Companies · AI / ML
MILWAUKEE · CA, USA · AI / ML · refined from filed group “Other” · founded 2024 · https://paxai.com/
Diligence memoA one-page analyst read on PAX Holdings, LLC — recommendation, valuation, rhythm, risks.→PAX Holdings, LLC looks fair against its niche peers and is dormant on financing cadence.
Synthesized from the figures below est. — every claim rests on a number shown on this page. Valuation uses the ai/ml sector profile.
Analyst read est. — computed against this company's niche peers in the same era. Inputs shown; not a quoted figure.
Procedural diagnosis est. — rule-based common-sense checks over the filing pattern, issuer name, activity cadence, and surfaced operating evidence.
PAX Holdings, LLC behaves more like a recurring private-offering issuer than a conventional venture-backed operating company.
PAX Holdings, LLC is one of 2067 AI / ML companies tracked from MILWAUKEE, CA, USA, on record since 2024. By capital raised it ranks in the upper tier (ahead of 76% of sector peers), and in the upper tier by modeled valuation est..
Ranking is computed against this company's own sector cohort — reported capital is fact; valuation tiers are modeled.
AI analyst read est. — model-extracted from this company's public description, not a verified fact. 30%
operates a technology-led product inferred from public copy
Grounded in: “You are a venture analyst”
AI Broker for Tariff Refunds
Pax is the AI-native broker that automates and maximizes tariff refunds through duty drawback. We've helped enterprises recover millions in duties and manage their entire trade compliance operation from one platform. Each year, 80% of eligible refunds—equivalent to $15B—go unclaimed. Pax is the first AI-first broker that makes this process transparent and streamline while maximizing all duty saving opportunities. We are two technical founders: Penny got her PhD from MIT and, and was a former research scientist at Amazon & Flexport, where I encountered the problem firsthand. Chris is a second-time founder and former software engineer at Amazon, Brex, and TikTok.
As reported in public records reported — not modeled.
Solid bars are reported offering amounts reported; hatched bars are the modeled post-money valuation est. — both on one shared scale so you can read raise-vs-worth at each round directly. Use the toggles to overlay data labels and the niche-peer / market average value lines.
The line shows cumulative reported funding over the period; + labels show new capital added between points when there is room. Toggle on-bar figures, plus the niche-peer and market averages, to read this company against its cohort. Benchmarks are modeled medians.
Stages are modeled from round size (public records carry no series label). No record for: Pre-Seed — the company may have raised it under a different exemption, merged it into an adjacent record, or skipped it. Sequence completeness: 50%.
Round size and date are reported; the stage label is inferred from round size (latest is Seed — a $1.0M–$4.0M round). Valuation is modeled from stage benchmarks scaled by the ai/ml sector profile. Directional, not a quoted figure.
Not enough modeled valuation points to chart a trajectory.
Benchmarked against 2067 companies in AI / ML. Each bar is a median (the middle company, not an average — outliers don't skew it). Two yardsticks: real money raised (reported on Form D) and modeled value (our estimate est.). These are whole-sector medians across all stages, except the per-stage row.
Raised more than 76% of sector peers (real $). Modeled value above 89% of peers (estimate).
A tighter cohort than the sector chart above — only companies at the same stage (Seed) that last raised in the same ~3-year era, ranked by modeled value est. (not money raised). This is the exact set the analyst read compares against, so a like-for-like cohort is what makes "over/under-valued" meaningful. This company ranks #5 of 18.
