What Caddy does

Caddy is a cloud-based vertical SaaS company that provides inventory management, lot traceability, digital forms, and records reporting software purpose-built for single-facility small and medium-sized food and beverage manufacturers. Founded in 2021 and headquartered in Markham, Ontario, the platform is hosted on AWS and focuses narrowly on production-floor workflows (receiving, sanitation, production logging, lot tracking, and audit-ready documentation) for owner-led operations preparing for retail growth, third-party audits, and certifications such as HACCP, FSMA, and SFCR. Caddy explicitly excludes ERP, accounting, and MRP functionality and does not target beverage-first manufacturers, co-manufacturer-dependent businesses, or complex multi-facility enterprises.

Caddy operates a three-tier subscription model — Caddy Birdie (up to 2 users, $399/month), Caddy Eagle (3–9 users, Birdie plus $49/user/month), and Caddy Clubhouse (10+ users, multi-facility, custom pricing) — supplemented by paid Premium ($99/month) and Enterprise ($249/month) support tiers. All new customers are required to purchase a guided implementation package (starting at $1,000 one-time) with a dedicated Caddy implementation team, and the typical onboarding cycle runs 14–60 days. The go-to-market motion combines a direct inside-sales approach gated by a fit-qualification process with a structured partner ecosystem of food safety consultants, legal advisors, accelerators, and operational advisors that generate qualified referrals into the SMB food manufacturing segment. Public case studies include Barvecue (plant-based barbecue) and T.E. Neesby (dietary supplements), each citing specific outcomes such as reducing mock recall time from 2 hours to 10 minutes.

The company is privately held and backed by three institutional investors — Matchstick Ventures (lead of a $1.85M seed round in October 2021), Bread and Butter Ventures, and Techstars — with a lean team of 1–10 employees led by CEO Ron Leung. Customer logos publicly referenced include Barvecue, T.E. Neesby, Maplebrook, Fresh Bites, Teti, UMYUM, Bozza Pasta, Little Sesame, and Glenns, all SMB food manufacturers across diverse sub-verticals. The product carries no public API or SDK and offers no AI/ML capabilities; data exports are the primary extensibility mechanism for downstream accounting and reporting integration.

Name

Caddy

Legal name

Caddy

Website

https://joincaddy.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Caddy is a vertical SaaS platform that provides inventory management, lot traceability, digital forms, and audit-ready records reporting for single-facility small and medium-sized food and beverage manufacturers preparing for retail growth, audits, and certifications.

Ownership category

akta.pro rank

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscription (Caddy Birdie): Annual or 2-year prepaid SaaS subscription for up to 2 users. Base price $399/month billed annually, with a 15% discount for 2-year prepaid plans. Includes inventory management, recipe management, lot traceability, unlimited custom forms and submissions, customer & supplier management, single facility, and partner perks. A mandatory one-time implementation fee starting at $1,000 is also charged.
2. SaaS Subscription (Caddy Eagle): Mid-tier plan for 3-9 users. Adds $49/additional user/month on top of the Caddy Birdie base. Includes everything in Birdie plus the Premium or Enterprise support plan of choice.
3. SaaS Subscription (Caddy Clubhouse): Enterprise plan for 10+ users with custom pricing. Includes multiple facilities capability. Sold with a mandatory implementation package and support plan.
4. Support Level Plans: Optional tiered support add-ons: Basic Support (included, 48-hour response), Premium Support ($99/month, 24-hour response, dedicated account manager, quarterly check-ins), and Enterprise Support ($249/month, 12-hour response, live virtual training). All billed annually with 15% discount for 2-year prepaid.
5. Guided Implementation Package: One-time mandatory implementation fee starting at $1,000 per client. Includes a dedicated Caddy Implementation Team, on-demand video tutorials, and hands-on setup tailored to the client's specific operations and workflows.
6. Flexible Payment Plans: Two-installment payment option for qualifying one-year contracts (minimum ACV $5,000) and 2-year prepaid contracts (minimum $10,000 after discount). First payment at signing, second payment due 30 days later.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Caddy provides a cloud-based SaaS platform that helps small, single-facility food and beverage manufacturers replace paper binders and spreadsheets with digital forms, real-time inventory management, and audit-ready lot traceability. The platform supports food safety compliance (HACCP, FSMA, SFCR), recipe management, sanitation and production records, and mock recall readiness. Caddy is sold as a tiered subscription (Birdie, Eagle, Clubhouse) and includes a mandatory paid guided implementation package.

Product overview

Caddy offers a tiered SaaS platform for small-to-medium food and beverage manufacturers, consisting of three subscription tiers (Caddy Birdie, Caddy Eagle, Caddy Clubhouse) that share a unified core of inventory management, lot traceability, recipe management, digital forms, and records reporting capabilities. The tiers scale by user count and facility complexity, with higher tiers unlocking multi-facility support. All plans require the Guided Implementation Package for onboarding. Optional paid support tiers (Premium and Enterprise) provide escalating service levels. The platform is intentionally focused on production and traceability workflows and does not include ERP, accounting, or MRP functions.

