the ultimate Suite of ai agents for investors

The AI Investment Team that gives you superpowers.

10x your analysis capabilities. Unleash the power of AI.

Trusted by 100+ Investors
CRM agents

Your CRM Agent, Gets It Done

Your AI Agent integrates with your CRM to autonomously manage investor tasks like deal screening, research, and due diligence. It works asynchronously, tackling activities from market analysis to competitor tracking. Insights are fed back into the CRM giving your human teams the superpowers to win.
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Most popular
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Deal Scoring

Effortlessly automate deal prioritization by leveraging CRM data and AI-Research with customer-defined criteria, saving hours of manual work and enhancing decision-making capabilities.

Your Scoring Criteria

The Agent analyzes the deals using customer-defined criteria that reflect the unique strategy of your Firm.

Natively Integrated

The native integration with your CRM guarantees error-free operability around the clock.

Autonomous

The Agent works 24/7 on your behalf to give you and your team superpowers to win.

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save hours of work
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Deep Reseach

The Agent produces a research memo for every single opportunity in your CRM based on your unique criteria.

Market Assessment: Market Size, Market Growth and Customer Segments.
Competitor Analysis: Get a comprehensive competitor list for every Deal in your CRM. Evaluate sector competitiveness for every startup.
Team Assessment: Gather as much information about the team as possible. Never miss a thing.
supercharge your team

Custom Use Cases

The Affinity Agent is a highly adaptable tool designed to handle almost any use case. Whether it’s summarizing complex decks into concise overviews, cross-referencing and validating call notes, or performing in-depth analyses of the latest news, the Agent delivers exceptional efficiency and valuable insights at every turn.

  • Deal Summary: Compile and unify information from multiple sources into a comprehensive, holistic overview.
  • Anti-Portfolio Monitor: Track the evolution of your anti-portfolio with ease. The agent monitors all companies that entered your CRM and were rejected, providing insights to help you refine and improve your strategy.
  • 360° Research: Conduct a comprehensive, all-encompassing analysis on any deal that progresses to the due diligence stage.
  • Deal Radar: Track your shortlisted companies and determine the optimal re-engagement time by analyzing their traction and estimated burn rate.

Ready to be amazed?

D11Z Ventures - "CarriedAI's AI Agent has been a game-changer!"
Testimonials

Customer Success Stories

Discover how our customers are leveraging AI Agents to streamline operations, boost efficiency, and focus on what truly matters.

D11Z Ventures

"CarriedAI's AI Agent has been a game-changer. The AI Agent runs autonomously on our Affinity instance seamlessly scoring our incoming dealflow. With the Agent handling this task, our team can now focus more on what truly matters—building meaningful relationships with founders. The efficiency and performance it brings are invaluable!"

Emil Bordin
Analyst

Trekksoft Group

"CarriedAI gives me a quick overview of M+A targets in a very efficient way. I type in the targets name and it shows a summary of information about it. I am keen to learn how further it simplifies the M+A process over time."

Philippe Willi
Founder and CEO

Business Angel

"The research agent has significantly simplified my work. The data from the shareholders section is incredibly valuable, providing quick and actionable insights into the ownership structures of startups."

Markus Düttmann
Business Angel
FAQ

Your Questions, answered!

Questions about our Agents? Our FAQ section provides quick answers to common queries, covering everything from account setup, picing to billing and security. Find the information you need to get started and make the most of our platform.
How do I test the Agent?
Click on the "Book a demo" button and follow the instructions to book an appointment. Get ready to be amazed!
What is the price of the Agent?

The pricing is tailored to each customer's specific workloads. We recognize that every customer has unique budget considerations, and we strive to offer flexible pricing solutions that align with their needs.

Can I test the Agents before subscribing?

Our Agents need to be implemented in the customer's CRM. Since this requires manual work from our side we do not provide free testing but we do offer monthly billing with flexible cancellation.

How does the billing work?

All our subscriptions are billed monthly and they can be cancelled any time.

Is my data secure with CarriedAI?

Absolutely! We adhere to the highest standards of data security, hosting both the application and data on the trusted Microsoft Azure platform.

Are you GDPR compliant?

Yes. We provide a GDPR-compliant Data Processing Agreement including Technical and Organizational Measures to our EU customers.