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
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affinity agent
Your Affinity Agent, Gets It Done
Your AI Agent integrates with Affinity 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.
Most popular
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 Affinity 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
Competitor Search
Never lose track of competitors again. Save hours of research with a comprehensive competitor list, complete with valuable insights for each one.
Define the key dimensions for your competitor search, such as market maturity, geographic focus, and target customer profiles.
Request deeper insights on each competitor, including details on funding, product offerings, patents, and pricing strategies.
The Affinity Agent gathers comprehensive insights on competitors, including target customers, funding, and more.
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!"
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research agent
Your Research Agent,
Finds It for you
The Research Agent is an AI-powered tool for uncovering key insights about private companies, including cap tables, team backgrounds, customers, competitors, and market analysis. It delivers fast, tailored information to support informed decisions.
free plan available
Endless Insights on Companies and Investors
✅ Market
✅ Shareholders
✅ Competitors
✅ Founders
✅ Products
✅ Financials
✅ Customers
✅ Group Structure
✅ Directors
✅ Funding Rounds
✅ Investors
✅ Investment Strategy
hit the ground running
Ready-to-use Data and AI
The Research Agent has access to top-tier data providers and advanced LLMs, empowering you to analyze companies effortlessly and focus on what truly matters.
Sign up
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 Research Agent?
Click on the "Sign up" button and follow the instruction to create your account. After a simple 3-step onboarding wizard you can start using the Agent right away!
What is the price of the Research Agent?
The Research Agent comes in three pricing plans: Free (0€/month), Pro (29€/month) and Max (Custom). You can visit the pricing page to see the details .
How does the billing work?
Agents are billed either monthly or annually, aligned with their respective contract periods. The annual billing plans offer a discount ranging from 15% to 20%.
How do I test the Affinity Agent?
You can schedule a demo through our contact form. After that we will set up a demo account for you to test the Agent in a live environment.
What is the price of the Affinity Agent?
The pricing for the Affinity Agent 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.
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.