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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 Technology Investment Research, IC Memos, and Portfolio Intelligence
StackAI helps technology-focused investment firms like Coatue deploy secure AI agents that automate investment memo generation, surface insights from internal research and portfolio data, monitor market signals in real time, and streamline client relations—all with enterprise-grade governance and seamless integrations into tools like SharePoint, Salesforce, and Snowflake.
A multi-billion-dollar hedge fund used StackAI to deploy AI agents that streamline investment research, sharpen analytical decision-making, and enhance client relations workflows — enabling faster insights and stronger investor engagement.
Workflows used
AI-powered client relations and investment research.
Sharper investment decision-making
Streamlined research workflows
How a Multi-Billion-Dollar Hedge Fund Uses AI Agents to Enhance Client Relations and Sharpen Decision-Making
integrations
With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.
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