AI Transformation for Private Equity.
Built for Decisions That Matter.
StackAI is proud to partner with Syntari to deliver decision-grade intelligence that accelerates EBITDA impact across deal sourcing, diligence, and portfolio value creation — faster, safer, and at scale.
Deal and Portfolio Intelligence
Operational Leverage at Scale
IC and LP Enablement
Deal and Portfolio Intelligence
Operational Leverage at Scale
IC and LP Enablement
Deal and Portfolio Intelligence
Operational Leverage at Scale
IC and LP Enablement
AI Transformation for Private Equity.
Built for Decisions That Matter.
StackAI is proud to partner with Syntari to deliver decision-grade intelligence that accelerates EBITDA impact across deal sourcing, diligence, and portfolio value creation — faster, safer, and at scale.
AI for PE Executive Bootcamp and Dinner
Where private equity leaders turn AI into operating leverage. Learn how firms move from AI experimentation to decision-grade execution across deal sourcing, diligence, and portfolio operations.
What You'll Learn
This session is designed to help private equity leaders move from AI experimentation to firm- wide execution. Designed to your organizations priorities, the bootcamp combines strategic clarity, hands-on configuration, and live workflow builds, all grounded in real PE use cases.
AI Readiness, Governance, and the PE AI Maturity Model
Understand where your firm sits on the PE AI maturity curve and how leading funds advance responsibly. Learn how governance, guardrails, and operating models are evolving as AI becomes a core value creation lever. Leave with a clear definition of what “good” looks like at each stage and how LP expectations are shifting.
Prompting, Personalization, and Guardrails for Workflows
Configure AI the right way for private equity use cases. Apply prompting, personalization, and safety guardrails across sourcing, diligence, portfolio monitoring, and reporting. Build reusable prompt packs and configurations ready for immediate deployment.
Multi-Agent Workflows Built Live
See how AI agents work together across systems to automate analysis and deliver decision-ready outputs. Watch real workflows built live, including CIM analysis, portfolio KPI synthesis, and board-ready narratives. Take away workflows you can adapt and use in real operating environments.
A 90-Day Roadmap for Portfolio-Level Adoption
Leave with a practical roadmap for the next 90 days, including use case prioritization, workflow clustering, governance design, and rollout across portfolio companies.
AI for PE Executive Bootcamp and Dinner
Where private equity leaders turn AI into operating leverage. Learn how firms move from AI experimentation to decision-grade execution across deal sourcing, diligence, and portfolio operations.
What You'll Learn
This session is designed to help private equity leaders move from AI experimentation to firm- wide execution. Designed to your organizations priorities, the bootcamp combines strategic clarity, hands-on configuration, and live workflow builds, all grounded in real PE use cases.
AI Readiness, Governance, and the PE AI Maturity Model
Understand where your firm sits on the PE AI maturity curve and how leading funds advance responsibly. Learn how governance, guardrails, and operating models are evolving as AI becomes a core value creation lever. Leave with a clear definition of what “good” looks like at each stage and how LP expectations are shifting.
Prompting, Personalization, and Guardrails for Workflows
Configure AI the right way for private equity use cases. Apply prompting, personalization, and safety guardrails across sourcing, diligence, portfolio monitoring, and reporting. Build reusable prompt packs and configurations ready for immediate deployment.
Multi-Agent Workflows Built Live
See how AI agents work together across systems to automate analysis and deliver decision-ready outputs. Watch real workflows built live, including CIM analysis, portfolio KPI synthesis, and board-ready narratives. Take away workflows you can adapt and use in real operating environments.
A 90-Day Roadmap for Portfolio-Level Adoption
Leave with a practical roadmap for the next 90 days, including use case prioritization, workflow clustering, governance design, and rollout across portfolio companies.
Secure AI, Operationalized for Private Equity
Syntari helps private equity firms deploy AI as an operating advantage across deal sourcing, diligence, and portfolio value creation. We combine strategy, execution, and governance to move firms from experimentation to decision-grade performance in weeks.
Strategy & Value Mapping: Identify high-impact use cases tied to EBITDA and execution velocity
Strategy & Value Mapping: Identify high-impact use cases tied to EBITDA and execution velocity
Strategy & Value Mapping: Identify high-impact use cases tied to EBITDA and execution velocity
Strategy & Value Mapping: Identify high-impact use cases tied to EBITDA and execution velocity
Workflow Implementation: Deploy secure, production-ready AI across core PE workflows
Workflow Implementation: Deploy secure, production-ready AI across core PE workflows
Workflow Implementation: Deploy secure, production-ready AI across core PE workflows
Workflow Implementation: Deploy secure, production-ready AI across core PE workflows
Change Enablement: Drive adoption with governance, guardrails, and operating rigor
Change Enablement: Drive adoption with governance, guardrails, and operating rigor
Change Enablement: Drive adoption with governance, guardrails, and operating rigor
Change Enablement: Drive adoption with governance, guardrails, and operating rigor
Ongoing Optimization: Continuously refine performance as portfolios and models evolve
Ongoing Optimization: Continuously refine performance as portfolios and models evolve
Ongoing Optimization: Continuously refine performance as portfolios and models evolve
Ongoing Optimization: Continuously refine performance as portfolios and models evolve
OFFICIAL GUIDE
PE Guide to AI Transformation
In 2026, the firms capturing outsized returns with AI share common characteristics: unified portfolio operating systems, AI-native operating partners, robust governance frameworks, and strategic focus over scattered experimentation. Learning from these successful deployments, this whitepaper provides a practical, step-by-step playbook to help PE firms move from AI experimentation to production at scale—safely and with measurable ROI.
