Virtual Data Rooms are essential to the diligence process — but they’re also one of its biggest bottlenecks.

The challenge isn’t just finding documents. It’s knowing what’s actually there, what’s missing, and whether your investment thesis stands up against thousands of pages of evidence.

Before AI, deal teams relied on brute force: splitting folders among analysts, building endless Excel trackers, and hoping nothing critical slipped through the cracks.

Metal’s VDR Analysis changes this entirely. It replaces hours of manual review with automated, systematic topic and question coverage — instantly surfacing what matters and helping increase speed to insights in the process.

How It Works: Complete VDR Analysis in 3 Steps

Step 1: Connect Your Data Room

Simply provide access to your VDR, whether it's hosted on Egynte, SharePoint, or any other platform. Metal ingests the complete data room while maintaining your original folder structure and document relationships.

Step 2: Configure Your Analysis Topics

Select from pre-configured diligence topics or customize based on your deal thesis. 

Metal’s AI workflow understands what you're looking for: market dynamics, customer concentration, competitor landscape, value creation potential, or any critical area for your investment decision.

Your analysis framework becomes reusable across deals, ensuring consistent diligence standards while adapting to each opportunity's unique characteristics.

Step 3: Get Comprehensive Coverage Analysis

This is where Metal transforms weeks of work into minutes of insight. For each configured topic, you receive:

Coverage Scoring

Quantified assessment of how thoroughly each topic is addressed across the VDR, immediately highlighting gaps and areas of concern.

File Mapping

Automatic identification and retrieval of all relevant documents for each topic. Metal surfaces the exact count of files contributing to each coverage score so you immediately see what's informing your analysis and what might be missing.

Traceable Quote Extraction

When Metal flags unusual recognition practices, you see the exact language from document references and a detailed relevance analysis.

Each extracted quote includes:

• Document name and location

• Relevance score to your configured topic

• Context from surrounding content

Your team can immediately drill down from high-level coverage gaps to specific document passages, maintaining full traceability throughout your diligence process.

How Systematic VDR Analysis Changes Deal Outcomes     

What makes this powerful isn't just time saved, though turning a week of manual review into an afternoon of strategic analysis matters. It's the systematic completeness that changes how teams approach this critical step of the diligence process.

1. Surface Hidden Risks: When customer contracts mention different payment terms than what's in the financial model, Metal flags the discrepancy across documents you might never have connected manually.

2. Validate Investment Thesis: If your thesis depends on recurring revenue stability, instantly see every document that discusses customer churn, contract terms, and renewal rates, with coverage scoring that tells you how comprehensive the disclosure really is.

3. Accelerate Expert Sessions: Walk into management meetings knowing exactly which topics have thin documentation. Instead of discovering gaps during precious face time, you're armed with specific questions that matter.

4. Standardize Team Diligence: Consistent analysis across every deal and every team member. When coverage gaps emerge, you know exactly which follow-up questions to ask.

Building Intelligence That Scales

VDR Analysis is another step toward Metal's vision of institutional intelligence: transforming how private equity firms leverage their collective knowledge and analytical capabilities.

When every VDR your firm analyzes becomes part of your searchable institutional memory, patterns emerge. 

That unusual working capital adjustment you spotted in one deal becomes a red flag you automatically check in every subsequent opportunity. The customer contract structure that proved problematic post-close becomes part of your firm's systematic screening.

This isn't about replacing human judgment. It's about ensuring that judgment operates on complete information, that nothing falls through the cracks in the race to meet bid deadlines, and that your firm's cumulative learning compounds with every deal.

Request a demo to see Metal's VDR Analysis workflow in action.