Deal stages and statuses
Your firm’s own stage and status labels map to Metal’s internal values, so the pipeline reflects your process.1
Open Taxonomy
Go to Settings → Taxonomy.
2
Add a stage or status
In the Deal Stages or Deal Statuses card, click Add Stage / Add Status. Enter the External Label your team sees and map it to a Metal Stage / Metal Status, then click Create.
3
Reorder as needed
Use Reorder to set the order they appear in your pipeline.
Fundraising stages and statuses
If Investor Relations is enabled for your organization, the Taxonomy page also has Fundraising Stages and Fundraising Statuses cards alongside the deal ones. These are separate from deal status and stage — they classify fundraising processes, not deals — but they’re managed the same way: add, reorder, and archive labels, each mapped to a Metal internal value.Other taxonomy
The same page lets you manage:- Deal Actions — actions that appear when a deal enters a stage.
- Industries, Sectors, and Subsectors.
- Tags applied to companies.
- Company Statuses.
Taxonomy covers the labels Metal classifies data with. The deal and company field schemas themselves are managed by Metal — to request changes, use the feedback options in settings or contact support@metal.ai.