Magnum by eSapiens
Execution layer for investment banking
00 Overview

Magnum

by eSapiens

AI-Driven Deal Documentation Platform for Investment Banking.

Four modules. One deal. One controlled record.

Sell-side · M&A · Strategic advisory Four modules · One review trail From mandate to deliverable
01 Mandate
Intake

Every source the team already trusts, inside one governed process.

Magnum starts where a live sell-side process starts: management materials, the operating model, QoE, buyer coverage, and diligence history. Once those inputs sit on one controlled review trail, drafting, model control, diligence, and coverage remain aligned as the process advances.

What enters the record
Management materials · QoE · model · coverage list · diligence history
What remains aligned
Versions, outputs, and answers stay aligned as the deal progresses.
Live sell-side mandate
XYZ Co.
0 sources
Collect
Structure
Control
Publish
Management presentation
Management overview · KPI bridge · concentration schedule
12 files
Operating model
Base case · lender case · version history · hardcode log
v27
QoE and historicals
Revenue bridge · customer cohorts · margin adjustments
Cleared
Coverage trail
Target list · prior touches · NDA status · inbound questions
Active
Shared record
Every module reads from the same approved deal materials.
Process path
Mandate → drafting → control → diligence → coverage.
02 Drafting
DealDraft

Drafting starts from approved materials, not from scratch.

Magnum drafts CIM, teaser, and memo language against the approved model, the agreed management story, and the support the team is prepared to defend. The first pass is review-ready, with support attached line by line.

Time to first draft
Days → hours
Sources cited
0%
Review turns
0
DealDraft
Customer concentration · draft 03
In review
The Company serves a concentrated but durable customer base across channel partners and direct clinical accounts. The top 10 accounts represented 62% of FY2025 revenue, with no single account above 14%, and retention remained above 95% across the last three fiscal years.
Revenue by account · FY23–25 Latest management deck · customer appendix QoE customer bridge
Recent share gains reflected new program awards and deeper penetration within existing clinical accounts.
Source linked Model tied Review queued
Ready for release
03 Modeling
ModelIQ

Three-statement, DCF, LBO, and M&A models — AI-built, QC'd, versioned.

Magnum builds three-statement, DCF, LBO, and M&A models from the approved deal record, runs continuous QC across formulas and circularity, and ties out cleanly to every downstream deliverable. Nothing is published off a version the team has not cleared.

Formulas audited 0%
Hardcodes cleared 0 / 18
Approved publishing version v27
Only approved versions flow into drafts and diligence outputs.
ModelIQ
Control queue · operating model
12 checks
Linked tabs 0
Open exceptions 0
Check
Status
Location
Reviewer
Revenue bridge vs QoE
Cleared
Rev bridge · tab 06
Associate
Customer cohort hardcodes
Cleared
Cohorts · tab 11
VP
Capex circularity
Open
Debt schedule · tab 18
Associate
Output tie-out to lender case
Cleared
Summary outputs
MD
04 Diligence
DealRoom

Every diligence answer stays inside the approved deal record.

The pressure is rarely drafting the response itself. It is keeping each answer aligned to the approved model, the latest support, the prior response history, and the banker who will defend it on the next call.

First response pack
Weeks → hours to a source-backed first response.
Evidence chain
Source path · ownership · latest approved answer stay attached.
DealRoom
Buyer diligence queue
14 open
Question
Owner
Due
OEM contract renewal timing
VP
Today
Gross margin bridge by product family
Associate
Today
Direct provider ramp assumptions
Associate
Tomorrow
Capex normalization for FY2026 plan
MD
Tomorrow
Response pack
Gross margin bridge
Ready for review
FY2025 margin expansion was driven by mix shift toward higher-value accessory subassemblies, supplier rationalization, and freight normalization. The bridge excludes one-time ERP cutover expense.
Owner
Associate · Healthcare
Source path
QoE › Margin bridge › Final
Review state
Review-ready
QoE margin bridge Management pack · margin appendix Model v27 · margins tab
05 Coverage
DealScout

Buyer coverage stays inside the live process.

Outreach, buyer activity, precedent context, and next actions sit on one controlled view, so the team can prioritize by actual momentum, current evidence, and the work still required to advance each party.

Priority accounts
0
NDA complete
0
IOIs in view
0
DealScout
Coverage priority matrix
11 buyers
XYZ Strategics A · device platform
Prior tuck-in history · strong fit across procedure components
Mgmt meeting set
XYZ Sponsors A · healthcare buyout
Active lender dialogue · diligence focused on margin durability
IOI expected
XYZ Strategics B · provider channel
High channel overlap · lower certainty on carve-out scope
NDA executed
XYZ Sponsors B · specialty devices
Re-engaged after fresh signal · reviewing updated materials
Re-engaged
Live signals
Intraday
Live
Strategics
Sponsors
Reactivation
09:10
XYZ Strategics A requested incremental cohort support ahead of management discussion.
10:25
XYZ Sponsors A confirmed lender Q&A and requested capex normalization backup.
11:40
Coverage priority refreshed after the provider-growth bridge cleared.
06 Oversight
Oversight

One controlled view. Every live workstream.

One place to see what is moving, what is blocked, what is cleared, and where intervention is required — before the process drifts. The work stays distributed; the control does not.

DealDraft
CIM draft 03 · routed for MD review
ModelIQ
Capex circularity exception still open
DealRoom
14 active questions · 6 due today
DealScout
5 buyers advancing toward IOI
More deal capacity. The same judgment at the center.
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