# Caddi

Caddi is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** trycaddi.com
- **LinkedIn:** https://www.linkedin.com/company/caddiai

## Regulatory record

- **Reports private funds:** No

## About

Automate Repetitive Tasks, Effortlessly—with Caddi. | Caddi uses AI to revolutionize the way service professionals work. Say goodbye to non-billable hours and unnecessary overhead costs — Caddi empowers you to focus on what matters most, your clients.

## Sectors

- AI/ML
- Enterprise Software
- FinTech
- InsurTech

## Questions

### What specific tasks does Caddi automate, and for which industries?

Caddi automates cross-application back-office workflows for professional-services firms, with a stated focus on law firms, RIAs, insurance carriers, and credit unions. Published use cases include new-matter setup, email-thread triage for claims teams, assembly of intake document packets, and time-entry logging. The platform is designed to sit on top of existing tools rather than replace them, interacting with more than 70 applications that the firm already uses.

### How does Caddi's training model work technically?

The firm describes a "screenshare-to-automation" pipeline: a user shares their screen during a single video call and shows Caddi how a repetitive task is performed. The AI observes the sequence of clicks, keystrokes, and application-specific steps, then builds a reusable automation that can run the workflow in parallel at scale. The company states that it surfaces new automation opportunities every week as the system learns more about the firm's operations.

### Who leads Caddi and what is the firm's operational history?

Caddi does not publicly name any principals, key investors, or founding team members on its corporate website, and a LinkedIn presence was not captured. With no disclosed founding year, headcount, or funding rounds, the firm's governance structure and operational track record remain unverifiable from available public sources.

## Related profiles

- [Mesh](https://altss.com/profile/mesh)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/caddi

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