The AI Transformation Platform for Private Equity

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Secure Agentic AI for Private Equity Deal Sourcing, Portfolio Monitoring, and Investment Memo Generation

StackAI helps private equity firms like Carlyle Group deploy secure AI agents that automate investment memo generation, streamline deal due diligence across SharePoint and Snowflake, and extract insights from portfolio company filings—all within an enterprise-grade, SOC 2-compliant platform with on-premise deployment and SSO.

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

Templates for private equity deal sourcing, investment memo generation, and portfolio company 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 Private Equity Firms

Private equity and alternative asset management firms trust StackAI to automate due diligence, accelerate deal evaluation, and reduce operational costs with AI agents.

Case Studies

Trusted by Leading Private Equity Firms

Private equity and alternative asset management firms trust StackAI to automate due diligence, accelerate deal evaluation, and reduce operational costs with AI agents.

A leading private equity firm used StackAI to automate its company due diligence process, cutting diligence costs by 80% while accelerating the evaluation of potential investments across documents, financials, and compliance checks.

Workflows used

Due diligence automation.

80% cost reduction in diligence workflows.

AI-powered investment document analysis

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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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