Custom AI agents for private equity

Email the work.Carriage completes it.

Send files and comments. Receive source-backed analysis, linked models, and memos.

Experience the workflow

Built for the full PE Lifecycle

Transaction Data Cuts

Final Stage LBO Models

Detailed IC Memos

VDR Deep Dive

Quarterly Valuations

Personal AI Agents

See the handoff

Send a request to your personal AI agent. Completed work comes back.

Every Carriage agent is trained by former private equity investors and configured to your firm’s templates, formats, and voice — so it looks and works like a member of the team. Pick a scenario, send the sample request, and inspect what comes back.

Interactive product demo

Carriage MailPrivate workspace

Email requestProject Northstar

compose

Three ways to work with Carriage

One partner across the fund and the portfolio.

Custom deal agents, autonomous operating systems, and practical enablement—built around the work, systems, and standards you already have.

Custom AI Agents for Deal Work

Email the request and source files. Get back completed private equity analysis in your format.

Email is the interface

Forward the request and files as you would to another member of the team. Carriage returns completed work by email, and a reply with comments starts the next revision.

Full workstreams, not snippets

Delegate anything from one diligence question to the full path from CIM and VDR review through data cuts, research, modeling, memo drafting, and presentation output.

Your standards become the system

The agent is configured to the firm’s precedent models, memo structure, formulas, screening logic, source hierarchy, formatting, and approval gates.

Native, inspectable work product

Receive formula-linked Excel files, editable Word memos, PowerPoint presentations, and source-backed analysis the team can inspect, challenge, and keep using.

Portfolio Company Projects

Replace manual operating processes with autonomous systems that remove cost and expand EBITDA.

Find the cost before choosing the technology

Map the process with management, measure the volume and labor baseline, and identify the specific waste that can be removed from the P&L.

Build the system that runs the work

Connect the relevant source systems and deploy a purpose-built workflow that can execute the recurring process without rebuilding it by hand.

Design for exceptions, not just the happy path

Encode validation, confidence thresholds, human review, exception queues, auditability, and named ownership so autonomy holds up in operations.

Measure what reaches EBITDA

Track hours removed, cost avoided, turnaround time, error rates, and sustained usage so the sponsor and management team can see the operating impact.

AI Training & Enablement

Stand up Claude or ChatGPT properly across the firm, then train teams inside the work they actually do.

Your Claude or ChatGPT accounts, set up properly

We work on the firm’s existing Claude or ChatGPT enterprise plan, or procure and manage it for you—then configure the approved environment, access controls, data-handling expectations, and working norms teams need before adoption expands.

Priority tool integrations

Connect approved productivity and third-party systems so teams can use AI in the flow of work instead of moving information by hand.

Custom connectors and workflows

Build the focused connections and reusable workflows required for the firm’s highest-value tasks, with clear review and ownership.

Role-specific working sessions

Train teams on real investment, operating, and administrative work while producing practical playbooks they can use after the program.

Client outcomes

Capacity returned. Cost removed. Adoption tied to live work.

Deal work

40+ hours returned to a 12-person investment team every month

A firm-specific Carriage system took on new-deal review, data-room analysis, LBO modeling, memo drafting, and retrieval across the fund’s files.

Live in week one, mapped to the firm’s strategy, templates, and formats
Precedent models, memo structure, and screening logic encoded up front
Extended with custom screening memos built on the fund’s proprietary data
15+ engineering hours dedicated every month to new builds

40+hours returned per monthDocumented investment-team capacity

Portfolio projects

$180M of annual construction spend put under invoice-level control

A PE-backed rural fiber operator was paying roughly 40 subcontractors against work orders and contract terms nobody could check at volume. Carriage ingests each invoice package, matches it to the work order, contract, and system status, then routes it to pay, review, or dispute.

