CarriedAI logo

CarriedAI

InvestingSourcingCompany DiscoveryCompany ScoringCRM & Deal Flow ManagementCompetitive BenchmarkingVC Focuscontact

CarriedAI provides AI agents that natively integrate with Affinity and Attio CRMs to automate core VC workflows including deal scoring based on custom criteria, competitive landscape analysis, and comprehensive due diligence research. The platform enables firms to automatically screen incoming deals, track competitor activities, monitor anti-portfolio companies, and generate 360-degree research reports, allowing investment teams to focus on relationship building while AI handles analytical tasks at scale.

Used by VC/PE Firms

D11Z VenturesD11Z Ventures
ECBFECBF

Founded

2023

Team Size

7

0%

Funding

Venture

0

Monthly Traffic

364

73%

Key Features

  • Native CRM integration with Affinity/Attio
  • Custom deal scoring criteria
  • Autonomous competitive monitoring
  • 360-degree company research
  • Anti-portfolio tracking

Use Cases

Automated Deal Scoring

AI agents analyze incoming deals against custom investment criteria in real-time, automatically scoring and prioritizing opportunities based on the firm's specific strategy and thesis

Competitive Intelligence

Monitor competitor deal activity, analyze their investment patterns, and score their deals using the same metrics applied to your own portfolio to identify market gaps and opportunities

Due Diligence Automation

Generate comprehensive 360-degree research reports on target companies, summarizing market analysis, financial data, customer research, and competitive positioning for investment committee review

Anti-Portfolio Monitoring

Track previously rejected companies to understand what opportunities were missed and refine investment strategy based on how these companies perform over time

CRM Data Enrichment

Automatically populate CRM systems with research insights, deal summaries, and competitive intelligence to maintain comprehensive, up-to-date deal records

Target Users

analystsassociatespartnersinvestment committee members

Tags

deal-scoringdue-diligencecompetitive-analysiscrm-integrationai-automationdeal-flowresearch-automationportfolio-monitoring