Metal

Metal is an AI context platform for private capital firms. It gathers a firm's data from CRMs, files, email and other systems into a single Context Graph, reconciles conflicting records into one unified view per company, and traces every metric back to the source document it came from. The result is a body of firm knowledge that AI tools can query with confidence, so an analyst asking about a portfolio company or a past deal gets a sourced answer rather than a plausible guess. It serves private equity and private credit firms that want to use AI on their own deal and decision data. Capabilities that matter include unified company records across multiple CRM systems, source tracing that links each figure to its original document, a graph structure designed for AI consumption, and access through Claude, ChatGPT and other assistants via an open API and an MCP server. The company holds SOC 2 Type II certification, is GDPR compliant and lists ISO 27001 as in progress, and it publishes named case studies with firms including Berkshire Partners and Clearlake Capital. Pricing is not published. Metal sells through demos to firms, and there is no public pricing page. Buyers should understand what Metal is not: it is not a chat assistant of its own. It is the data layer beneath whichever AI tools the firm already uses, which is why the MCP server and API are central to the product.