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Foundational Knowledge
Learn the core concepts of AI agents: what they are, how they work, and features like Retrieval-Augmented Generation (RAG), security, and integrations.
Real-World Applications
Explore how AI agents can automate tasks, support decision-making, and create efficiencies in your work or organization through tailored use-cases.
Hands-On Building
Design and deploy your first AI agent, no coding skills needed. Leave with working AI agents tailored to your own needs. Need help? We'll be there to support.

Secure Agentic AI for Multi-Strategy Research, Compliance, and Portfolio Reporting
StackAI helps multi-strategy hedge funds like Balyasny deploy secure AI agents that connect to internal research systems, automate compliance and capital account reconciliation, and accelerate investment memo generation across pods—delivering 10× faster data retrieval with enterprise-grade security and governance.
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
A multi-billion-dollar hedge fund used StackAI to deploy AI agents that streamline research, automate information retrieval, and enhance client relations workflows — enabling faster, sharper investment decision-making across the firm.
Workflows used
AI-powered investment research and client relations.
Automated information retrieval for faster decision-making
Streamlined research across multi-strategy workflows

How a Multi-Billion-Dollar Hedge Fund Uses AI Agents to Enhance Client Relations and Sharpen Decision-Making
integrations
With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.

























