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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 Private Equity Deal Sourcing, Due Diligence, and Portfolio Operations
StackAI helps private equity firms like Hellman & Friedman deploy secure AI agents that automate deal due diligence, generate investment memos from internal and external data sources, and streamline portfolio company reporting—with enterprise-grade governance, SOC 2 compliance, and seamless integration into SharePoint, Snowflake, and existing workflows.
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 leading private equity firm used StackAI to automate its company due diligence process with AI agents, streamlining document review, financial analysis, and risk assessment. This resulted in an 80% reduction in diligence costs, enabling faster and more efficient investment evaluations.
Workflows used
Due diligence automation.
80% cost reduction in diligence.
AI-powered document review

How a Private Equity Firm Cut Diligence Costs by 80%
integrations
With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.


























