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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 Agentic AI for Multi-Asset Deal Sourcing, Compliance, and Investor Reporting
Stack AI helps alternative asset managers like Ares deploy secure AI agents that connect to internal deal documents, portfolio data, and compliance systems—automating investment memo generation, capital account reconciliation, and investor reporting across credit, private equity, and real estate strategies.
A leading multi-class alternative investment manager used StackAI to deploy AI agents across investment research, compliance, and reporting workflows. This significantly reduced manual effort, accelerated decision-making, and maintained rigorous compliance standards across its diversified portfolio operations.
Workflows used
Investment research and compliance automation.
Multi-asset portfolio reporting
Accelerated decision-making across asset classes
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