Boutique
$6K/ month
For boutiques running three to five live mandates.
- 5seats
- DealDraft and DealRoom
- 3deals per month
- Standard templates
- Email support
01Plans
Middle Market
$15K/ month
For advisory groups that need visibility across every live mandate.
- 25seats
- DealDraft, DealRoom and the Firm Library
- 10deals per month
- Custom firm templates
- Priority support
Bulge Bracket
Custom
For global banks running Magnum across every coverage and product group.
- Unlimitedseats
- Every module, with ModelIQ and DealScout as they launch
- Unlimiteddeals
- A firm-wide template library, built with your team
- A dedicated account team and priority support
Bulge Bracket
Built around your firm, not the other way around.
For banks that run Magnum firm-wide: a forward-deployed team that builds to your workflows, connects Magnum to the systems you already run, and stays with you from the first live deal through firm-wide rollout.
Talk to Our TeamForward-deployed engineering
Engineers embedded with your deal teams build custom workflows, document types and templates to your firm's standards.
Built into your stack
Connectors to your document management system, CRM and data providers, so Magnum works from the systems your bankers already use.
Group-level administration
Templates, roles and deal access set up group by group, with one firm-wide view for leadership.
White-glove rollout
From the first live deal to firm-wide deployment: training for every group and migration of your templates and precedent materials.
Priority support, under an SLA
A named account team, a priority line for live deals and a service-level agreement written into your contract.
Security and procurement, handled
Our team works through your security questionnaire, vendor review and custom contract terms with you.
All plans start with a paid pilot on one live deal. Deal overage: $500 per deal (Boutique), $300 per deal (Middle Market). ModelIQ and DealScout are in development.
Emailsage@esapiens.ai
02How Firms Decide
- Per-deal pricing on request
- Pilot first, contract second
- Onboarding with the deal team
Project Basalt
ABC Precision Components · Sell-Side M&A · Industrials
JETWSOKH
Enterprise value
$420M
Sell-side mandate, broad auction.
Stage
Marketing
Since Oct 19, 2026
Expected close
Feb 15, 2027
In 117 days
TimelineEngagement to expected close97 days in · 117 to go
MarketingToday, Oct 21
Jul 16, 2026EngagedSep 20CIM draftedOct 12Teaser finalFeb 15, 2027Expected close
Deal Documents
3 documents · 1 final
Deal Data Room
26 of 27 files read and filed
03Questions
- Can we use Magnum with confidential deal data?
- Yes. The controls are set out on the Security page: each firm's data kept separate, need-to-know deal access, encrypted connections and files, and an audit trail of who did what.
- Does Magnum replace analysts?
- No. It takes the filing and the re-keying off their desks; the judgment stays with the deal team.
- Is our data used to train models?
- Never.
- How does onboarding work?
- The pilot runs on one live deal. On Middle Market and above, your templates are set up from your own exemplars first.
- Can Magnum use our own CIM template?
- Yes, on the Middle Market and Bulge Bracket plans: upload an exemplar and Magnum AI maps it into a reusable template. Boutique starts from the standard templates.
- What about information barriers?
- Deal access is need-to-know: members see the deals they created or are staffed on; owners and admins oversee every deal. Formal barrier controls between deal teams are on the roadmap.
Start with a pilot on one live deal.
Start with a paid pilot on one live deal. Bring the management materials; leave with a sourced first draft in your firm's format.
Emailsage@esapiens.ai