What Grata does

Grata is a B2B private market intelligence platform founded in 2016 and headquartered in New York that helps dealmakers at private equity firms, investment banks, corporate development teams, private credit funds, and consulting firms identify, evaluate, and engage private companies. The platform consolidates coverage of 21M+ private companies at 99% data accuracy through a proprietary three-tier data architecture: Foundational Intelligence (AI-synthesized public data normalized into actionable fields), Private Insights (non-public data from exclusive sources including private financials, valuations, executive contacts, and conference exhibitor lists), and Exclusive Network Data (live deal flow and sell-side mandates not available elsewhere).

The platform is organized into three core products — Business Development (agentic search, deal sourcing, pipeline management, conference intelligence, CRM sync), Market Intelligence (public comps, deal data, market fragmentation mapping, industry research), and API/Data Warehouse (programmatic data access with MCP server support) — supplemented by specialized modules including Agentic Search, the proprietary Seller Intent behavior-based prediction model, and the Grata Deal Network. Underlying AI capabilities include contextual website analysis, entity resolution, anomaly detection with human validation, and agentic workflows accessible via API and Model Context Protocol.

Grata operates a direct enterprise sales motion with quote-based pricing and annual contracts, supplemented by inside sales and self-serve options for mid-market customers. The company has expanded across the US, UK, France, Germany, and Australia, maintains integrations with Salesforce, HubSpot, DealCloud, Microsoft Excel, and Blueflame AI, and serves 1,000+ customers including 35 of the top 40 PE firms and 9 of the top 10 management consulting firms. Following its June 2025 acquisition by Datasite (controlled by CapVest Partners with a $500M investment commitment), Grata operates as a business unit of Datasite's Intelligence Unit and has absorbed Sourcescrub (August 2025) and Valu8 (May 2026).

Name

Grata

Legal name

Grata Inc.

Website

https://grata.com

Company type

Private

Founded year

2016

Operating status

Acquired

Headcount range

101–250 employees

Short description

Grata is a B2B private market intelligence platform that helps private equity, investment banking, corporate development, private credit, and consulting firms source, screen, and evaluate private companies using AI-native search across 21M+ companies.

Ownership category

akta.pro rank

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS Platform Subscription: Subscription-based access to the Grata private market intelligence platform. Pricing is quote-based, suggesting tiered enterprise plans based on user seats, data access levels, and feature modules. Annual subscription contracts appear standard based on Terms of Service language.
2. API and Data Access: API access and MCP server connections for customers to build proprietary systems integrated with Grata data. Data Warehouse flat file downloads available as specified in Solution Schedules.

Pricing tiers

Go-to-market motion3 records

Distribution channels6 records

Marketing channels6 records

Core offering

Grata is an AI-native private market intelligence platform that provides dealmakers with verified intelligence on 21M+ private companies, including financials, ownership, executive contacts, and predictive intent signals. The platform combines three core products — Business Development (deal sourcing and pipeline management), Market Intelligence (research, transactions, and industry analysis), and API/Data Warehouse (programmatic data access) — with proprietary AI capabilities including Agentic Search, Seller Intent predictive scoring, and the Grata Deal Network of vetted sell-side mandates. It targets private equity, investment banking, corporate development, private credit, and consulting firms with annual subscriptions priced through quote-based enterprise contracts.

Product overview

Grata is a unified private market intelligence platform that combines investment-grade data, an active network, and agentic AI to help dealmakers source smarter, screen faster, and build conviction sooner. The platform architecture consists of three core products: Business Development for finding and engaging target companies; Market Intelligence for evaluating industries and opportunities; and API/Data Warehouse for programmatic and enterprise data access. These core products are supplemented by specialized AI-powered modules including Agentic Search (AI-driven intent-based discovery), Seller Intent (predictive behavior-based model identifying companies preparing to sell), and the Grata Deal Network (exclusive contributory network of vetted sell-side mandates). Grata also offers an Excel Add-In for financial modeling workflows and MCP server integration for AI agent workflows. The platform covers 21+ million private companies and delivers 99% data accuracy through a proprietary three-tier data engine: Foundational Intelligence (public data synthesis), Private Insights (non-public enrichment), and Exclusive Network Data (proprietary deal flow and advisor information). Grata operates as a business unit of Datasite following its acquisition in June 2025, and has integrated Sourcescrub following Datasite's August 2025 acquisition.

Differentiator

Problem solved

Functional benefit

Brands

• MergerLinks: A platform operated by Grata (a business unit of Datasite) that publishes rankings of top investment bankers and M&A lawyers across EMEA, North America, and APAC.

