First Customer Intelligence
Staxiom
Automated R&D tax credit calculation and financial process streamlining for US startups.
Created for staxiom.com April 1, 2026 80 sources analyzed
Based on your website, we believe your primary buyer is:
CEO, CFO, or Head of Finance at US-based technology startups with 10-100 employees.
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The Briefing
Here's your situation
The One Big Beautiful Bill Act (OBBBA), signed July 4, 2025, has officially reversed the R&D amortization requirement, allowing startups to once again immediately expense domestic R&D costs in the 2025/2026 tax cycle.
verified https://www.cgteam.com/episode-76-major-changes-to-rd-tax-credits-what-the-one-big-beautiful-bill-means-for-your-business/
This legislative shift creates a massive, one-time liquidity injection for Staxiom's target market. Startups that were previously bracing for high tax bills due to amortization can now use Staxiom to claim immediate deductions and extend their runway by 4-6 months.
The Q1 2026 tax filing window is closing, and the IRS has increased scrutiny on R&D documentation as of February 2026.
Your #1 Move
Do this today
Launch aggressive 'Switch to Staxiom' campaigns targeting Boast.ai and MainStreet unhappy users.
Boast.ai users hate manual setup; MainStreet users suffer from poor R&D yields.
    This Week
    Monday
    Send LinkedIn connection requests to the 8 'buyer' leads identified, referencing the OBBBA reversal in the note.
    Wednesday
    Reach out to Eric Nghiem and Ryan Templeton (Fractional CFOs) to propose a referral partnership for their startup clients.
    Friday
    Post a breakdown of the new Form 6765 requirements on LinkedIn and tag the 'champion' leads for visibility.
    Your First Customers
    These people need you right now
    Real people with real signals. Ordered by urgency.
    What to Say
    Copy-paste ready
    Cold Email
    Subject: OBBBA reversal: Immediate R&D expensing for your 2025 taxes
    The July 4th OBBBA bill officially reversed the R&D amortization requirement, meaning your team can now immediately expense domestic R&D costs for the 2025 tax year. Staxiom automates the entire credit calculation and filing process, helping startups claim an average of $120,000 annually with 10x faster filing than traditional CPAs. Want me to send over a quick breakdown of how this affects your current runway?
    LinkedIn Message
    Eric, welcome to Axiom. I saw your move from Nestlé and wanted to see if you've had a chance to audit the current R&D credit capture process for the new fiscal year. With the OBBBA reversal now live, there's a significant opportunity for immediate runway extension.
    DM
    Mike, saw you're building the AI R&D team. Most AI founders are missing out on the 2026 R&D credit expansion for model training. Staxiom automates this in days, not weeks. Worth a look?
    Follow-Up (after 5 days)
    Just following up on the OBBBA reversal. Most startups we're talking to are seeing a 4-6 month runway extension by switching to immediate expensing this month.
    Communities to Find Them
    Steal Their Customers
    Your fastest path to customers
    Competitors with unhappy users. Here's where they're complaining and what to say.
    Boast.ai
    High manual effort for initial setup and slow response times for smaller startups.
    https://www.g2.com/products/boast-ai/reviews
    Target users who mention 'long onboarding' or 'manual data entry' in Boast reviews with a '10x faster filing' message.
    Your note about the manual effort required for your R&D filing. We built Staxiom specifically to automate that data sync so you can get your credit quote in minutes, not weeks.
    MainStreet
    Diluted focus on 200+ credits leads to lower R&D-specific yields.
    https://www.reddit.com/r/startups/comments/1qkcsft/looking_for_more_credits/
    Monitor r/startups for founders complaining about low yields from generalist credit platforms.
    Generalist platforms often miss the technical nuances of the R&D credit. Staxiom uses AI to cluster your Jira and GitHub data, typically finding 4x more savings than broad-brush tools.
    Neo.Tax
    Perceived lack of expert CPA support during IRS audits.
    https://wifitalents.com/best/r-d-tax-credit-software/
    Position Staxiom's 'Expert CPA Collaboration' against Neo.Tax's software-only approach in LinkedIn comments.
    Software is great for the calculation, but you need a CPA for the audit trail. Staxiom gives you both—automated data sync with a dedicated CPA review for every filing.
    Sources
    What we analyzed
    Every claim in this report is grounded in real search data. Here's what we looked at.
    80 sources across 17 search queries
    Methodology: PostBuild ran 17 targeted searches, scraped and analyzed the top results, verified leads against LinkedIn, and cross-checked competitor claims against review sites and public data. Sources marked cited were directly referenced in the analysis. Sources marked analyzed informed the research but were not quoted directly.
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