Every role. Every deal type.
Transformed.

See how Magnum drives revenue for your entire team — from managing directors winning mandates to analysts delivering faster.

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 ModelOS 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
ModelOS 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 ModelOS DealRoom DealGraph
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
ModelOS QC catches errors before they reach your desk
DealGraph generates precedent analysis and credentials in seconds, not hours
Buyer activity heatmap gives you real-time intel on bidder seriousness
Key Modules
DealDraft DealGraph DealRoom
Managing Director
Revenue growth, mandate wins, team leverage, client relationships
3x
more deals per team
Current Pain Points
Time is the scarcest resource — managing 5-10 active deals + 5-10 pitches simultaneously
Review bottleneck: team waits days for your 30-minute review window, killing deal velocity
Fee compression (1.5% → 0.8-1.2%) demands more deals per team to maintain revenue
Talent retention: $200K+ per lost analyst in recruiting and training costs
Competitors (GS, JPM, UBS) are deploying AI internally — the capability gap is widening
With Magnum
Same team handles 2-3x more live deals — directly measurable revenue impact
Higher-quality first drafts mean less review time — frees you for client-facing work
100-person boutique can match 500-person bulge bracket deal volume with AI leverage
DealGraph surfaces precedents, credentials, and buyer universes for pitches in seconds
Reduced grunt work = better retention = lower recruiting costs = team stability
Measurable ROI: $20K+ cost savings per CIM, hundreds of hours freed per deal
Key Modules
DealDraft DealGraph DealRoom (heatmap) ModelOS
By Deal Type

Optimized for every deal.

Sell-Side M&A Advisory
The most document-intensive deal type — and DealDraft's sweet spot
Key Deliverables Accelerated
CIM generation — 300-600 hours reduced to 30-50 hours
Teaser / blind profile — auto-generated from CIM data
Management presentation — slide deck from CIM narrative
Buyer universe — AI-scored strategic + PE buyers in seconds
VDR management — AI classification, smart Q&A, buyer heatmap
Process letter — auto-drafted from deal parameters
Buy-Side M&A Advisory
Deep due diligence, accretion/dilution, synergy modeling
Key Deliverables Accelerated
Target screening — DealGraph scores potential targets on strategic fit
Financial model QC — ModelOS catches errors in merger model, accretion/dilution
DD synthesis — DealRoom summarizes VDR findings across workstreams
Valuation analysis — comps and precedents auto-pulled and formatted
Board materials — DealDraft generates presentation from model outputs
IPO / Equity Capital Markets
S-1 drafting, roadshow prep, pricing analysis
Key Deliverables Accelerated
S-1 prospectus drafting — DealDraft generates MD&A, business description, risk factors
SEC comment response — AI pattern-matches common SEC comments and drafts responses
Comparable IPO analysis — DealGraph finds recent comparable IPOs with pricing data
Roadshow presentation — management deck generated from S-1 narrative
Pricing analysis — ModelOS runs scenario analysis across valuation methodologies
Leveraged Finance / DCM
Credit agreements, covenant analysis, offering memorandums
Key Deliverables Accelerated
Offering memorandum — DealDraft generates OM for HY bond or leveraged loan
Credit agreement analysis — AI extracts and compares covenants across 5+ agreements
EBITDA definition comparison — side-by-side addback and exclusion comparison
LBO model QC — ModelOS validates debt waterfall, coverage ratios, returns
Market benchmarking — DealGraph compares deal terms vs. recent market precedent

See it work on a real deal.

Explore the interactive demo with MedVista Technologies — a $400M medtech sell-side M&A.

Try the Demo