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Bootcamp

Become an AI Agent Leader at Perella Weinberg Partners

Host the AI Agents 101 Bootcamp at Perella Weinberg Partners. We'll come to you!

Bootcamp

Become an AI Agent Leader at Perella Weinberg Partners

Host the AI Agents 101 Bootcamp at Perella Weinberg Partners. 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 M&A Deal Execution, IC Memos, and Advisory Workflows

StackAI helps investment banks like Perella Weinberg Partners deploy secure AI agents that automate investment memo generation, streamline deal research across SharePoint and internal data rooms, and accelerate due diligence workflows—so advisory teams can focus on client relationships and strategic execution.

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

Templates for investment banking deal memos, M&A due diligence, and advisory research

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 asset management leaders trust StackAI to enhance client relations, streamline research, and sharpen investment decision-making with AI agents.

Case Studies

Trusted by Leading Financial Advisory Firms

Financial advisory and asset management leaders trust StackAI to enhance client relations, streamline research, and sharpen investment decision-making with AI agents.

A multi-billion-dollar investment fund used StackAI to deploy AI agents that streamline research, enhance client communications, and support sharper, data-driven investment decision-making across the firm.