our story: your M&A Game-changer

Picture us: young, scrappy, and thrown into the M&A deep end. Barely out of our “giggling at ‘do due diligence’” phase (yep, doodoo got us every time), we were tapped to run diligence for companies chasing blockbuster deals.

We were confident, sure, but green—our bosses were betting big on us, and the stakes were sky-high. One missed risk, one overlooked opportunity, and poof—millions could vanish.

Fast-forward through hundreds of deals—courtships, mergers, divestitures—we didn’t just survive; we mastered the chaos.

But the grind? Brutal. Endless spreadsheets, repetitive tasks, and communication snafus drove us nuts. We saw risks snowballing and upsides slipping through cracks, all because the process was stuck in the Stone Age. Enough was enough.

Enter Caddy. We built a platform with AI at its heart, slashing the slog from prospecting to integration. Our 5,000+ question bank and RAG chatbot turn due diligence into a breeze, while our Risk Registry spots deal-breakers before they bite.

With decades of M&A battles under our belts, we’ve engineered Caddy to be your unfair advantage—whether you’re buying, selling, or scaling. Crush your goals with a tool forged by those who’ve been there, done that, and rewrote the playbook.

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