Shulman Rogers × Daxe: Unified Agentic Data Room Architecture
A comprehensive system architecture integrating legal diligence workflows, startup client management, and investor relations into one secure, intelligent data room ecosystem. This platform bridges three critical stakeholders—law firms, startups, and investors—through sophisticated automation, AI-powered search, and granular access controls.
Role-Based Access Framework
The platform operates on a three-tier permission model designed for secure collaboration. SuperAdmins at Shulman Rogers maintain oversight across all client datarooms, conducting legal due diligence and managing permissions. Startup clients serve as Admins of their own datarooms, controlling document uploads and investor access. Investors function as Users with carefully scoped viewing privileges, ensuring data security while enabling thorough evaluation.
SuperAdmin
Shulman Rogers Lawyers
Full platform access for legal review, document validation, and permission control across all client datarooms
Admin
Startup Client
Complete ownership of dataroom with upload rights, folder organization, and investor invitation capabilities
User
Investor / Reviewer
Read-only access with AI-powered search functionality and tracked engagement analytics
Hierarchical Dataroom Architecture
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1
Law Firm SuperAdmin
2
Startup Clients (Admins)
3
Individual Datarooms
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Folder Structure & AI Layer
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Investor Access Points
Each startup receives an auto-provisioned dataroom upon onboarding, featuring segregated internal folders for legal review and external folders optimized for investor sharing. The AI agentic search layer sits atop this structure, enabling natural language queries across all documents while respecting permission boundaries.
SuperAdmin Capabilities
- Cross-client dataroom access
- Legal due diligence execution
- Workflow task management
- Missing document flagging
Admin Functions
- Document upload via Hivebrite sync
- Secure investor invitation
- Engagement tracking dashboard
- SSO link generation
User Access
- Auth0 SSO authentication
- AI-powered document search
- Download summary generation
- Follow-up material requests
Dual Onboarding Pathways
Entry Point A
My Next Raise Portal
Hivebrite API integration
Entry Point B
Next Direct Form
Manual intake workflow
My Next Raise Workflow
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Startup applies through Hivebrite portal community
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Daxe auto-pulls profile and company data via API
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Auth0 creates SSO account with secure credentials
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New dataroom generated with pre-built folder templates
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Startup uploads files through drag-and-drop interface
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AI engine extracts metadata, auto-sorts, and creates vector embeddings for GraphRAG search
Intelligent Document Organization
Upon startup onboarding, Daxe automatically provisions a standardized folder structure optimized for investor due diligence and legal review. This templated approach ensures consistency across all client datarooms while enabling customization based on industry-specific requirements.
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Legal Documents
Contracts, agreements, and legal correspondence
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Corporate Governance
Board minutes, resolutions, and organizational documents
3
Financials
Statements, projections, and audit reports
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IP & Technology
Patents, trademarks, and technical documentation
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HR & Compliance
Employee agreements and regulatory filings
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Investor Materials
Data rooms, term sheets, and presentation decks
AI-Powered Automation Features
Auto-Sorting Intelligence
- NLP-based document type detection
- Machine learning classification routing
- Automatic metadata tag generation
- Searchability optimization
Version Control System
- Historical version archiving
- Complete change audit trail
- SOC2 compliance alignment
- Timestamp recording for all modifications
Secure Sharing & Permission Control
Internal Share
Startup → Shulman Rogers
Grants legal team access to internal folders for comprehensive diligence review
External Share
Startup → Investor
Generates SSO-enabled Auth0 link with viewer-only permissions
Folder Share
Selective Access
Granular sharing of specific folders, similar to ShareFile or Dropbox workflows
Development Requirements
SSO Investor Access
Email-based invitation system using Auth0 magic links for passwordless authentication
Activity Tracker
Comprehensive logging of access timestamps, document opens, and view duration analytics
Agentic Search
Natural language queries across entire dataroom with verified snippet returns, Agents create a legal diligence report
Analytics Dashboard
Investor heatmaps, download frequency tracking, and engagement summaries by document
SOC2 Compliance Note: Public sharing is explicitly prohibited to maintain security certification requirements. All external access must route through authenticated SSO workflows.
