Daxe: Automated Legal Diligence Workflows & Templates
Overview
Daxe provides an agentic AI diligence platform that automates document-heavy review and compliance tasks for investors, funds, and accelerators. In today's fast-paced investment environment, due diligence has become increasingly complex and time-consuming. Traditional manual review processes can take weeks or even months, creating bottlenecks in deal flow and increasing the risk of oversight.
End-to-End Automation
Connects directly to cap table providers (e.g., JP Morgan, AngelList) for comprehensive automation.
Dynamic AI-Generated Reports
Enables reviewers to build reports with full traceability, citation, and compliance alignment.
Daxe addresses these challenges head-on by focusing on these core benefits, transforming what was once a labor-intensive process into a streamlined, efficient workflow.
System Learns
The platform learns each investor's unique review process—whether legal, financial, or operational.
Replicates Workflows
It then replicates this process through custom agentic workflows, reducing manual review time by 80%.
Ensures Consistency
Applies learned knowledge consistently across every deal, ensuring quality and compliance standards are met and scales with your organization's growth.
Core Capabilities
Daxe's comprehensive platform delivers powerful capabilities designed specifically for the demands of modern investment due diligence. Each feature works in concert to create a seamless, efficient workflow that transforms how your team conducts reviews and manages portfolio companies.
Entity Workspaces
Dedicated workspace per portfolio company with role-based access controls and comprehensive audit trails. Every action is tracked, ensuring complete transparency and accountability throughout the review process.
Filings & Compliance
Automated collection and verification of key compliance documents including articles of incorporation, bylaws, SAFEs, and IP assignments. The system flags missing items and tracks document status in real-time.
Deal/Data Rooms
Secure AI-enabled data rooms with automatic classification, intelligent tagging, and version control. Documents are organized intuitively, making it easy to find what you need when you need it.
1
AI-Generated Diligence Reports
Agentic workflows trained on your firm's specific review criteria produce comprehensive, cited, and auditable diligence summaries. Each finding is traced back to source documents, ensuring complete transparency and defensibility.
2
Custom Logic & Integrations
Seamlessly connects to cap table providers like JP Morgan, Carta, and AngelList, as well as other critical data systems via robust API integrations. Your existing tech stack works harmoniously with Daxe.
3
Knowledge Licensing
Firm-specific workflows and diligence templates can be reused or white-labeled across your entire portfolio of companies, creating consistency and efficiency at scale.
4
White-Label Platform Option
Optional private-label portal for your firm or accelerator partners, allowing you to deliver a branded experience that reinforces your organization's professionalism and expertise.
These capabilities combine to create a platform that doesn't just save time — it enhances the quality and consistency of your due diligence process. By automating routine tasks and applying AI-powered analysis, your team can focus on high-value strategic decision-making while maintaining the thoroughness that investors and stakeholders expect.
Pricing Tiers
Daxe offers flexible pricing designed to scale with your organization's needs, from emerging funds conducting their first investments to established enterprises managing extensive portfolios. Each tier is structured to deliver maximum value while providing clear pathways for growth as your due diligence requirements evolve.
Agentic Workflow Design
$2,500 per custom diligence workflow (one-time setup). Our team works with you to map your existing processes and create tailored AI workflows that replicate your firm's expertise.
Secure Data Hosting & Audit Trail
$1,000 / yr for SOC 2 Type II compliance. Enhanced security measures and comprehensive audit trails ensure your sensitive data meets the highest industry standards.
All pricing tiers include comprehensive onboarding, training, and ongoing customer support. Our team is committed to ensuring your success from day one, providing the resources and expertise you need to maximize the value of your Daxe investment.
Partnership & Distribution Terms
We believe in rewarding our partners for their valuable contributions to growing the Daxe ecosystem. For channel and distribution partners such as Initio Capital, we've structured a competitive and transparent commission program that recognizes different levels of engagement and value creation.
25% Commission
For warm introductions that lead to closed deals. We value the power of your network and relationships, and we ensure you're compensated fairly when you connect us with qualified prospects.
Up to 40% Commission
When actively participating in closing or implementation. If you're involved in presenting the solution, addressing client concerns, or supporting the implementation process, you'll receive enhanced compensation reflecting your deeper engagement when closing the deal.
Revenue share is applied comprehensively on annual subscription value plus any one-time workflow setup fees, ensuring you benefit from both recurring revenue and implementation services. This structure creates alignment between Daxe and our partners — we succeed together.

Partnership Benefits: In addition to competitive commissions, partners receive dedicated account management support, co-marketing opportunities, early access to new features, and comprehensive training on the Daxe platform. We're committed to making our partners successful.
Our partnership model is designed for transparency and simplicity. There are no hidden terms or complicated calculations — just straightforward revenue sharing that rewards the value you bring to each engagement. We provide monthly reporting and timely payments, so you always know where you stand.
Next Steps
We're excited about the opportunity to work with Initio Capital and transform how you approach due diligence. The next step is simple but crucial: we'd love to schedule a short alignment meeting to tailor the scope around your specific workflows and requirements. This collaborative discussion will ensure that Daxe delivers maximum value from day one.
01
Discovery: Your Review Process
We'll explore the types of reviews your team conducts — whether corporate structure analysis, intellectual property verification, compliance checks, or financial due diligence. Understanding your current process helps us map it effectively into Daxe's workflow engine.
02
Scoping: Document Volume
We'll discuss the average number of documents analyzed per company or deal, typical data room sizes, and peak volume periods. This ensures we right-size your platform capacity and recommend the optimal pricing tier.
03
Standards: Compliance Requirements
We'll identify the reporting and compliance standards you want each workflow to meet, including citation requirements, audit trail specifications, and any industry-specific regulations your reviews must address.
What This Discussion Enables
  • Mapping your existing diligence process into Daxe's agentic workflow builder with precision
  • Accurate estimation of document volume and hosting requirements for optimal performance
  • Finalized custom pricing and partnership structure tailored to your specific needs
Workflow Scope Document
Detailed specification of your custom workflows and automation rules
Sample AI Report
Live demonstration of an AI-generated diligence report using your criteria
Pricing Summary
Complete pricing and revenue share agreement ready for signature
Our goal is to move quickly while ensuring we get the details right. Once we align on these key elements, we'll deliver a comprehensive package including a workflow scope document, a sample AI-generated diligence report demonstrating the platform's capabilities with your specific use cases, and a pricing plus revenue share summary ready for signature this week. We're committed to making the onboarding process smooth, efficient, and tailored to your organization's unique requirements.
Erika Bahr
CEO
erika@daxe.ai
801-691-4402
Schedule Alignment Meeting