Today, we're announcing Metal Workflows: the next evolution of how private equity firms operationalize institutional knowledge across the investment lifecycle. 

From day one, Metal was built on a conviction:  true institutional intelligence requires unified data infrastructure, not just AI applications.

Our platform transforms deal history, firm insights, and real-time team contributions into analysis-ready intelligence—purpose-built for private equity.

The workflow engine we're announcing today is the connective tissue between intelligence and firm-wide execution. It's how decades of investment expertise become repeatable, sharable processes that scale across your entire team.

Why We Built Workflows: From Fragmentation to Intelligence

Each stage of the investment lifecycle—sourcing, diligence, monitoring, reporting—operates in its own silo, creating five critical problems:

1. Lost knowledge
   Critical insights and artifacts get buried or overlooked, limiting the depth and quality of work.

2. Fragmented insights
   Teams waste 20+ hours per deal searching across disconnected platforms and people.

3. Duplicated efforts
   The same analysis gets built three times because prior work remains invisible.

4. Weakened institutional memory
   Hard-won pattern recognition isn't codified—it walks out the door with retiring partners.

5. Velocity killer
   Disconnected teams and workflows create massive coordination overhead. Every handoff, update, and check-in delays deal execution.

Investment insights that should compound instead evaporate. We recognized early that unlocking full value requires more than point solutions.

Private equity firms need infrastructure that does two things:

1. Orchestrates multi-step processes across disparate data sources

2. Maps relationships between investment targets, portfolio companies, market dynamics, and investment patterns that drive insights

Our workflow engine operationalizes this vision. It's firm-specific, reflecting and reinforcing each fund's unique investment philosophy and process logic.

Metal Workflows Overview

Metal Workflows transform how private equity firms execute deals across the entire investment lifecycle. Unlike rigid automation, our workflows support complex processes that adapt to deal dynamics in real-time.

Use Case 1

When your team runs 50 CIMs through CIM Scoring Workflow, those findings don't disappear into a folder. They become queryable firm knowledge. When market conditions shift, your workflows can automatically surface relevant precedents from past deals.

Use Case 2

All of your historical DDQs become your firm's searchable answer library, ready to surface the exact compliance-approved language you need when the next LP questionnaire arrives. See how the DDQ Solver Workflow cuts response time from days to only a few hours.

We build custom workflows for what actually matters: your investment returns, not your AI roadmap. New capabilities ship monthly, each shaped by real demands from firms executing live deals.

Explore our partnership approach and case studies.

The Power of Extensible Intelligence

The true power of Metal Workflows lies in our platform's extensibility. Metal integrates seamlessly with your entire tech stack: DealCloud, SharePoint, Outlook, Egnyte, and any thirty-party data providers.

Watch how it transforms your due diligence process: 

Metal automatically pulls CIMs from your data room, extracts key risks, cross-references findings with expert call insights, identifies similar patterns across your portfolio history, and generates investment memos tailored to your IC requirements.

This isn't generic automation for private equity. Your proprietary investment frameworks, risk scoring models, and decision criteria become the foundation of every workflow. Each deal accumulates new firm knowledge into the system—risk get flagged earlier, successful patterns get reinforced automatically.

Get Started

Metal Workflows mark a critical step toward AI acceleration for private capital. Your unique approach to value creation becomes systematized and it becomes an opportunity for compounding competitive edge. 

Book a demo and run your first workflow in action.