ZERO LEARNING CURVE. ZERO GUESSWORK.

You don't have to figure out AI.
That's what we do.

You know AI matters. You don't know where to start. Pay us for the system.

We come in. We build. We train your team. You take the keys.

Request an intro call Free  ·  30-60 min Risk free.
N audits
delivered
$XX.XM
projected value, scored to 19 metrics
N engagements
shipped in 90 days
N industries
served
The Problem

You already know AI could change how your company runs. You're not the one with time to drive it.

Your team is too deep in the day-to-day.
Your competitors are figuring it out.
The window is closing by the quarter.

AI is moving faster than anyone can keep up with, and you're running a business, not chasing every new model and tool. So you're left with the questions nobody is answering for you. What's actually possible, where to start, who to trust, whether it even works for a business like yours.
You know AI matters. You just don't have the time to go figure it out alone.

Hire a $300K AI Chief Executive: a year before they ship.
Hire an agency: they'll charge $50K+ a year, they own the system, and the retainer never ends.
We deploy the system in 90 days. You own it. We leave.

Neither path leaves you with a system that's actually yours. That's what ACE was built for.

How It Works

Three steps. Designed to match where you are.

Caddy becomes the system your company runs its AI on. One place, at the admin level of your own plan, owned by you. Not a tool you rent. The operating layer your business keeps.

STEP1
AI Operations Audit

The front door. A full audit of how your company actually runs, scored against 19 specific value metrics, delivered live to you. Walk out knowing exactly where AI moves the needle in your business and exactly how much it's worth in dollars.

STEP2
90-Day ACE Engagement

We move in, design a system custom-built around your exact business, deploy it at the admin level of your own Anthropic plan, and train your team to run it. Your audit fee credits in full.

STEP3
Strategic Advisory Retainer (optional)

Quarterly business reviews, skill drift monitoring, adoption support, and admin-level config updates as your business grows. Top tier: direct Tucker access — the Founder Hotline. Refer another company that closes and your next retainer month is on us. Cancel anytime.

We do not hand you a recycled template. We build your system fresh, tuned to how your business actually runs, on a foundation we have already proven in real operations. Every build makes the library deeper, and what we prove for you is yours to keep.

The Audit

A real audit. Not a vibe check.

Most "AI audits" are a 30-minute discovery call and a one-page recommendation. The ACE Audit is what you'd expect to pay $20K+ for from any serious consulting firm. Here's everything that comes with it.

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How We Score

19 metrics. Five buckets. Numbers a CFO can defend.

We don't tell you "AI saves time." We tell you which metric, by how much, sourced to a methodology a CFO would actually defend.

Direct financial
Revenue savedProfitability increasedCost reductionsWorking capital freed
Time & throughput
Time savedEfficienciesResponse timeCycle timeThroughput
People
Employees freed for higher-value workAvoided hiresFounder time reclaimed
Quality & risk
Error reductionCompliance riskCSAT liftEmployee retention
Strategic & growth
Capacity to scaleSpeed to marketNew revenue streams
Fit Check

Built for serious operators with real businesses.

ACE IS for you if

  • You're a company with real operations
  • You'd hire a $300K AI executive if you could justify the headcount or the price
  • You want the system built INSIDE your company, not from a distance
  • You want your team fluent on the way out, not dependent on a vendor forever
  • You're willing to invest in finding what AI is actually worth in your business

ACE is NOT for you if

  • You're a pre-revenue startup looking for a free pilot
  • You're shopping for the cheapest AI consultant on the market
  • You want a vendor to direct from a distance
  • You expect the work to happen without your team's involvement
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From the Founder

We figured AI out for our own portfolio first.

My family office invests across utility locating, military drones, manufacturing, real estate, and healthcare.

I'm a family-first operator. Time is the most expensive currency in my life. So when AI showed up and offered to give that time back, I paid attention.

AI is moving faster than any team can keep up with. We didn't wait for the right consultant or the right hire. We built the systems ourselves. We learned how to use them. We deployed them across the portfolio.

