Diligence reports are critical for driving decisions, keeping deal teams aligned, and sharing knowledge across the fund. Yet for private equity deal teams, the time consumption is real.

We built Report Generation with one goal: make it effortless for deal teams to generate actionable insights, not just documents. These insights remain fully traceable for credibility, while growing more robust and actionable as new information flows in.

Minimizing Opportunity Cost

Why is our report generation workflow powerful?

Reports are fully customizable to reflect your fund’s unique investment frameworks, while remaining adaptable as your requirements change. Each section is enriched with your institutional knowledge, ensuring every insight is traceable with citations.

This intelligent, credible framework eliminates the tedious copy-paste cycles that come with generic AI tools like ChatGPT, delivering insights grounded in factual, verifiable data.

How?

Every file you upload feeds into your growing institutional library in Metal.

• That SWOT analysis from last quarter? It informs this quarter's competitive assessment.
• The operational risks you identified in a past deal? They surface automatically when evaluating similar opportunities.
• The white paper you created on a new sub-sector? That can be cross-referenced or built-upon to create new white papers.

This continuity delivers the analytical depth and strategic perspective your investment decisions demand, all in a fraction of the time. As a result, PE deal teams can focus more energy on the higher-value strategic work that drives returns.

Effortless Report Generation Guidelines

1) Customize your template: Upload a sample report—such as a company overview, one-pager, white paper, and more. Metal instantly identifies the logical sections, output prompts, and data requirements that capture your firm's exact approach to analysis.

2) Ready-to-Use template library: Each generated report template comes structured into sections that can quickly populate content based on your requirements. This process provides immediate standardization, ensuring all your future reports remain consistent, structured, and insightful.

3) Intelligence from everywhere you look: Each template section draws insights from all your firm's integrated data sources, including proprietary research, deal documents, diligence artifacts, expert calls, and more.

4) Generate coherent analysis with one click: Select a target company and watch Metal populate every section with relevant, synthesized insights.

Opening the Intelligence Playbook

By automating tedious work and enriching your fund’s institutional libraries with every deal, we give you back what matters most: time to focus on deal evaluation and due diligence, IC preparation, and value creation deep-dives. The opportunity cost that once constrained your deal flow capacity could be your competitive advantage.

Your next breakthrough insight might be hiding in data you've already captured. Let Metal help you find it.

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