01
The scheduling problem at Northfield Capital
Managing partners juggled up to 6 separate work calendar accounts, each run by a different company. Their old tools could only check one main calendar, so partners were often double-booked with board chairs and portfolio executives. Sharing calendars openly wasn't an option because of strict SEC and M&A confidentiality rules.
- An average of 4 double bookings per partner each month, from overlapping board commitments
- Executive assistants spent 15+ hours a week cross-checking several Microsoft and Google accounts
- Confidential M&A deal names could leak through ordinary public calendar feeds
02
What Northfield Capital set up in Caletus
Northfield connected each partner's Google Workspace and Microsoft 365 accounts to Caletus, with their board calendars shared into them. Caletus checks every one of those calendars for conflicts, and people booking only ever see open times.
- Conflict checks across Google and Microsoft 365 calendars
- Booking pages that show open times only
- Admin and member roles
- Buffers before and after meetings
Rollout
- Week 1
- Week 2 · live
03
The results at Northfield Capital
Over 12 months, Northfield had zero double bookings across 1,800+ partner meetings, and executive assistants saved more than 60 hours a month.
- Double bookingsHow: Executive assistants' incident log and partner calendar checksDown from an average of 4.2 a month per partner to zero
- Assistant time spent on calendarsHow: The firm's time-tracking reviewTime assistants spent scheduling by hand fell by 78%
- ConfidentialityHow: Independent SOC 2 Type II security audit by an outside firm100% compliant, with no confidential meeting subjects exposed
