Greg Watterson
Head of Research

We have been Grata clients for nearly a year now and our team is very impressed with the platform and considers Grata to be tightly aligned to our Deal Origination, Research, and Advisory team members requirements. Grata's platform continues to evolve at pace, with new functionality introduced regularly -- the addition of the Valu8 dataset has significantly enriched the platform. We enjoy a good working relationship with the Grata team and regular cadence sessions ensure we are fully aware of what we can expect to utilize on the platform.

Katie Mesha
Business Development Manager

It is really nice to have the back-and-forth functionality in Grata. The filters work really well, especially being able to search using fields from our CRM.

Amna Zeb
Investment Banking Analyst, M&A

Conferences are a really big part of our strategy. We've attended a couple conferences this year that we sourced through Grata. We've been identifying a lot of new leads through Grata as well.

Brandon Cooper
Principal

I've used PitchBook and CapIQ before, but what I really love about Grata is the conference features. I can filter for a company and see which conferences they've attended, which helps me plan my own conference schedule. That's a big advantage over the other tools.

Ray Jorgensen
Partner, Co-Founder

The product's been great, helping us delineate who to look for and what to find. I just got a list this morning from one of our interns using Grata -- I don't know how else we would have found it, since we didn't know this broker or anything. It's been great, very positive.

Ryan Goral
Founder

One thing I find valuable is that Grata surfaces live deals and shows what broker deals are available. Our business is all about pipeline building from a corporate development perspective and getting deals done, so anything that leads to more conversations with prospective sellers on- or off-market is valuable.

Matthew Ciprich
VP, M&A and Development, USA

I use Grata when I compete for projects or work with clients; I rely on market intelligence and company background for competitor intel. If I'm going against another solutions provider, I look at who is doing what, how they're funded, their staff size, and their offices.

Coty Nash
★ ★ ★ ★ ★

Super helpful for industry research prior to raising a search fund

What do you like best about the product?

Grata's database of private companies has been instrumental as I have evaluated target industries prior to launching a search fund. The easy filters, including revenue estimates, employee estimates, funding, and NAICS codes, have made it easy for me to find examples of target companies in different industries and identify new industry niches to consider. It has also been helpful to search the investor database and look at transaction history to understand the recent M&A activity in different industries.

What do you dislike about the product?

The cost can be prohibitive in the early stages of research for search funds before capital has been raised, although the value it has brought me has been immense.

What problems is the product solving and how is that benefiting you?

Grata is becoming the go to source for private company data in the US. No other platforms that I have found have been able to provide the same level of information on private companies. This has helped me as I am in the process of determining which industries I would like to search within to make an acquisition.

Akshat Shah
★ ★ ★ ★ ★

Great platform for preliminary deal sourcing research

What do you like best about the product?

Super convenient and user-friendly way of researching companies

What do you dislike about the product?

Lacks precision with data sometimes but understandable considering the nature of the companies

What problems is the product solving and how is that benefiting you?

Providing users with accessibility to important deal sourcing information, especially in the private sector

Bryce Li
Private Equity Intern
★ ★ ★ ★ ★

Grata is a fantastic application for deal sourcing.

What do you like best about the product?

I love the functionality of the software and attentiveness to customer concerns.

What do you dislike about the product?

I dislike how Grata does not allow for one easy way to access company sources like Sourcescrub.

What problems is the product solving and how is that benefiting you?

Grata solves the issue of finding unique companies.

Elizabeth Desanges Brissette
★ ★ ★ ★ ★

Best in class deal sourcing platform

What do you like best about the product?

Grata made researching companies in the healthcare space and developing an investment theme very easy. The platform's keyword search helps sort and narrow your search of companies.

What do you dislike about the product?

Not much that I can think of! Honestly a great company research platform.

What problems is the product solving and how is that benefiting you?

Limited information available on private companies for financial research

Sam Poon
★ ★ ★ ★ ★

Central to our research

What do you like best about the product?

Being able to filter prospects using the many available filters on Grata allows me to be incredibly granular with information from a variety of sources. It is almost always the final step for data export for my analysis.

What do you dislike about the product?

It can be hard to learn, and some of the features are hidden/hard to find, but are some of the most important (like setting default filters). Making these more front and center will help new users + improve ease of use for existing ones.

What problems is the product solving and how is that benefiting you?

Filtering the prospects I find from disparate sources like review sites or market maps is much easier due to the filtering and tagging features of Grata. I can easily filter for bootstrapped companies, of a certain size, in a certain sub category... from any data source. All l need is the domain.

Andrew Hovanec
M&A Associate, Corporate Development
★ ★ ★ ★ ★

Corporate Development

What do you like best about the product?

WEb search for specific filters returning all data which includes private company data

What do you dislike about the product?

Expanded search of where companies will be and more accurate employee/financial information

What problems is the product solving and how is that benefiting you?

Sourcing for deals

Michael Caplan
IT Director
★ ★ ★ ★ ★

Fantastic Prospecting

What do you like best about the product?

Grata is easy to use, fast and effective. Their user interface is streamlined, making prospect list creation easy to edit and export with ease. I have not seen a competitor whose results and interface are as good as Grata.

What do you dislike about the product?

The sales process before signing on was shaky. There were going through an internal change the sales team was not aware of. They fixed the issue, however this could have been avoided with more training.

What problems is the product solving and how is that benefiting you?

Other platforms do not provide a list of prospects as fast as Grata can. I can form a list of potential companies to contact in less than 10 minutes, edit the entries, and then export them to my CRM or Excel of choice. It makes prospecting and research very easy, as the expanded keywords and filter options make finding new clients a breeze. I can recommend this product wholeheartedly.

Grayson Brown
Senior Analyst, Investment Banking
★ ★ ★ ★ ★

Grata Review

What do you like best about the product?

Enrichment Requests allow us to gather leads that we cannot find anywhere else.

What do you dislike about the product?

If there was a way to enrich searches without having to download the contact list and re-upload the Excel file, it would save some time. Also, allowing more than 300 contacts per enrichment would be helpful.

What problems is the product solving and how is that benefiting you?

Finding email contacts.

Adi Purohit
★ ★ ★ ★ ★

AMAZING EXPERIENCE WITH GRATA - I love the software for lead generation and deal sourcing purposes

What do you like best about the product?

The database is massive, and has ALL of the information that we need for lead generation. The search functionality is top class, second to none. You can get very creative with it. Conference and list features are also cool

What do you dislike about the product?

I think the team can do a better job of the Salesforce integration. Sometimes there's records that Grata says are not in our database, but in reality they are.

What problems is the product solving and how is that benefiting you?

I was using other platforms and they were running out of companies that I can add (we have a very specific criteria). But with Grata, I am finding LOTS of new companies. Also, Grata's Customer Support team is EXCEPTIONAL. Special shoutout to our Customer Experience rep, Michael D'Amico - he's exceptional at his job, he is prompt with replies, and always strives to go above and beyond to make sure I am getting the most out of the platform. Also a special shoutout to Kiely Noonan, she is the rep that helped us discover Grata, walked us through a detailed demo, facilitated the trial and processes our premium subscription. The entire lead gen/audit team is also really good and efficient at their jobs.