Metal

Metal is an AI context platform built specifically for private equity, private credit, and venture capital firms. Instead of treating AI as a thin layer over raw files, Metal structures everything your firm knows—documents, emails, CRM data, and market data—into a single, AI-ready Context Graph. The result is a firm-wide knowledge base where every metric, from adjusted EBITDA to portfolio performance, is reconciled once and pinned to its most trusted source with a confidence score and full traceability to the exact document and page. Metal connects to your existing systems of record—SharePoint, Egnyte, Outlook, Salesforce, DealCloud, Affinity, and now PitchBook—and automatically extracts financial metrics and documents into its graph. Its metric detection engine ranks conflicting values by document authority, source, and recency, so you get one canonical number instead of five different EBITDA figures depending on who asks. You can query Metal through its own chat interface or through any MCP-compatible AI—Claude, ChatGPT, Gemini, Copilot—using Metal's native MCP server, all while respecting source permissions. The platform is built for the entire deal lifecycle: sourcing, diligence, IC prep, and portfolio monitoring. Workflows like VDR Analysis, DDQ Solver, and Note Mapper turn Metal into an active deal tool, not just a search box. Confidence scores and source paths accompany every answer, so investment teams can trust what they see and defend it in IC. Metal is SOC 2 Type II certified and GDPR compliant, with ISO 27001 in progress. Metal is positioned for firms that want AI to actually know their business. Unlike generic RAG tools that re-read files on every prompt, Metal structures once and answers infinitely—cheaper, faster, and more consistent. It is also a context layer, meaning it plugs into the AI tools you already use rather than forcing you into a new silo. That combination of institutional memory, security, and workflow focus is why firms like Clearlake