The intelligence to decide.
The engineering to deliver.
Solena gives your team customer and deal intelligence from the firm's own communications and records. Our AI Factory, the senior engineering team and agent workflows behind every custom system we ship, builds the rest.
Deep experience in private equity and insurance, and a practical approach for other businesses with similar operating challenges.
Intelligence for decisions. Engineering for action.
Start with the business problem. We help you choose the right product, custom build, or combination.
Solena
Connect relationship and deal history, keep it current, and ask questions with supporting evidence. An annual subscription hosted by Soligence, with private equity as its first industry.
See what Solena can answer →AI Factory
The senior engineering team and agent workflows behind every custom system we ship. Software built around your operations and handed to your team with documentation and training.
See how AI Factory delivers →Proof you can inspect, not claims you have to trust.
Measured outcomes from three client engagements. Each links to the full case study.
Replacing a legacy CRM and building an investor-intelligence engine.
The Solena Customer & Deal Intelligence module, the first Solena module in production, replaces a traditional CRM, adds a deal-to-LP matching engine, and captures deal flow with little manual analyst time.
Read the case study →A month of manual document review, compressed to minutes.
For a large government contractor, an agentic system extracts requirements from hundreds-of-pages RFP documents and assembles them into structured project plans with full source traceability.
Read the case study →A custom agent management system, built and integrated in 12 weeks.
A P&C insurance carrier commissioned a custom system to replace a heavily manual agent appointment process, built inside its own platform, integrated with its policy management system, and owned end-to-end.
Read the case study →We work with private equity firms, insurance carriers, and similar businesses. See the industries we serve →
Soligence is an OpenAI Select Partner in the OpenAI Partner Network. We build on frontier models from multiple providers, and our model recommendations stay vendor-neutral.
Where our team built its experience: Microsoft · New York Life · Deloitte · IBM · Citigroup. Meet the team →
Tell us the bottleneck. We'll tell you whether AI is the right lever.
The intro call is free and there is no deck. If AI fits, we'll propose a discovery scoped to your stage and constraints.
Intro call
30 to 45 minutes. You describe the bottleneck; we tell you honestly whether AI is the right lever and what discovery would cover. No slide deck, just a working conversation.
Discovery
Two to four weeks. We interview your team and review the workflows, data, and controls, then deliver a readout, a written report on where AI can help, and a priced proposal: for each project, its cost, the result it targets, how you’ll measure it, and when you can expect to see results. Starts at $5K, credited in full toward project work that begins within 60 days.
Project work
Custom software and modernization by our AI Factory, the senior engineering team and agent workflows behind every custom system we ship. Structured as a fixed-scope sprint, a multi-phase build, an ongoing operations partnership, or fractional AI leadership.
Most AI Factory engagements follow this pattern. Solena is an annual subscription with its own path: a conversation, a demo, signing, then implementation and setup. See how we work.