The AI Transformation Platform for Alternative Asset Management

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Secure Agentic AI for Multi-Asset Deal Research, Compliance, and Portfolio Reporting

StackAI helps alternative asset managers like Apollo deploy secure AI agents that connect to internal deal documents, portfolio data, and compliance systems—automating investment memo generation, capital account reconciliation, and investor reporting across credit, private equity, and real assets.

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

Templates for multi-asset portfolio research, deal diligence, compliance automation, and investor reporting

Governance

Multi-Layer Governance

Governance on StackAI ensures that AI agents are built and deployed safely, so enterprises can scale their AI initiatives with confidence.

Governance

Multi-Layer Governance

Governance on StackAI ensures that AI agents are built and deployed safely, so enterprises can scale their AI initiatives with confidence.

Governance

Multi-Layer Governance

Governance on StackAI ensures that AI agents are built and deployed safely, so enterprises can scale their AI initiatives with confidence.

Granular RBAC

Create custom roles and groups

Global Policy

Admins set cross-cutting policy

Agentic Development Life Cycle

The safest path from prototype to production

Analytics

Customizable audit logs and global analytics

Delegated Permissions

Enforce end-user access to sensitive information

Scope Control

Assign users and groups to private folders

Case Studies

Trusted by Leading Alternative Asset Managers

Leading private equity and alternative asset management firms trust StackAI to automate due diligence, accelerate deal execution, and streamline research-intensive workflows with AI agents.

Case Studies

Trusted by Leading Alternative Asset Managers

Leading private equity and alternative asset management firms trust StackAI to automate due diligence, accelerate deal execution, and streamline research-intensive workflows with AI agents.

A leading private equity firm used StackAI to automate its company due diligence process with AI agents, reducing diligence costs by 80% and dramatically accelerating the research-intensive workflows behind investment evaluation and deal execution.

Workflows used

Due diligence automation.

80% diligence cost reduction.

AI-powered deal evaluation at scale.

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How a Private Equity Firm Cut Diligence Costs by 80%

Use Cases Collection

10+ AI Agents for Wealth Management

Explore 10+ real-world AI agent use cases helping wealth management teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

Use Cases Collection

10+ AI Agents for Wealth Management

Explore 10+ real-world AI agent use cases helping wealth management teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

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