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Carriage provides end-to-end AI managed services purpose-built for private equity funds and portfolio companies. We connect your existing infrastructure — CRM, shared drives, market data, email, and collaboration tools — into enterprise AI platforms with proper access controls and compliance from day one. We train your team hands-on, help determine the right mix of custom builds and off-the-shelf tools, and stay involved through rollout, governance, and ongoing maintenance as capabilities evolve.
Most firms need more than access to AI tools. They need the right infrastructure, access controls, workflow design, and training to make those tools useful. We help investment teams connect Claude, OpenAI, AWS, and other platforms to the systems they already use, put governance in place from day one, and deploy AI in ways that improve real work across the firm.
Carriage
The biggest mistake companies make is signing AI vendor contracts before their data, security, people, and systems are ready. We provide the professional guidance and hands-on services to make your current infrastructure AI-compatible — so when you do adopt Claude, OpenAI, or any other platform, it delivers securely at enterprise scale.
Role-specific AI literacy programs that turn your workforce into confident AI users — from analysts to executives.
Custom training tracks per department
Hands-on prompt engineering workshops
Leadership AI strategy briefings
Certification and progress tracking
Harden your data posture before a single token leaves your network. We assess, remediate, and continuously monitor.
AI-specific data classification
PII/PHI detection and redaction pipelines
Vendor risk assessment for AI providers
Policy templates and enforcement tooling
Securely map your existing data into cloud storage architected for AI workloads — structured, searchable, and governed from day one.
Audit and catalog existing data sources
Encrypted migration to vector and relational cloud stores
Schema normalization for LLM and RAG pipelines
Continuous sync with access controls and lineage tracking
Real-time dashboards that show leadership exactly where AI is being used, what it costs, and whether it's compliant.
Usage heatmaps across teams and tools
Cost attribution by department
Model performance and drift alerts
Audit-ready reporting for regulators
We evaluate your existing stack and recommend the shortest path to a production-grade AI environment.
Cloud and on-prem readiness scoring
Data pipeline architecture review
Identity and access management audit
Integration roadmap and timeline
Your brand needs to signal that you're an AI-forward organization — to customers, recruits, and partners. We rebuild it.
Full website redesign for AI-era positioning
LinkedIn company page and executive profile overhaul
AI-powered content templates and voice guidelines
Investor and partner collateral refresh
Once your infrastructure is ready, we help you select, provision, and manage AI tools from every major provider — all through a single governed dashboard. We're not competing with Claude or OpenAI. We're the reason they actually work for your company.
Always-on AI agents that manage tasks, draft communications, surface insights, and automate your daily workflow around the clock.
Query FactSet financials, estimates, and ownership data directly inside Claude conversations with verified sourcing.
CapIQ
Pull S&P Capital IQ financials, credit ratings, ownership data, and screening tools directly into your AI workflows.
Search PitchBook deal data, fund performance, and company profiles with AI-powered analysis.
Access LSEG Workspace data — pricing, news, analytics, and fixed income tools — directly within your AI environment.
Pull Moody's credit ratings, risk scores, and research directly into AI-powered workflows for faster credit analysis.
Bring Morningstar fund data, equity research, and portfolio analytics into your AI tools for deeper investment insights.
Instantly search, parse, and analyze SEC filings, earnings transcripts, and regulatory documents with AI-powered extraction.
Live market data, industry benchmarks, and comp sets piped directly into your AI tools — always current, never stale.
Connect DealRoom virtual data rooms to your AI workflows — surface deal documents, due diligence files, and transaction data instantly.
Integrate Datasite deal management and VDR content into AI-powered analysis for faster M&A due diligence and deal execution.
Connect Salesforce Einstein, DealCloud, and Affinity to your AI workflows — surface deal history, pipeline data, and relationship intelligence without leaving your tools.
Managed Claude accounts with SSO, usage limits, and audit logging per user.
Enterprise access to the latest models and the full OpenAI model suite — provisioned, governed, and billed through one platform.
Advanced multimodal AI from Google — reason across text, data, code, and documents with enterprise-grade controls.
Deploy Microsoft Copilot across your organisation with enterprise controls, usage policies, and deep M365 integration.
