Grata
Lead intelligence software
Financial research software
M&A software
Demand generation software
Lead generation software
Financial services software
Deal sourcing
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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What is Grata
Grata is a deal sourcing and private market intelligence platform used to find, research, and track private companies for M&A, private equity, and other investment workflows. It provides company profiles, sector tagging, and search tools designed to surface niche and lower-middle-market businesses that are not well covered in public datasets. Typical users include investment professionals, corporate development teams, and advisors who need to build target lists and monitor markets. The product emphasizes private-company discovery and workflow support over high-volume outbound sales execution.
Private-market discovery focus
Grata is oriented around identifying and researching private companies for investment and M&A use cases rather than general-purpose sales prospecting. Its taxonomy and search experience are built to support target list creation by industry, business model, and other investment-relevant attributes. This positioning can be useful when teams need to source off-market or less visible companies. It also aligns well with corporate development and advisory workflows where company fit matters more than contact volume.
Research and list-building workflow
The platform supports building, saving, and iterating on target lists, which helps teams operationalize sourcing and keep work organized across deals. Users can move from discovery to qualification by reviewing company profiles and related signals in one place. This reduces reliance on ad hoc spreadsheets for early-stage sourcing. It is particularly relevant for teams that run repeatable thematic searches.
Designed for deal teams
Grata’s core feature set maps to how investment and M&A teams work: market mapping, target identification, and tracking. Compared with tools optimized for outbound sequences, it places more emphasis on company-level intelligence than on email automation. This can make it a better fit for firms where sourcing is driven by research and relationships. It also supports use cases beyond sales development, such as corporate strategy and partnership scouting.
Not a full CRM replacement
Grata focuses on discovery and research rather than end-to-end pipeline management. Teams typically still need a CRM or deal management system to run diligence checklists, approvals, and post-close tracking. Integrations may be required to keep records synchronized across systems. This adds operational overhead for organizations seeking a single system of record.
Contact and outreach depth varies
Because the product is centered on company intelligence, it may not match dedicated lead generation platforms for breadth of direct dials, verified emails, and outbound engagement tooling. Users running high-volume demand generation often need additional tools for sequencing, deliverability, and multichannel outreach. As a result, sales teams may find it less complete for SDR-style workflows. Fit is strongest when the primary goal is target identification rather than automated outreach.
Coverage and data verification limits
Private-company data can be incomplete or inconsistent across the market, and Grata is subject to the same structural constraints. Certain geographies, very small businesses, or rapidly changing firms may have limited or lagging information. Users may need to validate key fields (ownership, size, financials, contacts) through primary research. This can affect confidence when building highly precise screens.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Foundation | Request pricing (annual; contact sales) | Fast, precise sourcing; vetted & verified private company data and financials; EU financials & regulatory filings; decision-maker contact details; keyword & contextual AI-powered search; data exports & CRM integrations; Chrome extension. |
| Growth | Request pricing (annual; contact sales) | Everything in Foundation, plus access to verified Live Deal network; exit readiness signals; buyer list management; pipeline tracking & management. |
| Scale | Request pricing (annual; contact sales) | Everything in Growth, plus conference attendee data & planner; curated company lists; premium support for bespoke list creation; deal data including multiples & valuations; public company financials; bidirectional & automated CRM data syncs. |
| Alpha | Request pricing (annual; contact sales) | Everything in Scale, plus seller intent signals (finding companies 6-12 months before market); API access for custom integrations; designed for investment banks and mega funds. |
| API / Data Warehouse | Request pricing (annual; contact sales) | API endpoints (company search, similar search, enrichment, list management) and Data Warehouse delivery (SFTP / Snowflake). Notes: API calls count as credits; 90K calls shown as available with additional purchase. |
| Add-ons | Request pricing (annual; contact sales) | Optional modules: Data Warehouse, API power, Advanced CRM integrations; pricing varies by seats, CRM integration, and add-ons. |
Seller details
Grata, Inc.
New York, NY, USA
2016
Private
https://grata.com
https://x.com/grata
https://www.linkedin.com/company/grata/
