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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 Value Investing Research, IC Memo Generation, and Portfolio Analytics
StackAI helps value-oriented investment firms like Baupost Group deploy secure AI agents that connect to internal research repositories and document stores, automate investment committee memo generation, and accelerate due diligence workflows—all with enterprise-grade security, role-based access controls, and full auditability.
A multi-billion-dollar hedge fund used StackAI to deploy AI agents that streamline investment research, surface insights faster, and enhance client relations workflows — enabling sharper, data-driven decision-making across the firm.
Workflows used
AI-powered investment research and client relations.
Data-driven investment decision-making
Streamlined research insight surfacing




























