DealDraft · AI Deal Documents

Bank-quality first drafts,sourced section by section.

DealDraft is Magnum's AI drafting engine. It reads the deal's data room and drafts the book and the documents around it — CIM, teaser, process letter, management presentation — in your firm's templates. Drafting starts from approved materials, not from scratch, and the first version you open is built for VP markup, not cleanup.

Deal Documents

Project Basalt

ABC Precision Components

Generate Document
Confidential Information MemorandumCIM · Tobias Wren · Oct 20 In reviewv4
First-Round Process LetterProcess Letter · Kenji Hartwell · Oct 18 Working draftv1
Blind TeaserTeaser · Sofia Okafor · Oct 12 Finalv2
IllustrativeDeal Documents · Project Basalt
  • Confidential Information Memorandum
  • Blind Teaser
  • Process Letter
  • Management Presentation
  • Pitch Book
  • Bid Summary

01Friday, 7:42 PM

The engagement letter is signed. The client wants the teaser out next week and the book in buyers' hands as NDAs come back. Management and the QoE provider have put 27 files in the data room. Before the team leaves for the weekend, the associate picks the CIM template and the sources, and Monday starts with a structured draft and a source against every section — not a blank deck.

02Capabilities

Built the way a deal team drafts.

01

Your house style, captured once

Upload a prior CIM or pitch book as an exemplar. Magnum AI maps its sections, data fields and charts into a reusable template, private to you or shared with the firm.

Templates

Mandate Pitch Book

Pitch BookFirm6 sections

Mandate pitch: situation overview, positioning, buyer universe, valuation perspectives and process.

  1. 1Situation Overview
  2. 2Positioning
  3. 3Buyer Universe
  4. 4Valuation Perspectives
  5. 5Process & Timeline
  6. 6Team & Credentials
IllustrativeTemplates · XYZ Capital Advisors

02

Drafted only from the sources you choose

Pick the deal files and Firm Library documents to draw on; Magnum AI reads only those. Decide how gaps are handled: a marked placeholder, or the template's wording for the team to complete.

Generate Document · Project Basalt

Confirm Data Sources

Magnum AI reads only the files selected here.

  • ABC_Audited_Financial_Statements_FY2024.pdfFinancial › Audited financial statements
  • ABC_Quality_of_Earnings_Report.pdfFinancial › Quality of earnings
  • ABC_Management_Presentation_Draft.pptxDeal Analysis & Sell-Side Materials › Management presentation
  • ABC_Facility_Leases.pdfReal Estate › Owned & leased property

When Data Is Missing

Use PlaceholdersGaps read “Data not provided”, so the team can see what still needs sourcing.

Use Template ContentMissing fields and images fall back to the template’s sample content. Review before sharing.

IllustrativeGenerate Document · Project Basalt

03

Sources on every section

Each section lists the files and excerpts it was drafted from, and a figure that cannot be traced is left blank rather than estimated — so tie-out happens in the editor, not in a separate pass.

02 · Company overview2 sources

Precision components for demanding programs

Founded in 1987, the company machines, finishes and assembles flight-critical components. It employs 640 people and operates under AS9100 and NADCAP accreditation.

Tier-2 precision suppliers with AS9100 accreditation remain capacity constrained through 2028.

HeadquartersOhio, United States
Facilities3 (412,000 sq ft)
Employees640

Data Sources

Company overview

ABC_Management_Presentation_Draft.pptx

Deal Data Room

Aerospace_Supply_Chain_Primer.pdf

Firm Library

“Tier-2 precision suppliers with AS9100 accreditation remain capacity constrained through 2028.”

IllustrativeDealDraft · Confidential Information Memorandum

04

Markup with Magnum AI

Ask the document a question and get an answer cited to its sources, or describe the change — “tighten the investment highlights”, “add FY26E to the financial summary”. Magnum AI makes the edit in the draft and logs it; any change can be reverted.

Magnum AI

Edit mode. Instructions you send change the draft.

Sofia Okafor

What drove FY24A revenue growth?

Magnum AI

Volume growth with existing aerospace customers: net sales increased 10.7% to $181.4 million1

1ABC_Audited_Financial_Statements_FY2024.pdf

Sofia Okafor

Tighten the investment highlights

Magnum AI

Edited the draft

1 edit applied.

IllustrativeMagnum AI · Project Basalt CIM

03Versions and Distribution

Save named versions as the draft moves from team review to MD review, and revert to any earlier turn. Export to PDF or editable PowerPoint, and share with recipients who verify their email before they can open the document.

Project Basalt · CIM

Version History

4 versions

Save Version
  1. MD review CurrentOct 20, 2026, 4:05 PM
  2. Team reviewOct 16, 2026, 11:20 AMRestore
  3. Tighten the investment highlightsOct 14, 2026, 6:05 PMRestore
  4. First draftSep 20, 2026, 10:00 AMRestore

PDFPrint-ready document

PowerPointEditable slides (.pptx)

Shared with 3 recipients. Email verification is always required for shared documents.

IllustrativeVersion History · Project Basalt

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