February 06, 2024

What Financial Documents Can You Upload Into Metal?

Taylor Lowe

Taylor Lowe

Skelly surfing financial documents

Metal is built to accelerate the research and diligence process for private equity and venture capital teams, starting with the crucial step of processing financial data. Once processed, Metal leverages advanced AI models and techniques to quickly uncover valuable insights from your data, saving teams countless hours every day.

In this post, we’ll look at what file types Metal supports, provide a few real world examples, and guide you on how to start uploading your documents today!

Supported File Types

Metal is versatile, supporting a range of file formats for upload:

  • CSV
  • XLSX
  • DOCX
  • TXT
  • PDF

And we’re adding more file types as we go. Don’t see the file type you need? Please get in touch!


It doesn’t matter if your data is qualitative or quantitative, public or private – Metal handles it all.

  • Spreadsheets (CSV, XLSX): Such as financial statements, P&L statements, and financial models
  • Documents (DOCX, TXT): Investor memos, call transcripts, and purchase agreements
  • PDFs: Board decks, confidential information memorandums (CIMs), industry reports, and SEC filings like 10-Ks/10-Qs

If you have questions about a private dataset and Metal’s security, please reach out. We have several deployment options available.

Uploading Your Data

To upload data into Metal, follow these simple steps:

1. Create a Datasource: This is your first step to organizing your documents in Metal. Think of it as an AI-enabled folder for financial documents.

2. Enable Auto Summarization (Optional): Metal can automatically summarize each document, regardless of it being qualitative or quantitative, saving you time and letting you focus on more important tasks.

3. Define Metadata for Extraction (Optional): Instruct Metal to extract specific values like financial metrics or speakers from call transcripts – giving structure to your unstructured data.

4. Upload Your Documents: Once your datasource is set up, simply upload your documents to have Metal go to work.

file upload

Querying Your Data

Once your data is processed it’s immediately ready for querying in the application, or to be consumed through our API.

file chat

Stay tuned for upcoming releases that will expand Metal’s query capabilities beyond chat, providing even more innovative ways to interact with your data.

Want to try it yourself? Please request access here. We’re rolling out Metal on a fund-by-fund basis and we’d love to talk with you.