The work paid off. Hundreds of thousands in saved opex. Millions in enterprise value back on the table.

If you're staring at AI and wondering how to make it work for your business, that's why ACE exists. Now we want to do the same for you.

TUCKER BERN, FOUNDER Caddy
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Next Steps

Four steps from "let's talk" to "we ship."

  1. Intro call (30-60 min, free). We talk about your operation. You decide if it's worth a real audit.
  2. Audit engagement letter. Single document, transparent terms, single-meeting audit delivery model.
  3. Audit delivery + Executive AI Literacy Session. 60 minutes with you, deliverable in hand. Then the literacy session with your full leadership team within 10 business days.
  4. 90-day engagement. Your audit fee credits in full. We ship the system. Your team takes the keys.
FAQ

The questions everyone asks.

Who is ACE actually for?

Companies with real operations who would hire a $300K AI Chief Executive if they could justify the headcount or the price. We move fastest in real estate, financial services, professional services, ecommerce, healthcare, and manufacturing. If you're a pre-revenue startup or shopping for the cheapest AI consultant, this isn't the right fit.

What's actually included in the audit?

A full, in-depth written audit report scored against 19 value metrics, a 60-minute live audit delivery meeting with your project lead, an AI Readiness Scorecard benchmarked against your industry, and a separate 60-90 minute Executive AI Literacy Session with your full leadership team scheduled within 10 business days. The full audit fee credits in full toward your engagement if you proceed.

How much of our team's time does the engagement actually take?

Expect a weekly 60-90 minute working session with your designated Customer Champion plus async check-ins throughout the 90 days. We're doing the build; your team is providing context, signing off on decisions, and getting trained on the system so they can run it after we leave. The whole point is that you walk out fluent, not dependent on us.

What does "admin-level deployment" mean for our IT and security teams?

We deploy at the admin level of your own Anthropic Enterprise or Teams plan. You own the plan. We don't host your data. Your IT team manages seat distribution and access control directly. We're not a vendor with custody of your data — we configure the operating system that runs on your own infrastructure.

What happens after the 90-day engagement closes?

You own the system we built. Your team is trained on it. We hand over a Customer Champion Operating Manual so you can keep running independently. The Strategic Advisory Retainer is optional, not required — many customers continue it for ongoing strategy and skill drift monitoring; others run it themselves. Cancel any retainer with 30 days' notice.

Do you take competitors in our industry?

We don't offer vertical exclusivity by default. Your industry pattern library compounds across customers as a feature, not a conflict. If exclusivity matters to you, raise it on the intro call — it's a separate conversation with separate pricing.

What if we want to keep working with you long-term?

That's what the Strategic Advisory Retainer is for. We price it by scope, from light advisory through a top-tier Founder Hotline with direct access to Tucker. Refer another company that closes and your next retainer month is free. Set the scope at engagement closeout; adjust as your business grows.

Can we start with just the audit, or do we have to commit to the engagement upfront?

Just the audit. The audit stands on its own — you walk out with a 50-page report scored against 19 metrics, an industry benchmark scorecard, and a 60-90 min Executive AI Literacy Session with your full leadership team. If it lands and you want to keep going, the audit fee credits in full toward the 90-day engagement. If it doesn't, you keep the deliverables. We don't follow up with a sales sequence.

What about data security and confidentiality?

We don't host your data. ACE is deployed at the admin level of your own Anthropic plan, on infrastructure you control. Your IT team owns seat distribution, access logs, and data residency. We're not a vendor holding custody of your operating data — we configure the system that runs on your own infrastructure. Standard NDA covers the audit and engagement work; we sign your DPA if you have one.

Getting Started

Ready to see what AI is actually worth in your business?

Book a free 30-60 minute intro call. We'll talk through your operation and whether an ACE engagement fits. No pressure, no obligation.

Request an intro call Free  ·  30-60 min Risk free.
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