The Execution Layer for Investment Banking

Same team. 3x the deals.

AI-Driven Deal Documentation Platform for Investment Banking.

Four modules that draft documents, control financial models, run diligence, and build buyer universes — on one controlled record, for every live deal. Same headcount, three times the live mandates.

Per-deal data isolation
No training on your deals
Source-level audit trail
Information barrier enforcement
Project XYZ — CIM Draft Generating...

Financial Overview

FY22FY23FY24FY25FY26E
Revenue$280M$315M$348M$392M$440M
EBITDA$42M$54M$63M$78M$95M
Margin15.0%17.1%18.1%19.9%21.6%
Rev Growth12.5%10.5%12.6%12.2%

Revenue has grown at a 12% CAGR from FY22 to FY26E, driven by new product launches and geographic expansion into APAC markets.

The Status Quo

Your best people spend nights formatting work the firm doesn't pay them for.

Every hour spent retyping management materials into a CIM is an hour not spent in front of a CEO. The math on top-of-funnel coverage gets worse every quarter.

  1. 01

    $3.5M in revenue per banker left on the table

    Deloitte estimates AI can unlock $3.5M in additional revenue per front-office employee. Your team is spending 50% of their time in PowerPoint instead of with clients.

  2. 02

    300-600 hours per CIM means fewer deals per year

    A single CIM consumes hundreds of person-hours across 5-10 revision cycles. At $20K+ in fully-loaded cost per CIM, that's margin compression you can't afford.

  3. 03

    88% of financial models contain errors

    Three people editing the same LBO model with no version control. A single formula error can blow up a deal, damage client trust, or create legal exposure.

  4. 04

    $500M+ lost to analyst turnover at top banks annually

    85% of junior bankers leave within 2 years. Each departure costs $200K+ in recruiting and training. Retaining talent starts with eliminating grunt work.

The Execution Layer

Four modules. One deal. One controlled record.

From mandate to deliverable, every artifact lives inside one governed process — sourced, cited, and version-controlled.

ModelIQ
Three-statement, DCF, LBO, and M&A models — AI-built, QC'd, versioned. Hardcodes flagged. Circularities surfaced. The approved publishing version is the only one downstream modules can pull from.
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DealRoom
Buyer diligence Q&A, queued and source-backed. Each answer carries owner, source path, latest approved version, and review state. Auto-classified on upload. First response pack: weeks → hours.
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DealScout
Buyer coverage, IOI tracking, and precedent context — inside the live process. Outreach, NDA status, and buyer activity ranked by momentum, not by the spreadsheet someone last updated three weeks ago.
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The Control Plane

Oversight wraps every live workstream.

One view across DealDraft, ModelIQ, DealRoom, and DealScout. Every exception, every approval, every buyer signal — surfaced in a single strip designed for the MD's morning scan. Not a fifth module. The thing that makes the four behave like one.

Project XYZ · MD Morning Strip
DealDraft · CIM v3 routed for MD review due today
ModelIQ · capex circularity unresolved v27
DealRoom · 14 active questions, 6 due today on track
DealScout · 5 buyers advancing toward IOI +2 this week

Built by ex-bankers from boutique and bulge-bracket M&A teams, paired with AI researchers from leading model labs.

How It Works

From mandate to first draft, inside one controlled process.

1

Intake

Magnum ingests management materials, QoE, operating model, coverage list, and diligence history into a single shared record the team already trusts.

2

Drafting & Modeling

CIMs, pitch decks, and three-statement models are drafted from the approved record. Every figure traces back to a source. Every paragraph carries a citation.

3

Review-Ready First Draft

The first version that lands in your inbox is structured for VP markup and MD comments — not for cleanup. Export to PowerPoint, Word, Excel, or PDF.

Integrations

Built into the tools your team already lives in.

Excel, PowerPoint, Word, Bloomberg, Capital IQ, PitchBook — Magnum reads from and writes to the workflows your bankers already use. No retraining. No migration.

Excel
PowerPoint
Word
BBG
Bloomberg
CIQ
Capital IQ
PB
PitchBook
VDR APIs

By the numbers

What lands in your inbox.

Days → hours
Time to first CIM draft
96%
Sources cited per output
2
Average review turns to MD-ready
18 / 18
Hardcodes cleared before MD review
Built for the firms running the work
Elite Boutiques Middle Market Banks Bulge Brackets Financial Sponsors

"ModelIQ caught a capex circularity that had been carried through three versions. Version control alone saves us five hours a week."

Vice PresidentLeveraged Finance · Middle Market Bank

"The buyer engagement heatmap is worth the entire subscription. We knew who was serious before the management presentation."

Win more mandates. Close bigger deals.

See the controlled record in motion. Walk a live XYZ Co. deal — CIM draft, model v27, buyer queue, MD review strip — without a sales call.

Try Magnum