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Beyond firmographics, Metal enriches the financial attributes your firm uses to size and screen opportunities — valuation, capital raised, revenue, and more. Like every enriched value, each metric is drawn from multiple sources and reconciled into a single trusted figure with a citation behind it.

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Financial attributes

Metal can enrich a range of financial metrics on a company. Common ones include:
Which attributes Metal enriches — and which sources it uses — is configured by an admin under Settings → Enrichment. The exact set available to your organization depends on that configuration.

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Custom financial metrics

In addition to the standard set above, admins can define custom financial metrics for your firm — figures like EBITDAX, ARR growth, or any other number your team tracks that isn’t already built in. Metal extracts them from documents alongside the standard metrics. Manage custom metrics under Settings → Financial Metrics (admin-only). Each definition has:
  • Name — the canonical identifier (for example, EBITDAX). Immutable after creation.
  • Display name — how the metric appears in the app (for example, “EBITDA X”).
  • Unit — one of currency, percentage, count, or multiple. Immutable after creation.
  • Synonyms — other names documents may use for the same metric. Extraction matches these too. Synonyms can’t overlap with built-in metrics or other custom metrics.
  • Description — a short prompt that helps the extraction model find this metric’s values. You can refine it manually or use Enhance to have Metal rewrite it.
You can edit the display name, synonyms, and description at any time. Deleting a definition removes it from future extractions but leaves captured values untouched. Re-create a metric with the same name and unit to reactivate it with its history intact.

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Where custom metrics appear

Once defined, custom metrics render generically wherever Metal shows financial metrics:
  • CIM and screening detail pages — extracted values appear in the financials tables using the display name you configured. If no definition is found for a custom:<name> key, the app falls back to a prettified label derived from the name.
  • Company and deal lists — open the Add column picker and pick from the new Custom Metrics section to add a metric as a column. Custom metric columns support the same filtering and editing as built-in metric columns.
Some surfaces are still built-in-only for now: summary widgets on CIM overviews, metric columns in the CIM library list, charts, and CSV/DOCX exports do not include custom metrics yet. Use the detail pages and list columns to view and work with custom values.

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Where financial values come from

Financial metrics are sourced the same way as any enriched attribute, with documents playing an outsized role:
  • Your documents — Metal extracts figures from CIMs, financial statements, Quality of Earnings reports, board decks, and other files. Admins choose which document types to extract from under Settings → Extraction.
  • Third-party data and web search — used to fill gaps and corroborate document figures.
  • User input — values your team enters or confirms.
Because the same metric often appears across several sources with different numbers, Metal ranks and reconciles them into one displayed value — and keeps the alternatives, each with its source, confidence, and date.
The Enrichment settings page showing financial properties such as Last Valuation, Last Amount Raised, Last Round Date, and Last Financials with their source connections

Financial properties are enriched from prioritized sources, the same as other attributes.

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Reading financial metrics over the API

Financial attributes are returned on the company record as their reconciled displayed values. Trigger enrichment, then read the company once it completes:
Use lastEnrichedAt to confirm a value reflects the latest run. See Enrichment for how to tell when a run is in progress.
Supplying a website and location when you create a company improves the accuracy of financial enrichment by helping Metal match the right entity across sources.

Related topics

List company financial metricsEnrichmentWorkspace settingsData modelDeal Profiles