M&A Deal Room Management

PREREQUISITES:

• Read box:box for Box MCP auth, tool selection, base workflows. If missing, run: npx skills add https://github.com/box/box-for-ai --skill box
• Read box-legal-workflows for Box collaboration role definitions, Box AI usage boundaries, and reusable confirmation phrasings. If missing, run: npx skills add box/box-for-ai --skill box-legal-workflows

Build and run an M&A data room in Box: create the folder hierarchy, scope role-based access with Box collaborations, validate permissions before sharing, and answer due-diligence questions with Box AI plus citations. This skill is the deal-room-specific recipe; the underlying Box tool mechanics live in the capability references below. Deal risk, materiality, and terms are attorney calls. Not legal advice.

Box capability references

Reach for these for tool mechanics rather than restating them here:

• box:references/content-workflows.md — create the folder hierarchy, upload/copy, classify-and-file submissions
• box:references/collaboration.md — role-based access, shared links, permission audits (list_item_collaborations)
• box:references/mcp-search.md — locate documents, folder-scoped search
• box:references/ai-and-retrieval.md — due-diligence Q&A and term extraction with citations

Folder structure

Create the tree using the MCP tools in box:references/content-workflows.md (top-down, parent before child; reuse the existing folder on a 409 name conflict). Confirm the firm's template first. Example numbered structure — numeric prefixes keep ordering consistent and segregate external submissions:

[Deal Name] M&A Deal Room/
├── 01 - Financial Statements/
├── 02 - Legal Documents/
├── 03 - HR & Employment/
├── 04 - Intellectual Property/
├── 05 - Commercial Contracts/
├── 06 - Real Estate & Assets/
├── 07 - IT & Cybersecurity/
└── 08 - External Submissions/

Access model

Scope access least-privilege and folder-specific rather than root (role capabilities and external-sharing confirmation rules are in box:references/collaboration.md and box-legal-workflows). Example deal-room mapping (confirm with the user):

• Internal: Deal Lead → Editor/Co-Owner on root; Finance → Viewer on Financial Statements; Legal → Editor on Legal Documents.
• External: External Counsel → Uploader on their own folder; Auditors → Viewer on Financial Statements; Prospective Buyer → Viewer on a curated subset, not the full room.

Tool selection

Workflow

1. Setup: create the folder tree → grant internal access with create_collaboration. CONFIRM: structure, emails/roles
2. Populate: upload_file/copy_file; classify submissions with ai_qa_single_file, then copy_file into the right category folder.
3. External access: list_item_collaborations (audit) → CONFIRM: who, folders, permission, expiration → create_collaboration or add_folder_shared_link → list_item_collaborations (verify).
4. Due diligence: search_files_keyword (folder-scoped) → ai_qa_multi_file → present the answer with citations; ai_extract_structured_from_fields_enhanced for terms → set_file_metadata to persist.

Legal guardrails

Box mechanics (external-sharing confirmation, shared-link settings, AI pacing/limits/citations) are governed by the capability references above and box-legal-workflows. Specific to deal rooms:

• Deal risk, materiality, and term interpretation are attorney calls, never the agent's.
• Validate permissions with list_item_collaborations before and after external changes — a folder grant exposes everything inside it, including files added later.
• Audit trail: record returned folder/file/collaboration IDs and write DD summaries back to Box.