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.
Shulman Rogers Lawyers
Full platform access for legal review, document validation, and permission control across all client datarooms
Startup Client
Complete ownership of dataroom with upload rights, folder organization, and investor invitation capabilities
Investor / Reviewer
Read-only access with AI-powered search functionality and tracked engagement analytics
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.
- Cross-client dataroom access
- Legal due diligence execution
- Workflow task management
- Missing document flagging
- Document upload via Hivebrite sync
- Secure investor invitation
- Engagement tracking dashboard
- SSO link generation
- Auth0 SSO authentication
- AI-powered document search
- Download summary generation
- Follow-up material requests
My Next Raise Portal
Hivebrite API integration
Next Direct Form
Manual intake workflow
Startup applies through Hivebrite portal community
Daxe auto-pulls profile and company data via API
Auth0 creates SSO account with secure credentials
New dataroom generated with pre-built folder templates
Startup uploads files through drag-and-drop interface
AI engine extracts metadata, auto-sorts, and creates vector embeddings for GraphRAG search
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.
Contracts, agreements, and legal correspondence
Board minutes, resolutions, and organizational documents
Statements, projections, and audit reports
Patents, trademarks, and technical documentation
Employee agreements and regulatory filings
Data rooms, term sheets, and presentation decks
- NLP-based document type detection
- Machine learning classification routing
- Automatic metadata tag generation
- Searchability optimization
- Historical version archiving
- Complete change audit trail
- SOC2 compliance alignment
- Timestamp recording for all modifications
Startup → Shulman Rogers
Grants legal team access to internal folders for comprehensive diligence review
Startup → Investor
Generates SSO-enabled Auth0 link with viewer-only permissions
Selective Access
Granular sharing of specific folders, similar to ShareFile or Dropbox workflows
Email-based invitation system using Auth0 magic links for passwordless authentication
Comprehensive logging of access timestamps, document opens, and view duration analytics
Natural language queries across entire dataroom with verified snippet returns, Agents create a legal diligence report
Investor heatmaps, download frequency tracking, and engagement summaries by document
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
Annotate documents, request missing materials, and leverage AI diligence summaries for efficient contract analysis and IP agreement evaluation
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.
Receives Auth0 SSO email invite
SSO login to investor dataroom view
Natural language document queries
Preview, download, and annotate
Activity logged for startup insights
Query with natural language: "Show me the P&L for 2024" or "Find all IP agreements"
Preview files in-browser or download for offline review with full formatting preserved
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.
Unified authentication infrastructure supporting all role types (SuperAdmin, Admin, User) with SSO, magic links, and session management
Community member data synchronization for Shulman Rogers ecosystem, enabling automated profile imports and metadata enrichment
Direct client intake workflow for manual onboarding scenarios requiring custom data collection and validation
Core orchestration layer managing document storage, AI classification, and GraphRAG search functionality
Vector database supporting semantic search, relevance scoring, and contextual document retrieval
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.
Solution: Fix webhook mapping to Auth0 and Daxe database with automated validation and error handling
Solution: Create one-click Auth0 link generation with restricted scope and time-limited access tokens
Solution: Implement comprehensive tracking with dashboard metrics showing engagement patterns
Solution: Integrate SpiceDB for granular, document-level permission schemes
Solution: Extend AI search capabilities to investor role with proper result filtering
Company metadata imported automatically, Auth0 account provisioned, and dataroom structure auto-created with standard folder templates
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.
Shulman Rogers conducts comprehensive review of the report generated by the AI Agents, identifies missing IP agreement, and flags issue through structured task workflow
Startup responds by uploading corrected IP file, version control system archives previous iteration, marks dataroom investor-ready
Startup adds investor email addresses, Auth0 generates secure SSO links, investors receive invitations with one-click access
Each investor logs in via SSO, explores documents using AI search, reviews financials and legal materials with tracked timestamps
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.
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.