OFFICIAL GUIDE
PE Guide to AI Transformation
In 2026, the firms capturing outsized returns with AI share common characteristics: unified portfolio operating systems, AI-native operating partners, robust governance frameworks, and strategic focus over scattered experimentation. Learning from these successful deployments, this whitepaper provides a practical, step-by-step playbook to help PE firms move from AI experimentation to production at scale—safely and with measurable ROI.
OFFICIAL GUIDE
PE Guide to AI Transformation
In 2026, the firms capturing outsized returns with AI share common characteristics: unified portfolio operating systems, AI-native operating partners, robust governance frameworks, and strategic focus over scattered experimentation. Learning from these successful deployments, this whitepaper provides a practical, step-by-step playbook to help PE firms move from AI experimentation to production at scale—safely and with measurable ROI.
Case Studies
Trusted by Leading Private Equity Firms
A private equity firm partnered with StackAI and Syntari to deploy AI agents across deal sourcing, diligence, and portfolio performance workflows. By embedding AI agents directly into existing investment workflows, the firm transformed how decisions were made — from early deal screening through IC approval and into ongoing portfolio execution.
Case Studies
Trusted by Leading Private Equity Firms
A private equity firm partnered with StackAI and Syntari to deploy AI agents across deal sourcing, diligence, and portfolio performance workflows. By embedding AI agents directly into existing investment workflows, the firm transformed how decisions were made — from early deal screening through IC approval and into ongoing portfolio execution.
Case Studies
Trusted by Leading Private Equity Firms
A private equity firm partnered with StackAI and Syntari to deploy AI agents across deal sourcing, diligence, and portfolio performance workflows. By embedding AI agents directly into existing investment workflows, the firm transformed how decisions were made — from early deal screening through IC approval and into ongoing portfolio execution.
AI agents resulted in faster conviction, clearer prioritization of value levers, and stronger data-backed narratives.
Impact
3–5× faster deal evaluation and diligence cycles
Clearer, defensible IC decisions with reduced ambiguity
Scaled insight without adding headcount
How a Private Equity Firm Accelerated Deal Decisions and Portfolio Performance with AI Agents
How a Private Equity Firm Accelerated Deal Decisions and Portfolio Performance with AI Agents
How a Private Equity Firm Accelerated Deal Decisions and Portfolio Performance with AI Agents
How a Private Equity Firm Accelerated Deal Decisions and Portfolio Performance with AI Agents
Deal Sourcing and CIM Intelligence
Results:
AI agents automatically ingest CIMs, surface growth drivers and margin assumptions, and flag early risks, enabling faster pursue-or-pass decisions.
Diligence Acceleration
Results:
Agents pressure-test management claims against internal data and benchmarks, identifying cost leakage, execution risk, and upside scenarios in days rather than weeks.
Portfolio Performance & IC Readiness
Results:
Continuous monitoring of KPIs against the original IC case highlights drift, value leakage, andexecution gaps, supporting stronger IC updates and exit narratives.
Platform
The Agentic AI Platform for Private Equity
Supercharge screening, deal velocity, and portfolio operations with AI agents that analyze data, ensure accuracy, and act securely.
Platform
The Agentic AI Platform for Private Equity
Supercharge screening, deal velocity, and portfolio operations with AI agents that analyze data, ensure accuracy, and act securely.
Platform
The Agentic AI Platform for Private Equity
Supercharge screening, deal velocity, and portfolio operations with AI agents that analyze data, ensure accuracy, and act securely.
Workflows
Interfaces
Integrations
On-Premise
Security
Support
Workflows
Interfaces
Integrations
On-Premise
Security
Support
Features
StackAI in Action
Discover how AI agents transform unstructured data into structured insights through extraction, retrieval, and generation.
Features
StackAI in Action
Discover how AI agents transform unstructured data into structured insights through extraction, retrieval, and generation.
Features
StackAI in Action
Discover how AI agents transform unstructured data into structured insights through extraction, retrieval, and generation.
Data Extraction
Pull structured data from unstructured sources—PDFs, scans, forms, and more—with built-in Optical Character Recognition.
Knowledge Retrieval
Ask questions and instantly get cited answers from your knowledge base with one-click Retrieval-Augmented Generation.
