Private Equity
AI built for the way
private equity wins
Metal turns your firm’s deal history, diligence, and relationships into compounding conviction — from first look to final exit.
Your firm’s best instincts are buried in past deals.
Every memo, model, and management call holds signal. Metal structures your institutional knowledge into a living Context Graph — so every new deal starts with everything your firm already knows.
See every angle before the banker calls.
Surface proprietary themes, map relationship paths into targets, and triage inbound from every channel — ranked against the theses your firm actually pursues.
Deal Pipeline
Proactive thesis match
Theme
Warm intro path mapped
Intro
Inbound triaged & ranked
Live
Diligence Copilot
Data room Q&A
Ask
Comparable deal benchmarks
Comps
Risk & red-flag review
Flag
Underwrite with the full weight of your firm’s history.
Ask the data room in plain language, benchmark against comparable deals you’ve already done, and let agents flag the risks your best partners would catch.
Monitor the portfolio. Time the exit.
Keep a live read on every portfolio company and turn operating data into the conviction to act — and the timing to win.
Portfolio Monitor
PORTFOLIO NAV
$1.24B
+8.4% QoQ
VALUE-CREATION LEVERS
Pricing
Go-to-market
EXIT-TIMING WINDOW
14-18 mo
Compounding conviction
Every memo, model, and management call feeds your Context Graph, so each new deal starts with your firm’s full history behind it.
Edge across the lifecycle
From sourcing themes to diligence to exit timing, one system carries context through every stage of the deal.
One source of truth
Analysts to partners work from the same live deal and portfolio state — no status chasing, no rebuilt memory.
