###### Mar 20, 2025

# Introducing Metal's DealCloud Integration

###### James O'Dwyer

Deal teams depend on accurate, up-to-date information to make confident investment decisions. Yet too often, they waste time on repetitive data entry across multiple platforms.

Metal’s new integration with [**DealCloud**](https://www.intapp.com/dealcloud) solves this problem by enabling a seamless, two-way flow of data—so you can focus on deals, not busywork.

### Two-Way Sync: DealCloud → Metal

##### **What You Can Import**

- Activity notes and meeting records

- Company profiles and data

- Contact information and relationships

##### **Automatic Enhancement**

Once imported, Metal automatically enriches your data with:

- Industry classifications and sub-sector categorization

- Financial metrics and performance data

- Real-time market insights and competitive intelligence

### Two-Way Sync: Metal → DealCloud

Keep your CRM current by syncing Metal's extracted and enriched data back to DealCloud.

##### **Automated Data Extraction**

Upload documents like CIMs, pitch decks, or financial statements to Metal, and we'll automatically extract and parse:

- Financial metrics (revenue, EBITDA, margins)

- Industry and sub-sector classifications

- Deal participants and investment banks

- Key dates and transaction details

##### **Seamless CRM Updates**

Metal automatically updates the corresponding fields in DealCloud, ensuring:

- Error-free data entry

- Faster CRM updates

- Elimination of duplicate records

- Consistent data formatting across your system

This bidirectional integration creates a powerful feedback loop: your CRM data becomes more intelligent through Metal's enrichment, while Metal's document processing keeps your CRM constantly updated with the latest information.

### Beyond Integration: Unlock Actionable Intelligence

Pulling in data is only part of the story. With enriched data, you can access to Metal's full suite of features:

- [**Reports Generation**](https://www.metal.ai/blog/workflow-report-generation) **:** Turn raw details into memos, tear sheets, and CIM summaries with a few clicks.

- [**Target Lists Enrichment**](https://www.metal.ai/blog/introducing-target-list-enrichment) **:** Identify high-potential companies or leads by sorting and filtering newly enriched data.

- [**Chat with Intelligence**](https://www.metal.ai/blog/metal-chat-team-collaboration) **:** Access all your firm’s knowledge—internal files, web data, calendar, team research history—using natural language.

- **VDR (Virtual Data Room) Analysis:** Analyze and summarize diligence documents automatically, surfacing critical findings and coverage gaps in diligence.

[_Explore Metal Workflows_](https://www.metal.ai/blog/tag/product)

### Why It Matters

- **No More Duplicate Work:** Both platforms remain current, so you never have to re-enter the same data.

- **Faster Deal Progress:** Gain immediate insights on new opportunities without manual updates.

- **Centralized Intelligence:** Bring together notes, documents, and analytics in one place for a unified view of your pipeline.

- **Higher Data Quality:** Each system validates and enriches the other, reducing the risk of incomplete or inconsistent records.

By connecting Metal and DealCloud, you transform your CRM into a **true intelligence hub**. Let AI handle the heavy lifting, and rest assured that DealCloud is fully updated—saving hours and ensuring nothing slips through the cracks.