At Midaxo we focus every day on helping M&A teams execute more efficiently, collaborate more effectively, and achieve better outcomes. We recognize the need of these teams to cover a lot of ground, collaborate with many people, and meet high demands—often under time pressure. That’s why we’ve built the only truly end-to-end M&A software platform. Midaxo helps teams from defining investment criteria and sourcing targets, through diligence and integration, to realizing deal value.
Today we’re excited to introduce a major step in the evolution of our platform: Midaxo AI.
Midaxo AI gives all our customers access to the most valuable AI use cases, delivered in a way that’s secure, practical, and adaptable to your organization’s needs and risk tolerance. Let’s dive into what that means.
Embracing AI safely
While there has been significant hype around AI, M&A teams have understandably been more cautious than other communities when it comes to adoption. M&A is one of the most sensitive areas of business activity—wherein control, confidentiality, and compliance are critical.
We designed Midaxo AI with these concerns in mind. It introduces AI capabilities that even the most security-conscious businesses can adopt with confidence.
With Midaxo AI, we ensure safety through four core principles:
- Advanced security and privacy: Data is never shared outside your environment. No model training is ever performed on customer data. You control the context AI uses, and you retain full ownership of any generated outputs.
- Customer’s total control: All existing user roles and permissions are enforced. Admins can control access to AI by use case, user, and workflow stage. And human validation is required before changes are accepted in Midaxo.
- End-to-end traceability: An industry leading audit log tracks all activity & changes in Midaxo, including those generated by AI, with quick search and filtering options or build custom analytics reports.
- Regulatory & Ethical Guidance: customers can set-up and share pre-defined prompts by use-case. Built-in prompt guard rails protect against unethical behavior and simplify compliance.
These safeguards ensure that Midaxo AI meets the high bar our customers expect from us. They extend Midaxo’s secure enterprise M&A platform with intelligent, trustworthy automation.
Embracing AI effectively
M&A professionals value tools that are easy to use and quick to deliver results. While early excitement around AI created high expectations, many teams found the actual benefits underwhelming and risks concerning. But AI is maturing both in its concrete impact and in its viability to M&A. Therefore, it is time to have another go.
Working closely with customers, we identified the most impactful use cases and delivered them directly inside the Midaxo platform. No new systems, no disruption.
Here’s how Midaxo AI drives value “effectively” today:
- Advanced Document Analysis: Extract critical data, compare documents, and flag key risks across the whole deal lifecycle. Customers are seeing up to 80% time savings in reviewing documents.
- AI Enhanced Project Analysis: Ask questions in your own words to get answers on deal status, blockers, or next steps for a project in seconds. No prompts to memorize, no dashboards to dig through. What a quarter of an hour scanning through screens for information, now takes less than 30 seconds.
- AI Powered Deal Sourcing: Enrich your pipeline by connecting to trusted data sources. Midaxo AI automatically populates and updates target profiles with relevant financial, market, and company intelligence. Customers no longer need to manually maintain data source information in their pipeline tool.
- Deal Screening with AI: Monitor and rank opportunities using real-time insights. Deal leads can focus on high-value targets and act earlier with greater confidence.
An IDC 2024 MarketScape Worldwide Mergers and Acquisition Software report identified Midaxo as one of two leaders. The report cited our “valuable AI enabled features collaborating with customers” and “deal console: real-time target intelligence on its way.” We’re proud of the recognition, and we owe a lot to our customers working with us and to the significant progress of AI technologies.
Embracing AI with Midaxo
With Midaxo, the path to adoption of AI is simple. All key features are available out of the box, with no additional cost (below a monthly prompt limit). Customers can explore, experiment, and scale AI use at their own pace—with no risk and no extra overhead.
Looking ahead, our roadmap includes continued investment in AI-driven value:
- 90% time saving with improved document analysis automation, accuracy, and performance
- Project analysis adding synergy tracker and audit trail access
- Cross-project insights and process-level intelligence so projects can be compared in seconds
- Playbook optimization and automated configuration
- Faster set-up of new workspaces or M&A workflows with AI assistance
Our journey with our customers
We hope this post inspires you to take a fresh look at where AI can add value to your M&A process. With Midaxo AI, you can move faster, reduce manual effort, and stay fully in control—all within a platform you already trust.
To get started, speak with your Customer Success Manager or request a demo. We’re excited to help you embrace AI — safely and effectively.
