Automate the work behind your deals.
Carry turns fragmented private markets operations into intelligent automated workflows that give teams speed, accuracy, and leverage.
Automate Your Deal Flow
Connect every tool you use to source, track, and close deals. Carry automates data movement across CRMs, spreadsheets, and email so nothing slips through the cracks.
Integrate Your Stack
Workflows move seamlessly between systems. Carry connects Airtable, HubSpot, PitchBook, and internal models so your sourcing and diligence stay synced.
Eliminate Manual Work
Stop copying data and chasing updates. Carry’s AI agents trigger tasks, update records, and notify your team automatically when deals move stages.
Scale Your Process
Build repeatable workflows that grow with your fund. Carry helps emerging managers and lean teams scale sourcing and reporting without adding headcount.
Three simple steps to connect your tools, automate your workflows, and keep every deal moving without the manual work.
Connect your tools
Integrate your CRM, email, and sourcing platforms so data flows automatically between systems.
Design your workflows
Create custom triggers and actions that match your deal process, from sourcing to diligence and handoff.
Let Carry do the work
Carry’s AI handles the repetitive coordination behind every deal so your team can focus on investing.