sourcing and market intelligence.
AI Deal Screener
Automated CIM analysis and deal scoring.
Deal Execution Copilot
AI-powered due diligence and IC memo automation.
Portfolio Nerve Center
Unified portfolio monitoring across all asset classes.
Board Intelligence Autopilot
Automated board pack generation and KPI tracking.
Public Markets Engine
SEC filing analysis and earnings call intelligence.
Thematic Research Autopilot
AI-driven sector and thematic research synthesis.
Investor Reporting Engine
Automated LP reporting and fund communications.
Four Phases to Production
Discovery
Requirements definition, stakeholder interviews, and technical architecture design. We define the exact scope, deliverables, and success criteria before a line of code is written.
Architecture
System design, data pipeline architecture, and security framework. Zero-retention architecture is designed from the ground up, not bolted on after the fact.
Build
Iterative development with weekly stakeholder demos. You see working software every week, not just status reports. Adjustments are made in real-time based on your feedback.
Deploy
Production deployment, team training, and knowledge transfer. Full security documentation, integration testing, and IP ownership transfer. You own everything we build.
Built for Fiduciary Environments
Every Custom Build is architected with investment-grade security. Your proprietary data, deal flow, and competitive intelligence never leave your control.
Zero-Retention Architecture
Your data never trains public models. All processing occurs within your infrastructure with complete audit trails and access controls.
Enterprise Integration
Direct connection to your existing enterprise systems, CRM, data warehouse, and compliance infrastructure. No rip-and-replace required.
Full IP Ownership
Everything we build is yours. Complete source code, documentation, and intellectual property transfer upon deployment.
Compliance Documentation
SOC 2 compliant architecture with full security documentation, data flow diagrams, and risk assessments for your compliance team.
"Zero-retention isn't a feature we add at the end. It's the foundation we build on from day one. Your proprietary deal data, LP information, and competitive intelligence should never leave your control, period."
Dr. Leigh Coney, Founder of WorkWise Solutions
Custom Build vs. Alternatives
| WorkWise Build | Off-the-Shelf AI | Internal Dev Team | |
|---|---|---|---|
| Time to MVP | 6-8 weeks | Days (but heavy customization needed) | 3-6 months |
| Fit to Your Workflow | Built around your exact processes | You adapt to the tool | Custom, but slower to iterate |
| Data Security | Zero-retention, SOC 2 compliant | Vendor-dependent (read the fine print) | Your responsibility to architect |
| IP Ownership | 100% yours (full source code transfer) | Licensed (vendor owns the IP) | Yours, but tied to your team |
| PE Expertise | Built for deal flow, IC, LP reporting | Generic enterprise features | Depends on who you hire |
| Pricing | Fixed scope, fixed price | Per-seat subscription (recurring) | Salary + benefits + management overhead |
Andrej Karpathy, former head of AI at Tesla, noted in his 2025 LLM review: "I don't think the industry has realized anywhere near 10% of their potential even at present capability." For PE firms, the gap between what AI can do today and what most firms are actually doing with it is where Custom Builds create the most value.
Custom Build FAQ
How much does a Custom Build cost?
It depends on scope. Every build is priced as a fixed-fee engagement, so you know the total cost before we start. Most builds start with a Discovery Sprint ($30K, which credits toward the build) to define scope and get a fixed-price proposal.
What does "zero-retention" actually mean?
Your data is processed but never stored by AI models, and never used to train public systems. All processing happens within enterprise-grade infrastructure with complete audit trails. When a query is done, the data is gone. Nothing persists.
Do we own the code?
Yes, 100%. Full source code, documentation, and IP transfer at deployment. You can modify, extend, or hand it to any other team. No vendor lock-in, no recurring license fees for what we built.
Can you integrate with our existing systems?
Yes. We build to integrate with your existing CRM, data warehouse, compliance tools, and enterprise infrastructure. No rip-and-replace. The architecture phase specifically maps integration points before we write a line of code.
What happens after deployment?
You own the system and can run it independently. If you want ongoing development, our Embedded AI Partner gives you priority build access and continuous improvement. Many firms start with a build, then move to a retainer for iteration.
Why not just buy off-the-shelf AI tools?
Off-the-shelf works for generic tasks. But PE-specific workflows (deal screening against your thesis, IC memo generation in your format, portfolio monitoring against your KPIs) need systems built around how you actually work. Generic tools force you to adapt your process to the software. Custom builds adapt the software to your process.
Ready to Build?
Most Custom Builds start with a Discovery Sprint. Book a 30-minute call to discuss your requirements and get a fixed-price proposal.
Schedule Your CallRelated Services
Discovery Sprint
$30K fixed-fee assessment that maps AI opportunities. Sprint fee credits toward any Custom Build.
Embedded AI Partner
A retained AI partnership for continuous development of new capabilities, strategic advisory, and priority build access.
All Services
Compare all four engagement models and find the right starting point for your AI journey.