The Fastest way to screen your Deal Flow

Carrie augments your investment teams with A.I. agents that research, draft, and automate processes — so you can close deals faster.

For Partners

Your 24/7 AI Associate

Carrie drafts the essentials and identifies who knows what—so you can decide faster without changing how you work.

Plug & Play

Works on top of your existing tools without the need of tech teams.

Extensible

Works for small teams and complex, process-heavy firms.

Domain Knowledge

Knows ARR, multiples, and EBIT from EBITDA—correctly.

Security by Design

Navigate compliance with built-in controls and evidence.

Draft a memo
(deck.pdf attached) Draft an investment memo for ColdForge.

Every output has sources, confidence, and an approval step if required.

For Investment Teams

Your Investment Command Center

A single place to move deals, leverage your team's knowledge and get work done.

A.I. Search across tools
Automatic document exports

Deep research

Understand deals, markets, tech and relationships in minutes.

Search across tools

Drives, CRMs, emails — all kept in sync with scoped access.

Automate grunt work

Build or copy A.I. agents to automate your tasks or document drafts.

Collaborate

Intelligent data rooms and team chats to sync efficiently.

For Compliance and IT Officers

Compliance & Security by design

We know the regulatory load on funds. Carrie gives you clear controls, evidence, and support so you can meet obligations and pass diligence—without changing how the team works.

Local compliance

Stay aligned with the rules that matter to you. Plain-language controls and documentation mapped to your regime.

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Map your data and software risk

See what data is processed, why, where it lives, who owns it, and how long it’s kept.

Flexible constraints

Your rules, your infrastructure. We tailor deployments to fit your needs, infra and processes.

Evidence on demand

Export audit trails of runs, approvals, and outputs with sources attached.

For Data Teams

Scalable platform for CTOs & Data Teams

Start no-code, extend with pro-code. Keep your stack; we slot in—securely, observably, and on your terms.

No-code A.I. Agents Builder

Fully integrate no-or-pro code editor to build custom agents.

Plug your Apps

Leverage your clouds, drives crms and data providers.

APIs & webhooks

Toggle workflows, fetch and act on data from anywhere

Observability

Live logs, traces, per-run timelines, credit meter.

Model agnostic

Use our venture / p.e. specific models or bring your own.