August 26, 2025
Introducing Metal's Egnyte Integration
James O'Dwyer
Case Study
Berkshire Partners x Metal
Intelligence Platform Built for Private Equity
Transform data silos into actionable intelligence.
Channel your fund's investment history into lasting competitive edge.
Trusted by top Private Equity firms
Metal.
Unify internal and external data to accelerate PE diligence and transform once-scattered insights into accessible, scalable, institutional knowledge.
The Platform
Data-first approach to unlock insights unique to each fund.
Your Fund History
Multiple sources, scattered data.
Integrations
Expert Call
Board Deck
Financial Statement
System of Record
Extract, structure, normalize, store data.
Deal Pipeline Extracted from CRM
Financials Extracted from CIMs
Business Risks Detected from Expert Calls
Company Libraries Generated in Metal
Fund Workflows
Operationalize your diligence at every point in your investment life cycle.
Research
Target Prioritization
Opportunity evaluation
Diligence
Build Your Fund Edge
Your fund's investment philosophy, decision patterns and portfolio outcomes being digitized into living, intelligent assets that power every deal evaluation.
Scoring
Trend Detection
Benchmarking
Insights
Driving AI Transformation in Private Equity
Eric Souza
CTO, Berkshire Partners
"With Metal, we’ve fast-tracked our path to leverage meaningful AI benefits across the firm – from our investment staff to our support staff and everyone in between. Metal’s partnership-driven approach has been key—not only in implementing the technology but in ensuring its adoption across our firm."
Partner
Private Equity Fund
"Partnering with Metal has improved our decision-making process, helping us understand investment opportunities better and discover deeper insights faster. The platform pushes the limits of AI's capabilities, quickly uncovering signals in both qualitative and quantitative data."
Partner
Private Equity Fund
"We were able to process 400 expert transcripts and came to a consensus on the market in 3 days instead of 3 weeks"
Metal's recent news
Keep up with the latest news and updates from Metal.
Best-in-Class Security Standards
The Metal Platform is deployed on AWS using the highest security standards.
- SOC 2 certified
- Fully encrypted at rest and in transit
- Private LLM Endpoints
Private Deploys
HTTPS/SSL Encypt
SOC 2 Type II
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