CarriedAI’s AI Agent seamlessly integrates Attio, LinkedIn, and Crunchbase to automatically enrich company and contact data within your CRM, delivering real-time insights, competitor and network analysis, and proactive deal flagging, empowering investment teams to streamline workflows, uncover hidden opportunities, and focus on high-impact relationship building without technical complexity or manual effort.

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‍Intelligent Company Enrichment in Attio

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CarriedAI’s AI Agent creates a smart Attio-Crunchbase integration by autonomously researching, enriching, and organizing company data inside your CRM. The agent delivers enriched profiles, funding histories, valuations, and competitor analyses instantly and continuously so investment teams get actionable insights without toggling between tools or wrangling with APIs. No technical expertise is required to use CarriedAI, making it a truly plug-and-play solution for investment teams. The platform is designed to scale seamlessly with your team, adapting to your unique workflows and business needs.

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With real-time enrichment and customizable criteria, the AI Agent proactively flags high-potential deals, monitors for risks, and generates research memos tailored to your firm’s unique strategy. The process is frictionless: simply connect your lists, and the agent does the rest, updating records and surfacing opportunities as new data appears. This gives you sharper pipeline visibility and frees up valuable time for high-value relationship building‍.

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Intelligent People's Enrichment - Skills and Network

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Forget static spreadsheets, CarriedAI’s AI Agent turns your CRM into a living, breathing map of your professional universe. Each contact is automatically enriched with up-to-date expertise tags, sector focus, and career milestones pulled from LinkedIn and other public sources, so you instantly know who’s a fintech specialist, who’s led Series B rounds, and who’s quietly become a climate tech authority. The agent goes further by surfacing co-investor ties and shared deal histories, unearthing the subtle connections that power warm intros and syndicate formation.

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This isn’t just about having richer profiles; it’s about building a dynamic relationship graph that reveals hidden opportunities and strengthens collaboration. With intelligent tagging and network mapping, you can target the right investors for each deal, spot emerging clusters of expertise, and coordinate outreach with surgical precision, all without lifting a finger. The result: a CRM that doesn’t just store contacts, but actively amplifies your sourcing, diligence, and partnership efforts (3,4).

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360° Deal Intelligence Integration

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CarriedAI’s roadmap is all about breaking down data silos: the Agent is poised to integrate CRM records with document repositories like SharePoint and Google Drive, creating a single source of truth for every opportunity. Imagine due diligence that doesn’t just pull from structured CRM fields, but also mines the latest pitch decks, call transcripts, and internal memos, automatically cross-referencing with Crunchbase funding rounds and LinkedIn career moves for a truly panoramic perspective.

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This isn’t just file search on steroids. The Agent will contextually link insights from every corner of your data universe: surfacing investor questions buried in a PDF, flagging new risks from a market report, or connecting the dots between a founder’s background and your network’s expertise. With seamless, secure integration to cloud drives and enterprise repositories, every relevant document, note, or external data point becomes instantly actionable, so you never miss a hidden connection or a critical insight, no matter where it lives.