Metal

Supercharge your investment team

Contact for Pricing

Description

Metal provides a dedicated AI workspace for private equity teams, designed to enhance the investment process. It enables firms to unify both internal and external data sources within a single, secure environment. The platform leverages artificial intelligence to accelerate research into market themes and sectors, helping teams understand opportunities more quickly.

Furthermore, Metal facilitates efficient target screening by scoring potential investments based on the firm's prior deals and institutional knowledge. It streamlines the diligence process by automatically extracting and analyzing key financials from documents like CIMs and financial statements, detecting important topics, and generating summary reports. The platform prioritizes security, offering SOC 2 certification, full data encryption, private LLM endpoints, and options for private deployment.

Key Features

AI-Driven Research: Quickly understand themes and sectors with AI tools.
Target Screening: Score opportunities based on prior deals and institutional knowledge.
Automated Financial Extraction & Reconciliation: Pull key financials from CIMs and statements.
Data Unification: Consolidate internal and external data sources.
Efficient Prioritization: Automatically detect key topics and initiatives.
Secure Platform: SOC 2 certified, fully encrypted, with private LLM and deployment options.

Use Cases

Accelerating investment research and market analysis.
Improving the efficiency of deal screening and evaluation.
Streamlining the due diligence process for investments.
Analyzing financial statements and Confidential Information Memorandums (CIMs).
Uncovering deeper insights from large volumes of qualitative and quantitative data.
Enhancing decision-making for investment teams.