Workflow brief
Structured evaluation and diligence
Turn messy inputs into a defensible decision packet. Stacksona helps teams assemble evidence packs, draft IC-ready memos, and preserve a review trail showing what was used, what changed, and what was approved. Commonly used for investment review, underwriting, and credit decisions.
AI is entering diligence workflows, but governance has not caught up
Investment teams are using AI to accelerate research and synthesis. These workflows require oversight, documented reasoning, and evidence of what was reviewed and approved. Without structured controls, AI output becomes hard to trust and hard to defend.
Where Stacksona fits in your operating model
Stacksona is not a replacement for core systems. It is the governed workspace where AI-assisted work happens under supervision, between AI models, team workflows, and internal control expectations.
Keep your existing stack. Use Stacksona for the AI-assisted work that surrounds those systems.
Every AI-assisted action can be reviewed, approved, logged, and reversed when needed.
Run AI-assisted work in a controlled environment that supports audits and model risk reviews.
Common evaluation work teams use Stacksona for
Where speed matters, but you still need defensible reasoning and a review trail.
Draft structured memos with sources attached and reviewer approvals captured in the record.
Collect links, PDFs, notes, and excerpts into a single packet with timestamps and provenance.
Summarize markets and competitors while preserving what was used and what was assumed.
Generate downside cases, validate claims, and route high-risk outputs through gates.
Export artifacts and activity history so decisions are explainable to stakeholders.
Controls that matter in decision-critical workflows
Use AI for real work without removing human accountability. Stacksona keeps approvals, evidence, and reversibility as first-class parts of the workflow.
Human approval gates for sensitive actions.
Complete activity history of AI-assisted work.
Exportable records for internal review.
Rollback to prior workspace states.
Workspace isolation from core systems.
Designed to work alongside your existing governance
Stacksona does not replace internal approval policies, model risk management, audit processes, or oversight review. It provides a controlled environment where AI-assisted work can be conducted in alignment with those frameworks.
Gate sensitive actions and keep reviewer sign-off in the record.
Preserve evidence of model use, context, and outcomes for review.
Export activity history and artifacts as part of audit preparation.
Keep AI-assisted work reviewable and reversible before it leaves the workspace.
Evaluate with your own workflows
During your early access pilot, teams can run real tasks, use approval workflows, review activity history, export records, and experience rollback to assess fit before broader rollout.
Run real AI-assisted tasks, validate approvals and exports, then move to quarterly or annual billing when ready.
No claims, no forced rollout - test your control expectations.
Approval gates, activity history, exports, and rollback in the context of your real operating procedures.
Built for reviewability, traceability, and control.
During your early access pilot, teams can run real tasks, use approval workflows, review activity history, export records, and experience rollback to assess fit before broader rollout.