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Secure Agentic AI for Portfolio Research, Deal Sourcing, and Investor Reporting
StackAI helps investment firms like Tiger Global deploy secure AI agents that connect to internal research systems, automate portfolio company due diligence, generate investment committee memos, and streamline reporting workflows—with enterprise-grade governance trusted by leading hedge funds and asset managers.
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, streamlining research and analytical processes across the firm.
Workflows used
AI-powered client relations and investment decision-making.
Streamlined investment research and analytics
Enterprise-grade security for financial data

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.


























