More advising.Less work around it.

Preparation, research, voice and records— handled inside one workbench, so the session belongs to the client.

AI built for advisors

SBDC.AITorres Tacos · Context connected

Hola Aaron.

SBDC.AI · DRAFTING

Prep Maria's 2 pmDraft a follow-up emailCounty market snapshot

ASK ANYTHING

VOICE · LISTENING

The platform

SBDC.AI reads what a center already knows—its clients, its counties, its lenders—and puts it in front of the advisor at the moment it matters.

Judgment stays with the person across the table.

Illustrative example

Prepare

From scattered notesto a focused brief.

Client history, last session, public data and lender context arrive as one page. The first ten minutes go to the client, not the file.

Presence

Speak a question mid-session and get a sourced answer without turning to the screen. Translation runs the same way, in both directions.

“What does the SBA expect for owner injection on a 7(a)?”

Most lenders look for 10 to 20 percent of total project cost, documented and already in the business.

Sources · SBA SOP 50 10 · Lender criteria

Live TranslateEN and ES

Advisor · English

Let’s walk through what the lender will ask about your second location.

EspañolRepasemos lo que el prestamista le preguntará sobre su segundo local.

Illustrative conversation

Live Translate

Each speaker is heard in their own language and read in the other’s. Nobody waits, nobody is left out of the room.

Start with one advisor. Or a whole network.

Advisors sign in and start today. Centers and networks get a shared workspace, one walkthrough, and their own playbooks inside.

Review, always

Nothing files to the client record without an advisor’s sign-off.

Sources attached

Every answer carries the guidance, data or record it came from.

Your center’s tenancy

Client material stays inside your network. Never used to train.

Built with

ElevenLabszoomOpenAIClaudeGeminiperplexityFREDU.S. CENSUSNeoSerra