Products and services

• Business Development Core platform module for finding and engaging the right companies faster with agentic search, richer intelligence, and workflows built to keep outreach moving. Includes deal sourcing, pipeline management, conference planning, and live deal network access. Targets dealmakers at private equity, investment banking, and corporate development firms.
• Market Intelligence Core platform module for evaluating industries and opportunities without manual lift. Surfaces insights to help teams spot trends, size markets, and build conviction quickly. Includes public comps, deal data, market fragmentation mapping, and industry research. Targets investment professionals needing market-level analysis.
• Grata API Public API enabling developers to build proprietary systems integrated with Grata's data and capabilities. Provides access to Deal Sourcing, Live Deals, Buyer List Building, Public Comps, Conferences and Events, Deal Data, and CRM Intelligence features, plus MCP server connection for AI-enabled agents.
• Data Warehouse Enterprise data access product allowing clients to harness Grata's comprehensive private company data including financials, transactions, contacts, and market intelligence for their own analytics infrastructure. Provides flat file downloads for enterprise customers.
• Grata Deal Network Exclusive contributory network where vetted sell-side advisors share active mandates with verified financials. Deal teasers are shared with qualified buyers on the platform after meeting investment-grade standards. Launched November 2024.
• Excel Add-In Native Microsoft Excel integration providing access to 28 public comps metrics (share price, market cap, EV/revenue, EV/EBITDA) with formula builder, daily updates, and historical data back to January 2020. Can be combined with MCP for automated comp set analysis. Setup takes under 2 minutes.
• Agentic Search AI-powered search experience where the system actively interprets user intent, explores options, and refines results on the user's behalf. Uses reasoning to surface relevant companies and insights rather than relying on rigid keywords or static filters, drawing on Grata's investment-grade data.
• Seller Intent Proprietary behavior-based model identifying companies preparing to sell 6-12 months before transactions reach the market. Provides real-time Intent score updated weekly, back-tested to predict 98% of U.S. and 89% of EMEA mid-market to large-cap deals in 2025.

Quantifiable outcome

• Seller Intent model predicted 98% of US and 89% of EMEA mid-market to large-cap deals in 2025
• +2 more outcomes

Named customers5 records

Segments5 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability7 records

Feature10 records

Partnerships

Ten partnerships are on record, tiered core and flagship.

• NavatarcoreTechnology or Integration · 16 October 2025Strategic partnership to deliver AI-powered deal origination platform integrated with Salesforce for private equity and M&A advisory firms. The integration enables seamless data sharing, automated data capture, AI-driven insights, and faster deal targeting within the Salesforce ecosystem.
• SalesforcecoreTechnology or IntegrationCRM integration allowing customers to export companies, track pipelines, and maintain unified workflows. Deep integration with Salesforce for deal management.
• HubSpotcoreTechnology or IntegrationCRM integration allowing teams to sync pipeline data, track relationships, and maintain unified workflows within HubSpot.
• DealCloudcoreTechnology or IntegrationCRM integration enabling deal teams to export companies, manage pipelines, and integrate Grata intelligence into deal workflows.
• Amazon Web ServicescoreTechnology or IntegrationCloud infrastructure provider hosting Grata data centers in US East (Northern Virginia) for Americas customers and EU Central (Frankfurt) for EMEA/APAC customers. Backup servers also maintained.
• MongoDBcoreTechnology or IntegrationManaged database services for storing user-created data. Databases hosted on AWS in US East and EU Central regions.
• Auth0coreTechnology or IntegrationIdentity and authentication services for customer registration and account administration.
• TwiliocoreTechnology or IntegrationSMS services for multi-factor authentication (MFA) security features.
• Blueflame AIcoreTechnology or IntegrationBlueflame AI integration enhanced with context-aware deal sourcing capabilities, enabling multi-turn workflows and advanced filtering across 19 million public and private companies. Blueflame acquired by Datasite and integrated into Intelligence Unit.
• DatasiteflagshipStrategic or Co-development PartnerDatasite acquired Grata in June 2025 as part of strategic expansion into private market intelligence. Grata operates as business unit of Datasite. $500M investment commitment backs Grata's continued development and integration with Datasite's M&A workflow solutions including Blueflame AI.

Scale indicators10 records

Recent moves9 records

Expansion highlights6 records

Direct peers

• PitchBook Data: Morningstar-owned private market data platform covering PE, VC, and M&A deals; the most direct competitor to Grata for PE/IB/Corporate Development buyers seeking private company intelligence, deal sourcing, and market mapping.
• CB Insights: Market intelligence platform focused on private company technology markets, M&A, and tech-driven deal sourcing; comparable in serving PE and corporate strategy teams with proprietary private-company data and predictive signals.
• Crunchbase: Private company and funding-round database widely used by dealmakers, founders, and investors; overlaps with Grata on company profiles, funding data, and deal discovery for private market participants.
• DealCloud: CRM and deal management platform purpose-built for investment banks, PE, and corporate development; Grata already integrates with DealCloud, and the two compete/partner for the same deal-team workflow seat.
• Sourcescrub: Private company intelligence platform using 220,000+ information sources to cover 16M+ companies; now a sister company to Grata under Datasite, with direct overlap in deal sourcing and private-company data for M&A buyers.

Broad incumbents

• ZoomInfo: Large B2B contact and company data platform used by sales, marketing, and increasingly deal teams; adjacent incumbent offering private-company contacts, firmographics, and intent signals with broader (non-deal-specific) positioning.
• S&P Capital IQ Pro: Enterprise financial data platform from S&P Global covering public and private companies, transactions, and comps; broader incumbent with overlapping private-company intelligence, M&A data, and workflow tooling for the same PE/IB buyer base.

Emerging players

• Apollo.io: Sales intelligence and engagement platform with a large private-company database and buyer-intent signals; emerging adjacent competitor to Grata for deal-sourcing-adjacent workflows in mid-market and growth equity.
• Lusha: B2B contact and company data provider offering direct-dial phone numbers and emails; partial overlap with Grata's 10M+ executive contact layer for dealmakers sourcing hard-to-reach private-company executives.
• Affinity: Relationship intelligence platform for dealmakers that automatically captures relationship data from email and calendar; competes with Grata's CRM Intelligence and relationship-driven deal sourcing capabilities for PE and IB teams.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/grata-data
• Xx.com/gratadata
• Facebookfacebook.com/gratainc

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds3 records

Investors9 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Grata