Why a SharePoint Agent?
At CarriedAI, our mission is clear: to empower investment teams by removing repetitive work and surfacing the insights that truly matter. We are excited to introduce the SharePoint Agent, an autonomous solution designed to transform SharePoint into a powerful operating system for investors.
Investment teams work in documents every day. Investment memoranda, one pagers, ESG checklists, data rooms, and extensive market research reports move constantly across inboxes, CRM, and shared drives. Yet keeping these documents organized, tagged, and compliant in SharePoint is often tedious, manual, and prone to error.
CarriedAI’s SharePoint Agent transforms how venture capital firms manage investor documents by automating organization, research, and compliance workflows. It eliminates manual filing, ensures always-up-to-date records, enhances investment analysis and streamlines compliance tracking. The result: less admin, fewer errors, and faster, more informed decision-making.
Most Exciting Use Cases
1. Automated Document Management
The agent processes incoming investor documents automatically, routing them to the correct folders with proper naming conventions, version control, and access permissions. Emails with attachments like financial statements or compliance reports are seamlessly captured, tagged, and linked to relevant records, saving time and reducing errors.
2. Smarter Investment Research
Using advanced Retrieval-Augmented Generation (RAG), the agent synthesizes fragmented data from pitch decks, business plans, and databases into reliable, actionable insights. It ensures all research outputs remain updated, eliminating version conflicts and enabling faster, fact-based decisions.
3. Portfolio Reporting Made Easy
Portfolio company reports are automatically organized and searchable. Intelligent queries extract key insights instantly, while the system monitors completeness, flagging any missing critical data to maintain robust oversight.
4. Compliance & Checklist Automation
ESG, due diligence, and other checklists populate automatically from CRMs, emails, and data rooms. Missing fields are flagged, and follow-ups are initiated, ensuring everything is always audit-ready with minimal effort.
