Case Study

Berkshire Partners x Metal

Supercharge your investment team

Better and faster insights with AI-powered research, screening, and diligence.

Trusted by Top Funds in Private Equity

Eric Souza

Eric Souza

CTO, Berkshire Partners

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.

Unify internal and external data to uncover insights and accelerate your diligence process, all in one secure platform.

The Platform

A workspace built for private equity teams.

Accelerate Research

Quickly understand themes and sectors with AI-driven research tools.

Integrations

onedrivedropboxsharepointsec

Expert Call

Board Deck

Financial Statement

Screen Targets

Score opportunities based on prior deals and your institutional knowledge.

Business Profile Generated
Financials Extracted
Business Risks Detected
Key Questions Evaluated

Prioritize Efficiently

Detect key topics automatically to spend time on what matters most.

CIM Received

Extract & Analyze Financials

Detect Key Initiatives & Topics

Generate Summary Report

Reconcile Financials

Automatically extract key financials from CIMs and financial statements.

202220232024
Revenue
COGS
Gross Profit
SG&A
EBITDA
Adj EBITDA

Commentary

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

soc2

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