Platform · Agentic Workflows

Repeated work becomes compounding advantage.

Your firm's recurring work, run on the Context Graph: triggered, reviewed, cited where supported, and written back.

Every run starts knowing your firm.

Workflows / Run
01
Trigger
A portfolio company posts quarterly numbers.
Data change
02
Context
Pulled from the graph: your projections, prior quarters, the investment thesis.
From the graph
03
Monitor
Agents compare actuals against plan and flag what moved.
Agents
04
Notify
A summary reaches the deal partner, exceptions highlighted.
Alert
05
Write-back
The read returns to the graph. Next quarter starts from it.
To the graph
Carried forwardThis quarter's variance and the flags that mattered, waiting the next time the company reports.

Deal Intelligence

Every deal, from first look to conviction.

The same workflow anatomy, run across the whole deal: captured the moment it arrives, kept as a record, worked from one shared picture.
Email
Intro call
Deck
Data room

Deals capture themselves

An inbound email, an intro call, a deck, a data room. Metal reads them into the deal the moment they arrive. No one keys it in.

Looked at
comparables
Asked
management depth
Concluded
passed at 11x

Every deal leaves a record

Each deal you run keeps its own durable record: what you looked at, what you asked, what you concluded. When it returns, or one like it arrives, that record is already there.

Halden Industrials
live
TNJSRM
Deal team, partners, IR

One deal, one shared view

Deal team, partners, and IR work from the same live deal, not a thread of forwarded files. One picture, first look to conviction.

Nothing happens off the record.

Every trigger, review, and write-back is recorded. Production, not a one-off prompt.
WorkflowTriggerReviewWrite-backResult
CIM Write-UpData roomAssociate reviewedContext GraphComplete
Portfolio MonitoringScheduleFlagged for reviewContext GraphComplete
NDA Review AgentEmailAutoCRM & Context GraphRetried · complete
DDQ Auto-PopulationUser actionIR reviewedRecordComplete

The way your firm works best, on every run.

A prompt or a Copilot answers once, then forgets. A Metal workflow runs your frameworks and prior judgments the same way every time.
Triggerevent
Stepsrun
Reviewgate
Write-backrecorded

Governed from trigger to write-back

A process you can watch, not a prompt you re-paste on the next deal.

Context GraphWorkflow runApproved result
returns to the graph

It feeds the graph it runs on

Each run reads from your graph and returns to it. The next starts from a firm that knows more.

Your
process
Screening framework
Prior deals
Reused judgments

Shaped by your firm's judgment

Start from a proven library or configure your own. It runs the same way every time.

Reviewed where judgment mattersan associate
Sees only what its runner canpermissions

Review is part of the run

Metal enforces organization, user, and team permissions; syncing with source permissions varies by connector.

First look to conviction

Put every deal you’ve run behind the one in front of you.

Your firm’s context platform.