| Company | Stage | Raised · real | Value · est | vs peer med. |
|---|---|---|---|---|
| Bellrock Intelligence, Inc. | Seed | $8.8M | $148.9M | 1.68× |
| Laer AI, Inc. | Seed | $3.0M | $135.1M | 1.52× |
| Pulse Labs AI, Inc. | Seed | $2.6M | $116.6M | 1.31× |
| CounterFlow AI, Inc. | Seed | $2.5M | $113.2M | 1.27× |
| PAX Holdings, LLC this company | Seed | $2.5M | $111.0M | 1.25× |
| DOC.AI Inc | Seed | $2.3M | $101.0M | 1.14× |
| Omnify.Ai, Inc. | Seed | $2.0M | $88.8M | 1.00× |
| Sfp Ml Ii Lp | Seed | $2.0M | $88.8M | 1.00× |
| Tend AI Inc | Seed | $2.0M | $88.8M | 1.00× |
| Elves | Seed | $2.0M | $88.8M | 1.00× |
| R2.ai, Inc. | Seed | $2.0M | $88.8M | 1.00× |
| Clover Intelligence, Inc. | Seed | $2.0M | $87.7M | 0.99× |
Stage is inferred from round size est., not reported on the filing — a round's dollar size maps to a bucket: Pre-Seed <$1.0M · Seed $1.0M–$4.0M · Series A $4.0M–$15M · Series B $15M–$40M · Series C $40M–$100M · Series D+ $100M–$400M · Growth/Late >$400M.
| Stage | Amount · real | Announced | Post-money · est | Value · est | Conf. |
|---|---|---|---|---|---|
| Seed | $2.5M | 2018-02-28 | $12.5M | $111.0M | 90% |
Step-up, pace versus the sector's normal cadence, and revenue/exemption moves — read straight from the reported round facts reported.
Predictive signals are modeled est. from this company's own cadence and step-up, plus sector benchmarks — directional, not advice. Peer set and a CSV export live in your analyst workspace.
PAX Holdings, LLC is an official record sourced from the U.S. Securities and Exchange Commission (SEC). U.S. data is aggregated from SEC Form D filings.
Nearest neighbours across the whole database — matched on sector, stage and capital scale, and on shared operators (officers or directors named at both companies in public filings). A discovery shortlist, not a valuation cohort — verify before acting, the same way modeled figures are directional.
| Company | Sector | Stage | Raised · real | Value · est | Why similar |
|---|---|---|---|---|---|
| AI App Store, Inc. | AI / ML | Seed | $2.5M | $11.5M | same sector · same stage |
| Hucu.ai, LLC | AI / ML | Seed | $2.5M | $19.9M | same sector · same stage |
| Saleswhale, Inc. | AI / ML | Seed | $2.5M | $110.5M | same sector · same stage |
| CounterFlow AI, Inc. | AI / ML | Seed | $2.5M | $113.2M | same sector · same stage |
| Powow AI, Inc. | AI / ML | Seed | $2.6M | $22.4M | same sector · same stage |
| Intelligent Digital Avatars, Inc. | AI / ML | Seed | $2.6M | $13.8M | same sector · same stage |
| Paratus AI, Inc. | AI / ML | Seed | $2.6M | $8.6M | same sector · same stage |
| DeepInsights AI Inc. | AI / ML | Seed | $2.6M | $14.5M | same sector · same stage |
Matched by meaning, not labels — a local language model reads each company's name, sector and description and ranks the closest in that learned space. This catches look-alikes that cross sector boundaries; the structured list above explains its matches, this one trusts the text. Directional, like every modeled signal here.
| Company | Sector | Stage | Value · est | Match |
|---|---|---|---|---|
| pap! Agents that earn consumers dollars when they shop, travel, and live. | Fintech | — | — | 81% |
| Forge Getting companies refunds on tariffs & duties | — | — | — | 79% |
| Alchemize AI-Native Customs Brokerage | AI / ML | — | — | 76% |
| Saudara AI AI Native Sourcing Broker For Overseas Manufacturing | Mobility / Logistics | — | — | 75% |
| MarkIt AI Agents for Trade Compliance - Saving Companies from Tariffs | AI / ML | Series D+ | $8.5B | 74% |
| Ressl AI AI Workers for Field Services | Insurance | — | — | 74% |
| Bretton AI AI agents for financial compliance (AML, KYC and Sanctions) | Fintech | — | — | 74% |
| PAX Markets More 𝛼, less latency: exchange and HFT on one chip. | Crypto / Web3 | — | — | 74% |
See where PAX Holdings, LLC sits in the wider market — its sector, location and stage cohorts, each with their own leaderboards and capital-flow timelines.
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