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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 Deal Sourcing, Investment Memo Generation, and Portfolio Operations
StackAI helps global investment firms like KKR deploy secure AI agents that automate investment memo generation, streamline deal due diligence across SharePoint and Snowflake, and give deal teams instant access to portfolio knowledge—all with enterprise-grade governance, SOC 2 compliance, and role-based access controls built for regulated financial environments.
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, cutting diligence costs by 80% and dramatically accelerating the research-intensive workflows behind its deal pipeline.
Workflows used
Due diligence automation.
80% cost reduction in deal pipeline.
AI-powered company research

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.

























