A New York platform that lets non-technical teams build AI agents and no-code automations powered by their own company data - automating the context-heavy work that only humans could do before.
Most enterprise AI never makes it out of the pilot. The demo dazzles, the procurement team asks about security, and the model - impressive as it is - turns out to know everything about the world and nothing about the company deploying it. Cassidy, a New York startup founded in 2023, built its business on closing that gap. Its platform lets ordinary business users, not engineers, assemble AI agents and multi-step automations that run on the company's own knowledge: its documents, its wikis, its Slack threads, its rules and edge cases.
The pitch is deliberately plain. "Teams don't want AI in theory," co-founder and CEO Justin Fineberg has said. "They want to be empowered to drive efficiencies." Cassidy connects large language models to a business's internal context and its everyday tools, then hands the controls to the people who actually do the work - support leads, operations managers, sales teams - so they can automate the tasks a standard SaaS product was never built to handle.
Teams don't want AI in theory. They want to be empowered to drive efficiencies.
By September 2025, the approach had pulled in more than 20,000 teams and a $10 million Series A led by HOF Capital, bringing total funding to roughly $13.7 million. Customers now range from startups drafting RFP responses to public companies and Fortune 500 enterprises - NTT Data, Justworks and Multiverse among the names Cassidy points to.
The core idea is that automation is only as good as what the AI knows. Cassidy's Knowledge Base acts as a unified context layer, continuously syncing documents and data sources so an agent stays grounded in current, company-specific information rather than guessing. On top of that sit Agents - AI teammates that reason through nuanced decisions with human-in-the-loop guardrails - and Workflows, the no-code, multi-step automations that chain those decisions across connected tools.
Crucially, Cassidy is model-agnostic. Instead of locking a customer into a single AI vendor, it routes each workflow to whichever model performs best, so deployments keep pace as the frontier moves. And it meets teams where they already work: Slack, Microsoft Teams, Chrome, Word and Excel.
AI teammates that handle complex processes, reason through decisions, and act across your tools - with human-in-the-loop guardrails.
No-code, multi-step automations that chain AI actions and integrations to drive real business outcomes.
A unified context layer syncing docs, wikis and data so AI stays grounded in real, up-to-date company information.
Turns calls and conversations into action - summaries, CRM updates and follow-up automations.
The seed round, $3.7 million led by The General Partnership in 2024, drew angels including Vanta co-founder Erik Goldman, Orum's Jason Dorfman and Codecademy's Zach Sims. The 2025 Series A added HOF Capital, with Neo and Alumni Ventures returning. HOF's Hansae Catlett framed the thesis bluntly: a "land and expand" model was driving adoption "after enterprise AI pilots stalled."
Cassidy's customers skew toward document- and knowledge-heavy industries: insurance brokerages and carriers, employee benefits and PEOs, manufacturing, professional services, healthcare, logistics and construction. The problems it solves tend to share a shape - work that requires understanding a company's specific terminology and rules, done at a volume that overwhelms people.
Support ticket triage and automated responses. RFP drafting that once took hours, now near-instant. CRM updates generated from sales calls. Lead qualification and enrichment. Internal search and knowledge-sharing in Slack. NTT Data's Philippe Jardin put the payoff simply: workflows that "once took hours now run instantly."
Workflows that once took hours now run instantly.
Classic no-code automation tools - Zapier, Make and their kin - excel at moving data between apps but stop where judgment begins. General LLM copilots reason well but don't know your business. Cassidy's wager sits between the two: agentic reasoning grounded in internal context, wrapped in guardrails a business user can trust. Add model-agnostic routing and enterprise-grade security, and the platform aims squarely at the workflows both camps leave on the table.
That security posture is not incidental. SOC 2 Type II, GDPR, HIPAA and CASA compliance are the price of entry for the procurement teams that kill most enterprise AI. Cassidy answered those questions up front - a practical choice consistent with how the founders describe the company: usability over the most elegant "AI-native" architecture.
Cassidy's two founders arrived from opposite directions. Justin Fineberg, the CEO, built a following of more than 500,000 across TikTok and Instagram teaching businesses how to use AI - tutorial content that racked up tens of millions of views. He treated the audience as a live market-research lab before writing a line of product, and had earlier worked as lead product manager at air-mobility company BLADE and co-founded a creative agency.
Ian Woodfill, the CTO, spent years building for the no-code platform Bubble - practical experience in making complex tools usable, which shows in Cassidy's insistence that non-technical people be able to build real automations. The combination - a distribution-native creator and an engineer obsessed with usability - is the company's origin story in miniature.
Justin Fineberg and Ian Woodfill start the company to make AI automation usable by non-technical teams.
The General Partnership leads a seed round to build automations powered by internal company data.
HOF Capital leads a Series A as the platform scales context-powered automation across the enterprise.
Cassidy is an AI automation platform that lets non-technical teams build AI agents and multi-step workflows grounded in their own company data - automating tasks like support triage, RFP responses and CRM updates without writing code.
Cassidy was founded in 2023 by Justin Fineberg (CEO) and Ian Woodfill (CTO), and is headquartered in New York City.
About $13.7M total - a $3.7M seed round in 2024 and a $10M Series A led by HOF Capital in September 2025.
More than 20,000 teams, from startups to Fortune 500 enterprises including NTT Data, Justworks and Multiverse, across insurance, benefits, manufacturing, healthcare and professional services.
Cassidy grounds automations in a company's internal knowledge and uses agentic AI reasoning with human-in-the-loop guardrails. It is also model-agnostic, routing each workflow to the best AI model rather than locking users into one provider.