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Caddi

The Agent That Discovers Repetitive Work and Automates It

$5m Seed round raisedSOC 2 Type II150+ integrationsEvery run loggedExhibiting at Future Proof Sep 14–17
Category
Agentic workflow automation / AI back-office automation
Stage
Seed
Target audience
Professional services back offices: law firms, wealth & finance, accounting firms, private equity, banks, mortgage companies, insurance; departments include operations/COO, IT/CIO, legal operations, billing & finance, intake, and client-facing advisors
Opportunity score
78/100

High-potential horizontal agentic automation platform, but technical complexity and distribution risk make a narrow vertical clone more attractive than direct replication.

Founder verdict
MAYBE

Caddi is a credible, well-positioned agentic automation startup attacking high-frequency back-office work, but public traction and pricing are unproven and the broad horizontal approach is hard to defend.

What is Caddi?

Caddi is an agentic back-office automation platform that discovers repetitive work across existing tools, lets users teach workflows by screenshare and chat, then builds and runs governed automations across systems like Outlook, DocuSign, NetDocuments, Salesforce, Clio, and iManage. It targets professional services back offices—law, wealth, accounting, private equity, banks, mortgage, insurance—with use cases such as email triage, executed contract filing, data entry, time capture, and pre-billing review. The company has raised a $5m Seed round, advertises SOC 2 Type II and 150+ integrations, but public MRR, growth, pricing, and customer count are unknown.

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