Introducing Metal's DealCloud Integration

Deal teams depend on accurate, up-to-date information to make confident investment decisions. Yet too often, they waste time on repetitive data entry across multiple platforms. Metal’s new integration with DealCloud solves this problem by enabling a seamless, two-way flow of data—so you can focus on deals, not busywork.

Eliminating Manual Data Entry with Two-Way Sync

1. Pull Data from DealCloud

• Import activity notes, companies, and contacts into Metal.
• Let Metal’s AI automatically classify and enrich these records—attaching industry classifications, financial data, and relevant market insights.
• Access advanced Metal features like report generation, deep research, chat, and target list screening using the enriched data.

2. Push Data to DealCloud

• Sync newly extracted information from Metal back into DealCloud.
• For example, upload a CIM in Metal, and we’ll parse details like revenue, EBITDA, sub-sector, and the investment bank—then update those fields in DealCloud automatically.
• Prevent errors, speed up your CRM updates, and avoid duplicate data entry.

DealCloud Activity Notes with Metal's AI Capabilities

Leverage Metal’s AI for Smarter Decisions

Pulling in data is only part of the story. Metal empowers deal teams to gain deeper insights by:

• Generating Reports & Summaries: Turn raw details into memos, tear sheets, and CIM summaries with a few clicks.
• Building Target Lists: Identify high-potential companies or leads by sorting and filtering newly enriched data.
• Conducting Deep Research: Answer complex financial or market questions through AI-driven chat—no need to jump between platforms.
• Automating Document Extraction: Speed up diligence by extracting financials, sub-sector info, and risk data from uploaded files.

Metal's CIM Library with automatic CIM extraction and analysis into DealCloud

Why It Matters

• No More Duplicate Work: Both platforms remain current, so you never have to re-enter the same data.
• Faster Deal Progress: Gain immediate insights on new opportunities without manual updates.
• Centralized Intelligence: Bring together notes, documents, and analytics in one place for a unified view of your pipeline.
• Higher Data Quality: Each system validates and enriches the other, reducing the risk of incomplete or inconsistent records.

By connecting Metal and DealCloud, you transform your CRM into a true intelligence hub. Upload a single document or note in Metal, let AI handle the heavy lifting, and rest assured that DealCloud is fully updated—saving hours and ensuring nothing slips through the cracks.

Ready to optimize your workflow? Try the Metal–DealCloud integration and discover how two-way syncing with AI-driven analytics can help you stay ahead in a competitive market.