Skip to main content
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.

​
Onboarding for New Users

Metal’s onboarding runs across two structured calls, each building on the last. Users have the ability to skip calls and jump straight into onboarding.
1

Demo Call — 15 to 30 minutes

The first demo call serves as an introductory call to demonstrate some of the platform’s key capabilities and to assess if Metal is the right fit for your needs.
2

Onboarding Call — 30 minutes

Prior to the onboarding call, our team sets up your account and trains the platform on your Company context. During the call, we validate the platform’s understanding of your Company, integrate your data sources and get started with a few useful workflows.To kick off onboarding, users are required to pay $1 for a 7-day trial that converts into a paid subscription at the end of the trial period.
At a platform level, as a policy decision, we require all new users to undergo the onboarding flow. It is only after running through the flow that users are able to get the most value from the platform.

​
Step-by-Step Onboarding Flow

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 and round dynamics

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 and calendar

Via the Settings → Network > Email section, founders can enable the platform to read their email contact book to power relationship intelligence. In the same section, users can also connect their calendar to start receiving pre and post meeting 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

Enable the desktop notetaker

By enabling the desktop notetaker, users can automate the process of investor call transcripts flowing into Metal and analysis being deliver to users via email.
5

Add 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.
By completing onboarding steps, founders ensure that the platform gathers the right level of context on your company. This context then equips the platform to surface strong-fit investor matches, deliver sharp pre and post meeting intelligence prior to and after investor calls, and recommend useful workflows in-app.

​
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) -- Investor pipeline setup

By bringing everything together into one place, founders can automate communications and track meetings.

(2) -- Map warm intro paths

Network and Paths provide a view into who within your network can introduce you to your shortlisted investors.

(4) -- Author investor updates

Using the AI-native workflow, founders can author their first investor update (often sent to prospective investors).
Your account manager is available throughout the trial period. At all times, you can reach our team at support@metal.so (or use Agent Mode directly).