The AI Transformation Platform for Investment Banking Advisory

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Bootcamp

Become an AI Agent Leader at Moelis & Company

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

Bootcamp

Become an AI Agent Leader at Moelis & Company

Host the AI Agents 101 Bootcamp at Moelis & Company. 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 M&A Deal Execution, Investment Memo Generation, and Financial Due Diligence

StackAI helps independent investment banks like Moelis deploy secure AI agents that automate investment memo drafting, accelerate deal document analysis, and extract insights from pitch decks, financials, and CIMs—recovering thousands of analyst hours across your deal pipeline.

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

Templates for M&A deal screening, investment memo generation, and financial due diligence

Case Studies

Trusted by Leading Investment Banks and Advisory Firms

Leading investment banks, private equity firms, and advisory teams trust StackAI to automate due diligence, accelerate deal execution, and reduce costs with AI agents.

Case Studies

Trusted by Leading Investment Banks and Advisory Firms

Leading investment banks, private equity firms, and advisory teams trust StackAI to automate due diligence, accelerate deal execution, and reduce costs with AI agents.

A leading private equity firm used StackAI to automate its company due diligence process, cutting diligence costs by 80% and enabling deal teams to evaluate targets faster and more efficiently.