Diligence tracked to the line item, grounded in the whole data room.

Diligence fails in the gaps: the model nobody opened, the claim nobody verified, the concern from a call that never made the memo. SamCIO closes the gaps by tying every artifact to the deal and every question to an owner.

Start a 14-day free trial (no credit card required) · SamCIO home

The whole data room on the deal

Decks, financial models, cap tables, KPI sheets and supporting documents attach to the deal, versioned, previewable and readable by Sam. DocSend rooms import slide by slide. When the memo cites a number, the source document is one click away.

Claims get verdicts

External claims (market size, growth rates, exit multiples, competitor stats) are extracted and fact-checked with live research, then classified as supported, unverifiable or contradicted. Internal metrics are critiqued like a CFO would: hockey-stick projections, missing CAC/LTV and runway gaps get called out explicitly.

First-hand evidence included automatically

Your team's email threads and call transcripts sync to the deal per user (Gmail, Outlook, Granola, Fireflies, Fathom) and are distilled into notes on the deal. Risks raised verbally surface in the analysis with provenance, so diligence covers what was said, not just what was written.

Line items, owners, due dates

Diligence runs as a tracked checklist on the deal: items with owners, priorities and due dates, alongside the memo and votes. Progress is visible to the team, and the record of what was checked, by whom, survives into IC History.

Common questions

What file types can Sam actually read?

PDF, PPTX, XLSX, XLS, CSV, DOCX, TXT and Markdown, plus image-only decks via OCR and DocSend rooms via link import. Uploads up to 500MB per file.

Does fact-checking cover the company's own numbers?

Internal metrics like ARR or churn can't be externally verified, so Sam doesn't pretend to. They're critiqued analytically (consistency, plausibility, gaps) while external claims get researched verdicts.

Can we re-run diligence after new documents arrive?

Yes. Re-running generation re-reads the full record including new documents and produces a new memo version next to the old one, so you can see exactly how the picture changed.

Where do diligence outcomes live long-term?

On the deal and in IC History: memo versions, votes, checklist state and the activity trail are all preserved and searchable across vintages.

Keep reading: IC memo software · AI underwriting · For family offices · LP reporting