October 08, 2024
How Berkshire Partners’ Collaborative Approach Led to AI Adoption
Taylor Lowe
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
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.
Unify internal and external data to uncover insights and accelerate your diligence process, all in one secure platform.
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A workspace built for private equity teams.
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Integrations
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
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