The Caddie is a private, branded CRM built specifically for small and emerging private equity and venture capital firms. No shared infrastructure. No bloated features. Just your data, your way.
Designed around how PE and VC teams work — not a generic contact tool bolted onto an investment workflow.
Track every deal from first contact through close with stage history, notes, and follow-up reminders.
Manage your LP and investor relationships separately from deal flow, with your own fund target tracker.
Track advisors, service providers, and strategic relationships outside your active deal and LP pipeline.
A real-time snapshot of pipeline health, overdue follow-ups, and recent activity across your whole team.
Full functionality on any device. The interface adapts to mobile so your team can work from anywhere.
Every client gets their own separate deployment — your own URL, your own branding, your own database.
Fill out the form and we'll be in touch to walk you through the platform and get your firm set up.