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The AI Transformation Platform for Investment Banking Advisory
The AI Transformation Platform for Investment Banking Advisory
Trusted by
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
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 M&A deal screening, investment memo generation, and financial due diligence
Templates for M&A deal screening, investment memo generation, and financial due diligence
Governance
Multi-Layer Governance
Governance on StackAI ensures that AI agents are built and deployed safely, so enterprises can scale their AI initiatives with confidence.
Governance
Multi-Layer Governance
Governance on StackAI ensures that AI agents are built and deployed safely, so enterprises can scale their AI initiatives with confidence.
Governance
Multi-Layer Governance
Governance on StackAI ensures that AI agents are built and deployed safely, so enterprises can scale their AI initiatives with confidence.
Agentic Workflows
Go from time-consuming process to working agents in minutes
Deploy Anywhere
Multi-tenant, VPC, on-premise
Security and Governance
Feature controls, audit logs, and more
Human in the Loop
Integrate human oversight into cricial decision points
LLM Agnostic
Deploy the best-performing model for every specific task
Agentic Development Life Cycle
Keeping enterprises in control with SDLC for the AI era
White-Glove Experience
Dedicated support from AI experts
Agentic Workflows
Go from time-consuming process to working agents in minutes
Deploy Anywhere
Multi-tenant, VPC, on-premise
Security and Governance
Feature controls, audit logs, and more
Human in the Loop
Integrate human oversight into cricial decision points
LLM Agnostic
Deploy the best-performing model for every specific task
Agentic Development Life Cycle
Keeping enterprises in control with SDLC for the AI era
White-Glove Experience
Dedicated support from AI experts
Agentic Workflows
Go from time-consuming process to working agents in minutes
Deploy Anywhere
Multi-tenant, VPC, on-premise
Security and Governance
Feature controls, audit logs, and more
Human in the Loop
Integrate human oversight into cricial decision points
LLM Agnostic
Deploy the best-performing model for every specific task
Agentic Development Life Cycle
Keeping enterprises in control with SDLC for the AI era
White-Glove Experience
Dedicated support from AI experts
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.
Workflows used
Due diligence automation.
80% cost reduction in deal workflows.
Faster transaction execution.
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
Bring Agentic AI to
Moelis & Company
Moelis & Company
With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.
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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
GDPR
Advanced privacy standards for the protection of personal data.
Europe
002
SOC 2 Type II
Verified security practices for enterprise-grade data protection.
SECURITY
003
ISO 27001
Global excellence in information security management.
global
004
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
GDPR
Advanced privacy standards for the protection of personal data.
Europe
002
SOC 2 Type II
Verified security practices for enterprise-grade data protection.
SECURITY
003
ISO 27001
Global excellence in information security management.
global
004
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
GDPR
Advanced privacy standards for the protection of personal data.
Europe
002
SOC 2 Type II
Verified security practices for enterprise-grade data protection.
SECURITY
003
ISO 27001
Global excellence in information security management.
global
004
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
GDPR
Advanced privacy standards for the protection of personal data.
Europe
002
SOC 2 Type II
Verified security practices for enterprise-grade data protection.
SECURITY
003
ISO 27001
Global excellence in information security management.
global
004
©2026 StackAI. All rights reserved
Made by PhDs at
Made by PhDs at
©2026 StackAI. All rights reserved
Made by PhDs at
©2026 StackAI. All rights reserved