Metal AI

Metal is an AI-powered investment intelligence platform that supercharges investment workflows.

Some of Metal’s key functionalities include: 

• Creating a system of record by unifying all internal and external deal data in one intelligent platform.

• Augmenting the firm’s knowledge with contextual data, linking every deal to relevant people, companies, and market signals

• Surfacing the right insights at the right time with real-time search, data enrichment, and agents that accelerate diligence and drive conviction

The problem  

Metal supports financial institutions, with a focus on private equity firms. Business development and deal teams are responsible for identifying, executing, and managing investments that generate strong returns for the firm’s investors. 

Deal teams face significant challenges in synthesizing large volumes of complex data. Information is fragmented across a wide range of systems and sources—including market research, expert networks, CRMs, SharePoint, PitchBook, Crunchbase, CIMs, data rooms and more. 

Teams are often under intense time pressure to enrich, analyze, and distill insights on each prospective target. This fragmentation—combined with unstructured formats and inconsistent metrics—makes it difficult to surface the most critical insights. As a result, key signals are often missed, and high-value opportunities are impacted as teams are pulled into low-value tasks instead of focusing on strategic decision-making and value creation.

Powered by Sonar Pro 

Metal integrates Perplexity Sonar as a component of its intelligence layer across its platform, enabling: 

• Chat Interface: AI-generated responses about companies, markets, and investment opportunities

• Data Enrichment: Reconcile discrepancies between different data sources, update data with real time web search, and enhance reports automatically 

• Report Generation: Pull together relevant data to create comprehensive dashboards for the whole team

• Deep Research: Conducting web searches to supplement internal data with external market intelligence

By integrating Sonar into its platform, Metal ensures that investors can interact with relevant, recent data, accelerating research without sacrificing quality. In private markets where timing and accuracy are everything, Metal gives investors the edge to make important decisions quicker.