Metal is software for private equity and other private capital firms. Its pitch is that a firm’s judgment should show up in every AI tool its people use, so it gathers what the firm knows, from financial models and quarterly reports to CRM pipeline data, into a Context Graph. Answers drawn from that graph show a source path back to the documents behind each figure, with a confidence score beside the numbers. The product page shows a question about a deal asked inside Claude and answered with Metal’s data.
The named product areas are Context Graph, Workflows and Skill Builder. Workflows put the graph to work on a firm’s processes, and Skill Builder is the tool for defining the skills AI assistants use. An MCP server is how outside AI tools reach the data. The company, listed as Metal Technologies Inc., publishes a security page and marks its ISO 27001 certification as in progress, so check its current status before relying on it.
No prices are published. The site’s pricing path returns a not-found page and every call to action is Book a Demo, so cost has to be requested from the vendor. It is aimed at investment teams, so it is not a fit for individuals or small non-finance companies.
