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Metal

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Metal

Institutional Intelligence for Private Equity

metal.ai
HQ: New York, NY, USA
11-50
B2B

Company research

Public company, workplace, funding, and market signals

Updated Aug 16, 2026

Overview

Metal is an AI context layer / context graph for private capital firms, built to unify a firm’s deals, documents, decisions, and relationships into a permission-aware, cited source of truth for AI-assisted investing workflows.

Primary product

AI context layer / context graph for private capital

Founded

2023

Headquarters

New York, NY, United States

Team size

20-30

Industry

Technology, Information and Internet

Sub-industry

AI software for private capital / private equity intelligence

Offices

New York City

Business model

B2B SaaS
enterprise software
usage/API platform

Funding

Stage

seed

Total raised

$7.5M

Latest round

Seed · Sep 2025

Latest amount

$5M

Seed

Sep 2025 · Base10 Partners

$5M

Pre-Seed

Jun 2023 · Swift Ventures

$2.5M

People & investors

Leadership

Taylor Lowe

CEO & Founder / Co-Founder & CEO

Sergio Prada

CTO & Founder / Co-Founder & CTO

James O'Dwyer

CPO & Founder / Co-Founder & CPO

Andre Alfaro

Head of Strategy

Investors

Base10 Partners
Chapter One
Swift Ventures
Y Combinator

Work & culture

Website copy emphasizes partnership-led, high-touch implementation, enterprise-grade security, and building alongside clients. Public evidence on perks/benefits is limited.

Compensation

Public evidence on compensation is limited; job postings indicate at least some NYC roles are posted without salary in the website excerpts found.

Product & market

Pricing

Not publicly disclosed; appears to be enterprise / custom-demo-based SaaS pricing

Differentiators

  • —Private-capital-specific context graph / ontology
  • —Cited and permission-aware answers
  • —Native MCP server and open API
  • —Workflow engine built around investment lifecycle
  • —Firm-specific institutional memory and provenance
  • —Partnership-led implementation for PE teams

Technology

OpenAI
MongoDB
React
Tailwind CSS
Vercel
GitHub Actions
GitHub
LinkedIn
Prototype

Customers

Berkshire Partners
Clearlake Capital
Blue Wolf Capital
Valesco Industries
PitchBook

Competitors

iCapital
Juniper Square
JMAN Group
other private equity knowledge / deal intelligence / diligence software vendors

Scale & contact

Estimated revenue

Under $1M (public estimate; annual revenue reported around $234.3K by Exa-derived company profile)

Estimated monthly visits

6.1K

Traffic estimate as of Jun 2026

Latest news

Metal | The Context Graph for Private Capital

Metal · Jul 2026

Product page describing Metal’s context graph and deal-stage workflows across private capital.

Metal for Technical & AI Teams | Build on the Context Graph

Metal · Jul 2026

Explains API, MCP server, workflow engine, permissions, SOC 2, and ISO 27001 status.

Introducing Metal's Partnership with PitchBook

Metal blog · Jul 2026

Metal announced an integration with PitchBook so private-market data can be used inside Metal and through Metal's MCP tools, extending the context graph with external market data.

Why Metal's MCP Isn't a Connector: It's Your Context Layer

Metal blog · Jul 2026

Metal explained its MCP approach as a context layer rather than a simple connector, emphasizing permissions, provenance, and firm-specific reasoning.

Clearlake Capital and the Shift Toward AI-Native Investing

Metal blog · Jul 2026

Metal described its work with Clearlake Capital on building reusable institutional knowledge and AI-native investing workflows.

BlogCareersCareers / Open rolesContactDeveloper docsGitHub orgHomepageLinkedIn companySecurity / Trust CenterUser guide
SourcesMetal website homeMetal company/about pageMetal product pageMetal context layer pageMetal technical teams pageMetal docsMetal blog fundraise announcementMetal GitHub orgMetal LinkedIn companyMetal X account

Jobs and careers at Metal

1 job at Metal

Forward Deployed Engineer - Strategic Account

On-site
Engineering
New York City; New York City, New York, United States
1w ago
On-site
Full-time
Apply

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