Workflows
From a first one-pager to the IC memo, Metal runs the work at every stage of the deal on top of your Context Graph. Faster, consistent, and specific to how your firm operates.
BD One-Pager Agent
Sourcing · Apex Logistics
Running
RUN STEPS
Pull filings & news
0.4s
Build company profile
0.6s
Score vs. firm criteria
62%
Draft one-pager
Queued
OUTPUT
Draft ready
Apex Logistics — One-Pager
Sector
Tech-enabled logistics
Revenue
$42M · +31% YoY
Fit score
8.6 / 10
Sourced from your Context Graph · 14 citations
A workflow for every stage of the deal.
Out-of-the-box workflows mapped across the full lifecycle, from sourcing to exit, each one running on your firm’s structured history.
Source and screen, faster
Spin up BD one-pagers, run thematic and sector research, and score new opportunities against your firm’s criteria, before the first banker call.
Opportunity Scoring
Apex Logistics
Tech-enabled logistics · Sourced
8.6
/ 10
FIT SCORE
Revenue band $25–75M
Pass
EBITDA margin
24%
Sector thesis fit
Strong
Customer concentration
Watch
Scored against your firm’s criteria
Auto
Deal Benchmarking
Apex vs. your prior deals
Across 14 deals you’ve owned or passed
IC-ready
ARR growth
31%
+9 pts
Apex
Median
Gross margin
68%
+7 pts
Apex
Median
Entry multiple
11.2x
−1.3x
Apex
Median
Benchmarked on your deal history
Auto
Build conviction before IC
Benchmark a target against the deals you’ve owned or passed, pressure-test the risks the team would need to get comfortable with, and generate the IC memo, all drawn from your own history.
Keep the portfolio and the firm current
Monitor portfolio KPIs, prep board materials, assess exit readiness, and keep your CRM clean, the recurring work that usually slips between deals.
Portfolio Monitor
Portfolio ARR
$155M
Avg EBITDA
21%
Exit-ready
2 / 6
COMPANY
REVENUE
STATUS
Apex Logistics
$42M
On track
Vellum Health
$31M
On track
Northwind SaaS
$58M
Watch
Cobalt Mfg
$24M
Exit-ready
Live from portfolio reporting
Auto
Out-of-the-box or custom
A library mapped to the full lifecycle, plus workflows built for your exact process in plain language.
Human in the loop
Every output stays reviewable, with citations to source and clear flags wherever judgment is needed.
Runs on your graph
Workflows pull from your structured firm history, so outputs are firm-specific and traceable, not generic.
