“Gateway for Startups”


Upon logging in or connecting a wallet, users will see a streamlined dashboard for token creation, document generation, and progress tracking. The user flow could be outlined as:

  1. Sign Up / KYC

  2. Create a Startup Profile

  3. Generate & Review Legal Documents (AI-assisted)

  4. Tokenize Equity

  5. List Tokens on the Marketplace

Agentic AI for Legal & Accounting

2.1 Core Purpose

For startups, the MVP’s Agentic AI is designed to minimize the need for high-cost professional services in the initial stages of legal and accounting tasks. By automating drafting and preliminary analysis, the AI frees founders to concentrate on core product and business development.

2.2 Legal Document Generation

  • Standard Agreements: The MVP will include a library of basic contracts (e.g., share transfer agreements, NDAs, founder vesting contracts) that can be auto-filled using startup-specific data, and are used with the coin as well. Charlie will help in depth on this creation.

  • Clause Selection & Explanations: The AI helps founders choose relevant clauses, providing plain-language explanations of each section. This reduces the complexity of legal jargon and ensures the final document aligns reasonably with their needs.

  • Modular Templates: The system will store different document templates to accommodate region-specific requirements where possible, though complete legal compliance remains subject to final human/legal review.

2.3 Accounting Assistance

  • Financial Statement Templates: The AI guides startups in properly formatting financial data, generating standardized P&L statements, balance sheets, and cash flow statements.

  • Error Checking & Basic Analysis: Automated checks detect glaring inconsistencies or missing data (e.g., unreconciled expenses or out-of-range revenue figures), then prompt the founder to correct them.

  • Preliminary KPI Calculation: Simple metrics (burn rate, gross margin, etc.) can be automatically calculated and displayed for clarity—useful both for the startup’s management and for investor evaluations.

2.4 MVP User Experience

  • Step-by-Step Onboarding: A wizard-like interface walks founders through entering data, selecting relevant templates, and customizing contract clauses.

  • Dashboard Summaries: Startups can quickly view AI-generated financial summaries, crucial business metrics, and recommended next steps.

  • Export & Preview: Users can download or preview final documents (e.g., in PDF) to share with their legal counsel, ensuring the AI output can be easily reviewed by professionals.

2.5 Future Enhancements (Post-MVP)

  • Advanced Compliance Checks: Deeper integration with region-specific regulatory frameworks to flag non-compliant document wording or missing legal disclaimers.

  • Tax Calculation & Filing: Expanded accounting functionality that addresses tax forms, allowable deductions, or multi-currency transactions.

  • Adaptive Learning: The AI refines its suggestions over time as more startups use the system, helping produce increasingly accurate and industry-specific documents.

Implementation Notes & Considerations

  1. Scope Management: While we aim to showcase both investor dealflow recognition and startup-focused AI for legal/accounting at MVP, we will keep initial features fairly straightforward to ensure stability and usability.

  2. Data Security & Privacy: Sensitive legal and financial data must be protected. The platform will need robust role-based access controls, data encryption, and optional NDA templates for those sharing confidential information.

  3. Legal Review: Output from the Agentic AI should be clearly labeled as a “draft” or “initial guidance.” Founders will still need formal legal review to ensure compliance with any local regulations.

  4. User Feedback Loop: Incorporating direct user feedback—e.g., star ratings, quick surveys—helps us refine AI accuracy and usability over time, building a more powerful toolset in future versions.