Your firmโ€™s judgment, in every AI tool you use

Your firmโ€™s judgment, in every AI tool you use

Your firmโ€™s judgment, in every AI tool you use

The AI context platform for private capital
Everything your firm knows, working with your AI.
The AI context platform for private capital
Everything your firm knows, working with your AI.

Trusted by leading private capital firms

Trusted by leading private capital firms

Your firm already holds the data across files, CRM, email and data rooms, each written its own way. Connecting AI to each source doesnโ€™t map the argument, evidence and deal-killer around that specific deal.

Your firm already holds the data across files, CRM, email and data rooms, each written its own way. Connecting AI to each source doesnโ€™t map the argument, evidence and deal-killer around that specific deal.

  1. It starts with the mess you already have.

    Metal reads your files, data rooms, CRM and email where they live. One company, three names, four versions of ARR. Thatโ€™s where the work begins.

  2. Each company, each deal now has a home.

    The bankerโ€™s email says Halden Corp. Your CRM says HALDEN INDS. The CIM says Halden Inc. Metal recognizes all three as one company and brings every file, note and figure onto a single deal record.

  3. The version you trust, and why.

    Five sources, five numbers. Metal keeps every discovered value and ranks them by source priority, confidence and recency. The one that wins carries its citation, and the four it set aside stay visible.

  4. The reasons behind every call, shared across teams.

    Deal teams, portfolio monitoring teams and operating partners open the same company and see the same history: the call you made, the deal killer behind it, and the source for every point.

Halden Industrials

Manufacturing ยท Fund III ยท Portfolio

Recognized as

Halden CorpBankerโ€™s email
HALDEN INDS.CRM
Halden Inc.CIM
391Files
14Notes
62Figures

ARR ยท FY24

$12.4M0.97
CFO bridge FY24 ยท p.6
$12.1MMgmt model ยท Operating plan
$12.6MQBR Q1 ยท Retention deck
$11.9MDiligence file ยท v3
$12.2MBoard pack ยท FY24

Who sees this record

Deal team ยท Fund IIIFull record
Portfolio monitoringRead only
Operating partnersDecision and timeline
Other teamsNot visible

Open in every AI tool

ClaudeMCP
ChatGPTMCP
GeminiMCP
Your firmโ€™s agentsAPI
StatusPassed
StageScreened
Passed pre-IOI, Mar 2024.Top venue agreements expire 2027, no renewal option.

Deal timeline

  1. Teaser receivedOutlookJan 2024
  2. NDA executedDocuSignJan 2024
  3. CIM screenedMetalFeb 2024
  4. Passed pre-IOIIC minutesMar 2024
Six connected systems

Giving AI your firmโ€™s history and judgment

Metal structures your firmโ€™s knowledge into a Context Graph and runs recurring work as Workflows, so your AI knows what you saw, decided and why.

Whatโ€™s the latest on Project Lumen ahead of IC?
Project Lumen ยท Decision review ยท Claude
Growth and retention remain ahead of the current operating case.

The underwriting case remains intact heading into IC.

$12.4MARR 0.97
+38%YoY 0.95
118%NRR 0.94
Source path
CFO bridgeFY24 ยท p.6
Mgmt modelOperating plan
QBR Q1Retention
CRM pipeline3d ago

The hard part of adopting AI is ours.

What stands between your firmโ€™s data and AI you can trust, handled by Metal.

Entity resolution

Companies, people, deals and funds matched across CRM, files and email.

Source ranking

Conflicting values retained and ranked, with citations where the source supports them.

Permissions

Organization and team permissions enforced on every query.

Continuous ingestion

Ingestion, classification and deduplication run as your sources change.

Your dealโ€™s events, your firmโ€™s rules.

Your firmโ€™s recurring work, for every team across the full deal lifecycle, run on the Context Graph with your criteria and firm history. Each result is written back, so every run builds on the ones before it.

NDA received
38 prior NDAs
Your playbook
Clause check
Counsel sign-off

Top firms use Metal to make AI know their business

Eric Souza

CTO, Berkshire Partners

โ€œWith Metal, weโ€™ve fast-tracked our path to leverage meaningful AI benefits across the firm โ€“ from our investment staff to our support staff and everyone in between. Metalโ€™s partnership-driven approach has been key โ€“ not only in implementing the technology but in ensuring its adoption across our firm.โ€

Patrick Floeck

Partner, Valesco Industries

โ€œMetal gives us data-driven conviction on every new opportunity. Not memory, not gut feeling. Just answers.โ€

Tony La Rosa

Managing Director, Clearlake Capital

โ€œWe sought a partner who understood our business and our ambition to differentiate through data.  Building a scaled platform required specialized expertise, and we wanted to do it alongside a team whose core focus was turning data into a strategic advantage.  The result was a true partnership that helped accelerate our vision.โ€

Eric Souza

CTO, Berkshire Partners

โ€œWith Metal, weโ€™ve fast-tracked our path to leverage meaningful AI benefits across the firm โ€“ from our investment staff to our support staff and everyone in between. Metalโ€™s partnership-driven approach has been key โ€“ not only in implementing the technology but in ensuring its adoption across our firm.โ€

