Navigating Metal

This page is your map of the Metal app: where everything lives and how the pieces connect.

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The sidebar

The left sidebar is your main way to move around. From top to bottom:

• Search — opens a command palette to jump to anything (see below).
• Home — your starting point, with chat and an overview.
• Active Pipeline — track deals in motion on a board or list.
• Investor Pipeline — track fundraising processes in motion on a board or list (when Investor Relations is enabled for your firm).
• Projects — your project workspaces.
• Automations — one hub to find, run, and manage AI workflows, with a Table or Board view.
• Lists — build and manage lists.
• Dashboards — build and share org-wide dashboards (when enabled for your firm).
• Files — your documents, with sub-items like My Files, CIM Library, and Folders, plus any connected storage (Egnyte, SharePoint, Box, ShareFile, Google Drive).

Under the Records group you’ll find your data:

• Companies, Deals, People, and (when enabled) Activities.
• People is your firm’s contact directory. There isn’t a separate network-map page — open People or a company’s Key Contacts to see who you track. See Working with people.
• Use the + on the Records group to quickly add a record.

When Investor Relations is enabled, an Investor Relations group appears with Funds, Limited Partners, and Fundraising Processes.

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Search and chat

• Search (press ⌘ K) opens a command palette to find pages, companies, deals, CIMs, expert calls, people, activities, and files.
• Chat (press ⌘ J) opens the AI assistant on supported pages. Use skills when you want chat to follow a repeatable playbook.

See Searching in Metal for details.

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Your account menu

Open the menu in the bottom-left (your name/avatar) to reach:

• Settings — personal and (for admins) firm settings. Opens on Profile. Choose how Metal looks under Appearance. You can also press ⌘ ,.
• Feedback and Support.
• Log out.