Introducing Metal's Egnyte Integration

Private Equity leaders know the drill: your team uploads hundreds of CIMs, management presentations, and financial statements to Egnyte. But when you need answers, you're stuck manually digging through folders or asking analysts to pull data from scattered documents.

The result? Bottlenecks, delays, and missed insights buried in your own data.

The Hidden Cost of File Silos

Your Egnyte holds years of institutional knowledge and historical files, but accessing it requires:

• Manual file hunting across nested folder structures
• Time spent extracting key metrics from documents
• Inconsistent data formats when teams work from different versions
• Lost context when documents live separate from deal analysis

How Metal's Egnyte Integration Works

1) Connect Your Egnyte Account to Metal

2) Automatic Document Ingestion (No Manual Uploads)

• Metal pulls all files directly from your Egnyte folders.
• Revenue, EBITDA, valuation multiples, and other relevant data are automatically extracted by AI.

3) Institutional Intelligence

• Query your entire file repository through natural language: "Show me all HVAC companies with >15% EBITDA margins."
• All extracted data is structured, connected, and flows into Metal's searchable “Companies” library.
• Documents maintain their Egnyte links while gaining AI-powered insights.

4) Seamless Updates

• New files added to Egnyte automatically appear in Metal, where they are processed and structured so deal teams can act on them right away.

Why It Matters

For the Deal Team's Workflow:

• Get portfolio-wide insights in seconds, not hours
• Spot patterns across deals that weren't visible before
• Focus on high-value deal evaluation, eliminating repetitive document analysis
• Reduce errors from manual data entry

For Your Fund's Long-Term Edge:

• Maximize ROI on existing Egnyte investment
• Transform document storage into competitive intelligence

Metal's Egnyte integration turns your document repository into an intelligent deal engine, giving you the insights you need without the busywork.

Learn more about Metal