Every family adds entities. Your team stays small. Hand the paperwork to AI agents.
Caddi AI Agents run capital calls, K-1s, bill pay, and family reporting across the systems your office already uses, with no platform migration and every run logged.
SOC 2 Type II·150+ integrations·Every run logged
Works across the stack your office already runs.
More families, not more spreadsheets.
Most offices name the same problem: too many manual steps and too much living in spreadsheets. A new platform means a migration nobody wants. Caddi runs the work between your CRM, reporting, books, and documents exactly as they are.
- No platform change
Keep the systems you already chose.
Your CRM, reporting platform, entity books, and document store stay exactly where they are. Caddi does the work between them, so nobody has to sell the families or the team on a migration.
- A small team
Dozens of entities, the same headcount.
Every new trust, LLC, and fund commitment adds paperwork, and the office does not add a person for each one. The repetitive steps run on their own; your team handles the judgment calls and the families.
- Built once, reused
The next family onboards faster.
A capital call or K-1 workflow built for one family redeploys for the next with that family's entities and approvers. The office builds a library it owns instead of a set of personal spreadsheets.
- Privacy by default
Scoped access, every run on record.
Agents act under the access the person already has in each system, with no standing admin across families. Every run is logged and reviewable, so you can show a family exactly what touched their data.
Caddi AI Agents discover, automate, and govern back-office work.
From capital call
to family report.
Capital calls & distribution notices
AI your families can trust with their data.
- 01
Built by your operations team, not a consultant
The person who runs the capital call process shows Caddi the work and talks it through. No statement of work, no IT project, and no six-month implementation for a team of six.
- 02
Deterministic runs on family financials
Verified code calls each system through its API, so the same notice takes the same path every time. Any model step inside a run is scoped, logged, and reviewable, and every number traces to its source.
- 03
Hours saved you can actually show
Runs, hours saved, and exceptions caught, broken out by workflow and by family. The proof that the AI budget did something, which most offices say they have not seen yet.
- 04
Starts with where the hours go
Discover connects read only to the tools you already run and ranks the repetitive work by hours, with the evidence behind each finding. You decide what to automate first from data, not a guess.
Privacy first, because it has to be.
A run history per family and per entity.
Every workflow, input, and output is logged and reviewable. Your CCO, your auditor, or a family principal can walk any run end to end: who triggered it, which entity's data it read, and where the output landed. Agents act with one scope per system under the access the person already had, with no standing admin across families.
Family data is never used to train models.
Caddi's AI builds the automation; verified code runs it. Where a step needs a model to read a statement or classify an email, calls to OpenAI and Anthropic use zero-data-retention terms, and the contents of connected systems are never used to train models. Data is encrypted in transit and at rest, and Caddi keeps a 30-day audit trail of every prompt, response, and run for review, then it ages off.