> ## Documentation Index
> Fetch the complete documentation index at: https://docs.metal.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Pre-Meeting Briefs

> Use proprietary intelligence to prepare for investor meetings with structured context, key insights, and tailored preparation guidelines.

Before every investor call, Meeting Intelligence surfaces a structured brief on the investor — built from Metal's proprietary intelligence on their thesis, portfolio activity, stage focus, prior investment behaviours and founder engagements. By design, pre-meeting briefs equip founders to walk into investor conversations informed and in control of the agenda.

Navigate to **Process → Meeting Intelligence → Upcoming** to access the view.

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## What the Brief Covers

Pre-Meeting Briefs are based on our proprietary intelligence on the investor's prior investments, portfolio activity, concentrated returns, published content and industry tribal knowledge. Each pre-meeting brief is organized across four areas:

<Card title="Objective and Investor Lens" icon="magnifying-glass-chart">
  What this investor is looking for right now — their stage and sector focus, thesis alignment, check size behaviour, and how your round maps to their current investment activity. This is the lens through which the investor evaluates your Company and round.
</Card>

<Card title="Narrative and Positioning" icon="rectangle-history">
  How to frame your pitch for this specific investor — which parts of your story are most likely to resonate given their portfolio, and what to emphasize. This insight is driven by our proprietary intelligence for the specific investor in question.
</Card>

<Card title="Likely Questions and Concerns" icon="clipboard-question">
  The questions this investor is likely to ask based on their thesis, portfolio, and investment patterns — and where friction or hesitation is most likely to surface. Knowing these in advance means you're preparing answers, not improvising them.
</Card>

<Card title="Prior Context" icon="folder-image">
  Any prior meeting history with this investor — previous call analysis, notes, and where the relationship sits in your pipeline. If you've engaged with the investor before, this section surfaces what was discussed, what signals came through, and what has changed since.
</Card>

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## Discuss with Richard

Upcoming meetings include a **Discuss with Richard** option directly from the meeting view. Richard AI is loaded with the investor's full profile and your company context, making it a live preparatory session rather than a static document to read.

With Richard AI, users can:

1. **Get a tailored brief on demand** — ask *"What do I need to know about \[investor] before this meeting?"* and Richard synthesizes the investor's thesis, recent portfolio activity, and round fit into a focused summary,
2. **Pressure-test your narrative** — ask Richard how your pitch is likely to land given this investor's portfolio, and where to tighten the framing before the call,
3. **Prepare for specific questions** — ask *"What objections should I prepare for given their portfolio?"* or *"What are they likely to push back on?"*
4. **Dig into prior context** — if you've met this investor before, ask Richard to surface what came out of the last call and what to address or build on this time

<Note>
  Ask specific questions. *"How should I prepare?"* is less useful than *"This investor just led a Series A in a competitor — how should I address that on the call?"* Richard has full context on the investor's profile, your company, and the history of the specific relationship in your pipeline.
</Note>

***