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Every seat on the deal team.Every document in the process.

What changes for each role on the deal team, and in each type of mandate, when Magnum AI does the drafting and the filing.

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Deal Team

Project Basalt

ABC Precision Components · Sell-Side M&A

MemberLast active

  • Jordan EllisDeal leadManaging DirectorActive now
  • Tobias WrenVice PresidentOct 20, 4:12 PM
  • Sofia OkaforAssociateToday, 8:52 AM
  • Kenji HartwellAnalystToday, 9:12 AM
Uploaded Sep accountsSofia Okafor · Today, 8:52 AM
IllustrativeDeal Team · Project Basalt

01By Role

01

Managing Director

Wins the mandate, owns the client, signs off on the book.

  • The pipeline by stage, with enterprise value, before the morning call
  • Drafts that reach you sourced and in house style, ready to mark up
  • One record to check before the client call — no chasing the latest version
Magnum

XYZ Capital Advisors

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

Aggregate enterprise value

$8.4B

Across 8 active mandates.

PipelineEV of active mandates, by stage

EngagementQuartz$180M
CIM PreparationSlate$95M
MarketingBasalt$420M
LOI NegotiationCobalt$1.2B
Due DiligenceTopaz, Garnet$960M
S-1 DraftingOnyx$2.4B
ClosingGranite$3.1B
Magnum

Project Basalt

ABC Precision Components

Enterprise value

$420M

MarketingSell-Side M&A

Timeline117 days to expected close

Engagement

Jul 16, 2026

Expected close

Feb 15, 2027

Deal lead

Jordan Ellis

Deal team

Deal Documents3

CIMConfidential Information MemorandumIn reviewv4 · Oct 20
IllustrativeDashboard and Deal Hub at phone width · XYZ Capital Advisors

02

Vice President

Runs the process; reads every page before the MD does.

  • Review against cited sources instead of re-tying every number
  • A named version for every turn of comments, and any edit reverted in a click
  • One place to see what the team changed, and who changed it

CIM · Last edited by Tobias Wren, Oct 20, 4:05 PMIn reviewv4

Project Basalt — Confidential Information Memorandum

Sections10

  1. 01Investment highlights2
  2. 02Company overview2
  3. 03Financial summary2
  4. 04Products & services1
  5. 05Industry & market2
  6. 06Customers & operations2
  7. 07Management1
  8. 08Historical financials2

History

  1. MD reviewCurrentTobias Wren · Oct 20, 4:05 PM
  2. Team reviewTobias Wren · Oct 16, 11:20 AMRestore
  3. Tighten the investment highlightsSofia Okafor with Magnum AI · Oct 14, 6:05 PM
  4. First draftMagnum AI · Sep 20, 10:00 AM
40Sources
18,240Words
4Versions
IllustrativeDealDraft · Project Basalt CIM

03

Associate

Owns the model and the book, day to day.

  • The firm's template and the chosen sources instead of a blank deck
  • Magnum AI for the first round of edits, logged and reversible
  • A data room already filed by diligence category

Step 3 of 4

Generate Document

  1. Select DealChange

    Project Basalt

    ABC Precision Components · Sell-Side M&A

  2. Choose TemplateChange

    Confidential Information Memorandum

    My firm · 10 sections

  3. 3

    Confirm Data Sources

    The data room and Firm Library files Magnum AI reads.

  4. 4

    Generate

    Magnum AI drafts each section and cites its sources.

Confidential Information Memorandum

Project Basalt · My firm template

Files to read

40

Sections to draft

10

26 from the deal data room and 14 from the Firm Library. Gaps read “Data not provided”.

Back Generate Document
IllustrativeGenerate Document · Project Basalt

04

Analyst

Builds the pages, files the data room, ties out the numbers.

  • Batch uploads read and filed by diligence category
  • Every document searchable by what it says
  • Drafts that start from the materials, not from a copy of the last deal

ABC Precision Components, Inc. and Subsidiaries

Consolidated Statements of Income

Years ended December 31, 2023 and 2022

(in thousands of U.S. dollars)

Line itemNote20232022
Net sales3$ 163,912$ 148,207
Cost of sales(113,094)(103,719)
Gross profit50,81844,488
Selling, general and administrative4(25,480)(22,940)
Operating income25,33821,548
Interest expense7(4,215)(3,870)
Other income, net312188
Income before income taxes21,43517,866
Provision for income taxes9(5,145)(4,288)
Net income$ 16,290$ 13,578

ABC_Audited_Financial_Statements_FY2023.pdf

PDF · 2.6 MB · 38 pages

Filed under

2.1Audited financial statements

Financial · Project Basalt data room

Status
Filed
Uploaded
Jordan Ellis · Sep 10, 2026
Filed by
Magnum AI, on upload

Used in drafts 1

Project Basalt — Confidential Information Memorandum

In reviewv4 · Tobias Wren · Oct 20

Cited in 08 Historical financials

IllustrativeFile preview · Project Basalt data room

02By Mandate Type

  • Sell-side M&A

    Teaser, CIM, process letter and management presentation drafted from one data room; versions through MD review; every share logged.

  • Buy-side M&A

    Target materials and diligence reports filed by category; board materials and bid letters drafted from them.

  • Debt advisory

    Lender presentations and information memoranda drafted from the borrower's financials and the QoE.

  • Restructuring

    Creditor materials and situation overviews drafted from the company's financials and the 13‑week cash flow, with a source for every figure.

Less time on the book.More time on the 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.

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