Welcome
Everything you need to guide founders with Metal.
Follow the fundraising process, learn how to grow your reseller practice, and understand the Metal product—all in one place.
Your reseller journey
Your recommended order01 02 03
The reseller roadmap
Start with the fundraising process, learn how to grow your practice, then explore the product in greater detail.
Fundraising PlaybookLearn how to guide a founder through their fundraise.
Growth PlaybookLearn how to find founders and grow your practice.
Product TrainingGo deeper if you want to understand Metal’s features.
Step 01 · Start here
Fundraising Playbook
Learn the process you will use to guide founders through a fundraise.
1
Identify likely investorsFind investors who match the founder.
2
Build accessCreate introductions and investor conversations.
3
Manage the pipelineKeep every investor and next action organized.
4
Investor relationsComing soon.
Step 02 · Build your practice
Growth Playbook
Learn who to target, when they may need fundraising support, and how to reach them.
1
Define your ideal customerChoose the founders your service can help most.
2
Track fundraising intentRecognize when a founder may be preparing to raise.
3
Test growth playsBuild repeatable ways to win new business.
Step 03 · Go deeper
Product Training
If you want to explore the product further, learn the Metal features that support each step of your work with founders.
01
Investor discoverySearch, compare, and qualify relevant investors.
02
Access and pipelinesFind pathways and keep the round organized.
03
Agent and meeting toolsPrepare, review, and improve founder conversations.
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