The AI Transformation Platform for Investment Banking & Financial Advisory

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Bootcamp

Become an AI Agent Leader at Houlihan Lokey

Host the AI Agents 101 Bootcamp at Houlihan Lokey. We'll come to you!

Bootcamp

Become an AI Agent Leader at Houlihan Lokey

Host the AI Agents 101 Bootcamp at Houlihan Lokey. We'll come to you!

Get in Touch

What You'll Learn

We’ll tailor the session to your organization’s priorities, whether it’s automating workflows, accelerating analysis, or exploring new AI use cases. Each Bootcamp combines:

What You'll Learn

We’ll tailor the session to your organization’s priorities, whether it’s automating workflows, accelerating analysis, or exploring new AI use cases. Each Bootcamp combines:

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 Investment Banking Deal Execution, Valuation Analysis, and Fairness Opinion Workflows

StackAI helps investment banks like Houlihan Lokey deploy secure AI agents that automate deal document processing, generate investment memos from internal and external data sources, and streamline due diligence workflows—saving thousands of analyst hours across hundreds of transactions per year.

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

Templates for M&A deal screening, fairness opinion research, and investment banking due diligence

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 Financial Advisory Firms

Financial advisory and consulting firms trust StackAI to empower their teams with AI agents that accelerate research, automate workflows, and unlock millions in operational savings.

Case Studies

Trusted by Leading Financial Advisory Firms

Financial advisory and consulting firms trust StackAI to empower their teams with AI agents that accelerate research, automate workflows, and unlock millions in operational savings.

Ducker Carlisle, Houlihan Lokey's industry-focused research and consulting arm, used StackAI to launch a citizen developer program that empowered non-technical teams to build and deploy AI-powered workflows independently — unlocking an estimated $1M in savings by accelerating automation and reducing dependency on engineering resources.