Most Popular Use Cases
CarriedAI’s Agent is a highly flexible and powerful AI tool that enables the creation of a wide range of use cases. Here are some of the use cases our customers love.
≔ Enrichment & Research
Automatically enrich and research every new company entering the CRM, pulling relevant data from multiple sources.
</> Deal Scoring
Score companies based on key attributes to prioritize high-potential opportunities. Scoring can include dimensions such as: Founders, Technology, Investors, Growth, Financials and KPIs.
↪ Watchlist & Smart Reminders
Get notified when a company on your watchlist experiences a relevant event, such as a competitor raising funds or being acquired, signs of hypergrowth, or significant sector news that may affect the company.
⌕ Competitor Tracking
Monitor new rounds, deal sizes, stages, and sectors that your competitors are actively investing in to benchmark and adjust your strategy.
✦︎ Relationship Search
Identify relevant experts within the CRM who have existing connections or expertise related to a specific target company.
✉ Draft Outreach / Re-engagement Email
The agent drafts a personalized email using contextual insights to reach out or re-engage with a target company. The agent can find a founder’s email address.
[ ⏸ ] Portfolio Monitoring
Receive smart notifications when portfolio companies are impacted by key events, such as competitor activity, market shifts, or sector-specific developments.
★ Deal Flow / Active Sourcing
Analyze a company's pitch deck to surface red flags, prepare relevant questions, and compare insights with existing agentic research.
[ ] Entity & Object Creation
When a new deal is created, the agent automatically identifies and adds associated founders (with emails and social profiles) and existing investors as structured objects in the CRM.
⊹ ࣪ ˖ Company Metrics Tracking
Track growth and performance metrics of target companies. Automatically enrich the CRM with updated data or trigger smart notifications and email draft suggestions for timely outreach.
⛨ Compliance Automation
Automate repetitive compliance tasks such as ESG checks, KYC processes, and investment policy audits.
≔ Taxonomy Classification
Classify companies using investor-specific taxonomies or global standards like the Sustainable Development Goals (SDG) or Technology Readiness Levels (TRL).
⚛ Deep Research
Perform in-depth analysis on specific aspects of a target company, for example, conducting state-of-the-art research in deep tech or biotech, including patents and academic publications.
✉ Email to Deal
Create a new CRM deal by simply forwarding an email. Attachments are automatically included, and follow-up workflows (e.g., enrichment, research) are triggered.
[ ▶︎ ] Anti-Portfolio Monitoring
Track companies that were previously passed on to identify missed opportunities and improve decision-making over time.
⏸ Similar Companies / Portfolio Conflict
Compare incoming deal flow with the existing portfolio to identify synergies, detect conflicts early, and find domain experts for consultation.
⌕ Screening Missed Rounds
Analyze rounds in relevant strategies that were missed by the investor to identify potential opportunities and improve sourcing.
☰ Deck Analysis
Analyze a company's pitch deck to surface red flags, prepare relevant questions,and compare insights with existing agentic research.
