Underwrite like a fund, even when you raise deal by deal.

Independent sponsors and active SPV leads live or die on credibility with capital partners. SamCIO gives every deal you take to investors an institutional underwriting story: a weighted grade, a fact-checked memo, and a record that shows your discipline.

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Every deal arrives investor-ready

Upload the deck or CIM and Sam grades the opportunity against your thesis across four weighted pillars, then drafts an audit-ready memo with cited reasoning and fact-checked claims. What you forward to your capital partners is a document with a process behind it, not a teaser with vibes.

Your pipeline is your track record

Sponsors are diligenced on what they passed on as much as what they closed. SamCIO logs every deal you evaluated, how it scored, and why you passed or pursued, so your next raise comes with evidence of selectivity instead of anecdotes.

The follow-up actually happens

Connect your own Gmail or Outlook and your notetaker (Granola, Fireflies or Fathom), and Sam pulls the threads and call transcripts that match each deal into its record automatically, then weighs them in scoring and risks. The verbal red flag from Tuesday's call makes it into Thursday's memo.

Per-deal economics, modeled properly

Check size, valuation, ownership, dilution across rounds, MOIC, XIRR and carry scenarios are computed on the deal, so you can show investors the return case next to the thesis case. Solo at $199/mo covers a one-person sponsor; no per-seat license, 14-day free trial.

Common questions

I do a couple of deals a year. Is this worth it?

The math is per deal that reaches investors: one institutional-grade memo that helps close a capital partner pays for years of Solo. If you're evaluating fewer than a handful of opportunities annually and your partners don't ask for process, a spreadsheet may be enough.

Can I share memos with capital partners?

Yes. Memos export to PDF in your firm's format, versioned, so partners see a consistent document each time.

Does SamCIO handle SPV mechanics like allocations and docs?

No. SamCIO is the underwriting and decision layer, not a cap-table or SPV-administration tool. It pairs well alongside an SPV platform: you underwrite and document in SamCIO, administer the vehicle elsewhere.

What does it cost to start?

Solo is $199/mo with unlimited deals and a 14-day free trial, no credit card required. Annual billing gets 2 months free.

Keep reading: IC memo software · AI underwriting · For emerging managers · SamCIO vs spreadsheets & Notion