Halden Industrials
Manufacturing ยท Fund III ยท Portfolio
Recognized as
ARR ยท FY24
Who sees this record
Open in every AI tool
Deal timeline
- Teaser receivedOutlookJan 2024
- NDA executedDocuSignJan 2024
- CIM screenedMetalFeb 2024
- Passed pre-IOIIC minutesMar 2024
Giving AI your firmโs history and judgment
Metal structures your firmโs knowledge into a Context Graph and runs recurring work as Workflows, so your AI knows what you saw, decided and why.

The underwriting case remains intact heading into IC.
The hard part of adopting AI is ours.
What stands between your firmโs 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 dealโs events, your firmโs rules.
Your firmโs 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.

Top firms use Metal to make AI know their business
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.
Built for private equity, private credit and the technology teams that build on it.

Private equity
Every deal youโve run, and why you passed, behind the next one.
Learn more โ

Private credit
Every position on one live record, so narrowing headroom surfaces early.
Learn more โ

Technology & AI teams
Your firmโs context layer, open to any model through an API and native MCP.
Learn more โ

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.
Company News

Product
Oct 20, 2026
Metal Meets Your Team Where It Works: Email, Slack, and Teams

James O'Dwyer

Product
Oct 16, 2026
AI Workflows for Private Equity Portfolio Teams, Built on Your Firm's Record

James O'Dwyer

Product
Oct 15, 2026
AI Workflows for Private Equity Investor Relations, Built on Your Firm's Record






