The AI Transformation Platform for Private Equity

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Bootcamp

Become an AI Agent Leader at Carlyle Group

Host the AI Agents 101 Bootcamp at Carlyle Group. We'll come to you!

Bootcamp

Become an AI Agent Leader at Carlyle Group

Host the AI Agents 101 Bootcamp at Carlyle Group. We'll come to you!

Get in Touch

What You'll Learn

We’ll tailor the session to your organization’s priorities, whether it’s automating workflows, accelerating analysis, or exploring new AI use cases. Each Bootcamp combines:

What You'll Learn

We’ll tailor the session to your organization’s priorities, whether it’s automating workflows, accelerating analysis, or exploring new AI use cases. Each Bootcamp combines:

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 Private Equity Deal Sourcing, Portfolio Monitoring, and Investment Memo Generation

Stack AI helps private equity firms like Carlyle Group deploy secure AI agents that automate investment memo generation, streamline deal due diligence across SharePoint and Snowflake, and extract insights from portfolio company filings—all within an enterprise-grade, SOC 2-compliant platform with on-premise deployment and SSO.

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

Templates for private equity deal sourcing, investment memo generation, and portfolio company reporting

Case Studies

Trusted by Leading Private Equity Firms

Private equity and alternative asset management firms trust StackAI to automate due diligence, accelerate deal evaluation, and reduce operational costs with AI agents.

Case Studies

Trusted by Leading Private Equity Firms

Private equity and alternative asset management firms trust StackAI to automate due diligence, accelerate deal evaluation, and reduce operational costs with AI agents.

A leading private equity firm used StackAI to automate its company due diligence process, cutting diligence costs by 80% while accelerating the evaluation of potential investments across documents, financials, and compliance checks.

Workflows used

Due diligence automation.

80% cost reduction in diligence workflows.

AI-powered investment document analysis

cityscape photography of high-rise building

How a Private Equity Firm Cut Diligence Costs by 80%

Use Cases Collection

10+ AI Agents for Wealth Management

Explore 10+ real-world AI agent use cases helping wealth management teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

Use Cases Collection

10+ AI Agents for Wealth Management

Explore 10+ real-world AI agent use cases helping wealth management teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

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