SBDC.AI
Live demo
One advising session, start to finish
Aaron Phelps · NorCal SBDC Network
What if AI supercharged the advisor workflow —
and de-risked PII at the same time?
SBDC.AI is purpose-built for client confidentiality.
What if every session started
with the full picture?
Client history, research, and next steps.
What if language stopped standing
between an advisor and a client?
Two people, one conversation.
What if nothing important got lost
after the meeting ended?
Notes, follow-up, and next steps — captured, sent, and remembered.
SBDC.AI
One workbench for SBDC advising.
Four parts.
Four parts.
Black Marker PII redaction
Client identifiers stripped before anything reaches a model.
End-to-end advisor/client workflow
Prep, session, notes, follow-up — in one place.
Neoserra and API / CRM integration
Your CRM stays the system of record.
Voice Chat + Live Translate
Advisor and client in one conversation, in two languages.
BLACK MARKER
PII is redacted before anything reaches the model.
Names
SSNs
Account numbers
Addresses
13 CFR 130 · client confidentiality
END-TO-END WORKFLOW
Prep to follow-up, with your CRM as the record.
Prep
Client history and market research before the meeting
Session
Live notes and translation
Notes
Black Marker, then an advisor-reviewed record
Follow-up
Email, action items, and the client notebook
Neoserra · API / CRM integration
VOICE CHAT + LIVE TRANSLATE
Advisor and client, one conversation.
Voice chat
Talk to the workbench instead of typing
Live translate
English ↔ Spanish, in real time
Advisor vocabulary
Working capital, loan terms, use of funds
CUSTOMIZABLE SKILLS
Teach it your center's programs, lenders, and language.
Center programs
Local workshops, cohorts, and intake
Lender resources
Readiness lists and regional lenders
Shared across the network
Build once, use in every center
Demo
One advising session, live.
LIVE DEMO
Three things we'll look at.
013 MIN
Black Marker
PII stripped from raw notes before anything reaches the model.
024.5 MIN
One full session
Prep → Zoom → live transcription → notes back → advisor edits → Neoserra → client follow-up.
033 MIN
Research + Voice
Market research skill on a real product question, then voice chat and live translate.
01Black MarkerPII stripped from raw notes and documents before anything reaches the model.3 MIN
02One full sessionPrep → Zoom → live transcription → notes back → advisor edits → Neoserra → client follow-up.4.5 MIN
03Research + VoiceMarket research on a Southwest landscape product, then voice chat and live translate.3 MIN
WHAT IT MEANS FOR ADVISORS
AI behind the scenes.
More room for advising.
More room for advising.
SPEED
goes to AI
JUDGMENT
goes to humans
AI in the process.
Human expertise at the center.
Human expertise at the center.
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