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Carriage Models

Email-driven custom agents delivering LBO models and IC memos for PE

Carriage Models builds bespoke AI agents for private equity firms: deal teams send requests and files by email and receive completed LBO models, IC memos, data-room reviews and valuations in their own templates. The firm also runs AI training and automation projects for portfolio companies.

GAII take
Email-in, deliverable-out model resembles outsourced analyst support; benchmark turnaround and error rates against offshore modeling providers.
Website
carriagemodels.com
Company type
Startup
Status
Active
Founders
Samuel Wilcox, Wilkie Stevenson
Also in
Modeling & Analyst Productivity
Buyer
Private equity
Asset class
Private equity
Workflow
Modeling & valuationResearch & diligence
Ai capability
Agents & automationSpreadsheet-nativeGenerative content
Delivery
Managed service / fund

GAII ID GAII-T0091 · Updated 2026-10-22 · Compiled from public sources for educational and informational purposes. Not investment advice.