Introducing Metal’s SharePoint Integration

In the world of private equity and deal-making, data is your advantage—but only if you can access and analyze it efficiently. That’s why we’re excited to announce Metal’s new SharePoint integration, making it easier than ever to bring critical files and folders into our platform with just a click.

No more hunting through scattered repositories, downloading and re-uploading files, or losing track of version histories. With Metal + SharePoint, your documents move with you—ready for AI-driven analysis, extraction, and enrichment the moment they hit the platform.

One Click to Unlock Intelligence

With our SharePoint integration, deal teams can instantly:

• Import entire folders or individual files directly into Metal—no manual downloads required.
• Enhance intelligence on your data with AI-powered text extraction, financial analysis, benchmarking, and opportunity scoring.
• Eliminate data silos by centralizing CIMs, diligence materials, and internal reports for a unified, enriched view of your deal flow.

Metal ensures that your most critical deal documents are always accessible, structured, and actionable—with zero friction.

Metal's Importer with SharePoint

Your Data, Supercharged

Bringing in files from SharePoint is just the beginning. Once inside Metal, your documents are transformed into insights:

• 📂 CIMs and Deal Memos → Instantly summarized with AI-driven analysis.
• 📊 Financial Models & Data Rooms → Key figures extracted, compared, and benchmarked.
• 📄 Contracts & Legal Docs → Critical clauses flagged and risk assessments generated.
• 📰 Market Reports & News → Sentiment analysis, key trends, and competitor tracking.

Every file you import from SharePoint becomes an asset in your intelligence arsenal—analyzed, categorized, and ready for action.

SharePoint Files in Metal

The Future of Data-Driven Investing

In private equity, speed and precision win deals. Our SharePoint integration gives deal teams an unprecedented ability to leverage AI on their existing knowledge base—without disrupting workflows.

• 🔗 Integrate in seconds—connect SharePoint and Metal, then bring in files with a click.
• 🚀 Accelerate decision-making—access AI-powered insights instantly.
• 📡 Centralize intelligence—no more fragmented data, no more guesswork.

Ready to transform your deal process? Start using Metal’s SharePoint integration today and unlock the full potential of your data. Your next great investment insight is already in your files—let’s find it.