AI-Powered Automation for Private Equity

Transform KKR with Agentic AI

Transform KKR with Agentic AI

StackAI helps private equity leaders automate deal sourcing workflows, generate investment memos, and extract insights from financial documents, while maintaining the enterprise-grade security and governance controls that institutional investors demand.

Trusted by

  • Lifemd
  • Allworth financial
  • bae systems
  • exeter
  • NU bank
  • Raiffeisen bank international
  • IBM
  • goodwill
  • YMCA
  • City of Santa Monica
  • Granite
  • Alliad
  • smartasset
  • EarthLink
  • DDC
  • MIT
  • Lifemd
  • Allworth financial
  • bae systems
  • exeter
  • NU bank
  • Raiffeisen bank international
  • IBM
  • goodwill
  • YMCA
  • City of Santa Monica
  • Granite
  • Alliad
  • smartasset
  • EarthLink
  • DDC
  • MIT
  • Lifemd
  • Allworth financial
  • bae systems
  • exeter
  • NU bank
  • Raiffeisen bank international
  • IBM
  • goodwill
  • YMCA
  • City of Santa Monica
  • Granite
  • Alliad
  • smartasset
  • EarthLink
  • DDC
  • MIT

Enterprise AI Agents for KKR's Deal Teams

StackAI helps private equity and investment management leaders automate deal sourcing research, investment memo generation, and portfolio monitoring—securely connecting to internal knowledge bases and financial systems, with the enterprise-grade governance that institutional investors require.

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 IC memos, deal research, and more
Templates for IC memos, deal research, and more

Talk to an AI Expert

See Enterprise AI Agents in Action

Book a demo to get industry-tailored use cases, custom strategies to scale AI adoption across your enterprise, and a roadmap for safe, auditable deployment.

SOC 2 Type II, GDPR, and HIPAA compliance

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

  • Lifemd
  • Allworth financial
  • bae systems
  • exeter
  • NU bank
  • Raiffeisen bank international
  • IBM
  • goodwill
  • YMCA
  • City of Santa Monica
  • Granite
  • Alliad
  • smartasset
  • EarthLink
  • DDC
  • MIT

Talk to an AI Expert

See Enterprise AI Agents in Action

Book a demo to get industry-tailored use cases, custom strategies to scale AI adoption across your enterprise, and a roadmap for safe, auditable deployment.

SOC 2 Type II, GDPR, and HIPAA compliance

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

  • Lifemd
  • Allworth financial
  • bae systems
  • exeter
  • NU bank
  • Raiffeisen bank international
  • IBM
  • goodwill
  • YMCA
  • City of Santa Monica
  • Granite
  • Alliad
  • smartasset
  • EarthLink
  • DDC
  • MIT

Talk to an AI Expert

See Enterprise AI Agents in Action

Book a demo to get industry-tailored use cases, custom strategies to scale AI adoption across your enterprise, and a roadmap for safe, auditable deployment.

Case Studies

Trusted by Leading Global Investment Firms

From hedge funds and private equity firms to asset managers and private lenders, leading investment organizations trust StackAI to accelerate due diligence, streamline compliance, and sharpen decision-making with AI agents. Explore how top financial institutions drive efficiency and ROI at scale.

Case Studies

Trusted by Leading Global Investment Firms

From hedge funds and private equity firms to asset managers and private lenders, leading investment organizations trust StackAI to accelerate due diligence, streamline compliance, and sharpen decision-making with AI agents. Explore how top financial institutions drive efficiency and ROI at scale.

Leading global investment firms use Stack AI to deploy agentic AI across deal sourcing, due diligence, and portfolio operations—accelerating research, streamlining compliance, and empowering teams to make faster, more informed decisions at scale.

Workflows used

Investment due diligence automation.
Portfolio company reporting
Deal prep acceleration

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.

Platform

Build AI Agents to Accelerate Deal Sourcing and Due Diligence at KKR

Empower KKR's investment teams with AI agents that automate document analysis, extract key insights from financial data rooms, and streamline due diligence workflows—enabling faster, more informed decision-making across every stage of the deal lifecycle.

Platform

Build AI Agents to Accelerate Deal Sourcing and Due Diligence at KKR

Empower KKR's investment teams with AI agents that automate document analysis, extract key insights from financial data rooms, and streamline due diligence workflows—enabling faster, more informed decision-making across every stage of the deal lifecycle.

Workflows

Interfaces

Integrations

On-Premise

Security

Support

Workflows

Interfaces

Integrations

On-Premise

Security

Support

Workflows

Interfaces

Integrations

On-Premise

Security

Support

Workflows

Interfaces

Integrations

On-Premise

Security

Support

integrations

Bring Agentic AI to Your Enterprise

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

integrations

Bring Agentic AI to Your Enterprise

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

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

GDPR

Advanced privacy standards for the protection of personal data.

Europe

003

GDPR

Advanced privacy standards for the protection of personal data.

Europe

003

GDPR

Advanced privacy standards for the protection of personal data.

Europe

003

GDPR

Advanced privacy standards for the protection of personal data.

Europe

003

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

002

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

002

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

002

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

002

ISO 27001

Global excellence in information security management.

global

004

ISO 27001

Global excellence in information security management.

global

004

ISO 27001

Global excellence in information security management.

global

004

ISO 27001

Global excellence in information security management.

global

004

FAQ

Frequently Asked Questions

About AI Agents and the Enterprise AI Platform

FAQ

Frequently Asked Questions

About AI Agents and the Enterprise AI Platform

What exactly are AI agents, and how do they work?

Do I need technical skills or coding knowledge to use StackAI?

Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?

Is StackAI secure enough for sensitive data?

How and where is our data stored when using StackAI?

What kind of support does StackAI provide during onboarding and deployment?

What exactly are AI agents, and how do they work?

Do I need technical skills or coding knowledge to use StackAI?

Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?

Is StackAI secure enough for sensitive data?

How and where is our data stored when using StackAI?

What kind of support does StackAI provide during onboarding and deployment?

What exactly are AI agents, and how do they work?

Do I need technical skills or coding knowledge to use StackAI?

Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?

Is StackAI secure enough for sensitive data?

How and where is our data stored when using StackAI?

What kind of support does StackAI provide during onboarding and deployment?

Get started

Let's Build Agentic AI Solutions for KKR, Together

Book a demo to see how AI agents can help KKR streamline deal sourcing, automate due diligence workflows, and extract critical insights from complex financial documents—faster and with greater precision.

Get started

Let's Build Agentic AI Solutions for KKR, Together

Book a demo to see how AI agents can help KKR streamline deal sourcing, automate due diligence workflows, and extract critical insights from complex financial documents—faster and with greater precision.

Get started

Let's Build Agentic AI Solutions for KKR, Together

Book a demo to see how AI agents can help KKR streamline deal sourcing, automate due diligence workflows, and extract critical insights from complex financial documents—faster and with greater precision.