Introducing Target List Enrichment

In private equity and deal-making, speed and precision are everything. Identifying the right investment opportunities requires more than just data—it demands intelligence. That’s why we built Target Lists, a game-changing feature in Metal that automatically enriches target companies on behalf of deal teams, accelerating their workflow and enabling faster, smarter decision-making.

With Target Lists, investors can instantly aggregate, analyze, and prioritize their deal flow using AI-powered enrichment. No more sifting through static lists or outdated spreadsheets—this feature keeps your deal pipeline dynamic, data-rich, and decision-ready.

Automate Enrichment from Every Source

Instead of manually researching companies, Metal automatically pulls relevant insights from multiple sources, including:

• CRM Integrations: Seamlessly connect with DealCloud, Salesforce, or other deal-tracking systems to enrich company records with real-time data.
• Market Reports: Extract financials, competitive landscape, and key metrics from uploaded investment documents.
• Web & News Data: Scrape company websites, press releases, and media coverage to understand recent developments.
• Third-Party Databases: Leverage integrations with PitchBook, Crunchbase, CapIQ, LinkedIn, and other intelligence sources.
• Uploaded CIMs & Data Rooms: Automatically analyze financial statements, presentations, and diligence materials to surface key insights.

This comprehensive data enrichment ensures deal teams work with complete, real-time intelligence, rather than fragmented, outdated information.

Sort, Filter & Prioritize the Best Opportunities

Once your Target List is enriched, powerful filtering and ranking capabilities help you pinpoint the most attractive opportunities.

• Filter by sector, geography, financials, and team strength to focus on deals that align with your firm’s thesis.
• Sort by revenue growth, funding stage, market traction, or sentiment analysis to identify the most promising companies at a glance.
• Automatically flag high-priority deals based on AI-driven scoring across multiple criteria.

By structuring, scoring, and prioritizing your targets, Metal turns raw lists into actionable investment opportunities.

Target Filtering

Use at Conferences & Inbound Deal Flow

Attending an industry conference or receiving inbound deal lists? Drop in an attendee list, and Metal.ai will instantly enrich it with company profiles, financials, and leadership data. Within minutes, you’ll know exactly which attendees are worth meeting—no manual research required.

For firms that actively source and qualify inbound deals, integrating Metal with CRM systems like Salesforce or DealCloud ensures new opportunities are instantly enriched, scored, and prioritized within your existing pipeline.

Metal's Target List Enrichment

Why Metal.ai’s Target List is a Game-Changer

• Saves countless hours by automating research and enrichment across multiple data sources.
• Ensures investment teams never miss a critical insight with real-time company updates and financial data.
• Brings structure and intelligence to deal screening, helping firms focus on the most valuable opportunities.
• Works seamlessly with existing CRMs and workflows, making it easy to integrate and adopt.

In today’s competitive deal environment, Metal.ai’s Target List gives investment teams the edge they need to make smarter, faster decisions. Say goodbye to static spreadsheets—welcome to the future of intelligent deal sourcing.