Metal Chat: Now Built for PE Team Collaboration

Investment teams need AI that understands their workflow. Generic AI like ChatGPT requires uploading files for each session and can only analyze what you provide at that moment.

Metal's data infrastructure is different: it connects multiple data sources, understands relationships between them, and maintains a persistent, growing institutional library where every deal your firm has evaluated lives as a queryable archive.

In this post, we'll explore Metal's Chat capabilities that transform individual insights into team intelligence.

What Chat Can Access

• Access All of Your Firm’s Knowledge Using Natural Language

Ask Metal about any deal, company, or market your firm has evaluated. It queries your institutional library and surfaces relevant information instantly.

• Real-Time Web Results

Metal automatically runs web searches with current market data, recent news, or publicly available information, giving you comprehensive context beyond your internal files.

• Seamless, Automatic Access to Information

No more repetitive file uploads. When external databases update or new information arrives, it's automatically integrated. Your chat doesn't just answer today's questions, it builds on every deal you've ever touched.

• Integrations

Metal is API-first and highly extensible. We integrate with third-party data providers, CRMs like DealCloud, productivity tools like Outlook, and proprietary systems. Get in touch if you have specific integration needs.

How Chat Delivers Answers You can Trust

• Source Attribution

Every answer generated by Metal includes direct citations to source documents. This is especially critical when citing financial metrics, dates, or analytical reasoning.

• Quote Extraction

Customer testimonials and management quotes often provide the qualitative color that quantitative analysis misses.

• Model Interoperability

The AI landscape evolves rapidly. Metal is built with flexibility in mind, integrating with leading models from OpenAI, Anthropic, Google, etc. Your team gets the best-performing models without tracking releases or managing integrations.

The Missing Piece: From Individual Tool to Team Platform

Private equity deal teams move fast. An associate uncovers a critical insight about a target company at 9 PM. By morning, the partner leading the deal needs that context, but it's buried in a chat thread only one person can see.

Here's the problem: Critical deal intelligence is being generated but not shared efficiently. Team members were screenshotting chat results, copying answers into emails, or recreating the same analysis because they couldn't access a colleague's work.

In an industry where timing and information advantage matter, that's a competitive liability.

Chat Sharing Step Walkthrough

Metal’s new Chat Sharing feature solves this problem by transforming how teams access and leverage firm knowledge in real time.

1） Shareable Link

Every Metal chat now automatically generates a shareable link.

Copy it, and your team members gain instant access to the full conversation—questions asked, data retrieved, and insights generated.

2) Granular Permission Controls

Like sharing a Google Doc, you control exactly who sees what:

• Create your team on Metal
• Share with specific team members or people within your organization
• Update permissions as deals progress through stages

This feature gives you precision control over information flow, maintaining confidentiality while eliminating unnecessary information barriers within authorized teams.

3) Centralized Chat History

All shared chats live in a unified repository. No more hunting through Slack threads or email chains to find "that analysis someone did last month."

Whether you're analyzing a VDR, preparing for an IC meeting, or conducting post-mortem reviews, your team's collective research is immediately available.

Why This Matters: From Agent to Operating System

Chat Sharing is a foundational step toward collaborative workflows that amplify your team's collective capability.

• Accelerate Deal Velocity

When your VP asks about a company's growth trajectory, instead of summarizing your findings, share the Metal chat where you analyzed three years of financials.

They see your methodology, data sources, and reasoning, instantly building confidence in your analysis.

• Reduce Duplicative Work

Before diving into market research, check if a colleague already explored it. Find their shared chat, build on their work, and move faster.

• Improve Decision Quality

When multiple team members analyze the same opportunity from different angles—financial, operational, strategic—shared chats create a complete picture.

Leadership makes better decisions because they see comprehensive, multi-dimensional analysis, not fragmented reports.

• Maintain Institutional Memory

Junior analysts leave. Deals fall through and resurface years later. With shared chat history, your firm retains the intelligence generated during every evaluation, creating a living archive that makes your team smarter over time.

The Bigger Picture

Individual AI agents help you work faster. An institutional intelligence platform makes your entire team smarter, more coordinated, and more effective. That's the difference between a tool and an operating system.

Chat Sharing establishes the foundation: seamless knowledge transfer, maintained confidentiality, and institutional learning that compounds with every deal.

This is the first step. Metal will power Private Equity deal teams as a true technology partner that turns every workflow friction into compounding institutional edge. Stay tuned as we continue building toward a fully collaborative workspace.

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