Contact WorkWise Solutions
Get a custom proposalCustom AI for investment teams
WorkWise Solutions designs and deploys custom AI systems for private equity, venture capital, and investment banking firms. Founded by Dr. Leigh Coney, we specialize in AI deal screening, portfolio monitoring, due diligence automation, and investor reporting - each solution built around how investment teams actually work and make decisions.
Our approach combines behavioral science-driven adoption frameworks with zero-retention architecture, meaning client data never trains public models. We don't sell off-the-shelf tools. Every engagement starts with understanding the workflows, decision points, and team dynamics that drive real outcomes.
As a Microsoft AI Cloud Partner and IBM for Startups member, we bring enterprise-grade infrastructure to firms that need AI to become an invisible, adopted part of high-stakes workflows - not another dashboard collecting dust.
Services include Discovery Sprints, Strategic Advisory, Custom Build MVPs, and Ongoing Retainers. Our solutions span AI Deal Screener, Market & Deal Radar, Deal Execution Copilot, Portfolio Nerve Center, Board Intelligence Autopilot, and Investor Reporting Engine.
Learn more at www.workwisesolutions.org
-
Min project size
$25,000+
-
Hourly rate
$150 - $199 / hr
-
Employees
2 - 9
-
Year founded
Founded 2022
No have been added yet...
Have you worked with WorkWise Solutions?
Share your experience working with WorkWise Solutions on a past project by leaving a review for buyers around the world
Our Story
Founded by Dr. Leigh Coney, WorkWise Solutions was born from a simple observation: investment firms need AI that works the way their teams actually make decisions — not generic tools that gather dust. We build custom AI systems for private equity, venture capital, and investment banking, combining behavioral science-driven adoption with zero-retention architecture. Every solution we deliver is designed to become an invisible, adopted part of high-stakes workflows.
Contact WorkWise Solutions
If you’re not seeing exactly what you need here, send this company a custom message. You can talk about your project needs, price, and timeline to get started on your project.
Sign in to see which brands trust WorkWise Solutions.
Get connected to see updates from WorkWise Solutions like new case studies, latest reviews, their latest masterpieces in their portfolio, delivered straight to you.