# CarriedAI > CarriedAI builds a suite of autonomous AI agents for institutional investors (venture capital and private equity). The agents connect directly to a firm's CRM (Affinity or Attio) and to Microsoft SharePoint, then run asynchronously to handle research-heavy work: scoring incoming deal flow, enriching company and contact records, screening competitors, conducting due diligence, monitoring portfolios, and filing documents. Results are written back into the firm's own systems so investment teams spend less time on manual research and more time with founders. The company is EU-based, hosts on Microsoft Azure, and is GDPR-compliant. What CarriedAI actually does, in plain terms: - Connects an AI agent to an investor's existing CRM (Affinity, Attio) or document store (SharePoint) rather than being a separate app the team has to log into. - The agent works on its own schedule (asynchronously, 24/7) on tasks defined by the firm, e.g. "score every new deal against our criteria" or "find all competitors for this company." - It pulls from external data — the platform cites access to ~103M company profiles, 71M cap tables, 95M director records, 90M investors/fund vehicles, 30M financial filings, and 100M regulatory filings — and combines it with the firm's own CRM data and founder-supplied documents. - Pricing is subscription-based, billed monthly, cancellable monthly, and quoted per customer based on workload. A standalone self-serve Research Agent has a free tier (€0) and a Pro tier (€29/month). - Founded and run by former VCs with engineering/data backgrounds. Customers include D11Z Ventures, ECBF, Smedvig Ventures, Start Ventures, and Trekksoft Group; the site states 100+ investors use it. Who it is for: VC and PE deal teams, analysts, and partners who use Affinity or Attio as their CRM and want to automate sourcing, scoring, research, due diligence, portfolio monitoring, and document management. ## Products - [Affinity Agent](https://www.carriedai.com/affinity-agent): AI agent that integrates natively with Affinity CRM. Runs autonomously to score deal flow, summarize decks, run 360° deep research, track passed deals (anti-portfolio), and monitor shortlisted deals — writing insights back into Affinity. - [Attio Agent](https://www.carriedai.com/attio-agent): AI agent for Attio CRM. Enriches company and contact records, builds competitor lists for every deal, summarizes pitch decks, runs deep research, and scores deals against custom criteria, all inside Attio. - [SharePoint Agent](https://www.carriedai.com/the-sharepoint-agent): Document agent for investors using Microsoft. Auto-files decks, contracts, financials, and checklists into the correct SharePoint workspace and folder, creates folder structures for new deals, applies naming/retention/access policies, generates one-pagers and IC memos, and syncs bi-directionally with Affinity. Site claims 120+ ops hours saved per month. - [Raise.](https://www.carriedai.com/raise): Agent for LP fundraising (beta). Maps the global LP universe against a fund's thesis, scores fit for each prospect, and surfaces the warmest path to an introduction so GPs focus on closing rather than searching. - [Research Agent](https://research.carriedai.com/signup): Standalone, self-serve research tool with a free tier and a €29/month Pro tier. Provides agent-driven answers on companies using CarriedAI's data and AI, separate from the CRM-integrated agents. ## Use Cases - [All Use Cases](https://www.carriedai.com/use-cases): Full catalog of investor workflows the agents handle, including enrichment, scoring, monitoring, compliance, and outreach. - [Deal Scoring](https://www.carriedai.com/dealflow-scoring): Score and prioritize incoming companies against firm-defined criteria such as founders, technology, investors, growth, financials, and KPIs. - [Deal Flow / Active Sourcing](https://www.carriedai.com/use-cases): Agent surfaces new deals matching the firm's thesis and scores them, adding only the strongest to the pipeline. - [Competitor Tracking](https://www.carriedai.com/use-cases): Monitor competitors' new rounds, deal sizes, stages, and sectors to benchmark and adjust strategy. - [Anti-Portfolio Monitoring](https://www.carriedai.com/use-cases): Track companies the firm passed on to surface missed opportunities and decision-making biases. - [Portfolio Monitoring](https://www.carriedai.com/use-cases): Smart notifications when portfolio companies are affected by competitor activity, market shifts, or sector events. - [Deep Research](https://www.carriedai.com/use-cases): In-depth 360° analysis of a target, including deep-tech/biotech state-of-the-art, patents, and academic publications. - [Deck Analysis](https://www.carriedai.com/use-cases): Analyze a pitch deck to surface red flags, prepare questions, and compare against agentic research. - [Compliance Automation](https://www.carriedai.com/use-cases): Automate ESG checks, KYC, and investment-policy audits. - [Taxonomy Classification](https://www.carriedai.com/use-cases): Classify companies using firm-specific taxonomies or standards like the SDGs or Technology Readiness Levels. - [Relationship Search & Outreach](https://www.carriedai.com/use-cases): Find relevant experts/connections in the CRM and draft personalized outreach or re-engagement emails, including locating a founder's email. ## Pricing - [Pricing](https://www.carriedai.com/pricing): CRM agent plans (Affinity and Attio) are subscription-based, quoted per customer by workload, billed monthly, and cancellable monthly. Pro includes unlimited workflows, unlimited seats, 1,000 credits/month, data and AI, bi-directional CRM connectivity, and SharePoint/G-Drive integrations. Custom adds unlimited usage, agent customization, custom data sources, and Teams/Slack/Outlook/Gmail integrations. The standalone Research Agent has a Free (€0) and Pro (€29/month) tier with no credit card required. ## Company - [About](https://www.carriedai.com/about): CarriedAI is a team of former VCs with engineering backgrounds building a suite of AI agents for institutional investors, aiming to let firms re-architect their operations around AI. Leadership: Guillem Sagué (CEO, PhD in Physics, 12 years VC experience), Carles Illa (CTO, MBA from ESADE, 15+ years engineering), and Sixto Garzón (Head of Data, 18 years in data engineering). - [Blog](https://www.carriedai.com/blog): News and analysis on AI in venture capital and private markets. ## Blog Posts - [Deep Dive: Agentic Dealflow Scoring](https://www.carriedai.com/post/deep-dive-agentic-dealflow-scoring): How agentic deal-flow scoring works and why it is one of the fastest-time-to-value AI applications in VC, across equity and debt strategies. - [Introducing the SharePoint Agent](https://www.carriedai.com/post/introducing-the-sharepoint-agent): How the SharePoint Agent files and organizes investor and deal documents with correct naming, permissions, version control, and semantic tagging. - [AI for VC: Build vs Buy](https://www.carriedai.com/post/ai-for-vc-build-vs-buy): Framework for when VC firms should build custom AI versus buy vendor solutions as the market matures. - [Intelligent Attio, LinkedIn and Crunchbase Integration](https://www.carriedai.com/post/intelligent-attio-linkedin-and-crunchbase-integration-with-carriedais-ai-agent): How the agent enriches Attio CRM records with LinkedIn and Crunchbase data for real-time insights and deal flagging. - [Beyond SaaS: How Employee-Like AI Agents Will Transform Venture Capital](https://www.carriedai.com/post/beyond-saas-how-employee-like-ai-agents-are-transforming-venture-capital): The case for AI agents that act as team members rather than conventional SaaS tools. - [Introducing the Attio Agent](https://www.carriedai.com/post/introducing-the-carriedai-attio-agent): How the Attio Agent enriches profiles, funding histories, valuations, competitor and market analysis inside Attio. - [How to Score Your Dealflow with an AI Agent](https://www.carriedai.com/post/how-to-score-your-dealflow-with-an-ai-agent): Walkthrough of building a custom scoring system with the Affinity Agent. - [Unstoppable Private Markets: The Secular Growth of VC and PE Firms](https://www.carriedai.com/post/unstoppable-private-markets-the-secular-growth-of-venture-capital-and-private-equity-firms): Crunchbase-data analysis of how the number of VC and PE firms has grown over two decades. - [SaaS Pricing Models in the Age of AI: Selling Seats to Agents](https://www.carriedai.com/post/saas-pricing-models-in-the-age-of-ai-selling-seats-to-agents): How AI agents change SaaS pricing as they take over white-collar tasks and need system access. - [Closed Beta](https://www.carriedai.com/post/closed-beta): Launch of CarriedAI's first AI agent focused on due diligence using RAG over web and private data. - [How Does the EU AI Act Affect AI Investing?](https://www.carriedai.com/post/how-does-the-eu-ai-act-affect-ai-investing): Analysis of how the EU AI Act applies to AI investing applications for alternative asset managers. - [What Is the TAM of AI in the Investment Industry?](https://www.carriedai.com/post/the-tam-of-ai-in-the-investment-industry): Estimate of the total addressable market for AI in the investment industry. - [Unveiling CarriedAI](https://www.carriedai.com/post/unveiling-carriedai-2): Company launch post on building the operating system for AI-governed capital allocation. ## Resources - [Top 10 AI Use Cases in Venture Capital (White Paper)](https://www.carriedai.com/top-10-ai-use-cases-in-vc): Free 12-minute PDF playbook of real AI use cases for VC and PE deal teams. ## Demos & Contact - [Affinity Agent Demo](https://www.carriedai.com/demo-affinity-agent): Book a demo of the Affinity Agent. - [Attio Agent Demo](https://www.carriedai.com/demo-attio-agent): Book a demo of the Attio Agent. - [SharePoint Agent Demo](https://www.carriedai.com/demo-sharepoint-agent): Book a demo of the SharePoint Agent. - [Raise Demo](https://www.carriedai.com/demo-raise): Learn more about Raise, the LP fundraising agent. - [Log In](https://crmadmin.carriedai.com/): Customer login for the CarriedAI admin console. ## Optional - [LinkedIn](https://www.linkedin.com/company/carriedai/): Company updates. - [YouTube](https://www.youtube.com/@GetCarriedAI): Product and demo videos. - [X / Twitter](https://x.com/get_carriedai): Company announcements. - [Perplexity Space](https://www.perplexity.ai/collections/carriedai-read-our-latest-news-Y2S1vuTqTeuHWPB78A7.LA): Curated collection of CarriedAI news. - [Imprint](https://www.carriedai.com/imprint): Legal imprint. - [Terms & Conditions](https://www.carriedai.com/terms-of-service): Terms of service. - [Privacy Policy](https://www.carriedai.com/privacy-policy): Privacy policy.