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Security

Built for materialnonpublic information.

Magnum applies AI to the most sensitive documents a bank holds, so it is built around three commitments: each firm's data kept separate, need-to-know access to deals inside the firm, and an audit trail of who did what. Deal data is never used to train models.

Try Magnum The Controls

Team Members

Everyone at the firm with access to this workspace.

Invite Member
MemberRoleDeal access

See every dealOwner and Admin roles

JEJordan EllisYoujordan.ellis@xyz-advisors.test Owner All 8 dealsBy role
PRPriya Ramanpriya.raman@xyz-advisors.test Admin All 8 dealsBy role

Need-to-knowMembers see deals they created or are staffed on

TWTobias Wrentobias.wren@xyz-advisors.test Member 5 dealsBasalt, Onyx, Cobalt, Quartz, Granite
SOSofia Okaforsofia.okafor@xyz-advisors.test Member 4 dealsBasalt, Onyx, Topaz, Garnet
KHKenji Hartwellkenji.hartwell@xyz-advisors.test Member 6 dealsSlate, Basalt, Onyx, Topaz, Garnet, Granite
HWHannah Weisshannah.weiss@xyz-advisors.test Viewer 3 deals, read onlyOnyx, Cobalt, Quartz
IllustrativeSettings · Team · XYZ Capital Advisors

01The Controls

  1. 1.1

    Each firm's data kept separate

    Your deals, files and documents are isolated from every other firm on the platform.

  2. 1.2

    Need-to-know deal access

    Each deal has its own deal team. Members see only the deals they created or are staffed on; viewers are read-only; owners and admins oversee every deal and manage roles.

  3. 1.3

    Your data never trains a model

    Magnum uses AI to file documents, draft deal materials and answer questions about your deals. Deal data is never used to train models.

  4. 1.4

    Logged, deal by deal

    The audit trail records sign-ins, uploads and downloads, document edits, versions and shares.

  5. 1.5

    Encrypted connections and files

    Every connection uses TLS 1.2 or later; stored files are encrypted with AES‑256.

  6. 1.6

    Stored in the United States

    All customer data is stored in US‑based infrastructure.

Share Document

Project Basalt — Confidential Information MemorandumCIM·v4·In review·ABC Precision Components

Add Recipients

l.ortiz@abcprecision.testAdd another email Add

People with Access 3 recipients · shared by Tobias Wren, Oct 19, 6:12 PM

  • MHMargaret Hollowaym.holloway@abcprecision.testChief Financial Officer, ABC Precision ComponentsShared Oct 19
  • DRDaniel Reyesd.reyes@abcprecision.testChief Executive Officer, ABC Precision ComponentsShared Oct 19
  • CQClara Quinnc.quinn@qrtlaw.testPartner, QRT Law LLP, company counselShared Oct 19

Access Until

Recipients can open the document until the end of this day.

Nov 13, 2026

Email verification is always required for shared documents.

Copy Link CancelShare with 1 Recipient
IllustrativeShare Document · Project Basalt CIM
TWTobias WrenMember · tobias.wren@xyz-advisors.test Export to Excel

40events1failedLast activeOct 20, 4:12 PM

Tuesday, Oct 20, 20265 events

4:12:40 PM

Uploaded ABC_Phase_I_Environmental_Assessment.pdf to Project Basalt

Failed·Deal Data Room·Extraction timed out

4:05:12 PM

Saved version 4 of Project Basalt — Confidential Information Memorandum

Deal Documents

2:41:09 PM

Edited Investment highlights in Project Basalt — Confidential Information Memorandum

Deal Documents

11:00:18 AM

Updated the details of Project Basalt

Deals

9:03:37 AM

Signed in with a password

Sign-ins · Chrome 141 · macOS · 203.0.113.24

Monday, Oct 19, 20263 events

6:12:20 PM

Shared Project Basalt — Confidential Information Memorandum with 3 recipients

Deal Documents

9:02:44 AM

Changed the stage of Project Basalt from CIM Preparation to Marketing

Deals

8:58:10 AM

Signed in with a password

Sign-ins · Chrome 141 · macOS · 203.0.113.24

IllustrativeAudit Trail · Tobias Wren · Times in EDT

02Four Questions Compliance Asks

Residency
United States.
Export
Available on request.
Retention
Kept while the account is active; deletion on request after closure.
Incident response
Affected firms are notified.

03Where We Are Today

  • Per-firm separationIn place
  • Need-to-know deal accessIn place
  • EncryptionIn place
  • Role-based accessIn place
  • Audit loggingIn place
  • SOC 2 Type II reportOn the roadmap
  • Information-barrier controls between deal teams (beyond need-to-know staffing)On the roadmap

Security questions?

We walk your CISO or Chief Compliance Officer through the architecture.

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Emailsage@esapiens.ai