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Exclusive: Metal unveils new AI assistant for financial services and private equity funds
Metal processes and parses extensive data sets — from financial statements to board meeting notes – accelerating research and due diligence.
Pulling forms and documents such as 10-Ks, 10-Qs, and 8-Ks, presentation decks and spreadsheets of results for publicly traded companies, compiling them, reviewing them for pertinent information, or trying to cross-reference them to see if certain words or product names are mentioned over time requires itself a great deal of attention, patience, and effort. “So if I’m a fund manager, and I want to know how our tech portfolio is doing…if all of that data is ingested in a single place, Metal, we can start to enable these really interesting queries that LLMs can also support,” Lowe noted. Credit: MetalAlready, the young startup boasts that it has aided funds and analysts in saving time understanding a company’s performance, outlook, and growth prospects for the future — or lack thereof.
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