CASE STUDY

How Clearlake is building for AI-native investing

Conviction starts
with context.

Conviction starts with context.

Conviction starts
with context.

The AI context platform for private capital
Everything your firm knows, working with your AI.

The AI context platform for private capital
Everything your firm knows, working with your AI.

What's the latest on Project Lumen ahead of IC?

Claude

Ranking performance · 12 signals

PROJECT LUMEN · DECISION REVIEW · CLAUDE

Project Lumen

Growth and retention remain ahead of the current operating case.

The underwriting case remains intact heading into IC.

avg confidence

0.95

SOURCE PATH

Trusted by leading private capital firms

Trusted by leading private capital firms

Top firms use Metal to make AI know their business

Tony La Rosa

Managing Director, Clearlake Capital

“We sought a partner who understood our business and our ambition to differentiate through data.  Building a scaled platform required specialized expertise, and we wanted to do it alongside a team whose core focus was turning data into a strategic advantage.  The result was a true partnership that helped accelerate our vision.”

Eric Souza

CTO, Berkshire Partners

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.”

Patrick Floeck

Partner, Valesco Industries

“Metal gives us data-driven conviction on every new opportunity. Not memory, not gut feeling. Just answers.”

Every metric, traced to its most trusted source

Adjusted EBITDA · FY2024
Apex Holdings
$40.1M CANONICAL Reconciling sources
Portfolio Monthly Report 94% confidence   ·   This month
Traced to Portfolio_Monthly_Report_Jun2026.pdfPortfolio Monthly Report · Jun 2026
DISCOVERED VALUES 5 sources · unranked
3
$41.0M CIM
625 months ago
4
$38.5M Management Deck
483 months ago
1
$40.1M Portfolio Monthly Report
96This month
5
$42.0M Analyst Model
301 year ago
2
$39.2M Audited Financials
78FY2024 audit
Ranked by document authority, source, and recency — every value traces back to its exact document and page.

Every source, automatically organized for AI

Metal pulls in your firm's scattered data and structures it into one AI-ready Context Graph, ready to use inside Metal and in the AI tools your team already relies on.

Structure once. Answer infinitely.

Connect AI directly to your sources and it re-derives structure on every prompt. Metal structures it once. Every answer is cheap, consistent, and cited.

DIRECT MCP

Re-reads raw files every prompt

Many tool calls per question

Answers drift between people

Token-heavy at scale

METAL’S CONTEXT GRAPH

Structured & reconciled once

Few tool calls per question

One cited source of truth

Token-light, instant at scale

Accuracy

Reconciled values, straight from the source

Organization

Private capital ontology, not flat files

Alignment

One source of truth, firm-wide

Faster insights

From question to answer in seconds

Token efficiency

Fewer tool calls, fewer tokens

In any AI you already use

Bring your firm’s context into Claude, ChatGPT, Copilot, or your own agents through Metal’s open API and native MCP server. Securely, with your permissions respected.

CONNECT VIA MCP

Native MCP server

Connect Metal to any MCP-compatible client or agent.

Open API

Pull structured firm context into your own tools and workflows.

Permissions respected

Honors your source permissions and never trains on your data.

Enterprise-Grade Security

Metal is independently audited and certified against leading global frameworks

SOC 2 Type II

Verified controls across security, availability, processing integrity, confidentiality, and privacy.

GDPR

Full compliance with EU data protection requirements.

ISO 27001 (In progress)

Information security management best practices.

Explore our Trust Center for the latest certifications, security reports, and ongoing compliance updates.

Enterprise-Grade Security

Metal is independently audited and certified against leading global frameworks

SOC 2 Type II

Verified controls across security, availability, processing integrity, confidentiality, and privacy.

GDPR

Full compliance with EU data protection requirements.

ISO 27001 (In progress)

Information security management best practices.

Explore our Trust Center for the latest certifications, security reports, and ongoing compliance updates.

Enterprise-Grade Security

Metal is independently audited and certified against leading global frameworks

SOC 2 Type II

Verified controls across security, availability, processing integrity, confidentiality, and privacy.

GDPR

Full compliance with EU data protection requirements.

ISO 27001 (In progress)

Information security management best practices.

Explore our Trust Center for the latest certifications, security reports, and ongoing compliance updates.

Join top firms redefining private capital with AI

Join top firms redefining
private capital with AI

Join top firms redefining private capital with AI