Pipeline Formation
Run a structured, high-velocity process from a centralized workspace equipped with proprietary intelligence.
01
Build Your Pipeline
Import investors or manually create a fundraising pipeline tailored to your process.
Investor Tracking
Pipeline Structure
Fundraise Management
02
Customize Your Workspace
03
Manage Fundraising Execution
How does Metal compare against industry leading sales CRMs?
Can I customize my pipeline stages and workflows?
Can I add investors that aren’t already in Metal?
Does Metal sync emails and meetings into the pipeline?
Can I manage multiple fundraising workflows at once?














































