SamCIO provides an AI-native investment operating system for venture capital and private equity funds, centralizing deal intake, thesis-aware scoring, IC memos, diligence tracking, portfolio intelligence, and LP reporting into a single system of record. The platform grades every deal against a fund's weightings across four pillars—thesis fit, market, team & execution, and traction & terms—ensuring comparable scores across all deals and vintages. Piloted by 28 private-market firms, it includes decision memory that compounds into institutional knowledge and pricing starting at $199 per month per workspace.
Funding
Funding not disclosed
Founders
Product
Problem
Venture capital and private equity firms typically manage their investment process across disparate tools like spreadsheets, email, and generic CRMs, then bolt on AI point-tools for analysis. This fragmented approach leads to inconsistent deal evaluations, lost institutional knowledge, and time-consuming manual drafting of investment committee memos and LP reports.
Solution
SamCIO provides a production-grade, AI-native investment operating system that unifies the entire investment workflow into one system of record. The platform grades every deal against a fund's thesis using a consistent, weighted framework across four pillars—thesis fit, market, team & execution, and traction & terms—ensuring comparable scores across every deal and vintage. SamCIO automatically drafts audit-ready IC memos in the firm's voice with fact-checked claims and cited reasoning, while storing every decision as a structured record that compounds into institutional memory. The system handles deal intake, underwriting, diligence tracking, portfolio intelligence, deal economics modeling, and LP reporting from the same source of truth.
Target Audience
Primary customers are venture capital and private equity funds, including emerging managers, who need a centralized system for deal underwriting, IC memos, portfolio tracking, and LP reporting.
Features
- AI-powered deal grading across four weighted pillars—thesis fit, market, team & execution, and traction & terms—using a single thesis-tied framework for consistent, comparable scores across all deals and vintages
- Automated drafting of standardized, audit-ready IC memos in the firm's voice with fact-checked claims and cited reasoning
- Deal intake pipeline that parses decks across PDF, PPTX, and image-only formats using OCR, with founder submission links and DocSend room integration
- Diligence tracking that ties decks, financial models, cap tables, KPI sheets, and full data rooms to each deal, tracked to the line item
- Portfolio intelligence with live diversification metrics across sector, stage, and vintage, plus MOIC, IRR, and dilution per round calculations
- Decision memory that stores every deal, memo, vote, and note as a structured, comparable record compounding across vintages
- LP-ready quarterly reporting generated directly from the same source of record as underwriting and diligence data