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WorkWise Solutions
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Overview
$25,000+
Min Project Size
$50 - $99/hr
Avg Hourly Rate
2 - 9
Employees
2022
Year Founded
ABOUT WORKWISE SOLUTIONS
Custom AI for investment teams
WorkWise Solutions creates and implements tailored AI systems for private equity, venture capital, and investment banking firms. Founded by Dr. Leigh Coney, we focus on AI-driven deal screening, portfolio monitoring, automating due diligence, and enhancing investor reporting—all customized to reflect the actual workflows and decision-making processes of investment teams. Our methodology integrates behavioral science-based adoption strategies with a zero-retention architecture, ensuring that client data never contributes to public model training. We do not offer generic tools; every project begins by analyzing workflows, decision-making moments, and team interactions that lead to effective results. As a Microsoft AI Cloud Partner and member of IBM for Startups, we provide enterprise-level infrastructure to help firms seamlessly integrate AI into critical workflows—rather than just adding another unused dashboard. Our services include Discovery Sprints, Strategic Advisory, Custom Build MVPs, and Ongoing Retainers. Our AI solutions encompass the AI Deal Screener, Market & Deal Radar, Deal Execution Copilot, Portfolio Nerve Center, Board Intelligence Autopilot, and Investor Reporting Engine. For more information, visit www.workwisesolutions.org.
Languages Spoken
English
HIGHLIGHTS
$25,000+
Min Project Size
$50 - $99/hr
Avg Hourly Rate
2 - 9
Employees
2022
Year Founded
Services
Focus
Industries
Clients
Services Provided
60% AI Strategy & Roadmap Consulting
40% Machine Learning Model Development
About the Team
OUR STORY
Our Journey Established by Dr. Leigh Coney, WorkWise Solutions emerged from a straightforward insight: investment companies require AI that aligns with their decision-making processes, rather than standard tools that are seldom used. We create tailored AI systems for private equity, venture capital, and investment banking, integrating behavioral science to ensure easy adoption with a design that minimizes retention issues. Each solution we provide is crafted to seamlessly integrate into critical workflows, becoming an unobtrusive and accepted component.
Projects & Clients
Project Size & Rate
Minimum Project Size
$25,000+
Average Hourly Rate
$50 - $99/hr