15-week build · payback in 9 weeks, inside the first quarter after launch
Invoice, timesheets, and backup structured and matched in ~12 minutes
Billed labor, materials, scope, and rate card checked on every package
Weekly leadership view of approved spend, flagged exceptions, and project status

$5.4Mannual run-rate EBITDA opportunityModeled portfolio-company impact

AI enablement

A secure AI foundation paired with hands-on adoption

A 90-day, firm-wide program that takes a team from ad hoc prompting to running and maintaining its own AI workflows — built on your existing Claude or ChatGPT enterprise accounts, or on accounts we procure and manage for you.

Runs on your own Claude or ChatGPT enterprise plan — existing or procured for you
Two live sessions a month — six across the program — on the team’s real work
Monthly four-hour open office hours, plus email and phone support throughout
30+ purpose-built PE skills preloaded: screening, CIM review, diligence, IC memos, LBO
Custom connectors to your drives and deal systems, on a managed org with access control

6working sessionsHands-on enablement

Enterprise client · Generalist middle-market PE

40+ hours returned to a 12-person investment team, every month.

Generalist middle-market fund: $3B+ AUM, 12 investment professionals, 18 portfolio companies. Onboarded to the full suite mapped to the firm’s strategy and formats in week one, then extended with custom screening memos built on the fund’s proprietary data.

Engagement15+ engineering hours dedicated per month

Carriage doesn’t just accelerate outputs, it accelerates conviction. Partners can ask better questions earlier because the entire drive and data room is instantly navigable.

Workstream delegatedMonthly

New deal review~15 hours

Data room analysis~10 hours

LBO modeling~5 hours

Memo drafting~5 hours

Universal file chat~5 hours

Capacity reclaimed each month40+ hrs

Capacity returned40+ hrs/mo

12+ extra weeks of investment-team capacity per year.

Top of funnel+30%

More deals evaluated per month with the same team.

Time to valueWeek 1

First outputs the week the team was onboarded.

Institutional memory

Carriage never leaves the firm.

Analysts rotate out and take their judgment with them. Carriage doesn’t quit, doesn’t churn, and doesn’t forget: everything the system learns — in the AI layer and around it — belongs to the company forever.

Never quits

No rotation, no notice period, no key-person risk. The system that knows your process stays with you.

Never forgets

Precedent models, memo standards, formats, and hard-won judgment calls persist permanently.

Compounds daily

Every deal, revision, and correction sharpens the next one. The system grows stronger every day it works.

What comes back

Completed work in the files your team already uses.

An email request can come back as an editable model, memo, presentation, source-backed analysis, or operating output—not a chat response that the team still has to turn into work product.

First-read brief · Diligence findings

Source-backed analysis

Data cut · Operating model

Formula-linked models

Memo · Presentation

Professional documents

Connected system · Validation queue

Autonomous operating systems

Trust by design

Built for sensitive work and accountable decisions.

Carriage handles CIMs, data rooms, and financial detail that cannot leak. Access controls, residency, retention, and traceability are designed into the workflow from the beginning.

NIST Framework

Security practices are aligned to the NIST Cybersecurity Framework.

Microsoft Partner

Carriage is a member of the Microsoft Partner Network.

Cloud Certified

The team holds Google Cloud Professional certification.

STAR Level 1

Carriage is listed in the CSA STAR Level 1 self-assessment registry.

Zero-retention processing

Supported AI processing can operate under zero-retention terms without training on customer data.

Ownership

Your data remains yours

Full data portability
You set retention policies
Complete deletion on request

Control

Access follows your governance model

Role-based access control
Complete audit logging
SSO and MFA enforcement

Protection

Controls for sensitive financial work

AES-256 at rest, TLS 1.3 in transit
100% US data residency
Runs on SOC 1/2/3-certified infrastructure

AI data protection

Your data never trains AI models

For supported AI processing, documents and financial data are handled ephemerally under zero-retention terms: not used for model training, not stored by model providers, and deleted after the request completes.

Zero Data Retention agreement in effect
Stateless, ephemeral processing architecture
No customer data stored by AI providers
Processing isolated within a Google Cloud VPC

View technical security detailsSecurity questions: security@carriagemodels.com

What work should stop being done by hand?

Send us a deal workflow or introduce us to a recurring portfolio process. We will tell you what Carriage could execute, where the value sits, and what it would take to build.