THE CHALLENGE
M&A professionals were drowning in spreadsheet chaos. Traditional deal management meant endless manual processes, missed opportunities, and unidentified risks that only surfaced after investment. The industry standard was slow, expensive, and left 75% of deals failing to meet expectations.
Key pain points included:
- ▸Spreadsheet dependency: Manual tracking of 5,000+ transaction factors across multiple deals
- ▸Hidden risks: Value-destroyers discovered too late in the process
- ▸Missed opportunities: 20-50% of potential deal value left on the table
- ▸Slow execution: Weeks or months to set up deal infrastructure
THE ENGAGEMENT
AltDigital built MY-CADDY.AI from the ground up as an AI-powered M&A lifecycle platform that automates the ordinary so dealmakers can achieve the extraordinary. Drawing on decades of M&A experience, we engineered a solution that eliminates spreadsheet chaos and transforms deal execution.
Lightning-Fast Deal Closure
- AI-powered chatbot for instant document review
- 5,000+ transaction factors automate due diligence
- Customizable project plans with Gantt tracking
- Virtual Data Room with multi-tenant sharing
Ironclad Risk Management
- Detailed Risk Registry with outcome modeling
- One-click risk capture from document review
- What-If Analysis forecasts risk-driven scenarios
- Dashboard filters high-priority risks in real-time
The platform integrates AI-driven insights with secure collaboration tools, enabling teams to identify value-destroyers before investment, capture hidden opportunities worth 20-50% of deal value, and model with confidence. Setup takes minutes, not weeks—allowing dealmakers to focus on strategy, not spreadsheets.
THE OUTCOMES
MY-CADDY.AI transformed M&A execution from a manual, error-prone process into an automated, insight-driven workflow. The platform delivers measurable business impact across speed, cost, and deal volume.
88% FASTER DEAL EXECUTION
Automated due diligence and AI-powered document review eliminate weeks of manual work, accelerating time-to-close and enabling teams to handle more deals simultaneously.
30% LOWER COST
Reduced reliance on external consultants and manual processes translates to significant cost savings while maintaining—or improving—deal quality and risk identification.
2X MORE DEALS CLOSED
Increased efficiency and reduced cycle time enable teams to double their deal throughput without proportional increases in headcount or resources.
RISK MITIGATION & VALUE CAPTURE
Comprehensive Risk Registry identifies value-destroyers before investment and uncovers hidden opportunities worth 20-50% of deal value—helping teams join the 25% of deals that exceed expectations.
Platform Capabilities:
- Setup in minutes with simple pricing model
- Mobile app for on-the-go approvals and updates
- Granular permissions for secure multi-tenant workflows
- Financial analysis with 30+ ratios calculated automatically