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Trusted by
Secure Agentic AI for Concentrated Equity Research and IC Memos
StackAI helps concentrated, high-conviction investment firms like Pershing Square deploy secure AI agents that automate investment memo generation, monitor portfolio company filings and market data, and surface insights from internal research repositories — enabling faster, deeper fundamental analysis with enterprise-grade security and compliance.
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 multi-billion-dollar hedge fund used StackAI to deploy AI agents that enhance client relations workflows and sharpen investment decision-making, enabling faster research analysis and more responsive investor communications.
Workflows used
AI-powered client relations and investment decision-making.
Investor communications and research analysis
Strategic decision support for hedge funds
How a Multi-Billion-Dollar Hedge Fund Uses AI Agents to Enhance Client Relations and Sharpen Decision-Making
integrations
With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.
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