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Carriage helps PE deal teams and portfolio companies choose the right workflow, build it in the systems they already use, and measure the savings after it ships.
U.S. CLOUD & INFRASTRUCTURE EXPERIENCE
BUILT AROUND PE OPERATING REALITIES
ZERO DATA RETENTION (ZDR)
SAVINGS & ADOPTION MEASURED
Value creation model
Carriage starts with the operating metric, then builds the AI workflow that can move it. The point is not a demo; it is a repeatable process that reduces effort, improves throughput, and makes the value case visible.
Raw work in
Carriage
Build the workflow that changes the metric.
Manual Hours
100%
63%
Automate repetitive touches and keep human review focused on exceptions.
Required Staffing
42 FTE
31 FTE
Absorb growth without turning every process improvement into a new hire.
Sales Throughput
1.0x
1.2x
Move quoting, follow-up, and account prep through the funnel faster.
Retention
89%
93%
Make service responses more consistent so fewer customer issues fall through cracks.
EBITDA Improvement
$6.1M
Savings, throughput, and quality gains roll up into a measurable EBITDA story.
$6.1M -> $6.1M EBITDA
|
9.0x -> 9.0x exit
|
+$0.0 exit value
Find the first workflow worth fixing
We look for repeatable work with real volume, clear owners, and a credible path to savings.
Ship inside the current stack
We connect to the tools teams already use, so the new workflow shows up where work already happens.
Make the impact visible
We define the baseline, track adoption, and connect the result to savings, throughput, or EBITDA.
Stay through implementation
We scope, build, train, and measure with operators instead of handing over a generic AI tool.
Two engagement paths
Portfolio Companies
Hands-on workflow implementation for management teams that need labor savings, faster throughput, and a value-creation proof point the fund can trust.
Pinpoint the highest-payback operating workflow
Build with the systems and owners already in place
Report savings, adoption, and operating impact
Deal Teams
Firmwide AI enablement and live deal support for investment teams that need secure foundations, better leverage, and practical vendor judgment.
AI foundation, access controls, and governance
Diligence, research, and deal-workflow support
Training and vendor sanity checks grounded in PE use cases
How we engage
01
Identify
Map where manual work, judgment, and handoffs slow the team down.
02
Prioritize
Choose the first workflow by savings potential, implementation effort, data readiness, and speed to proof.
03
Build
Ship inside the tools, permissions, and operating rhythm the team already uses.
04
Measure
Track adoption, time saved, throughput, quality, and EBITDA relevance so the result is defendable.
01
Identify
Map where manual work, judgment, and handoffs slow the team down.
02
Prioritize
Choose the first workflow by savings potential, implementation effort, data readiness, and speed to proof.
03
Build
Ship inside the tools, permissions, and operating rhythm the team already uses.
04
Measure
Track adoption, time saved, throughput, quality, and EBITDA relevance so the result is defendable.
Institutional-grade
data security
Security is part of the implementation work, not an afterthought. We bring regulated-infrastructure experience to workflows that touch sensitive financial, customer, and operating data.
Ownership
Your data remains yours
Full data portability
Export or remove your data when the engagement or policy requires it
You set retention policies
Configure how long data is stored; automatic purging available
Complete deletion on request
Request full data erasure and receive confirmation within 30 days
Control
Access follows your governance model
Role-based access control
Granular permissions for admins, analysts, and viewers with distinct privileges
Complete audit logging
Full visibility into user activity, data access, and exports
SSO and MFA enforcement
Integrate with your identity provider and require multi-factor authentication
Security
Controls for sensitive financial work
AES-256 and TLS 1.3 encryption
Enterprise encryption at rest and in transit for sensitive financial data
100% US data residency
All data stored in Google Cloud US
SOC 1/2/3 certified infrastructure
Built on Google Cloud Platform with ISO 27001 compliance
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 GCP VPC
Infrastructure and Hosting
Cloud Provider
Google Cloud Platform (GCP)
Data Region
US-based data center
Infrastructure Certifications
SOC 1/2/3, ISO 27001, FedRAMP
Network Architecture
Zero-trust with VPC isolation
Data Protection
Encryption at Rest
AES-256 (NIST FIPS 197)
Encryption in Transit
TLS 1.3 (IETF RFC 8446)
Key Management
Google-managed CMEK
Data Residency
100% United States
Access and Authentication
Authentication
SSO/SAML, OAuth 2.0, MFA required
Authorization
Role-based access control (RBAC)
Session Management
Auto-logout on inactivity, encrypted credentials
Compliance and Frameworks
Security Framework
NIST Cybersecurity Framework
Cloud Security
CSA STAR Level 1 certified
Partner Status
Microsoft Partner Network, Google Cloud Partner
Security Assessments
Annual third-party reviews
Need a detailed security assessment or have specific compliance questions?
security@carriagemodels.comStart with a free scoping conversation
Find the first AI workflow worth putting into production.
We will pressure-test the savings case, required data, implementation path, and evidence your operating team and investment team will need to trust the result.
Operator-ready workflow scope
Fund-level impact case
