Cassidy

Cassidy

Private
New York City, New YorkAI, Data & Cloud Infrastructurehttps://cassidyai.com

Last Round

Series A

Sep 8, 2025

Est. Valuation

$60M

Total Funding Raised

$17.4M

Company Overview

Cassidy is an AI automation platform designed for businesses to create customized AI assistants and workflows without requiring engineering resources. The platform connects to a company's internal knowledge sources, such as documents and tools like Slack and Notion, to power its automations with business-specific context. This allows teams to automate complex processes in sales, customer support, and marketing. The company emphasizes enterprise-grade security, is SOC 2 Type II compliant, and supports various large language models.

Sector

AI, Data & Cloud Infrastructure

Verticals

Workflow Automation, Low-Code/No-Code, Sales Enablement, Customer Experience, Marketing

Business Model

B2B

Customer Profile

Subscription SaaS, Usage-Based SaaS, Freemium, Services & Consulting

AI Layer

Application

Keywords

AI workflowscustom AI assistantsno-code AIAI automationcustom copilotsAI agentsenterprise AIAI agent buildersupport automationsales automationknowledge base integrationRFP automationSaaS subscriptionSOC 2 complianceusage-based billingmeeting summarization

Historical Pricing

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Cassidy Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Cassidy Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
Series ASep 8, 2025
SeedAug 20, 2024
SeedAug 20, 2024

Key People

Founding team and executive leadership

Ian Woodfill

CTO Co-Founder

Founding Team

Justin Fineberg

CEO Co-Founder

Founding Team

Cassidy Investors

Notable investors and investment history

InvestorRounds
NeoSeed, Series A
Ride VenturesSeed
The General PartnershipSeries A, Seed
Spacecadet VenturesSeed
Comma CapitalSeed
Quest Venture PartnersSeries A
HOF CapitalSeries A

Market signals

Structured signals derived from secondary market and firmographic data.

  • Feb 8, 2026

    Added Hoerakustik Helfrich, a healthcare audiology startup.

  • Jan 29, 2026

    JustWorks disclosed as a new customer.

Cassidy Filings

SEC and related filings with document metadata.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Cassidy Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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Firmographic Details

HeadquartersNew York City, New York
Employee Range43
Year Founded2022
Last FundingSep 8, 2025

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