Turning Insight into Institutional Advantage
Metal transforms your firm’s experience into a living intelligence system. It connects data, context, and collaboration across the organization, helping your team make faster, sharper, and more confident decisions.
System of Record
Build Your Firm’s Institutional Library
Consolidate and enrich your firm’s history over time. Every insight related to a target, sector, or theme is stored in an accessible knowledge base that grows with each opportunity.
Data Structuring
Transform unstructured firm history into clean, connected data.
Firm Integrations
Connect your existing tools to unify workflows and data.
Third Party Data Integrations
Enrich your analysis with alternative data sources.
Web Enrichment
Continuously capture relevant news and market trends.
System of Action
Accelerate Knowledge Into Action
Connect your team’s insights, bringing shared knowledge and experience into one intelligence layer. By uncovering hidden relationships and patterns, your team can move faster, think smarter, and perform better — together.
Model Agnostic
Compatible with any LLM, keeping your firm flexible as models evolve.
Natural Language Interaction
Ask questions and get answers powered by your firm’s intelligence.
Feature
Powered by Your Investment Process
A platform that adapts to the way your firm works, not the other way around. Configure highly tailored workflows that support your firm’s unique process at every stage of the investment lifecycle.
Custom Workflows
Design your core workflows based on your firms approach and needs.
Opportunity Scoring
Score and evaluate targets based on your unique investment framework.
BD Workflows
Surface, prioritize, and engage with the right companies at the right time.
Data Analysis
Turn raw data to ready insights - clean, organize, and analyze data to accelerate diligence and generate insights.
VDR Analysis
Evaluate key topic coverage with detailed breakdown, scoring, and traceable citations.
Expert Calls Synthesis
Automated analysis of call transcripts with sentiment tracking over time.
