Deal teams spend their best hours on work that repeats every week: reading NDAs against the same standard, assembling the same quarterly books, chasing the same portfolio numbers. Caddie agents do that work and hand back a finished draft for a partner to sign.
We start from what your associates and deal partners actually do each week. Each agent takes one job end to end, runs on the documents and files you already have, and stops to ask when it hits a real judgement call.
Results from agents running inside client businesses. Client names withheld; the numbers are theirs and we can walk you through how each was measured.
Every NDA that arrives is read against the firm's standard within minutes. Term, non-solicit, governing law and carve-outs checked; redlines drafted; a one-page summary sent to the partner. Associates stopped reading NDAs line by line.
The quarterly portfolio book used to be built by hand from each company's package. The agent now assembles it from the source files, checks every figure against the prior quarter, and flags what moved and why.
Intermediary follow-ups drafted in the partner's voice, the pipeline kept current, a brief before every meeting and a weekly deal-flow summary. The relationship calls stay with the deal team; the chasing, logging and prep no longer do.
A food manufacturer's monthly management accounts used to take the finance team days to assemble by hand. The agent now rebuilds them from the accounting exports with every line tied to source, and flagged formulas in the old spreadsheet that had quietly broken.
Redlines, memos and reconciliations arrive written, in your templates, ready to review and sign.
Each figure in a report links back to the file and cell it came from. Tie-outs run before anything is handed over.
Agents run when the work is due: on NDA arrival, at quarter end, on the first business day of the month.
Bring one job: NDAs, the quarterly book, a portfolio company's close. We will tell you what an agent can take over and run it against a past quarter to prove it.