Department-specific AI assistants trained on your internal knowledge base.
AI-powered Excel automation — generate models, clean data, and run analysis directly from natural language prompts.
Draft, summarize, and edit Word documents using AI — from contract redlines to research reports, all within your existing workflows.
Generate, update, and format presentation decks automatically from AI outputs, data feeds, and internal templates.
AI-powered email drafting, summarization, and triage — connected directly to Outlook for seamless inbox management.
Real-time meeting transcription and AI-generated action items.
Connect SharePoint document libraries and intranet content directly into your AI tools for instant enterprise knowledge retrieval.
Pre-built integrations for Salesforce, SAP, Workday, and 200+ platforms.
Deploy and manage AI workloads across AWS, Azure, Google Cloud, and every major provider through one unified control plane.
Automated audit trails, policy enforcement, and regulatory reporting for SOC 2, ISO 27001, and GDPR.
Zero-trust network access for remote teams with AI-aware traffic routing.
SSO, MFA, and role-based access controls across every AI tool and integration — managed centrally on your behalf.
Automated DLP policies that detect and block sensitive data — PII, financial records, IP — from leaving your environment through AI channels.
24/7 AI-powered monitoring for anomalous behaviour, lateral movement, and prompt injection attacks across your AI estate.
Identify and govern unauthorised AI tool usage across your organisation before it becomes a data or compliance risk.
Continuous scanning of your AI integrations and connectors for known CVEs and misconfigurations, with managed remediation.
Dedicated MSP response playbooks for AI-related security incidents — containment, forensics, and recovery covered under your SLA.
Encrypted vector and relational storage with automated retention policies.
Real-time meeting transcription and AI-generated action items.
On-demand analytics slices across your AI usage, cost, and performance data.
Token usage, latency, cost tracking, and anomaly detection across all models.
Drag-and-drop AI pipelines with human-in-the-loop approval gates.
AI-driven browser agents that navigate, extract, and act on any web interface — no API required.
Spin up internal tools, dashboards, and portals from a chat prompt — deployed securely to your team in one click.
Add or remove users and services, monitor usage and costs, and manage access — all in one place. Centralised billing with guaranteed lowest prices and strict data retention agreements built in.
Per-seat AI licensing, chargebacks by department, and budget guardrails.
After we prepare your infrastructure and help you pick the right tools, you get a single dashboard to manage every AI service, user, vendor contract, data flow, and security event across your organization.
Carriage Platform — Admin Console
All systems nominal
Total Seats
120
↑ 12%
of 150 licensed
Monthly Spend
$4,830
↓ 3%
under $5,500 budget
Tokens This Month
2.1M
↑ 12%
across all models
Security Score
94
—
A+ compliance
Usage by Person
This month
User
Department
Tools
Tokens
Cost
Status
Sarah Kim
Strategy
Strategy
142k
$68
James Rivera
Engineering
Engineering
318k
$147
Priya Mehta
Data Science
Data Science
267k
$122
Alex Torres
Operations
Operations
89k
$41
Morgan Lee
Legal
Legal
54k
$25
Chris Dunn
Marketing
Marketing
76k
$35
AI Vendor Contracts
Anthropic
$2,180/mo
47 seats · Renews Aug 2026
92%
OpenAI
$1,340/mo
23 seats · Renews Nov 2026
87%
AWS Bedrock
$890/mo
120 seats · Renews Jan 2027
95%
Perplexity
$420/mo
35 seats · Renews Sep 2026
78%
Data Flows
Snowflake
→
Vector Store
2.4M
4m ago
Salesforce
→
RAG Pipeline
890K
1h ago
Google Drive
→
Embeddings
12K docs
12m ago
Internal Wiki
→
Knowledge Base
3.1K pages
6h ago
System Monitoring
DLP scan passed
2m ago
14 queries — no PII detected
New user provisioned
8m ago
Morgan Lee → Claude (limited)
Rate limit warning
23m ago
Engineering team at 85% daily cap
Audit log exported
1h ago
Q1 compliance report generated
Model access revoked
3h ago
Contractor J. Park — offboarded
We'll evaluate your current infrastructure, identify gaps, and build a step-by-step plan to make your organization AI-ready — before you spend a dollar on tools.
