Features
Context Graph unifying firm knowledge from multiple sources
Metric Detection & Ranking pinning most trustworthy financial values
Canonical Values with confidence score and document traceability
MCP Server for integration with Claude, ChatGPT, Copilot
Open API for custom integrations and workflows
Opportunity Scoring for CIMs and expert calls
Workflow Automation for VDR Analysis, DDQ Solver, Note Mapper, Portfolio Monitoring
Metal Lists to identify, evaluate, and prioritize investment opportunities
Metal Projects for team intelligence workspace collaboration
Metal Chat with mobile support for on-the-go access
Permissions respecting source permissions and never training on customer data
Document Integration with SharePoint, Egnyte, Outlook
Integration with Salesforce, DealCloud, Affinity
SOC 2 Type II certified, GDPR compliant, ISO 27001 in progress
Single source of truth for firm-wide context
AI-powered contract analysis and review
Chat-based document conversations with AI and teammates
Advanced semantic search across contract repositories
Automatic detection of contract types, signatures, and key terms
Smart alerts for payment, renewal, and reporting deadlines
Workspaces for synced team collaboration
End-to-end workflow experience (redesigned April 2025)
Integration with Anthropic's Claude AI
GDPR, ISO27001, and SOC2 compliant
24/7 global coverage with enterprise-grade security
Guided AI contract analysis via Consilio partnership (July 2025)
Available on AWS Marketplace AI Agents and Tools storefront
