Cut $50K to $350K of busywork.
Add $150K to $1M+ in value. Own all of it.
A business that runs itself is worth more than one that runs you. We build the AI systems that flip that equation.For the work you do by hand.
You don't have to figure out AI. That's what we do. We start with a Strategic AI Audit across every area of opportunity, then a fractional AI Chief Executive moves in and builds what pays. Built for operations-heavy businesses doing $2M+ a year.
Want proof before a call? See what we'd automate in your business, free →You already know AI could change how your company runs. You're not the one with time to drive it.
AI moves faster than any operator can track, and your competitors are already figuring it out. You're running a business, not chasing every new model. So the questions nobody answers pile up: what's actually possible, where to start, who to trust, whether it even works for a business like yours.
The old routes are slow or rented: wait a year for the right hire to find and ramp, or pay an agency forever for a system you never own.
There's a third route. We build it. You own it. Nobody's renting anything.
That's what ACE was built for. We find the work that's eating your team alive, build the digital labor that replaces it, and train your people to run everything themselves. We come in. We build. We train your team. You take the keys. Most people play AI. We actually put it to work for you.
ACE, an AI hire, or an agency? How the three actually compare.
| ACE | Hire an AI executive | AI agency | |
|---|---|---|---|
| Speed | Knows your operation before day one. First automations in weeks | 6 to 12 months to hire, then ramp | Tied to their roadmap |
| Ownership | Yours. Your accounts, your keys | Tied to one person's tenure | Theirs. You rent access |
| Cost | One number, for the list you picked | $300K+ a year in salary | $50K to $120K a year, forever |
| Afterward | Your team drives it. We stay only if you want us | You keep paying | It stops when you stop paying |
How does ACE work? From first call to running system.
Caddy becomes the operating layer your company runs its AI on, at the admin level of your own plan, owned by you. Not a tool you rent.
It starts with a discovery call. Then we run a Strategic AI Audit across every area of opportunity: we sit down with your department heads, watch the work get done, and map what's manual, what's automated and where a human mind has to stay. You come out with a full visibility map of your operation and a ranked roadmap of every opportunity we found.
You pick what gets built from that roadmap, and that becomes your scope. We move in, build the digital labor that replaces your most expensive manual work, deploy it in accounts you own, and train your team to run it.
Your team trained, your system live, your keys. Optional ongoing support and senior advisory if you want a long-term partner. Your choice, never a dependency.
No recycled templates. We build your system fresh, tuned to how your business runs, on a foundation already proven in real operations. What we prove for you is yours to keep.
What happens inside the engagement?
AI is the best employee you'll never hire and the hardest one to onboard. We do the onboarding.
Discover
There might be 30 things we could do. The audit finds all 30. We start with the five that matter most.
Build
Digital labor deployed in accounts you own.
Adoption / Integration
Your team trained, with SOPs for every system.
Optimize
Stress-test, tune, hand over the keys.
Always in the loop: a check-in every week, a written summary every month, and a 30-minute leadership call.
You walk away holding three things.
Paper, not promises. Every engagement ends the same way.
The Number
Value ScorecardWhat the work is worth, in dollars a CFO would defend.
The Log
Monthly SummaryWhat shipped, month by month, in writing.
The Keys
Operating ManualHow your team runs the system without us.
What one process is worth.
Digital labor is scored in dollars. Two real examples:
Every engagement is scored the same way, across our 21-metric value framework.
Who is ACE for? And who is it not for?
ACE IS for you if
- Doing $2M+ a year, with real operations
- A team buried in routine work: follow ups, reports, rekeying
- You'd hire a $300K AI executive if you could justify it
- You want to own the system, built inside your company
- You want your team fluent, not vendor dependent
ACE is NOT for you if
- Pre revenue, hoping for a free pilot
- Shopping on price for the cheapest consultant
- You want a vendor at a distance, directing remotely
- You expect zero team involvement
We mapped AI across our own portfolio first.
A single person in one of our companies checks two and a half million utility lines a year by hand. That one process holds around $200,000 a year in payroll, which at the multiples businesses like ours trade at is roughly $2 million in enterprise value. One process, sitting in plain sight. The full story is on the Board of Advisors Podcast.
When AI showed up, we didn't wait for the right consultant or the right hire. We went deep ourselves: learned the tools, studied what digital labor can actually carry, and turned that lens on our own portfolio. What we found changed how we think about every business we own: hundreds of thousands of dollars a year in routine work, and millions in enterprise value with it.
