Context Graph
Metal connects every deal, document, and decision your firm has made into one Context Graph, so the AI you use reasons with your firm’s judgment, not just its files.
Recording
CIM
PortCo report
Earnings model
IC memo
↓ Resolved into one source of truth
Atlas Logistics
Company
SOURCE OF TRUTH
Sector
Supply-chain SaaS
ARR
$12.4M ▲38%
3 sources
Gross margin
71%
CIM · p.14
Net retention
118%
QBR
Key risk
Customer concentration
IC memo
Reconciled across your sources — cited, and always current.
More than your data. Your firm’s judgment.
Metal structures every deal, company, and figure, plus the decisions behind them, resolved into one layer your whole firm can trust.
Connect every source
Your CRM, file repositories, data rooms, and email flow into Metal continuously. No manual exports, no stale copies.
Connected Sources
DealCloud
SharePoint
Outlook
Data room
Apex Holdings
Sector · SaaS
1 resolved entity
Resolved Entities
DUPLICATES
Apex Holdings Inc.
APEX Holdings LLC
CANONICAL
Apex Holdings
Resolved, not just collected
Every company, figure, and document is de-duplicated and resolved to a single canonical record, so the same company always means the same company.
The decisions, not just the documents
Metal captures what your firm concluded and why: the thesis, the risks you flagged, the call you made. That judgment is what a generic tool can’t see, and what makes your next deal sharper.
Decision Record
Halyard Systems
Direct lending · Vertical SaaS
PASSED
Thesis
Category leader in a sticky niche — 70%+ gross margins and best-in-class retention.
Risks flagged
Customer concentration
Churn 4.1%
The call
Passed — top-3 customers at 58% of ARR; concentration outweighed the growth story.
traced to
IC Memo · Jun 2026
Entities & relationships
Companies, people, and documents linked by how they actually relate across your deals.
Full provenance
Every figure and fact traces back to the exact document and page it came from.
Always current
The graph updates continuously as new files and data flow into your firm.
Your firm’s context, in any AI you use
Metal’s open API and native MCP server bring your Context Graph, deal data, and documents into the AI your team already works in — Claude, ChatGPT, Copilot, or your own agents. Securely, with your permissions respected.
Connect via MCP
Native MCP server
Connect Metal to any MCP-compatible client or agent.
Extensible Knowledge
Pull structured firm context into your own tools and workflows.
Permissions respected
Honors your source permissions and never trains on your data.
Join top firms redefining private capital with AI
Conviction, on every deal.
Metal Technologies Inc © 2026