samcio — AI-native investment OS for private-market funds

samcio is a production-grade, AI-native investment operating system for venture capital and private equity funds. It unifies deal intake, thesis-aware underwriting and scoring, IC memos, diligence tracking, portfolio intelligence, deal economics (MOIC, IRR, carry) and LP reporting in one system of record — with the Sam AI persona reasoning over every deal, document, note and decision. Available as a private, fully-owned deployment for a single firm, or as a complete codebase acquisition.

Try the live demo · eb@samcio.com

What samcio does

• Deal intake — shareable founder submission link, manual upload and sourced opportunities into one pipeline; decks parsed across PDF, PPTX, image-only (OCR) and DocSend.
• Underwriting & scoring — every deal graded across four pillars (thesis fit, market, team & execution, traction & terms) with your weights, by a deterministic engine; Sam supplies the reasoning, not the number.
• IC memos — standardized, audit-ready memos in the firm's voice.
• Diligence tracking — decks, financial models, cap tables, KPI sheets and full data rooms tied to each deal.
• Portfolio intelligence — live diversification across sector, stage and vintage; MOIC, IRR and dilution per round.
• Economics & outcomes — per-deal check size, valuation, ownership and MOIC/IRR/carry modeling.
• LP reporting — LP-ready quarterly reports generated from the same source of record.
• Decision memory — every deal, memo, vote and note stored as a structured, comparable record that compounds across vintages.

Why AI-native

Most firms run their process across spreadsheets, email and a generic CRM, then bolt AI point-tools onto the deck. An AI-native system reasons over every deal, document, note and decision in one place — and it is not a chat window bolted onto your data: every deal grade comes from a deterministic, weighted engine, so a score means the same thing on every deal.

Build vs. buy

A comparable in-house build takes 2–3 senior engineers, a PM and an investment SME over 12–18 months (roughly $2–4M) — and AI coding tools compress the prototype, not the production system (multi-tenant security, data integrity, migrations and ongoing maintenance). samcio is that finished, hardened system, live in production today.

Built by Emily Buckley / EBM Capital, LLC. Contact eb@samcio.com.