We ran the playbook on our own companies first.

Caddy is an AI deployment company based in Dallas, Texas. We put working AI systems inside operations heavy businesses: the automations, the training, and the operating layer that keeps it all running in accounts you own.

A single person in one of our companies checks two and a half million utility lines a year by hand, sixty- and seventy-hour weeks of it. That one process holds around $200,000 a year in payroll. At the multiples businesses like ours trade at, that is roughly $2 million in enterprise value, from one process. We tell the full story on the Board of Advisors Podcast.

Caddy was founded by Tucker Bern, an operator whose family holdings span utility locating, military drones, manufacturing, real estate, and healthcare. When AI started moving faster than any team could keep up with, we did not wait for a vendor to figure it out for us. We went deep ourselves: learned the tools, studied what digital labor can actually carry, and mapped our own portfolio for the work it could take over. That is how we found the number above, and hundreds of thousands a year in routine work like it, with millions in enterprise value attached.

For another client, a construction group, we're going to take their 14-person admin team down to 4 people, save them over $500,000 a year in payroll, and add over $3 million in enterprise value to the business. All while improving their operations.

Behind that playbook is an exit. Tucker's family built a business over 25 years and sold it for tens of millions, with more than a thousand employees at exit. Tucker was inside the whole process: preparing the company for sale, the diligence, the deal itself. That is the lens ACE brings into your business: what a buyer pays a premium for, what they discount, and which systems make the difference.

ACE is that playbook, packaged. A fractional AI Chief Executive comes into your business for 90 days, finds the work that is eating your team alive, builds the digital labor that replaces it, and trains your people to run everything themselves. You own the plan, the system, and the data.

• Dallas, Texas
• Founder led
• Proven on our own portfolio
• You own the system

Who does the work

ACE engagements are delivered by the Caddy team: the same people who built and run these systems across our own portfolio. Tucker leads every engagement personally, with dedicated build capacity behind him, and your team is in the room from day one so the system lands with the people who will run it.

Why we work this way

Time is the most expensive currency a business owner has. Every engagement is built around that: one standard 90 day agreement, a 21 metric scorecard that prices the work in dollars, and a handoff that leaves your team independent. If you are staring at AI wondering where to start, that is exactly the conversation the first call is for.

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Free. A conversation, not a pitch.