SuperAdmin Legal Workflow
Access Client Datarooms
Admin-level overview panel displays all active clients linked through My Next Raise, with real-time monitoring of legal diligence task progress across the portfolio
Perform Legal Review
Annotate documents, request missing materials, and leverage AI diligence summaries for efficient contract analysis and IP agreement evaluation
Transition to Investor Ready
Upon completion of legal diligence, toggle dataroom status to "Investor Ready" and trigger automated startup alert for investor invitation
Shulman Rogers attorneys maintain comprehensive oversight across all client engagements, enabling efficient portfolio management and consistent quality standards. The platform's AI-powered tools accelerate document review while preserving the precision required for legal due diligence.
Investor User Experience
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Secure Invitation
Receives Auth0 SSO email invite
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One-Click Access
SSO login to investor dataroom view
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Intelligent Search
Natural language document queries
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Document Review
Preview, download, and annotate
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Tracked Analytics
Activity logged for startup insights
Investor Capabilities
AI-Powered Search
Query with natural language: "Show me the P&L for 2024" or "Find all IP agreements"
Document Access
Preview files in-browser or download for offline review with full formatting preserved
Collaboration Tools
Leave notes, flag questions, and request additional materials through integrated messaging
Every investor interaction is logged and timestamped, providing startups with granular visibility into due diligence progress and areas of investor focus. This intelligence enables proactive communication and faster deal closure.
Technical Architecture Components
Auth0
Unified authentication infrastructure supporting all role types (SuperAdmin, Admin, User) with SSO, magic links, and session management
Hivebrite API
Community member data synchronization for Shulman Rogers ecosystem, enabling automated profile imports and metadata enrichment
Next Form System
Direct client intake workflow for manual onboarding scenarios requiring custom data collection and validation
Daxe Backend
Core orchestration layer managing document storage, AI classification, and GraphRAG search functionality
BBQvec Embeddings
Vector database supporting semantic search, relevance scoring, and contextual document retrieval
SpiceDB (Future)
Fine-grained authorization system for document-level access control and attribute-based permissions
This microservices architecture ensures scalability, security, and flexibility for evolving business requirements. Each component operates independently while maintaining cohesive data flows through well-defined APIs and event-driven integrations.
Critical Development Roadmap
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Intake System
Solution: Fix webhook mapping to Auth0 and Daxe database with automated validation and error handling
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Investor SSO
Solution: Create one-click Auth0 link generation with restricted scope and time-limited access tokens
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Activity Tracking
Solution: Implement comprehensive tracking with dashboard metrics showing engagement patterns
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Permission Control
Solution: Integrate SpiceDB for granular, document-level permission schemes
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Search Expansion
Solution: Extend AI search capabilities to investor role with proper result filtering
End-to-End Flow: Startup Alpha Case Study
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Hivebrite → Daxe Sync
Company metadata imported automatically, Auth0 account provisioned, and dataroom structure auto-created with standard folder templates
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Document Upload
Startup uploads 100+ PDFs through drag-and-drop interface; AI engine auto-tags, organizes, and indexes all materials for search. Prints report from AI Agents.
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Legal Diligence
Shulman Rogers conducts comprehensive review of the report generated by the AI Agents, identifies missing IP agreement, and flags issue through structured task workflow
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Document Remediation
Startup responds by uploading corrected IP file, version control system archives previous iteration, marks dataroom investor-ready
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Investor Invitation
Startup adds investor email addresses, Auth0 generates secure SSO links, investors receive invitations with one-click access
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Due Diligence Execution
Each investor logs in via SSO, explores documents using AI search, reviews financials and legal materials with tracked timestamps
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Analytics & Insights
Startup monitors engagement: Investor A viewed Financials.xlsx for 4 minutes, Investor B searched "term sheet"; Shulman Rogers dashboard shows legal completion and portfolio-level investor engagement metrics
This comprehensive workflow demonstrates the platform's ability to orchestrate complex multi-stakeholder processes while maintaining security, compliance, and user experience excellence. Each interaction is logged, secured, and optimized for efficiency.