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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 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.
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, reducing diligence costs by 80% while accelerating deal evaluation timelines.
Workflows used
Due diligence automation.
80% diligence cost reduction.
AI-powered company analysis.

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.

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









