Enterprise-Grade AI for Private Equity and Portfolio Value Creation

The Agentic AI Platform for Private Equity

StackAI helps private equity teams accelerate diligence and IC workflows—summarizing deal documents, generating investment memos with citations, and automating portfolio reporting—while maintaining enterprise security, governance, and operational control.

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Deal and Portfolio Intelligence

Operational Leverage at Scale

IC and LP Enablement

Trusted by

Agentic AI for Private Equity Deal Execution and Value Creation

StackAI equips private equity teams with agentic AI that ingests deal docs, models, notes, and research to accelerate diligence and IC memos, streamline execution workflows, and power portfolio reporting—integrated with your systems and governed with enterprise-grade security and access controls.

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

IC memos, diligence checklists, and portfolio reporting templates

Talk to an AI Expert

Enterprise AI with the fastest time to value.

Most enterprise AI projects stall in pilot. See why teams at BAE Systems, LifeMD, and NuBank build and deploy in weeks, not months.

SOC 2 Type II, GDPR, and HIPAA compliance

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

Talk to an AI Expert

Enterprise AI with the fastest time to value.

Most enterprise AI projects stall in pilot. See why teams at BAE Systems, LifeMD, and NuBank build and deploy in weeks, not months.

SOC 2 Type II, GDPR, and HIPAA compliance

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

Talk to an AI Expert

Enterprise AI with the fastest time to value.

Most enterprise AI projects stall in pilot. See why teams at BAE Systems, LifeMD, and NuBank build and deploy in weeks, not months.

Case Studies

Trusted by Leading Private Equity Teams

Private equity teams use StackAI to deploy AI agents that accelerate diligence, automate document-heavy workflows, and turn fragmented data into deal-ready insights—so you can evaluate opportunities faster and with greater confidence.

Case Studies

Trusted by Leading Private Equity Teams

A private equity firm used StackAI to automate company due diligence with AI agents, turning document-heavy analysis into faster, repeatable workflows. The result was an 80% reduction in diligence costs and quicker deal evaluation.

Workflows used

Due diligence automation

Deal prep automation

Diligence cost reduction

PE Firm Cuts Diligence Costs by 80%

The PE Guide to AI Transformation

The PE Guide to AI Transformation

The PE Guide to AI Transformation

Use Cases Collection

AI Agents for PE

This whitepaper provides a practical, step-by-step playbook to help PE firms move from AI experimentation to production at scale—safely and with measurable ROI.

Use Cases Collection

AI Agents for PE

This whitepaper provides a practical, step-by-step playbook to help PE firms move from AI experimentation to production at scale—safely and with measurable ROI.

Download Now

Platform

Build AI Agents for Private Equity Teams

Streamline deal sourcing, due diligence, and portfolio monitoring with secure AI agents that extract insights from data rooms, summarize filings and memos, and deliver real-time updates across your tools.

Platform

Build AI Agents for Private Equity Teams

Get a Demo

Try It Now

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

002

GDPR

Advanced privacy standards for the protection of personal data.

Europe

002

GDPR

Advanced privacy standards for the protection of personal data.

Europe

002

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

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

003

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

003

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

003

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

Dale Ward
Chief AI and innovation officer
“The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”
Marcela Deitrich
SVP of Operations and Customer Service
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”
Fabien Cros
Chief data and ai officer
“We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”
Stefan Galluppi
Chief information officer
“We’ve used StackAI to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”
Brian Hayt
Senior Director of Innovation Platforms
“StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Doug Williams
gen ai lead
“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”
Dale Ward
Chief AI and innovation officer
“The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”
Marcela Deitrich
SVP of Operations and Customer Service
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”
Fabien Cros
Chief data and ai officer
“We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”
Stefan Galluppi
Chief information officer
“We’ve used StackAI to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”
Brian Hayt
Senior Director of Innovation Platforms
“StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Doug Williams
gen ai lead
“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”

Dale Ward
Chief AI and innovation officer
“The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”
Marcela Deitrich
SVP of Operations and Customer Service
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”
Fabien Cros
Chief data and ai officer
“We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”
Stefan Galluppi
Chief information officer
“We’ve used StackAI to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”
Brian Hayt
Senior Director of Innovation Platforms
“StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Doug Williams
gen ai lead
“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”
Dale Ward
Chief AI and innovation officer
“The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”
Marcela Deitrich
SVP of Operations and Customer Service
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”
Fabien Cros
Chief data and ai officer
“We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”
Stefan Galluppi
Chief information officer
“We’ve used StackAI to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”
Brian Hayt
Senior Director of Innovation Platforms
“StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Doug Williams
gen ai lead
“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”

Dale Ward
Chief AI and innovation officer
“The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”
Marcela Deitrich
SVP of Operations and Customer Service
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”
Fabien Cros
Chief data and ai officer
“We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”
Stefan Galluppi
Chief information officer
“We’ve used StackAI to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”
Brian Hayt
Senior Director of Innovation Platforms
“StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Doug Williams
gen ai lead
“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”
Dale Ward
Chief AI and innovation officer
“The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”
Marcela Deitrich
SVP of Operations and Customer Service
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”
Fabien Cros
Chief data and ai officer
“We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”
Stefan Galluppi
Chief information officer
“We’ve used StackAI to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”
Brian Hayt
Senior Director of Innovation Platforms
“StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Doug Williams
gen ai lead
“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”

Dale Ward
Chief AI and innovation officer
“The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”
Marcela Deitrich
SVP of Operations and Customer Service
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”
Fabien Cros
Chief data and ai officer
“We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”
Stefan Galluppi
Chief information officer
“We’ve used StackAI to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”
Brian Hayt
Senior Director of Innovation Platforms
“StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Doug Williams
gen ai lead
“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”

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 for Private Equity, Together

Book a demo to see how agentic AI can help private equity teams streamline deal sourcing and diligence, extract insights from unstructured data, and accelerate portfolio monitoring with greater speed and accuracy.

Book a Demo