Document Generation
Get polished, stakeholder-ready documents in minutes. Save to Google Docs, Microsoft Word, and more.
Data Extraction
Pull structured data from unstructured sources—PDFs, scans, forms, and more—with built-in Optical Character Recognition.
Knowledge Retrieval
Ask questions and instantly get cited answers from your knowledge base with one-click Retrieval-Augmented Generation.
Document Generation
Get polished, stakeholder-ready documents in minutes. Save to Google Docs, Microsoft Word, and more.
Data Extraction
Pull structured data from unstructured sources—PDFs, scans, forms, and more—with built-in Optical Character Recognition.
Knowledge Retrieval
Ask questions and instantly get cited answers from your knowledge base with one-click Retrieval-Augmented Generation.
Document Generation
Get polished, stakeholder-ready documents in minutes. Save to Google Docs, Microsoft Word, and more.
Data Extraction
Pull structured data from unstructured sources—PDFs, scans, forms, and more—with built-in Optical Character Recognition.
Knowledge Retrieval
Ask questions and instantly get cited answers from your knowledge base with one-click Retrieval-Augmented Generation.
Document Generation
Get polished, stakeholder-ready documents in minutes. Save to Google Docs, Microsoft Word, and more.
integrations
Bring Agentic AI to Your Firm
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 Firm
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 Firm
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
We protect sensitive medical data through secure processing, adhering to HIPAA compliance for data confidentiality.
Healthcare
001
HIPAA
We protect sensitive medical data through secure processing, adhering to HIPAA compliance for data confidentiality.
Healthcare
001
HIPAA
We protect sensitive medical data through secure processing, adhering to HIPAA compliance for data confidentiality.
Healthcare
001
HIPAA
We protect sensitive medical data through secure processing, adhering to HIPAA compliance for data confidentiality.
Healthcare
001
SOC 2 Type II
We adhere to rigorous standards in areas such as information processing, data retention, and access control.
SECURITY
002
SOC 2 Type II
We adhere to rigorous standards in areas such as information processing, data retention, and access control.
SECURITY
002
SOC 2 Type II
We adhere to rigorous standards in areas such as information processing, data retention, and access control.
SECURITY
002
SOC 2 Type II
We adhere to rigorous standards in areas such as information processing, data retention, and access control.
SECURITY
002
GDPR
We guard data by ensuring secure processing and providing mechanisms to exercise your rights under GDPR.
Europe
003
GDPR
We guard data by ensuring secure processing and providing mechanisms to exercise your rights under GDPR.
Europe
003
GDPR
We guard data by ensuring secure processing and providing mechanisms to exercise your rights under GDPR.
Europe
003
GDPR
We guard data by ensuring secure processing and providing mechanisms to exercise your rights under GDPR.
Europe
003
FAQ
Frequently Asked Questions
About AI Agents and the Enterprise AI Platform
FAQ
Frequently Asked Questions
About AI Agents and the Enterprise AI Platform
What exactly are AI agents, and how do they work?
Do I need technical skills or coding knowledge to use StackAI?
Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?
Is StackAI secure enough for sensitive data?
How and where is our data stored when using StackAI?
What kind of support does StackAI provide during onboarding and deployment?
What exactly are AI agents, and how do they work?
Do I need technical skills or coding knowledge to use StackAI?
Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?
Is StackAI secure enough for sensitive data?
How and where is our data stored when using StackAI?
What kind of support does StackAI provide during onboarding and deployment?
What exactly are AI agents, and how do they work?
Do I need technical skills or coding knowledge to use StackAI?
Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?
Is StackAI secure enough for sensitive data?
How and where is our data stored when using StackAI?
What kind of support does StackAI provide during onboarding and deployment?
What exactly are AI agents, and how do they work?
Do I need technical skills or coding knowledge to use StackAI?
Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?
Is StackAI secure enough for sensitive data?
How and where is our data stored when using StackAI?
What kind of support does StackAI provide during onboarding and deployment?
Get started
Let’s Build AI Agents for PE, Together
Book a demo to see how AI agents can help your team process unstructured documents and perform complex analysis faster and more accurately.
Get started
Let’s Build AI Agents for PE, Together
Book a demo to see how AI agents can help your team process unstructured documents and perform complex analysis faster and more accurately.
Get started
Let’s Build AI Agents for PE, Together
Book a demo to see how AI agents can help your team process unstructured documents and perform complex analysis faster and more accurately.
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Solutions
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Join the newsletter and get AI news, resource for real-world use cases, AI agent tutorials, and more.
Solutions
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Join the newsletter and get AI news, resource for real-world use cases, AI agent tutorials, and more.
Solutions
©2025 StackAI. All rights reserved
Made by PhDs at
Join the newsletter and get AI news, resource for real-world use cases, AI agent tutorials, and more.
Solutions
©2025 StackAI. All rights reserved
Made by PhDs at