Private Equity
Your firm’s instincts,
on every new deal.
Every memo, model, and management call holds signal. Metal keeps that history as one living Context Graph, the record your firm works from.
One system, the whole deal lifecycle.
Sourcing
Out-of-the-box
Diligence
Out-of-the-box
Portfolio & exit
Out-of-the-box
Every new deal opens with your firm’s memory.
Your firm’s history arrives with the company.
Past looks, prior decisions, and partner notes, each cited to where it came from.
The next step opens already carrying it.
A Company Screening Report starts from what the firm already decided, sources attached.
Company Screening Report
Halden Industrials · 3 carried in
Halden Industrials came to the firm once before. The conclusion then was to pass at 11x, on integration risk in the roll-up.Screening memo · Mar 2023
Customer concentration is the question this sector keeps returning to, and it is where the last two looks landed.IC minutes · 2022, 2024
A quality of earnings report from the prior process is already on file.Diligence room · 2023
This deal’s decision joins the record.
What you conclude here is where the next look at the sector begins.
The row it just wrote
Why Metal
Kept, governed, and yours
A chatbot answers once and forgets. Metal keeps one governed record for the whole firm, and runs the hard parts for you.
A persistent record
Your firm’s knowledge lives in the Context Graph, where the next deal finds it.
Governed and cited
Figures carry their source and their conflicts, ranked. You can see why it says what it says.
The hard part is ours
Entity resolution, permissions, and provenance run on Metal, so your team gets the record without building the pipeline.
Feeds the AI you use
Metal brings your graph into Claude, ChatGPT, and your own agents, so they know your firm.
Each desk, set up for its own work.
Deal team
Metal keeps every file, figure, activity and conclusion across the full investment lifecycle in one company and deal library the whole team works from. Everything in it stays current and aligned. Every chat and workflow reads from the same context. No version reconciling, no invented numbers. The team now focuses on decisions instead of busywork.
Business Development
Metal scores every inbound target against your firm’s own framework, with the result filed on the company record. Every teaser gets a real look, not just the ones that landed on a quiet week. Now the team’s attention goes to which targets are genuinely attractive, not to which ones got read.
Portfolio Management
Metal carries the deal record forward after close, so the case you underwrote, the risks you accepted and every quarter since sit on one company record. The team holds the business to what your own firm decided, not to the latest board deck.
Investor Relations
Metal keeps every LP on one record: prior commitments, who covers them, what they asked last time, where they stand in the current raise. Target lists, outreach and answers all draw on that record, so nothing is rebuilt from memory and no two LPs receive a different version of the same number. Now the team shows up knowing the relationship, whether raising or reporting.
Technology & Data
Metal structures your firm’s sources into one governed Context Graph and serves it through an open API and MCP server. Your own agents and the AI your teams already use read the same current record, with your permissions respected and nothing retrained on your data.
Private Equity