Differentiator

Problem solved

Functional benefit

Products and services

• Caddy SaaS Platform
• Guided Implementation Package

Quantifiable outcome

• Mock recall time reduced from 2 hours to 10 minutes at Barvecue
• +2 more outcomes

Named customers9 records

Segments4 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Eight partnerships are on record, tiered core.

• GCP ConsultingcoreImplementation/ SI/ Consulting PartnerPart of the Caddy Partner Network. GCP Consulting likely provides food safety consulting services to Caddy clients, offering exclusive perks to food manufacturers running on Caddy.
• Food Safety SolutionscoreImplementation/ SI/ Consulting PartnerPart of the Caddy Partner Network. Food Safety Solutions provides food safety consulting services to Caddy clients, including exclusive perks for Caddy users. Referenced as a source of customer testimonials (Danni Kneeland, Food Safety Solutions, praised Caddy's traceability demonstration).
• Assured Food Safety ConsultingcoreImplementation/ SI/ Consulting PartnerPart of the Caddy Partner Network. Specializes in developing HACCP and food safety programs, helping businesses meet CFIA regulations and achieve certifications. Exclusive perks for Caddy clients: $100 gift card, complimentary virtual HACCP training, free 1-hour food safety consulting.
• Lumar Food Safety ServicescoreImplementation/ SI/ Consulting PartnerPart of the Caddy Partner Network. Provides food safety services to Caddy clients, with exclusive perks offered to new Caddy clients.
• RDP AssociatescoreImplementation/ SI/ Consulting PartnerPart of the Caddy Partner Network. An operational/consulting partner for food manufacturers using Caddy.
• Shelf ReadycoreImplementation/ SI/ Consulting PartnerPart of the Caddy Partner Network. An operational partner helping Caddy food manufacturer clients with go-to-market and retail readiness.
• Bustos Law GroupcoreImplementation/ SI/ Consulting PartnerPart of the Caddy Partner Network. A boutique FDA and FTC compliance firm advising food, supplement, cosmetic, and medical device companies on regulatory strategy, risk, and enforcement. Offers Caddy clients a 10% discount on initial retainer.
• Venturepark LabscoreGTM or Marketing PartnerPart of the Caddy Partner Network. A branding/marketing partner that likely helps Caddy food manufacturer clients with brand strategy and marketing support.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Galley Solutions: Galley offers recipe costing, inventory management, and production planning software for food manufacturers and food service producers. Its focus on recipe and production workflows overlaps directly with Caddy's inventory, recipe, and traceability features.
• FoodReady: FoodReady is a cloud-based food manufacturing software platform offering production planning, inventory, lot traceability, and food safety compliance for SMB food and beverage manufacturers. It is the most direct head-to-head competitor to Caddy in the same vertical SaaS niche.
• SafetyChain: SafetyChain provides food safety and quality management software (FSQMS) for food and beverage manufacturers, including digital forms, lot traceability, and audit-ready records. It targets a similar compliance-driven buyer to Caddy, though with more emphasis on mid-market and enterprise customers.

Broad incumbents

• ECi Software Solutions: ECi offers vertical ERP and business management software for industries including food manufacturing, with production, inventory, and traceability features. It competes with Caddy in the same SMB food manufacturing segment but as part of a broader multi-vertical portfolio.
• Aptean: Aptean provides industry-specific ERP software, including offerings for food and beverage manufacturers, covering production, inventory, traceability, and compliance. It is a broad incumbent whose food-industry suite overlaps with Caddy's workflow scope but at much larger customer scale.
• BatchMaster Software: BatchMaster provides ERP and MRP software purpose-built for process manufacturers, including food and beverage. It is a broader incumbent offering more comprehensive functionality than Caddy, but at higher complexity and price points aimed at larger manufacturers.
• ProcessPro: ProcessPro offers ERP software for process manufacturers, including food and beverage, with inventory, lot traceability, and production modules. It targets a similar end market to Caddy but with a full ERP suite rather than Caddy's focused production-and-traceability scope.

Emerging players

• Smart Food Safe: Smart Food Safe delivers digital food safety management, including HACCP, traceability, and compliance modules, with a focus on SMB and mid-market food manufacturers. It is an emerging competitor with overlapping food-safety compliance capabilities to Caddy.
• ReciPal: ReciPal offers food labeling, nutrition analysis, and basic inventory/recipe management software for small food and beverage manufacturers. It is an emerging player in the SMB food manufacturer tooling stack with partial overlap to Caddy's recipe, inventory, and traceability features.

Regional players

• WaudWare: WaudWare provides food processing and distribution software focused on produce and specialty food manufacturers, primarily in North America. It overlaps with Caddy in inventory and traceability workflows for SMB food processors, with deeper produce-industry specialization.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/joincaddy

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds2 records

Investors3 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Caddy