Mar 20, 2025
Introducing Metal's DealCloud Integration
James O'Dwyer
Deal teams depend on accurate, up-to-date information to make confident investment decisions. Yet too often, they waste time on repetitive data entry across multiple platforms.
Metal’s new integration with DealCloud solves this problem by enabling a seamless, two-way flow of data—so you can focus on deals, not busywork.
Two-Way Sync: DealCloud → Metal
What You Can Import
Activity notes and meeting records
Company profiles and data
Contact information and relationships
Automatic Enhancement
Once imported, Metal automatically enriches your data with:
Industry classifications and sub-sector categorization
Financial metrics and performance data
Real-time market insights and competitive intelligence
Two-Way Sync: Metal → DealCloud
Keep your CRM current by syncing Metal's extracted and enriched data back to DealCloud.
Automated Data Extraction
Upload documents like CIMs, pitch decks, or financial statements to Metal, and we'll automatically extract and parse:
Financial metrics (revenue, EBITDA, margins)
Industry and sub-sector classifications
Deal participants and investment banks
Key dates and transaction details
Seamless CRM Updates
Metal automatically updates the corresponding fields in DealCloud, ensuring:
Error-free data entry
Faster CRM updates
Elimination of duplicate records
Consistent data formatting across your system
This bidirectional integration creates a powerful feedback loop: your CRM data becomes more intelligent through Metal's enrichment, while Metal's document processing keeps your CRM constantly updated with the latest information.
Beyond Integration: Unlock Actionable Intelligence
Pulling in data is only part of the story. With enriched data, you can access to Metal's full suite of features:
Reports Generation: Turn raw details into memos, tear sheets, and CIM summaries with a few clicks.
Target Lists Enrichment: Identify high-potential companies or leads by sorting and filtering newly enriched data.
Chat with Intelligence : Access all your firm’s knowledge—internal files, web data, calendar, team research history—using natural language.
VDR (Virtual Data Room) Analysis: Analyze and summarize diligence documents automatically, surfacing critical findings and coverage gaps in diligence.
Why It Matters
No More Duplicate Work: Both platforms remain current, so you never have to re-enter the same data.
Faster Deal Progress: Gain immediate insights on new opportunities without manual updates.
Centralized Intelligence: Bring together notes, documents, and analytics in one place for a unified view of your pipeline.
Higher Data Quality: Each system validates and enriches the other, reducing the risk of incomplete or inconsistent records.
By connecting Metal and DealCloud, you transform your CRM into a true intelligence hub. Let AI handle the heavy lifting, and rest assured that DealCloud is fully updated—saving hours and ensuring nothing slips through the cracks.
