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WorkWise Solutions

AI intelligence systems for private equity & PE firms

Artificial Intelligence SaaS Finance

WorkWise builds custom AI for PE firms, family offices, private credit & independent sponsors. Most AI fails due to adoption resistance — WorkWise fixes this with behavioral science. Tools: AI Deal Screener (4-hr CIM → 15 min), Deal Copilot (40% faster), Portfolio Nerve Center (saved $4.2M detecting EBITDA risk 6 weeks early), Market & Deal Radar, LP Reporting Engine. Zero-retention: deal flow never trains public models. Bloomberg, Salesforce & data room integrations. 30+ firms, 2–10x capacity.

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