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Agent Mode offers users an interface to automate major chunks of the administrative work that goes into a round process. In comparison with generic AI models, Agent Mode understands the fundraising context in greater depth and delivers sharper outcomes.

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Common Use Cases

The below is a set of common use cases for Agent Mode:

Discover and Rank Investors

Agent can identify the “most likely” investors with deep reasoning and data points, or qualify an existing list.

Email Scan

Agent scans your email to pull all investors you have engaged with sharp notes on where each conversation ended.

Assess Meeting Patterns

Agent scans all prior meeting notes and transcripts to identify patterns into what is working well versus what is not.

Setup and Manage Investor Pipeline

Agent can create pipelines, add investors, save research, add notes and organise next steps.
With Metal, founders are able to consolidate the full company and round context, and equip Agent Mode to adapt to the evolving situation within their raise.
Designed to Deliver on OutcomesBy design, Agent Mode is equipped to deliver on outcomes that historically required founders to spend months of research consolidation in spreadsheets.

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User Context for Agent Mode

Agent Mode is equipped to understand your raise process and adapt to rapid evolutions in your round context. The below set of data sources automatically feed the platform with fresh context on your round and company:

Calendar Data

Provides input on who you’re meeting with.

Meeting Intelligence

Data on feedback from investor conversations.

Email Data

Insight into how investor engagements progress.

Relationship Context

How your network connects into VCs.

Pipeline Data

Data on pipeline velocity and investor targeting.

Round Dynamics

Context on lead versus party rounds.

Existing Investors

List of investors that are on your cap table.

Round Stage

Stage at which you’re raising.

Pipeline Benchmarks

1st to 2nd call conversion relative to benchmarks.
With a data dense environment, the platform is able to keep up with key nuances of how your round progresses. In addition to the above ongoing data sources, Agent Mode also has context on your pitch deck, existing investors,

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Intelligence Accessible to Agent Mode

Equipped with off-market intelligence, Agent Mode has access to a broad set of data points that are used selectively to deliver sharp outcomes.

Investor Memory Layer

Access to 1m+ data points on venture investors through industry APIs, public content and off-market platform data.

Deal Memory Layer

In-depth deal memory layer that brings intelligence on deal processes for specific VC firms.

Scenario Based Intelligence

Insights from thousands of raise processes on scenario-based actions and approaches that worked well.

Relationship Context

Industry intelligence on key relationships across founders and VC firms, including portfolio and co-investing activities.
With access to rich sources of intelligence and off-market data, Agent Mode is capable of delivering much sharper responses and outcomes than that of generic models.

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Multi Step Prompts to Try

For founders looking to test out the effectiveness of Agent Mode, we recommend the following set of common use case prompts;

Build a targeted investor pipeline

Research and qualify investors

Prepare for upcoming meetings

Prepare investor follow-ups

Agent Mode works best when you describe the desired outcome and explicitly mention important constraints.