Lesson 01 · Product overview Core capabilities DISCOVER MANAGE IMPROVE Where to start Go deeper into setup and key workflows →
Introduction to Metal
Metal is an AI-powered fundraising workspace. It helps founders find suitable investors, understand how to reach them, manage the round, prepare for meetings, and maintain investor communication.
Use Metal as the operating system for the founder’s fundraising process, from the first investor list to ongoing investor relationships.
What the platform brings together
Find and qualify investors
Build a focused investor list and understand why each investor may fit the company and round.
Run the fundraising process
Organize investors in a pipeline, track activity, and keep the next action clear.
Learn from every meeting
Prepare for calls, review conversations, and use the feedback to improve the founder’s pitch.
Set up the founder’s workspace first
- Complete the company profileGo to Settings → Company Profile and add the company, market, product, and fundraising context.
- Connect emailGo to Settings → Network → Email to power relationship intelligence.
- Connect LinkedInGo to Settings → Network → LinkedIn so Metal can map the founder’s connection graph.
- Add existing investorsGo to Settings → Network → Existing Investors so Metal can identify introductions available through current backers.