Patrick Floeck

Partner, Valesco Industries

โ€œMetal gives us data-driven conviction on every new opportunity. Not memory, not gut feeling. Just answers.โ€

Tony La Rosa

Managing Director, Clearlake Capital

โ€œWe sought a partner who understood our business and our ambition to differentiate through data.  Building a scaled platform required specialized expertise, and we wanted to do it alongside a team whose core focus was turning data into a strategic advantage.  The result was a true partnership that helped accelerate our vision.โ€

Eric Souza

CTO, Berkshire Partners

โ€œWith Metal, weโ€™ve fast-tracked our path to leverage meaningful AI benefits across the firm โ€“ from our investment staff to our support staff and everyone in between. Metalโ€™s partnership-driven approach has been key โ€“ not only in implementing the technology but in ensuring its adoption across our firm.โ€

Eric Souza

CTO, Berkshire Partners

โ€œWith Metal, weโ€™ve fast-tracked our path to leverage meaningful AI benefits across the firm โ€“ from our investment staff to our support staff and everyone in between. Metalโ€™s partnership-driven approach has been key โ€“ not only in implementing the technology but in ensuring its adoption across our firm.โ€

Patrick Floeck

Partner, Valesco Industries

โ€œMetal gives us data-driven conviction on every new opportunity. Not memory, not gut feeling. Just answers.โ€

Tony La Rosa

Managing Director, Clearlake Capital

โ€œWe sought a partner who understood our business and our ambition to differentiate through data.  Building a scaled platform required specialized expertise, and we wanted to do it alongside a team whose core focus was turning data into a strategic advantage.  The result was a true partnership that helped accelerate our vision.โ€

Eric Souza

CTO, Berkshire Partners

โ€œWith Metal, weโ€™ve fast-tracked our path to leverage meaningful AI benefits across the firm โ€“ from our investment staff to our support staff and everyone in between. Metalโ€™s partnership-driven approach has been key โ€“ not only in implementing the technology but in ensuring its adoption across our firm.โ€

Patrick Floeck

Partner, Valesco Industries

โ€œMetal gives us data-driven conviction on every new opportunity. Not memory, not gut feeling. Just answers.โ€

Tony La Rosa

Managing Director, Clearlake Capital

โ€œWe sought a partner who understood our business and our ambition to differentiate through data.  Building a scaled platform required specialized expertise, and we wanted to do it alongside a team whose core focus was turning data into a strategic advantage.  The result was a true partnership that helped accelerate our vision.โ€

Eric Souza

CTO, Berkshire Partners

โ€œWith Metal, weโ€™ve fast-tracked our path to leverage meaningful AI benefits across the firm โ€“ from our investment staff to our support staff and everyone in between. Metalโ€™s partnership-driven approach has been key โ€“ not only in implementing the technology but in ensuring its adoption across our firm.โ€

Better-grounded answers from the same model.

51 paired questions over a real private-equity dataset. Same model, same agent: one reads through Metal, the other through a leading enterprise file platform.

95.1

vs 86.6

Quality score out of 100, across 51 paired questions, each citation checked.

50%

faster

3.8 minutes per answer on average using Metal, against 7.6.

41%

fewer tokens

1.13M against 1.90M tokens per answer.

93%

fewer errors

1.4 errors per answer against 18.9 for structured workflows.

Enterprise-grade security

Metal is independently audited and certified against leading global frameworks.

Explore our Trust Center for the latest certifications, security reports, and ongoing compliance updates.

SOC 2 Type II

Verified controls across security, availability, processing integrity, confidentiality, and privacy.

GDPR

Full compliance with EU data protection requirements.

ISO 27001

In progress

Information security management best practices.

Questions, answered

No. Your CRM, file shares and data rooms stay where they are, and they remain your systems of record. Metal reads from them and writes verified results back. It isn't a replacement store or a data vendor. Your teams keep working in the AI tools they already use, so there is no new destination to adopt and no firm-wide retraining.

A connector gives the model access to a system. It doesn't tell the model that Halden Corp in an email, HALDEN INDS. in your CRM and Halden Inc. in the CIM are the same company. It doesn't know which of three EBITDA figures your IC underwrote to, or why the firm made the call it did. So every question starts again from raw files, and the model rebuilds that structure on the fly. A context layer does that work before anyone asks. It resolves entities across your systems, ranks conflicting values by source, and keeps the firm's decisions on the record, current as your sources change.

Yes. Your data is yours. It is never used for training, not by Metal and not by any AI provider. Each firm runs in its own tenant, encrypted in transit and at rest and independently audited. Everything you add or build stays yours, and one request starts a full export, delivered within 30 days.

Metal ingests continuously as your sources change. When a revised model or an updated CIM lands, its figures join the record and are ranked against the existing values by source priority, confidence and recency. Overrides and values your team has pinned always take precedence. Earlier values are never deleted. They stay attached to the record with their own source, so you can see what changed and when.

Yes. Through Metal's native MCP server and open API, the skills, agents and workflows your team has built in Claude, ChatGPT, Copilot or in-house can read directly from your Context Graph. You can also build your own in Metal with Skill Builder and run them as Workflows, each one reading from the same resolved record.

Join top firms redefining private capital with AI

Join top firms redefining
private capital with AI

Join top firms redefining private capital with AI