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Deal Profiles are firm-level groupings of your deal history. Metal generates them from the structured data it has about your deals and target companies, then uses them to power benchmarking surfaces outside chat. You can review profiles in Settings → Deal Profiles. This page is available to admins.

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Where similarity appears

Metal can surface comparable information in several places:
  • Similar Deals widgets on deal dashboards and deal pages. These show other deals from your organization that match the current deal on shared profile signals.
  • Similarities chips in deal tables. These explain why a deal was selected, such as matching subsector, sector, revenue scale, EBITDA scale, outcome, or vintage.
  • Similar Companies on company profiles. This is a company-level view based on enriched company taxonomy, such as sector and subsector.
  • Comparable-deal workflows, when your organization has one configured. These can produce a richer output card or report for a specific research process.

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How Metal finds similar deals

Metal starts with the current deal and its linked target company. It looks at structured signals such as:
  • Company taxonomy, including industry, sector, and subsector.
  • Deal intelligence extracted from your firm’s data, including thesis, key decisions, and an outcome explanation when those can be read from memos, IC materials, and related documents.
  • Financial scale, including revenue and EBITDA tiers when available.
  • Deal status, outcome, and timing where those fields are known.
That intelligence is stored on the deal, not as a separate “decision” or “why we passed” object. The deal’s status and stage record whether it was passed or closed. The rationale is extracted text and structured fields attached to that same deal. Metal then compares those signals against your organization’s Deal Profiles. Deals in the same or closely related profile buckets become candidates for the Similar Deals surface. The strongest profile matches are prioritized first. For example, a shared subsector is generally a stronger explanation than a broad sector match. If multiple signals overlap, Metal shows the most useful reasons as Similarities chips.
Similarity is scoped to your organization. Metal does not use another customer’s data to find comparable deals.

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How recent vs older deals are used

Metal does not apply a recency decay to past investment decisions. A newer pass or close does not automatically outweigh an older one when Metal builds Deal Profiles or fills Similar Deals. Each researched deal in a profile bucket contributes equally. Metal averages the metrics from those deals and synthesizes typical patterns from the intelligence on each one — including thesis, key decisions, and outcome explanation when those were extracted from memos and IC materials. When more similar deals exist than the table can show, Metal ranks candidates by how strongly they match the current deal’s profile buckets (taxonomy first, then financial scale). It does not rank them by how recently the prior deal started or closed. A Vintage chip appears when two deals’ start or close dates fall within about two years of each other. That chip explains a timing overlap. It is not a boost that makes newer decisions more important. Recency does matter in other parts of Metal:
  • Enrichment ranking prefers more recent discovered values when sources are otherwise comparable. See Reconciliation & ranking.
  • Search for companies, deals, people, and activities ranks by relevance, not recency, unless you sort by date. See Search. Document search can prefer newer files when you sort by latest date or use recency-biased ranking.

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Similar deals vs. similar companies

Similar Deals compares deal records. It is best for understanding how your firm has evaluated similar opportunities before. Similar Companies compares company records. It is best for finding other companies in the same sector or subsector, even when there is no deal history attached.

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Comparable-deal workflows

Some teams use a workflow for deeper comparable-company or comparable-deal analysis. A workflow can be configured to inspect selected documents, pull structured deal data, compare scoring or financial metrics, and generate an output report. Use workflows when you need a repeatable research process or a formatted deliverable. Use the Similar Deals widget when you need a quick in-app benchmark against existing deal history.

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Improve match quality

Similarity quality depends on the data Metal has. To improve results:
  • Link each deal to the correct target company.
  • Keep company taxonomy fields populated and reviewed.
  • Sync CRM fields that capture sector, subsector, revenue, EBITDA, stage, and outcome.
  • Upload and process CIMs, teasers, IC memos, and other relevant deal documents.
  • Ask an admin or Metal to review Deal Profiles if expected comps are missing.

Working with deals

Create deals, link target companies, and track pipeline status.

Working with companies

Manage company records and review enriched profiles.

Using workflows

Run workflows and review generated output.

Workspace settings

Find admin settings, including Deal Profiles.