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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 M&A Deal Analysis and Investment Memos
StackAI helps investment banks like Centerview Partners deploy secure AI agents that automate investment memo drafting, accelerate deal document analysis, and synthesize financials, pitch decks, and market research—freeing advisory teams to focus on high-value strategic counsel.
A multi-billion-dollar hedge fund deployed AI agents with StackAI to streamline research workflows, surface critical insights faster, and strengthen client interactions — enhancing both decision-making precision and client relations across the firm.
Workflows used
AI-powered client intelligence and research.
Enhanced decision-making for client relations
Streamlined research workflows
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