Every source, automatically organized for AI
Metal pulls in your firm’s scattered data and structures it into one AI-ready Context Graph — ready to use inside Metal and in the AI tools your team already relies on.
Structure once. Answer infinitely.
Connect AI directly to your sources and it re-derives structure on every prompt. Metal structures it once — so every answer is cheap, consistent, and cited.
DIRECT MCP
Re-reads raw files every prompt
Many tool calls per question
Answers drift between people
Token-heavy at scale
METAL’S CONTEXT GRAPH
Structured & reconciled once
Few tool calls per question
One cited source of truth
Token-light, instant at scale
Accuracy
Reconciled values, straight from the source
Organization
Private capital ontology, not flat files
Alignment
One source of truth, firm-wide
Faster insights
From question to answer in seconds
Token efficiency
Fewer tool calls, fewer tokens
Every metric, traced to its most trusted source
Metal detects every financial metric across your documents, ranks conflicting values by document authority, source, and recency, and pins the most trustworthy one — so any AI cites the right number, fully traceable to its source.
Adjusted EBITDA
· FY2024
Apex Holdings
CANONICAL
Portfolio Monthly Report
98% confidence · This month
Traced to Portfolio_Monthly_Report_Jun2026.pdf
DISCOVERED VALUES
4 sources · ranked
$39.2M
Audited Financials
99%
FY2024 audit
$41.0M
CIM
72%
5 months ago
$38.5M
Management Deck
64%
3 months ago
$42.0M
Analyst Model
51%
1 year ago
Ranked by document authority, source, and recency — every value traces back to its exact document and page.
In any AI you already use
Bring your firm’s context into Claude, ChatGPT, Copilot, or your own agents — through Metal’s open API and native MCP server. Securely, with your permissions respected.
Connect via MCP
Native MCP server
Connect Metal to any MCP-compatible client or agent.
Open API
Pull structured firm context into your own tools and workflows.
Permissions respected
Honors your source permissions and never trains on your data.
Driving AI Transformation In Private Equity
What top firms achieve with Metal

Eric Souza
“With Metal, we’ve fast-tracked our path to leverage meaningful AI benefits across the firm – from our investment staff to our support staff and everyone in between. Metal’s partnership-driven approach has been key – not only in implementing the technology but in ensuring its adoption across our firm.”

Patrick Floeck
Partner, Valesco Industries
“Metal gives us data-driven conviction on every new opportunity. Not memory, not gut feeling. Just answers.”

Partner
Private Equity Firm













