Every seat in the deal team.
Every workstream in the playbook.

Magnum's value compounds at each level of the firm — analyst leverage, associate consistency, VP review velocity, MD visibility. From sell-side mandate kickoff to closing memo.

By Role

How Magnum helps your role.

Analyst
First & second year — the execution engine
40h/wk
saved on average
Current Pain Points
20% of career spent formatting PowerPoint slides
10-15 hours/week pulling data from CapIQ/Bloomberg into Excel
VDR document upload and organization: 5-15 hours/week
Manual financial data extraction from 10-K PDFs: 5-10 hours/deal
80-100+ hour work weeks, chronic burnout
With Magnum
AI generates CIM first draft in 30 minutes — you refine, not draft
Financial data auto-extracted from filings, auto-populated into models and CIMs
VDR documents auto-classified, named, and numbered on upload
Formatting handled by AI — your time goes to analysis, not alignment
Handle 2-3x more live deals simultaneously
Key Modules
DealDraft ModelIQ DealRoom
Associate
Day-to-day deal management, model ownership
25h/wk
saved on average
Current Pain Points
Multiple revision cycles reviewing analyst output (3-5 rounds typical)
Model version control — merging conflicting changes from multiple team members
DD Q&A management — routing, tracking, follow-up across hundreds of items
Bridging gap between MD's vision and analyst's execution
With Magnum
AI-generated first drafts mean fewer revision cycles — review, don't rewrite
ModelIQ version control eliminates merge conflicts and tracks every change
DealRoom handles 80% of Q&A routing and draft answers automatically
More time for strategic thinking, client interaction, and career development
Key Modules
DealDraft ModelIQ DealRoom DealScout
Vice President
Quality control, process management, client delivery
15h/wk
saved on average
Current Pain Points
Endless review cycles — catching formatting errors, data inconsistencies
Bridging senior direction with junior execution — lost in translation
Managing multiple deal timelines and deliverables simultaneously
Scrambling for precedent data and credentials before pitches
With Magnum
Higher-quality first drafts mean fewer rounds of review
ModelIQ QC catches errors before they reach your desk
DealScout generates precedent analysis and credentials in seconds, not hours
Buyer activity heatmap gives you real-time intel on bidder seriousness
Key Modules
DealDraft DealScout DealRoom
Managing Director
Revenue growth, mandate wins, team leverage, client relationships
3x
more deals per team
Current Pain Points
Five to ten active mandates plus five to ten live pitches — visibility decays after the morning standup
Review bottleneck: the team waits days for a 30-minute window, killing deal velocity
Fee compression (1.5% → 0.8-1.2%) demands more deals per partner just to hold revenue flat
$200K+ per lost analyst in recruiting and training; 85% leave within two years
Bulge brackets are deploying AI in-house — the capability gap is widening every quarter
With Magnum
Mandates per partner per quarter: +30% — same headcount, more live work
Time from kickoff to MD-ready CIM: -75% — review, don't draft
Oversight strip: every live workstream, every exception, in one morning scan
DealScout surfaces precedents, credentials, and buyer universes for pitches in seconds
Junior bankers stop quitting over deck formatting — retention compounds
Measurable economics: $20K+ saved per CIM, hundreds of hours back per deal
Key Modules
DealDraft DealScout DealRoom (heatmap) ModelIQ
By Deal Type

Optimized for every deal.

Sell-Side M&A Advisory
The most document-intensive deal type — where Magnum compounds hardest
Quick Actions on Magnum
CIM Drafting — 300-600 hours of analyst time reduced to days, drafted from approved materials
Teaser & Blind Profile — auto-generated from the CIM, redacted to your firm's standard
Management Presentation Refresh — slide deck pulled from CIM narrative, not retyped
Buyer Universe Build — strategic and sponsor candidates fit-scored against your thesis
Football-Field Valuation Memo — comps, precedents, DCF, LBO ranges — one source-tagged page
Diligence Q&A Response Pack — first response to a buyer's 50-question DD list inside hours, not weeks
Process Letter & Closing Memo — drafted from deal parameters and the live record

Each delivered as a draft from your firm's templates, not a generic AI output.

Buy-Side M&A Advisory
Deep due diligence, accretion / dilution, synergy modeling
Quick Actions on Magnum
Target Screen + Precedent Comp Set — DealScout fit-scores candidates against strategic and financial criteria
Three-Statement Model + LBO — ModelIQ builds, ties out, and surfaces hardcodes before review
Quality of Earnings Tie-Out — QoE bridge from the source provider's pack into the operating model
Diligence Synthesis — DealRoom summarizes findings across legal, commercial, financial, and ops streams
Valuation & Football Field — trading comps, transaction comps, DCF, LBO IRR ranges — one tagged page
Investment Committee Memo — DealDraft assembles IC memo from model outputs and DD synthesis

Each delivered as a draft from your firm's templates, not a generic AI output.

IPO / Equity Capital Markets
S-1 drafting, roadshow prep, pricing analysis
Quick Actions on Magnum
S-1 Section Drafting — MD&A, business description, risk factors drafted from approved materials with line-by-line citations
Comparable Public Company Spread — trading comps pulled and refreshed against current market
Roadshow Deck Refresh — management presentation pulled from the S-1 narrative, not retyped
Pricing & Valuation Sensitivity — ModelIQ runs scenario analysis across DCF, comps, and trading multiples
Underwriter Comp Analysis — precedent IPO economics, gross spread, and stabilization terms
SEC Comment Response Drafts — AI pattern-matches against historical comment letters and produces first-draft responses

Each delivered as a draft from your firm's templates, not a generic AI output.

Leveraged Finance / DCM
Confidential information memorandums, covenant analysis, capital structure work
Quick Actions on Magnum
Confidential Information Memorandum — OM for HY bond, leveraged loan, or unitranche, drafted from approved materials
Lender Presentation Deck — lender-meeting deck pulled from the OM narrative
Covenant Compliance Memo — AI extracts and compares covenants across precedent credit agreements
EBITDA Definition Comparison — side-by-side addback, exclusion, and pro-forma logic comparison
Capital Structure Sensitivity — ModelIQ validates debt waterfall, coverage ratios, returns across scenarios
Market Benchmarking — DealScout compares deal terms against recent market precedent

Each delivered as a draft from your firm's templates, not a generic AI output.

See it work on a real deal.

Walk through Project XYZ — a $400M medtech sell-side M&A — from intake to closing memo. Real CIM draft, real model v27, real buyer queue.

Try Magnum