Unlock AI Innovation for M&A with Control and Confidence
See How to Drive M&A Productivity with AI to Source, Close & Deliver More Deals

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Midaxo AI Use Cases
Deal Sourcing & Screening
Quickly find and prioritize better targets that align with your inorganic growth strategy.
- Smarter Targeting: Find and screen more M&A targets that better align with your inorganic growth strategy using AI advanced search and recommendations.
- Automated Enrichment: Quickly create and enrich data from leading third-party sources, ensuring completeness and accuracy.
- Rich, Real-time Intelligence: Automatically access updates on target changes and intelligence related to financials, news, people, and competitors, for more effective screening.
- Tailored Notifications: AI-enhanced notifications configurable to your preferences help you respond swiftly to target changes and market opportunities.
- Prioritization at Scale: Simplify prioritization with deal scoring auto-derived from data captured on the target.
Project Analysis
Ask questions in your own words to quickly get answers about a project in any stage of the deal lifecycle.
- Real-Time Answers: Ask pre-defined or ad hoc questions about a project across Pipeline Management, Due Diligence, and Post-Merger Integration (PMI).
- Workflow Automation: Update essential missing information with third-party data sources and automatically make it available in your workflow, ensuring completeness, reducing errors, and saving time.
- Risk Identification: Surface unresolved issues, risks, and incomplete tasks in a project instantly for timely action.
- Summaries: Generate real-time project summaries and next-step recommendations with AI queries. Save your preferred requests to use across other projects.
Advanced Document Analysis
Easily extract useful information from any document across the full M&A lifecycle.
- Automated Data Extraction: Save time and reduce errors by transferring AI-extracted data from documents into workflows, analyses, and reports.
- Document Summaries: Understand documents quickly with AI-generated summaries.
- Time-Saving Pre-Defined Questions: Ask questions about a document and let AI do the work for you, then save your questions to be used on future documents.
- Flexible Search: Find documents within and across projects and pipelines using file names or in-document keyword searches.
- Many Use Cases: Support varied needs with advanced document analysis, like an external user performing a task in diligence or a project manager looking to find information quickly.
- Multiple Formats: Support analysis of various document types, including Word, Excel, PDFs, and others.
Adopt AI at Your Own Pace: A Safe, Tailored Approach
Total Control & Traceability
Track all AI actions, approvals, and changes in the audit logs, with simple reversals if needed.
- Audit Trail for Full Control: Track all AI actions, approvals, and changes in the audit logs, with simple reversals if needed.
- Human Oversight: All AI-generated changes within Midaxo require human validation, ensuring your team is always in control.
- Granular Access: Control access to AI at multiple levels in the platform, e.g. workspaces, processes.
- Context Control: Midaxo’s AI only uses the data you’ve provided in Midaxo as its context to respond to a user. The AI will not mix your data with other sources.
Advanced Security & Privacy
Midaxo’s models do not train or learn on customer data, ensuring complete data privacy.
- Data Protection: Your proprietary data remains within Midaxo’s secure platform. No data is shared externally outside Midaxo’s production environment.
- Data Isolation: No company can see another’s data within Midaxo without permission granted.
- Data Access: Your team’s user permissions persist, ensuring a user only sees the data they are granted access to.
- Static LLMs: Midaxo’s models do not train or learn on customer data, ensuring complete data privacy.
- Regulatory Compliance: Built-in audit trails simplify adherence to geographic and industry regulations.
- IP Ownership: All AI-generated insights remain your intellectual property.
Ethical AI Usage
Foundational models with no external data contamination and pre-defined questions optimize LLM responses.
- Guided User Experience: Tailored, predefined questions and templates help enable fast onboarding and built-in protections prevent unethical queries and activities.
- Bias Control: Use foundational models with no external data contamination and pre-defined questions to optimized LLM responses.