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 risk frameworks, confidentiality, human-in-the-loop requirements, Box AI governance. If missing, ensure it's installed from the same skill package.

M&A Virtual Data Rooms require strict access controls, organized folder structures, and audit trails. This skill guides deal room creation, role-based permissions, and Box AI due diligence.

Core principles: Need-to-know access, audit readiness, compartmentalization, validation before sharing.

Permission Architecture

Internal Roles