Metal AI is an institutional intelligence platform purpose-built for PE firms, helping deal teams extract and query data from memos, expert calls, and financial documents.
Institutional intelligence platform purpose-built for PE firms enabling deal teams to extract, structure, and query complex financial and operational data from historical memos, expert calls, and financial documents.
Key Features
Unified fund knowledge base (memos, expert calls, board decks, financials)
Generative AI diligence with source citation
Fully searchable portfolio data
CRM integrations
Secure per-seat SaaS with data isolation
AI Capabilities
LLM-powered analysis of unstructured documents; generative AI for diligence workflows with source citation; chatbot interface for on-demand deal intelligence. Y Combinator-backed; $5M seed.
Integrations
Salesforce, Affinity, DealCloud
What sets it apart
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Purpose-built exclusively for PE
not a horizontal AI tool adapted for finance
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Transforms a fund's entire historical knowledge base into a queryable AI layer
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Native CRM integrations with Salesforce, Affinity, and DealCloud — rare among diligence AI tools
Key Facts
- Category
- Analysis & Diligence
- Founded
- 2023
- Pricing
- Subscription
- Deal Stage
- Transaction
- Target Market
- Private Equity
