# WorkWise Solutions

> Custom AI for investment teams

- Canonical listing: https://agencysource.com/agencies/workwise-solutions
- Categories: [Custom Software Development](https://agencysource.com/categories/custom-software-development), [AI & LLM Development](https://agencysource.com/categories/ai-development), [AI Consulting & Strategy](https://agencysource.com/categories/ai-consulting)
- Services: AI Consulting, AI Development
- Industries: Financial services
- Team size: 2 - 9
- Hourly rate: $150 - $199 / hr
- Minimum project: $25,000+
- Founded: 2022
- Website: https://www.workwisesolutions.org
- Listing: Not yet claimed
- Agency Source rating: no Agency Source reviews yet

## About

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

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