Metal

Metal is for private equity and private credit investment teams that need to find and reuse deal and portfolio knowledge spread across files, data rooms, CRM systems, and email. It brings information about the same company or deal into a shared record, keeps conflicting figures and their sources visible, and preserves the history behind past investment decisions. Teams can use Metal to support recurring work such as company screening, diligence reviews, CIM analysis, NDA review, and portfolio monitoring. Its workflows can apply a firm’s criteria, produce source-backed findings for review, and add results to the shared record. Metal also connects that firm context to AI tools and custom agents through its API and MCP server, making it relevant to investment firms and technology teams building AI workflows around private-market data.

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