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