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.
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. And I know what this value looks like at the finish line: my family built a business over 25 years and sold it for tens of millions, with more than a thousand employees at exit. I was inside the whole process: preparing the company for sale, the diligence, the deal itself.
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.
Four steps to integrate digital labor in your business.
- Discovery call. We ask the questions that matter: what you want the next 12 months to look like, which processes cost you the most, and where AI can actually move the needle. No forms, no homework. A conversation.
- The Strategic AI Audit. We audit your operation across every area of opportunity, department by department. Before we sit down, your team brain-dumps what eats their week. Then your department heads walk us through the work on screen, step by step, so we can see what's manual, what's automated, and where a human mind has to stay. You get a full visibility map of your business and a deep report with a ranked roadmap: every opportunity, what it's worth in enterprise value, headcount and output, and which software to keep or replace. That report becomes the scope, so we tackle it in one go instead of tacking things on later. It rolls into your engagement when you step up within thirty days.
- Your roadmap and your proposal. You choose what we build from the roadmap, everything or part of it. Your proposal prices that work, not a rate card. If something we scoped can't be delivered the way we planned, we keep working on the next viable solution at no added cost.
- The engagement. We move in and ship. Discover, build, adopt, optimize. Your team is trained, your system is live, and you own all of it.
The questions everyone asks.
What exactly is ACE?
ACE stands for AI Chief Executive. It's a fractional executive role: an AI Chief Executive from our team deployed inside your business, starting with a Strategic AI Audit and running discover, build, adopt, optimize. We find the few things that actually drive results, we call them the magic five, then we build the digital labor that runs them: AI systems doing the work a person would otherwise do, deployed in accounts you own. The market calls this role a fractional Chief AI Officer, or CAIO.
Who is this for?
Owners doing more than $2 million a year who treat the business as an asset, not just a job. If your team's days go to follow-ups, reports, and moving information between systems, that's exactly the payroll we turn into digital labor. We move fastest in real estate, financial services, professional services, ecommerce, healthcare, and manufacturing. If you're doing under $2 million a year, our fractional program probably isn't the best fit yet. What makes more sense is our AI engineer placement program, where we vet and place a Caddy-approved AI engineer in your business. We also recommend running a Strategic AI Audit, because it gives you full visibility: you'll know every opportunity, how it would work, and what to do. Pair the two and your engineer starts trained on your roadmap, knowing exactly what to execute and how.
What does it cost?
Every engagement is priced from your Strategic AI Audit. The audit maps every opportunity in your business, your proposal prices the ones you choose, and the audit rolls into your engagement when you step up within thirty days. We walk you through the numbers on your discovery call. No rate cards, no one-size-fits-all packages. The scope goes in writing before anything gets built, and if something we scoped can't be delivered the way we planned, we keep working on the next viable solution at no added cost.
Why not just use ChatGPT?
If your team is using AI in a browser tab, you're getting maybe ten percent of what it can do: copy and paste in, copy and paste out, no memory of your business, no access to where the work happens. ACE is the other ninety percent, wired into your actual systems, doing the work instead of talking about it. So if you want to keep playing AI, be our guest. But if you want results that hit the bottom line of your business, book a call with us.
Will this disrupt my team?
No. We integrate quietly: bite-sized chunks, the magic five, built into the tools you already run while your team's work continues as usual. Your side of the cadence is light: a check-in every week, a written summary every month, a 30-minute leadership call, and focused time with your key people during the audit and training. And automation gives you options: retire the role, move the person to work that needs a human, or take the savings straight to the bottom line. Your call, not ours. Just as often we take somebody from five units a day to fifteen: more output from the salaries you're already paying.
What do we own when it's done?
All of it. Everything is deployed at the admin level of your own enterprise AI plan: you own the plan, the system, and the data. We never host your data. At the end of the term you take the keys: your team trained, custom SOPs for every automation, and the Customer Champion Operating Manual for full independence. Nothing switches off if you stop paying us, because there's nothing left to pay. If you want a longer-term partner, optional ongoing support and senior advisory are available; your choice, never a dependency.
The first call costs nothing. The status quo doesn't.
Book your discovery call. You'll leave knowing where AI fits your business, which processes to target first, and whether ACE is the right way to get there. No pressure, no obligation.