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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 Investment Research, Deal Diligence, and Portfolio Reporting
StackAI helps global alternative asset managers like Brookfield deploy secure AI agents that automate investment memo generation, summarize operating memorandums across real estate and infrastructure portfolios, streamline multi-asset class research, and enforce compliance — all connecting directly to internal systems like SharePoint and Snowflake.
A multi-class asset management fund used StackAI to deploy AI agents that automate research, compliance, and reporting workflows across diverse asset classes — enabling faster decision-making and more efficient operations at scale.
Workflows used
Research, compliance, and reporting automation.
Multi-asset class portfolio operations
Faster decision-making at scale




























