Deal Intelligence
Metal tracks every deal from sourcing to exit, gives your whole team the same live picture, and turns every deal you’ve run, won or passed, into an edge on the next one.
Live · whole team
DEAL LIFECYCLE
Stage 3 of 6 · Due Diligence
ACTIVE DEAL
Harborview Holdings
Project Silver · Private Credit
Stage
Due Diligence
Enterprise value
$480M
Target close
Q3 2026
Flagged risk · Customer concentration — top 2 accounts are 41% of revenue
Synced from your Context Graph · 14 sources cited
LIVE ACTIVITY
RG
Moved to Due Diligence
2h ago
AL
Uploaded data room
5h ago
IC
IC review scheduled
1d ago
Visibility across the entire deal lifecycle.
From intake to exit, Metal tracks every deal so nothing slips, and every deal you complete makes the next one faster to judge.
Agentic Deal Intake
The moment a teaser hits your inbox, Metal spins up a tracked deal profile and scores it on day one — on the criteria your firm cares about, from attractiveness to actionability to your own edge.
Deal Intake
INBOX
CIM - Project Atlas
Teaser deck.pdf
New Deal
Company · Atlas
Sector · Health
Stage · Sourcing
Stage Management
Source
Screen
Diligence
IC
Exit
Diligence · 4 workflows complete
On track
Context is preserved across stages
As a deal advances, workflows fire, scores sharpen, and stage-specific insights are never lost.
Every deal compounds
Every deal is fed back into your Context Graph. When a similar opportunity comes back to market, your firm already knows what it concluded last time, and why.
Pipeline Views
Sourcing
12
Project Atlas
$120M
Project Bey
$80M
Diligence
5
Helio
$240M
Vyne
$60M
IC
2
Orion
$310M
Pylon
$95M
Live deal profiles
Every deal you run is captured and reusable, making the next one faster to judge.
One picture for the whole team
Analysts to partners work from the same live deal state, no status chasing.
Pipeline clarity
See where every deal stands and what needs attention across the whole firm.
