Powering AI Transformation
for Private Equity
StackAI is proud to partner with Syntari, a consulting firm empowering PE firms to be fully AI-enabled by increasing insight velocity, strengthening investment decisions, accelerating portfolio value creation, and driving EBITDA across funds.
Daily CRM Insights
Seamless LP Communications
Instant IC Memo Retrieval
Daily CRM Insights
Seamless LP Communications
Instant IC Memo Retrieval
Powering AI Transformation
for Private Equity
StackAI is proud to partner with Syntari, a consulting firm empowering PE firms to be fully AI-enabled by increasing insight velocity, strengthening investment decisions, accelerating portfolio value creation, and driving EBITDA across funds.
AI for PE Bootcamp
Learn how PE firms are deploying AI, how to prioritize and develop use cases, and how to build your own AI agent—no code necessary. Space is limited!
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.
AI for PE Bootcamp
Learn how PE firms are deploying AI, how to prioritize and develop use cases, and how to build your own AI agent—no code necessary. Space is limited!
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.
Deploying Secure AI for Private Equity
Syntari Advisory Services deliver insights, strategy, and execution in weeks– not months and years. They offer comprehensive support across the full AI lifecycle—from identifying high-ROI use cases to implementing workflows, enabling teams, and optimizing outcomes over time.
Strategy & Value Mapping
Strategy & Value Mapping
Strategy & Value Mapping
Implementation
Implementation
Implementation
Change Management
Change Management
Change Management
Ongoing Advisory & Optimization
Ongoing Advisory & Optimization
Ongoing Advisory & Optimization
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.
Platform
StackAI: 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
StackAI: 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
StackAI: 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
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.
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
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
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?
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.
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
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