Choose how Richard works
Ask Mode
Get quick answers, research and analysis grounded in your company, round and fundraising activity.Best for: Understanding and deciding.
Explore the two modes
- Agent Mode
- Ask Mode
Give Richard an outcome
Agent Mode is designed for work that requires multiple steps or actions across Metal.Richard understands the intended outcome, determines which capabilities are needed, completes the work and brings the result together for you.Discover investors
Find investors using your stage, sector, geography, check size and round preferences.
Qualify investors
Evaluate investor fit, activity, thesis, similar investments and ability to lead or follow.
Manage your pipeline
Create pipelines, add investors, save research, add notes and organise next steps.
Work with emails
Review investor conversations and prepare contextual replies and follow-ups.
Prepare for meetings
Create investor briefs using your company, pipeline and previous conversation context.
Analyse conversations
Review meeting transcripts and extract feedback, risks, commitments and next steps.
Try delegating
Build a targeted investor pipeline
Research and qualify investors
Prepare for upcoming meetings
Prepare investor follow-ups
How Agent Mode works
1
Describe the outcome
Tell Richard what you want to accomplish in natural language. You do not need to identify the individual Metal features required.
2
Richard plans the work
Richard breaks the request into steps and selects the appropriate investor, company, pipeline, email or meeting capabilities.
3
Follow the progress
See how Richard approaches the task as it researches, analyses and completes each step.
4
Review important actions
Richard asks for confirmation before completing consequential actions where your review is required.
5
Receive the completed result
Review the final output and continue the conversation if you want Richard to refine or extend the work.
Intelligence behind Richard
Richard combines your Metal workspace context with proprietary intelligence on the venture industry.Investment data
Access to data on more than one million venture rounds through integrations with industry-leading data sources.
Metal analysis
Metal’s proprietary analysis of investor inclinations, investment activity and investing patterns.
Investor content
More than 1.2 million data points from investor podcasts, blog posts, social media, interviews and other public content.
Deal memory
Fundraising knowledge based on real-world scenarios that helps Richard identify patterns and provide strategic guidance.
What Richard knows about your raise
Company context
Your company profile, product, market, fundraising configuration, pitch deck and target round.
Pipeline context
Your investor pipelines, stages, notes, tags, activity and next steps.
Email context
Connected investor conversations and relevant fundraising communication.
Meeting context
Upcoming meetings, previous conversations and imported transcripts.
Investor context
Investor profiles, partners, investment history, thesis, content and activity.
Relationship context
Connections and introduction pathways between you, your network and target investors.
Get more personalised results
Richard becomes more effective as it learns about your company and fundraising process.1
Complete your fundraising configuration
Add your stage, sector, geography, target raise, check size and investor preferences.
2
Upload your pitch deck
Give Richard context on your company, product, market, traction and round narrative.
3
Connect your inbox and calendar
Enable Richard to work with relevant investor communication and meeting context.
4
Add your existing investors
Create or import your pipeline so Richard can understand the current state of your raise.
5
Import meeting transcripts
Give Richard access to investor feedback, objections, commitments and next steps.
Frequently asked questions
What is the difference between Agent Mode and Ask Mode?
What is the difference between Agent Mode and Ask Mode?
Agent Mode uses Metal’s capabilities to carry out work and complete multi-step fundraising tasks. Ask Mode researches, analyses and answers questions.
Does Agent Mode make changes automatically?
Does Agent Mode make changes automatically?
Richard shows its progress and asks for confirmation before completing consequential actions where your review is required.
What information can Richard access?
What information can Richard access?
Richard can work with the company, pipeline, email, meeting, collateral and relationship context available in your Metal workspace, alongside Metal’s proprietary investor intelligence.
How can I improve the results?
How can I improve the results?
Keep your company and fundraising configuration updated, connect the relevant integrations, and clearly describe your intended outcome and constraints.