Strategy & Deal Sourcing AI-powered

Grata

United States

Grata is a private markets intelligence and deal sourcing platform that combines investment‑grade data, an active network and agentic AI so dealmakers see more of the market, screen faster and move with conviction, covering 21M+ companies.

Key features

  • Private company graph – Coverage of 21M+ private companies, including founder‑owned and non-sponsored businesses that legacy databases miss.
  • Rich firmographics & signals – Fundamentals, ownership, transactions, executive contacts, live deals and conference lists in one system.
  • Agentic AI search – AI‑powered, context‑aware search and workflows that help teams scout high‑potential companies and map markets quickly.
  • Deal workflow tools – Sourcing, screening, live deal monitoring, market mapping and pipeline management built for private equity and corporate development.
  • CRM integrations – Deep integrations with Salesforce, HubSpot and DealCloud so company intelligence syncs directly into deal pipelines.

AI capabilities

Grata uses AI extraction, machine‑learning models and agentic AI workflows to structure private‑company data, power natural‑language search and automate sourcing and screening tasks for deal teams. Agentic AI search interprets natural language queries and context to find best-fit private companies. ML models ensure 99% data accuracy. Seller intent signals use AI to identify exit-readiness patterns 6-12 months early.

Integrations

Salesforce, HubSpot, DealCloud and other CRM systems via native integrations and exports.

More information

Founded in 2016 in New York by Andrew Schorr, Andrew Bocskocsky and Nevin Raj, Grata set out to index the under‑covered small and middle‑market private universe and now serves PE, IB and corporate development teams globally.

What Makes Grata Different

Key differentiators highlighted by the vendor.

  1. AI-native intelligence – Combines AI extraction, ML models and proprietary research to deliver 99%‑accuracy private company data.
  2. End‑to‑end workflows – Covers sourcing, market mapping, screening and pipeline management in one system.
  3. Deep CRM sync – Native sync with Salesforce, HubSpot and DealCloud for unified relationship and deal views.

Key facts

Year founded
2016
Pricing
Subscription – SaaS licensing for investors, bankers and corporate acquirers with pricing based on seats and usage; detailed price points are provided via sales rather than published rate cards.
Deal stage
Pre-LOI / Sourcing
Target market
Corporate M&A · M&A Advisory · Private Equity · Venture Capital · Asset Managers · End client (buy side) · Investment Banking

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