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Metal does not have a separate Portfolio Monitoring app. After a deal closes, you keep working in the same company, deal, list, dashboard, and workflow surfaces — with a canonical investment designation so portfolio companies are not inferred from old deal records.
If you don’t see Portfolio under Records, or a dashboard your firm expected, ask your Metal admin or support@metal.ai. Some holdings and reporting views are enabled per organization.

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Set investment designation

Open a company, go to its Settings tab, and find Investment designation. Target, Portfolio Company, and Exited are the statuses your firm asserts — they are not inferred from closed deals, so you can designate long-held companies that have no deal record.
1

Set Target, Portfolio Company, or Exited

Choose the status and click Save. Choose No designation to clear it.
2

Mark an add-on

Under Platform company, pick the portfolio company and click Link as add-on. Unlink first if you need to change the status afterward.
If investment status is synced from your CRM, the field can be locked in Metal — see CRM integration. The designation drives the Portfolio Company, Add on, and Exited badges on company pages and the Investment Status column on Companies. Add-ons also show their platform parent next to the status.

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Find portfolio companies

On Records → Companies:
  • Use the Portfolio quick filter to show designated platform portfolio companies.
  • Add an Investment Status filter or column to include Add on and Exited companies.
You can put the same companies on a list and add financial, enrichment, or computed columns for a recurring review set. On the Active Pipeline, group the board by Portfolio Company to see add-on deals clustered under their platform parent.

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Relate add-on deals to a platform

On a deal, set Acquisition Type to Add on and pick the platform parent company. The picker is limited to designated portfolio companies. See Set the acquisition type.

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Review fund holdings

When Records → Portfolio is in your sidebar, it lists Active and Exited holdings: company, fund, entry (and exit) date, ownership percentage, source, and add-on count. Filter by fund, and add a holding for a designated portfolio company that is not yet assigned to a vehicle. Holdings are separate from investment status. A company can be a portfolio company without a fund row, and one company can be held by more than one fund.

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Follow performance and activity

Use these shared surfaces — none of them is a standalone monitoring product:
  • Dashboards — build an org-wide view (for example, Q3 Portfolio Review) with Data or Research widgets. Dashboards are rolling out gradually.
  • Company default dashboards — admins set the widgets every company page opens with under Settings → Firm Guidance → Default Dashboards.
  • Financial metrics — Metal extracts figures from board decks, financials, and other files. Admins can add custom financial metrics.
  • Chat — ask about a company or a filtered set of portfolio companies. Answers use the same designations and documents as the rest of the app.

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Portfolio workflows

Workflow catalogs and schedules are configured per organization. There is no global Portfolio Monitoring workflow that every firm already has. On the Workflows page you may see: Your organization may also have custom workflows for KPI packs, reporting-file intake, or board materials. Those appear in Workflows only after they are configured and shared with you. See Run and review Metal AI workflows. If you do not see a workflow you expected, ask your Metal admin or support@metal.ai.

Working with companies

Create companies and read their profiles.

Working with deals

Mark platform vs. add-on acquisitions.

Building org-wide dashboards

Share KPI and review views across the firm.

Run and review workflows

Run the automations your organization has configured.