Sanbo
Log inRequest demo

The intelligence layer beneath every investment.

Sanbo is the AI-native operating system for private-market investors. Every deal, document, and data point in one live layer.

Request demoSee how it works

Scroll ↓

1The platform

One live layer across your entire fund.

01

Complete oversight

Deals, portfolio companies, funds, people, and documents read live, in one place. Nothing waits for a Monday update.

02

Agents that coordinate

Sourcing, enrichment, memos, and reporting work from the same picture. Ask once — the right agent answers.

03

Trained on your operation

Your pipeline stages, your IC format, your benchmarks. Sanbo learns how your fund works and sharpens with every deal.

Direct integrations · cited answers · zero manual entry

2Agents for every critical workflow

Sanbo·Pipeline

Every deal, qualified before Monday's meeting.

New deals arrive enriched — company data, market context, and your fund's history with them attached. The pipeline stays current without anyone chasing it.

“What moved in the pipeline this week?”

Sanbo·Portfolio

Portfolio intelligence that updates itself.

Financials, ownership, and fund performance reconcile from source systems such as Carta. Marks, multiples, and IRR are computed, not copy-pasted.

“How did the fund's IRR move this quarter?”

Sanbo·Memos

From data room to IC memo in minutes.

Sanbo reads the data room, drafts the memo in your fund's format, and cites every number back to its source. You edit judgment, not formatting.

“Draft the IC memo for the Series B.”

Sanbo·Ask

Plain language in. One synthesized answer out.

Chat in the product, or connect Claude and other agents over MCP. Sanbo routes the question across deals, portfolio, and documents, and answers with sources.

“Which portfolio companies raised follow-ons this quarter?”

3A day with Sanbo

Your day, minus the busywork.

What running on Sanbo actually feels like, morning to close.

08:00

Morning

Start with a brief, not an inbox.

While you slept, Sanbo enriched two new deals, flagged four changes across the pipeline, and queued two decisions that need you. The brief is waiting when you sit down.

0 manual triage

13:00

During the meeting

Answers arrive while you're still talking.

Someone asks about the Series B. The data room is already read, the memo is already drafting, and every figure in it is cited — so you answer in the meeting, not after it.

0 tabs of copy-paste

18:00

End of day

The report writes itself before you leave.

Valuations reconciled from Carta, the quarterly LP report drafted, every number traceable to its source. Tomorrow morning's brief is already queued.

0 manual updates

4Trust

Investors trust what they can audit.

A

Workspace isolation

Each fund runs in its own workspace. Your data trains your operation, and stays yours.

B

Role-based access

Permissions follow how your firm actually works — funds, teams, and roles.

C

Audit trail

Every AI output traces to its sources, with full history on every record.

D

Bilingual by design

English and Japanese as equals across the product, from records to reports.

● By design

Built into the platform, not bolted on.

5Try Sanbo

Ask it something. No account needed.

A live look at how Sanbo answers — over a fictional fund, right here in the page.

Ask about the demo fund…

Ask about the demo fund…

Demo data — Meridian Ventures Fund II is fictional.

Deep integrations with the systems you already run.

Sanbo reads from and writes to the tools your firm lives in — so the layer is always current.

  • CartaCap tables, valuations, and fund performance
  • SPEEDACompany and market intelligence
  • PitchBookPrivate-market data and comparables
  • SlackBriefs, alerts, and agent conversations
  • Google WorkspaceDocs, Sheets, and Drive documents
  • ExcelModels, exports, and reporting
  • MCPClaude and other agents, connected to your fund
  • GmailDeal flow straight from the inbox
  • Google DriveData rooms and document sync
  • NotionNotes and internal knowledge
  • SalesforceCRM records and relationships
  • HubSpotContacts and pipeline sync
  • AffinityRelationship intelligence import
  • CrunchbaseCompany and funding data
  • DocSendDeck sharing and engagement
  • DocuSignSignatures on closing documents
  • DropboxDocument storage and data rooms
  • BoxEnterprise content management
  • Microsoft TeamsBriefs and alerts where IT allows
  • OutlookEmail and calendar workflows
  • ZoomMeeting recordings into deal records
  • ZapierAutomations across the rest of your stack

…and a growing set of enterprise systems.

6What you can ask

One ask. Sanbo answers.

Ask Sanbo

Routed with sources · deals, portfolio, and documents

PipelineWhat moved in the pipeline this week?PipelineWhich deals are waiting on me?PipelineShow inbound from the Tokyo networkPipelineCompare this deal to ones we passed on
PortfolioWhich companies are below plan?PortfolioHow did ownership change after the round?PortfolioMark movements this quarterPortfolioRunway across the portfolio
MemosDraft the IC memo from the data roomMemosSummarize the call notes into the deal recordMemosWhat changed since the last memo?MemosCite the revenue figures to source
ReportsDraft the quarterly LP reportReportsFund II performance summaryReportsExport the portfolio table to ExcelReports今四半期のポートフォリオ概況は？

7Deployment

We tailor Sanbo around how you invest.

No two funds run the same stack or the same process. We scope it, configure it, and tune it with you as your fund evolves.

1

Scope

We map your stack, your pipeline stages, and your reporting calendar.

2

Configure

Workspaces, permissions, templates, and integrations set up around your firm.

3

Migrate

Your deals, documents, and portfolio history imported and reconciled.

4

Tune

A named owner refines agents and templates as your fund evolves.

Request demo

Or email sales@sanbo.io.

Request demo

See Sanbo on your own workflow.

Tell us a little about your firm and we'll set up a walkthrough.