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The AI Transformation Platform for Private Equity

The AI Transformation Platform for Private Equity

Trusted by

Bootcamp

Become an AI Agent Leader at Thoma Bravo

Host the AI Agents 101 Bootcamp at Thoma Bravo. We'll come to you!

Bootcamp

Become an AI Agent Leader at Thoma Bravo

Host the AI Agents 101 Bootcamp at Thoma Bravo. We'll come to you!

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.

low-angle photography of building

Secure AI Agents for Portfolio Due Diligence, Deal Execution, and Value Creation

StackAI helps private equity firms like Thoma Bravo deploy secure AI agents that automate deal due diligence, generate investment memos from internal and external data sources, and streamline portfolio company operations—with enterprise-grade governance, SOC 2 compliance, and seamless integrations into SharePoint, Snowflake, and Salesforce.

On-premise deployment
On-premise deployment
Built-in governance and analytics
Built-in governance and analytics
White-glove support from AI experts
White-glove support from AI experts
Templates for portfolio company due diligence, investment memo generation, and deal document processing
Templates for portfolio company due diligence, investment memo generation, and deal document processing

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 Private Equity Firms

Private equity firms trust StackAI to automate due diligence, accelerate deal workflows, and dramatically reduce costs with AI agents.

Case Studies

Trusted by Leading Private Equity Firms

Private equity firms trust StackAI to automate due diligence, accelerate deal workflows, and dramatically reduce costs with AI agents.

A leading private equity firm used StackAI to automate its company due diligence process with AI agents, reducing diligence costs by 80% while accelerating deal evaluation timelines.

Workflows used

Due diligence automation.
80% diligence cost reduction.
AI-powered company analysis.
cityscape photography of high-rise building

How a Private Equity Firm Cut Diligence Costs by 80%

Use Cases Collection

10+ AI Agents Transforming Finance

Explore 25+ real-world AI agent use cases helping finance teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

Use Cases Collection

10+ AI Agents Transforming Finance

Explore 25+ real-world AI agent use cases helping finance teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

integrations

Bring Agentic AI to

Bring Agentic AI to

Thoma Bravo

Thoma Bravo

With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.

our certifications

Enterprise-Grade Security

Don't just take our word for it—StackAI is certified to protect sensitive data, no matter the industry or use case.

our certifications

Enterprise-Grade Security

Don't just take our word for it—StackAI is certified to protect sensitive data, no matter the industry or use case.

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

GDPR

Advanced privacy standards for the protection of personal data.

Europe

002

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

003

ISO 27001

Global excellence in information security management.

global

004