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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.

To gain access to the platform, users need to connect with our sales team and run through our onboarding process. Metal offers a 7-day trial for all users. The below visual lays out a step-by-step approach to getting started on Metal.

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New User Onboarding

Metal’s onboarding runs across three structured calls, each building on the last. Users have the ability to skip calls and to jump ahead if preferred.
1

Demo Call — 30 minutes

The first demo call serves as a qualifying and introductory call to assess if Metal is the right fit for your needs.
2

First Onboarding Call — 30 minutes

In the first onboarding call, our team walks you through various platform capabilities to discover, qualify and organize your target investor list. Together, we’ll set up your company profile, conduct investor search configurations, and build your first target list using Metal’s proprietary intelligence.To kick off onboarding, users are required to pay $1 for a 7-day trial that converts into a paid subscription after the trial period.
3

Second Onboarding Call — 20 minutes

In the second onboarding call, our team introduces you to advanced workflows to view relationship intelligence and to setup your investor CRM. Typically, the second onboarding call is scheduled 5–7 days after your first call.
Founders who get the most value out of the onboarding process typically come to the second call after having set up their raise process on Metal.

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Setting Up the Platform

After getting access, our team walks you through the following specific steps to ensure that your account is set up the right way:
1

Complete your company profile

Via the Settings → Company Profile section, founders can provide key details on what they are building. This allows our system to fully understand your specific operating space and improve the platform’s performance.
2

Connect your email

Via the **Settings → Network > Email **section, founders can enable the platform to read their email contact book to power relationship intelligence.
3

Connect LinkedIn

Via the Settings → Network > LinkedIn section, founders can enable the platform to read your connections graph, and use that to power relationship intelligence.
4

Add your existing investors

Via the Settings → Network → Existing Investors section, founders can identify their existing investors, equipping the platform to identify investors that your existing investors can connect you with.
Skipping the email and LinkedIn integrations significantly limits Metal’s ability to surface high-quality relationship intelligence and intro pathways.

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Key Workflows to Get Started

As part of the trial period, most founders get started with four basic workflows to get their raise setup the right way.

(1) -- Build your target list

Using Content Signals, New Funds and AI Search, founders start by discovering and qualifying investors.

(3) -- Round strategy with Richard AI

Our in-app agent (Richard AI) is particularly useful for feedback on pitch deck or round strategy.

(2) -- Map warm intro paths

Network provides a view into who within your network can introduce you to your shortlisted investors.

(4) -- Investor pipeline setup

By bringing everything together into one place, founders can automate communications and track meetings.
Your account manager is available throughout your trial period. For questions between calls, reach the team at support@metal.so — or ask Richard directly, as he can answer most product questions in the context of your specific raise.