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The AI Transformation Platform for Private Equity

The AI Transformation Platform for Private Equity

Trusted by

Lifemd
Allworth financial
bae systems
exeter
NU bank
Raiffeisen bank international
IBM
YMCA
City of Santa Monica
Granite
Alliad
goodwill
smartasset
EarthLink
DDC
MIT
  • Lifemd
  • Allworth financial
  • bae systems
  • exeter
  • NU bank
  • Raiffeisen bank international
  • IBM
  • goodwill
  • YMCA
  • City of Santa Monica
  • Granite
  • Alliad
  • smartasset
  • EarthLink
  • DDC
  • MIT
  • Lifemd
  • Allworth financial
  • bae systems
  • exeter
  • NU bank
  • Raiffeisen bank international
  • IBM
  • goodwill
  • YMCA
  • City of Santa Monica
  • Granite
  • Alliad
  • smartasset
  • EarthLink
  • DDC
  • MIT

Bootcamp

Become an AI Agent Leader at Hellman & Friedman

Host the AI Agents 101 Bootcamp at Hellman & Friedman. We'll come to you!

Bootcamp

Become an AI Agent Leader at Hellman & Friedman

Host the AI Agents 101 Bootcamp at Hellman & Friedman. We'll come to you!

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.

low-angle photography of building

Secure Agentic AI for Private Equity Deal Sourcing, Due Diligence, and Portfolio Operations

StackAI helps private equity firms like Hellman & Friedman deploy secure AI agents that automate deal due diligence, generate investment memos from internal and external data sources, and streamline portfolio company reporting—with enterprise-grade governance, SOC 2 compliance, and seamless integration into SharePoint, Snowflake, and existing workflows.

On-premise deployment
On-premise deployment
Built-in governance and analytics
Built-in governance and analytics
White-glove support from AI experts
White-glove support from AI experts
Templates for private equity deal sourcing, portfolio company diligence, and investment memo generation
Templates for private equity deal sourcing, portfolio company diligence, and investment memo generation

Case Studies

Trusted by Leading Private Equity Firms

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

Case Studies

Trusted by Leading Private Equity Firms

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

A leading private equity firm used StackAI to automate its company due diligence process with AI agents, streamlining document review, financial analysis, and risk assessment. This resulted in an 80% reduction in diligence costs, enabling faster and more efficient investment evaluations.

Workflows used

Due diligence automation.
80% cost reduction in diligence.
AI-powered document review
cityscape photography of high-rise building

How a Private Equity Firm Cut Diligence Costs by 80%

Use Cases Collection

10+ AI Agents Transforming Finance

Explore 25+ real-world AI agent use cases helping finance teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

Use Cases Collection

10+ AI Agents Transforming Finance

Explore 25+ real-world AI agent use cases helping finance teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

integrations

Bring Agentic AI to Your Enterprise

With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.

integrations

Bring Agentic AI to Your Enterprise

With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.

our certifications

Enterprise-Grade Security

Don't just take our word for it—StackAI is certified to protect sensitive data, no matter the industry or use case.

our certifications

Enterprise-Grade Security

Don't just take our word for it—StackAI is certified to protect sensitive data, no matter the industry or use case.

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

GDPR

Advanced privacy standards for the protection of personal data.

Europe

003

GDPR

Advanced privacy standards for the protection of personal data.

Europe

003

GDPR

Advanced privacy standards for the protection of personal data.

Europe

003

GDPR

Advanced privacy standards for the protection of personal data.

Europe

003

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

002

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

002

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

002

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

002

ISO 27001

Global excellence in information security management.

global

004

ISO 27001

Global excellence in information security management.

global

004

ISO 27001

Global excellence in information security management.

global

004

ISO 27001

Global excellence in information security management.

global

004