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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 Execution, IC Memos, and Advisory Workflows
Stack AI helps investment banks like Perella Weinberg Partners deploy secure AI agents that automate investment memo generation, streamline deal research across SharePoint and internal data rooms, and accelerate due diligence workflows—so advisory teams can focus on client relationships and strategic execution.
A multi-billion-dollar investment fund used StackAI to deploy AI agents that streamline research, enhance client communications, and support sharper, data-driven investment decision-making across the firm.
Workflows used
AI-powered client relations and investment research.
Data-driven investment decision-making
Automated research synthesis for client communications
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