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DealRoom · AI-Filed Data Room

The data room that reads every file you upload.

Upload management materials in batches. Magnum AI reads every document, files it to its diligence category and keeps it searchable for the team and for drafting — so you see what is missing before the request list goes back to management.

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Deal Data Room

Project Basalt

ABC Precision Components · Sell-Side M&A · Marketing

Upload Files

Files

27

Auto-filed by diligence category.

Categories filled

25/34

34 categories in 13 sections

26 of 27 read and filed1 reading

Diligence Index

  1. 1Corporate & Legal3
  2. 2Financial5
  3. 3Tax1
  4. 4Commercial3
  5. 5Operations3
  6. 6Human Resources3
  7. 7Intellectual Property2
  8. 8Legal & Litigation1
  9. 9Insurance1
  10. 10Real Estate1
  11. 11Environmental1
  12. 12Technology1
  13. 13Deal Analysis & Sell-Side Materials2
ABC_Management_Accounts_Sep_2026.xlsxFiling to a category… · Sofia Okafor · Today, 8:52 AM Reading
IllustrativeDeal Data Room · Project Basalt

01Tuesday, 9:14 AM

Management sent 312 files overnight — audited accounts, the QoE, customer contracts, leases, the cap table. By the time the team opens the room, every readable file has been filed to its diligence category, the password‑protected ones are flagged, and the empty categories are in plain view — before anyone has opened a folder.

02Capabilities

Built the way a deal team runs diligence.

01

Filed on upload

Files and whole folders are filed into your diligence categories as they arrive; reclassify in bulk when the request list changes.

Deal Data Room · Project Basalt

Files 27

Upload FolderUpload Files
2 files selected Auto-FileMove to Category
ABC_Management_Accounts_Sep_2026.xlsxFiling to a category…Reading
ABC_Organization_Chart_Q3_2026.pdf6.1 Organization chartFiled
ABC_Capitalization_Table_Oct_2026.xlsx1.3 Capitalization tableFiled
ABC_Operating_Model_FY2022_FY2029.xlsx13.3 Financial modelFiled
IllustrativeDeal Data Room · Project Basalt

02

Read, not just stored

Magnum AI reads and summarizes each document, and the index shows where it stands: filed, reading, or needs attention — a password‑protected file, for example.

Deal Data Room · Project Basalt

Diligence Index

  1. 2Financial5
  2. 2.1Audited financial statements2
  3. 2.2Monthly management accountsReading
  4. 2.3Budget & forecast1
  5. 2.4Quality of earnings1
  6. 3Tax1
  7. 3.1Tax returns1
  8. 3.2Tax structure & electionsEmpty

Deal Data Room · Project Garnet

Files

1 failed
GHI_Benefit_Plan_Summary.pdfExtraction failed. The file is password-protected; upload an unlocked copy.Failed
IllustrativeDeal Data Room · Projects Basalt and Garnet

03

Completeness by category

See which diligence categories are covered and which are empty before the request list goes back to management.

Deal Data Room · Project Basalt

Diligence Coverage

34 categories in 13 sections

Categories filled

25/34

25Filed1Waiting on a file8Empty

1Corporate & Legal

2Financial

3Tax

4Commercial

5Operations

6Human Resources

7Intellectual Property

8Legal & Litigation

9Insurance

10Real Estate

11Environmental

12Technology

13Deal Analysis & Sell-Side Materials

Empty 8

  1. 3.2Tax structure & elections
  2. 7.3Proprietary processes
  3. 8.2Regulatory & compliance
  4. 9.2Claims history
  5. 10.2Property condition
  6. 11.1Environmental permits
  7. 12.2Cybersecurity
  8. 13.1Vendor due diligence
IllustrativeDiligence Coverage · Project Basalt

04

Search the content

Find a figure or a clause by what the document says, not only by its file name.

Deal Data Room · Project Basalt

Files

net sales FY24A

NameStatusUsed in

ABC_Audited_Financial_Statements_FY2024.pdf2.1 Audited financial statementsFiled2 drafts
ABC_Quality_of_Earnings_Report.pdf2.4 Quality of earningsFiled2 drafts
ABC_Operating_Model_FY2022_FY2029.xlsx13.3 Financial modelFiled3 drafts
IllustrativeDeal Data Room · Project Basalt

05

Used in drafts

Every file shows which drafts draw on it, so a late change to the QoE can be traced to every document that uses it.

ABC_Quality_of_Earnings_Report.pdfPDF · Project Basalt data room

Filed under

2.4Quality of earnings

Financial · Project Basalt data room

Status
Filed
Uploaded
Jordan Ellis · Sep 14, 2026
Filed by
Magnum AI, on upload

Used in drafts 2

Project Basalt — Confidential Information MemorandumIn reviewv4 · Tobias Wren · Oct 20Cited in 03 Financial summary
Project Basalt — Blind TeaserFinalv2 · Sofia Okafor · Oct 12Cited in 01 The opportunity
IllustrativeFile Preview · Project Basalt

06

Firm Library

Firm-level materials — credentials, tombstones, sector primers, house standards — kept in one library and available to every draft.

XYZ Capital Advisors

Firm Library

Source for DealDraft

Files

18

Firm material DealDraft can cite in any deal.

Cited by drafts

13/18

Files used in at least one draft

17 of 18 read and filed1 reading

Library Coverage 24 categories in 7 sections

  1. 1Firm Overview
  2. 2Team & Credentials
  3. 3Deal Credentials
  4. 4Sector Research
  5. 5Market Intelligence
  6. 6Templates & Standards
  7. 7Compliance & Risk

15Filed1Waiting on a file8Empty

IllustrativeFirm Library · XYZ Capital Advisors

In developmentBuyer-side access, Q&A log and buyer activity.

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