CarriedAI
for Sharepoint
CarriedAI’s Agent lives for Sharepoint auto-files every document, deck, checklist, and contract into the right workspace and folder. Synced with your CRM and labeled by stage and owner.
Talk to the Founders
CarriedAI
Natively connected
to your Stack
Native integration with SharePoint and bi-directional sync with Affinity with enterprise-grade security.
>120h
Ops hours
saved / mo
saved / mo
24/7
Autonomous
filing
filing
100%
Folder
coverage
coverage
Use Cases
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Auto-file Documents
Documents moved from email or in CRM → file in Deal Folder → Subfolder
Auto-create Folder Structure
New deal in CRM → create Folder [Deal Name] → create Subfolders [Decks, Financials, One Pager, Due Diligence, Term Sheet]
Checklist Autopopulate
ESG & Investment checklists filled as data becomes available
Custom Use Cases
Custom use cases for investors, streamlining documentation, deal flow and team collaboration.
Purpose-built,
for investor workflows
All your critical documents captured, organized, and searchable.
Automated Document
Management
Every document from portfolio or pipeline is placed in the correct path using your naming & retention policy. Dedupes, versions, and applies access controls automatically.
Investment Documentation
Generates one-pagers and IC memos, links sources, and maintains all documents in their latest versions adding new information as it comes in.
Automated Management of Portfolio Reports
Creates and updates SharePoint Portfolio Folders, filing the latest reports in the right folders and sending notifications if something is missing.
Checklist Automation
ESG, investment strategy, and internal checklists are auto-filled as data arrives from CRM, email, or data rooms. Missing fields flagged and chased.
