The SharePoint Agent
for Investors
CarriedAI’s SharePoint Agent auto-files every document, deck, checklist, and contract into the right workspace and folder. Synced with your CRM and labeled by stage and owner.
Book a Demo
The SharePoint Agent
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.
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 system. 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.
