Institutional-grade infrastructure for Fund I, II and III.

LPs judge emerging managers on process as much as picks. SamCIO gives a two-person fund the underwriting discipline, decision record and reporting of a firm ten times its size, set up in a day, priced per workspace.

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Look institutional from the first vintage

Every deal you touch gets the same treatment: graded across four weighted pillars against your thesis, documented in an audit-ready IC memo, and logged in a decision record you can put in front of any LP. When a prospective LP asks how you make decisions, you show them the system, not a spreadsheet.

A real process without a real back office

You don't have analysts, so Sam does the analyst work:

• Reads every deck (PDF, PPTX, image-only, DocSend rooms) plus models, KPI sheets and data rooms
• Drafts the IC memo in your firm's voice, fact-checks external claims, and flags risks with provenance
• Pulls your email threads and call transcripts into the deal automatically via Gmail, Outlook, Granola, Fireflies and Fathom
• Runs MOIC, XIRR, dilution and carry math per round, and generates quarterly LP reports from the same record

Grows from Fund I to Fund III without migration

Run multiple funds inside one workspace, one per vintage, each with its own thesis weights and check-size bands. A fund switcher scopes pipeline, portfolio, IC and LP reporting to the selected fund, so your Fund I record stays intact while Fund II underwrites against sharper criteria.

Priced for where you actually are

Per-workspace pricing, not per seat: Solo at $199/mo, Fund at $899/mo with up to 5 teammates included. Every plan starts with a 14-day free trial, no credit card required, and you can underwrite your first deal the same day you sign up.

Common questions

We're pre-first-close. Is SamCIO overkill?

If you're evaluating deals seriously, no. The decision record you build while raising becomes diligence material for LPs, and the Solo tier at $199/mo is priced for exactly this stage. If you're writing one check a year, a spreadsheet is genuinely fine; see our spreadsheets comparison.

How long does setup take for a small team?

Create a workspace, load your thesis (or generate a first draft by uploading a deck or memo during onboarding), and underwrite your first deal the same day. There is no implementation project.

Do LPs actually care about process?

Institutional LPs diligence emerging managers on repeatability: how you source, how you decide, and whether deal #40 gets the same rigor as deal #4. A weighted framework applied to every deal, with memos and votes on record, is a direct answer to that question.

What happens when we hire our first analyst?

Invite them from Settings. Fund includes up to 5 seats; extra seats are $99/mo. They inherit the same framework, so their memos are comparable to yours from day one.

Keep reading: SamCIO vs spreadsheets & Notion · AI underwriting · IC memo software · LP reporting