Magnumby eSapiens
Try Magnum

Every mandate, sourced to the page

The AI-native operating system for investment banking.

Magnum is the AI-driven deal documentation platform for investment banking. It reads the deal's data room and drafts the CIM, teaser and process letter in your firm's templates — every figure traced to its source, every first draft built for VP markup, not cleanup.

Try Magnum See how a CIM is drafted
CIMIn reviewv4

Project Basalt — Confidential Information Memorandum

03 · Financial summary2 sources

Consistent growth with expanding margins

$MFY22AFY23AFY24AFY25AFY26E
Revenue148.2163.9181.4204.7226.3
Adj. EBITDA27.031.536.344.650.7
Margin18.2%19.2%20.0%21.8%22.4%

FY26E: nine months actual plus management forecast.

Data Sources

Financial summary

ABC_Operating_Model_FY2022_FY2029.xlsx

Deal Data Room

ABC_Quality_of_Earnings_Report.pdf

Deal Data Room

IllustrativeDealDraft · Project Basalt
  • Need-to-know deal access
  • Sources on every section
  • Audit trail on every deal
  • No training on your data

A sell-side process runs on hundreds of documents and a handful of people. Magnum AI reads every one of them, and every section it drafts shows the files it came from, on one record per deal.

01The Status Quo

Your best people spend nights formatting work no client pays for.

Every hour spent retyping management materials into a CIM is an hour not spent in front of a CEO. The decks, the QoE, the operating model and the latest monthly accounts arrive in different formats; someone has to read them, file them, pull the numbers and write them up — usually late, usually twice.

  1. 01

    Filing

    Hundreds of management files to sort against the request list before anyone can draft.

  2. 02

    Re‑keying

    Figures copied from PDFs into tables, then re-tied to the model at every turn of comments.

  3. 03

    Unsourced drafts

    A paragraph without a source costs the VP an hour of tie-out at review.

  4. 04

    Version sprawl

    “CIM_v12_final_MD_comments” in four inboxes, and nobody sure which numbers are current.

27–35%

The lift in front-office productivity that Deloitte, in a 2023 forecast, put on generative AI at the top 14 global investment banks — about $3.5M of additional revenue per front-office employee by 2026.

Source: Deloitte Insights, “Generative AI in investment banking” (July 2023). An industry forecast, not a Magnum result.

02The Platform

Four modules. One deal. One controlled record.

DealDraft and DealRoom read from and write to the same deal record, so every figure in a draft traces back to the file it came from — sourced, cited and versioned. ModelIQ and DealScout come next.

01Live

DealDraft

AI drafting for the book and the documents around it — teasers, process letters, management presentations — from the deal's data room, in your firm's templates, with a source behind every section.

DealDraft

XYZ Capital AdvisorsStrictly private and confidential

Project Basalt

ABC Precision Components

Confidential Information Memorandum

October 2026

Sell-side advisoryProject Basalt

01 · Investment highlights

A scaled, capacity-constrained supplier with contracted growth

$226.3MFY26E revenue

22.4%FY26E Adj. EBITDA margin

11.2%Revenue CAGR FY22A–26E

$50.7MFY26E Adj. EBITDA

Sole-source positions. 71% of FY25A revenue came from parts where the company is the only qualified supplier.

Data Sources

Investment highlights

ABC_Audited_Financial_Statements_FY2024.pdf

Deal Data Room

“Net sales increased 10.7% to $181.4 million, driven by volume growth with existing aerospace customers.”

IllustrativeDealDraft · Confidential Information Memorandum

02Live

DealRoom

An AI-filed data room. Upload management materials in batches; Magnum AI reads each file, files it to its diligence category and makes it searchable. Completeness by category, at a glance.

DealRoom

Project Basalt

ABC Precision Components · Sell-Side M&A

Auto-filed by diligence category

Filing Progress96%

26 of 27 files read and filed1 reading

  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…Reading
  • ABC_Audited_Financial_Statements_FY2024.pdfFinancial › Audited financial statementsFiled
  • ABC_Capitalization_Table_Oct_2026.xlsxCorporate & Legal › Capitalization tableFiled
IllustrativeDeal Data Room · Project Basalt

03In development

ModelIQ

Model review and version control for three-statement, DCF and LBO models.

04In development

DealScout

Precedent transactions and buyer universes built from the record.

03One Morning View

The whole pipeline before the 8 AM call.

Every live mandate by stage, with enterprise value, data room coverage and the documents in review — on one screen.

XYZ Capital Advisors

8 active deals · 6 deal types · As of Oct 21, 2026

Generate DocumentNew Deal

PipelineEnterprise value of active mandates, by stage

Aggregate EV

$8.4B

Across 8 active deals

Active Deals

8

Across 6 deal types

StageEVDealsShare
Prospective DealsNo active deals
Engagement$180M12.2%
CIM Preparation$95M11.1%
Marketing$420M15.0%
LOI Negotiation$1.2B114.4%
Due Diligence$960M211.5%
S-1 Drafting$2.4B128.7%
Closing$3.1B137.1%

Documents & Data

Working Drafts

2 in review

6

Final

Cleared for distribution

4

Data Room Files

Across 8 deals

157

Templates

In DealDraft

6

Active Deals8 deals, latest activity first

Project Slate

PQR Energy Services

$95M

CIM PreparationRestructuring

Data room12 files

Documents1

UpdatedOct 21

JEKH

Project Basalt

ABC Precision Components

$420M

MarketingSell-Side M&A

Data room27 files

Documents3

UpdatedOct 21

JETWSO+1

Project Onyx

JKL Software

$2.4B

S-1 DraftingIPO / ECM

Data room28 files

Documents1

UpdatedOct 20

PRJETW+3

Project Cobalt

DEF Specialty Pharma

$1.2B

LOI NegotiationSell-Side M&A

Data room28 files

Documents2

UpdatedOct 20

PRTWHW

IllustrativeDashboard · XYZ Capital Advisors

04How It Works

From kickoff to a review-ready first draft.

  1. Intake

    Upload the management materials, the QoE and the model to the deal's data room. Magnum AI reads every file and files it to its diligence category.

  2. Draft

    Choose the template — CIM, teaser, process letter, management presentation — and the sources. Magnum AI drafts each section and cites every figure; a figure it cannot source is left blank, never estimated.

  3. Review

    Mark up in the editor or tell Magnum AI what to change; every edit is logged and reversible. Save versions through MD review, then export to PDF or editable PowerPoint.

05Controls

Built for the compliance questions that come first.

Read the security page
  1. 5.1

    Need-to-know deal access

    Members see the deals they created or are staffed on; owners and admins oversee every deal.

  2. 5.2

    Audit trail

    Sign-ins, uploads, downloads, edits and shares are logged.

  3. 5.3

    Your data stays yours

    Deal data is never used to train models.

06Who It's For

Built for the firms running the work.

  • Elite and independent boutiques
  • Middle-market advisory
  • Industry and product groups at larger banks
  • Debt advisory and restructuring teams

Win more mandates.Close bigger deals.

Start with a paid pilot on one live deal. Bring the management materials; leave with a sourced first draft in your firm's format.

Try Magnum Request a pilot

Emailsage@esapiens.ai

IllustrativeSign In · Magnum workspace