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Clarity

Leigh Coney

Founder of WorkWise Solutions (workwisesolutions.org). I build secure AI automation systems exclusively for private equity, venture capital, hedge fund, and investment banking firms. Microsoft AI Cloud Partner. Zero-retention architecture for sensitive deal data. Built AI deal screening tools, portfolio monitoring systems, IC memo automation, and LP reporting automation for firms managing $500M+ AUM. Former academic researcher on how humans adopt and resist new technology, which is why our AI implementations actually get used instead of gathering dust.

$8.33/min

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Business Development Technology Private Equity Venture Capital Innovation Strategic Planning Business Strategy Investment Banking Innovation Consulting

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AI Strategy and Implementation for Private Equity and Venture Capital Firms

I help PE and VC firms implement AI systems that actually get adopted by their teams. PhD in Organizational Psychology, founder of WorkWise Solutions. I've built AI deal screening tools, portfolio monitoring systems, and IC memo automation for firms managing $500M+ AUM. I can advise on where AI fits your investment workflow, build vs buy decisions, data security architecture for sensitive deal data, and how to get your team to actually use what you build. Microsoft AI Cloud Partner. Zero-retention architecture so your deal data never persists in any AI model.

AI Due Diligence and Deal Screening Automation for Investment Firms

I build custom AI systems that reduce CIM analysis from hours to minutes for PE and IB firms. Founder of WorkWise Solutions. I can walk you through how AI deal screening actually works, what zero-retention architecture means for your data security, how to evaluate off-the-shelf tools like Keye and Blueflame vs custom builds, and what realistic ROI timelines look like. I've published case studies showing AI detecting EBITDA deterioration 6 weeks before standard reporting. If you're evaluating AI for your deal process, I can save you months of research in one call.

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Member since March 2026