SBDC.AI
More advising.
Less work around it.
- My role
- Founder
Design & development - The work
- Identity, product design
& working software - Built for
- Small-business advisors
& the networks behind them
The conversation
is only part
of the work.
Small-business advisors do a lot of work around each client conversation: reading documents, researching questions, preparing notes, and following up.
I founded, designed, and built SBDC.AI as one advisor workbench: prepare for a client, run a session, review the notes, and carry the work into follow-up. The identity, interface, and connections to existing systems grew out of that same working day.
The advisor brings the judgment. The product makes room for it.
See the work in motion.
Real sessions. Useful research.
A closer look at client privacy.
From preparation to conversation, reviewed notes, and follow-up: one complete advising workflow.
Open filmAlso watch The walkthrough · The hour after
Explore SBDC.AIMany inputs.
One clearer view.
The synthesis mark brings scattered pieces of information toward a shared center. Its movement gives the product’s purpose a visual form: gather the context, bring it into focus, and help the advisor see what matters.
Hover or focus the mark to bring it together.
One working day.
Connected.
A clear place to start.
A useful way to keep going.
- Before
Come prepared.
Research a business question and bring the client’s documents, center programs, and lender knowledge into one place.
- During
Think it through.
Work through the conversation with live notes and English–Spanish translation. The advisor stays with the client and checks the reasoning.
- After
Follow through.
Review the session record, shape the next steps, and hand the work into Neoserra. The existing CRM remains the system of record.
Human judgment runs through the whole sequence.
A simple experience.
A lot behind it.
The work goes beyond a screen. It connects a recognizable identity, a useful advisor workspace, and the handoffs that make it fit the network’s day.
Bring useful context into the work.
Reusable skills bring a center’s programs, tools, and lender knowledge into the workbench. Research, sessions, and the notebook each have a clear place to start.
Fit the systems already in use.
Session notes and follow-up connect with Neoserra. The CRM stays the system of record, and the advisor reviews the material before it becomes a client record.
Make privacy part of the workflow.
Black Marker removes client identifiers from documents before they reach the model. AI helps organize and draft; the advisor checks the work and owns the recommendation.
