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Secure Agentic AI for M&A Deal Execution, Investment Memo Generation, and Financial Due Diligence

StackAI helps independent investment banks like Moelis deploy secure AI agents that automate investment memo drafting, accelerate deal document analysis, and extract insights from pitch decks, financials, and CIMs—recovering thousands of analyst hours across your deal pipeline.

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

Templates for M&A deal screening, investment memo generation, and financial 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 Investment Banks and Advisory Firms

Leading investment banks, private equity firms, and advisory teams trust StackAI to automate due diligence, accelerate deal execution, and reduce costs with AI agents.

Case Studies

Trusted by Leading Investment Banks and Advisory Firms

Leading investment banks, private equity firms, and advisory teams trust StackAI to automate due diligence, accelerate deal execution, and reduce costs with AI agents.

A leading private equity firm used StackAI to automate its company due diligence process, cutting diligence costs by 80% and enabling deal teams to evaluate targets faster and more efficiently.