affinity agent

10x your Performance with the Affinity Agent

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.

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workflows

One Agent, all 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.

Smart Columns

Effortlessly enrich and score your Deals. The Agent finds and enriches every data point needed. Finally, all the data inside your CRM without effort.

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Competitor Search

Get a comprehensive competitor list for every Deal in your CRM.

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Deal Summary

An extensive summary of all aspects of the Deal in the blink of an eye.

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Anti-Portfolio Monitor

Autonomously track the deals you passed on to get insights into missed opportunities and identify decision-making biases.

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Deep Research

Comprehensive 360° analysis of any deal in your pipeline for optimal decision-making.
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Monitor Short-Listed Deals

Track promising deals and schedule optimal re-engagement dates based on milestones or growth phases.
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Ready to be amazed?

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

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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.