Expert calls are among the most valuable assets in a fund's diligence process, yet they are often underutilized or disorganized.

In September 2025, we launched the Expert Call Analysis workflow. It is designed to help deal teams stop treating expert calls as isolated data points and start leveraging them as a systematic source of investment intelligence.

But as teams began analyzing calls at scale, a gap became clear. Financial data has CRMs. Deal documents have data rooms. Market research has dedicated platforms. Expert calls? They've never had a proper home. 

There was no centralized place to manage, filter, and map expert insights across a fund's entire deal history. 

Today, we're launching the Expert Call Library to organize, score, and connect every expert call your firm conducts, giving deal teams a single place to search, filter, and act on expert intelligence across targets and industries.

Introducing Expert Call Library

Metal's Expert Call Library sits alongside your Companies, People, and Deals libraries as a core pillar of your firm's institutional knowledge.

Every transcript uploaded to Expert Call Library is automatically enriched with AI-generated metadata:

• Interviewee identification: role, title, and company affiliation

• Company mapping: each call is linked to the relevant target or portfolio company

• Call date tracking: maintain a clear chronological record

• Sentiment scoring: AI-powered assessment of expert conviction across key themes

How Expert Call Library Powers Your Deal Workflow

Filter and Search at Scale

With dozens or hundreds of transcripts accumulating across active deals and sectors, finding the right insight at the right time matters. Filter across the entire call history by company, industry sector, and sentiment instantly.

Sentiment Scoring for Faster Pattern Recognition

Every expert call in the library receives an AI-generated sentiment score. This transforms what was previously a qualitative, manual review process into a structured signal your team can act on.

Filter by sentiment to quickly identify which targets are drawing consistently positive expert conviction versus those raising red flags. Over time, sentiment patterns across calls reveal momentum shifts that a manual review process would miss entirely.

Direct Connection to Expert Call Analysis Workflow

Expert Call Library is designed to work seamlessly with Metal's Expert Call Analysis Workflow, a core component of Opportunity Scoring.

This workflow surfaces key topic detection, sentiment trends over time, cross-call mentions, and information gaps. This means your team moves from browsing transcripts to generating structured scoring inputs in a single step.

Combined with CIM Scoring, Expert Call Analysis enables deal teams to build a comprehensive, data-backed fact base that informs screening criteria, flags potential risks, and strengthens investment conviction.

Expert Call Library Creates Synergy Across Your Workspace

Expert Call Library doesn't operate in isolation. It connects to and enriches every other layer of your firm's institutional intelligence:

Company Management

Every expert call is linked to a target company profile. When you view a company in Metal, all associated expert insights have already been stored. Your company profiles become richer and more actionable with every call your team conducts.

Relationship Management

Interviewees and external contacts referenced in expert calls are automatically mapped to your People library. Over time, this builds a growing, searchable network of expert relationships. This includes who your firm has spoken to, their affiliations, and the insights they've provided across deals and sectors.

CRM Integration

As expert call data flows into your institutional library, it enriches the pipeline and relationship intelligence that powers your CRM workflows. Activity records, contact associations, and deal-level insights stay connected.

What Makes Metal's Approach Different

Generic AI tools treat expert calls as standalone documents. You upload a transcript, get a summary, and move on.

On Metal, the Expert Call Library is built on a unified data infrastructure that connects every piece of your firm's knowledge: deal documents, CIMs, expert calls, CRM records, and market data. 

When Metal analyzes an expert call, it contextualizes insights against your firm's entire deal history, identifies patterns across targets and sectors, and feeds structured intelligence into your evaluation frameworks.

This is the difference between an AI tool and an institutional intelligence platform. Your expert calls get stored, then activated through workflows and chat to generate new insights which flow back into your library, enriching the data that powers the next analysis. 

Each cycle builds on the last: more context, sharper pattern recognition, stronger institutional memory.

Get Started

Expert Call Library is now live in your Metal workspace. Upload your transcripts and start building a searchable, scored, connected repository of expert intelligence that grows more valuable with every deal.

Request a demo