Deep Research for Private Equity

Research is core to private equity. From sourcing through diligence, deal teams need fast, accurate answers across fragmented data sources. Metal’s Deep Research engine is built to meet that need—delivering structured insights from every system you rely on, in one streamlined workflow.

Access All Your Sources

Deep Research on Metal

Deep Research connects directly to your firm’s most important sources:

• 🌐 Web (via Perplexity’s Deep Research API)
• 🗂 Internal files and deal folders
• 🏛 SEC filings
• 📞 Earnings call transcripts
• 🧩 SharePoint
• 📊 DealCloud
• ➕ More!

You can ask a single question and receive an integrated answer based on all the relevant data—no formatting, uploading, or manual searching required.

Purpose-Built for Complex Research

Deep Research on Earnings Calls

Most tools stop at a single completion. Metal goes further. Our Deep Research engine uses recursive task delegation—breaking down complex prompts into structured subtasks and executing them in sequence.

This allows it to handle real research workflows:

• Extracting key takeaways from dense documents
• Tracking metrics and trends over time
• Identifying red flags and inconsistencies
• Pulling context from fragmented sources

Each output is grounded in specific citations, so you can trace every insight back to its origin.

Designed for How Deal Teams Work

Deep Research supports key workflows across the funnel:

• Screening new opportunities
• Writing investment memos
• Benchmarking financial and operating metrics
• Preparing pre-call briefings
• Surfacing red flags from unstructured files
• and more!

Everything is built to accelerate decision-making while maintaining depth and accuracy.

Analyst-Grade Output, Delivered Faster

Metal is purpose-built research engine that allows deal teams to move faster through sourcing, screening, and diligence—without sacrificing precision or trust.