DEAL SOURCING
Grata Intelligence gives you verified visibility into the entire market landscape and agentic deal sourcing workflows, so you can focus on the opportunities with the strongest potential and win more deals, faster.
WHY GRATA INTELLIGENCE
Just ask. With natural language prompts, Grata Intelligence builds target lists, identifies similar companies, tracks markets, theses, portfolios, ownership and transaction signals, so high-potential opportunities surface the moment they matter.
WHY GRATA INTELLIGENCE
Grata uses proprietary private market intelligence, firm knowledge, and relationships to pinpoint where to focus, then drafts tailored founder and company outreach using company, relationship, and CRM context — so you can prioritize warm introductions and make every outreach count.
WHY GRATA INTELLIGENCE
Just describe your thesis. Blueflame, Datasite’s M&A agent, filters, cross-references, and builds the list for you—and because the relevant information is already integrated and available, it skips unnecessary searching, saving tokens without sacrificing depth.
Prioritize with Similar Search, identify warm paths, and engage decision-makers with confidence
WHY GRATA
Grata is built into the Datasite ecosystem: sell-side processes, buy-side mandates and verified advisor relationships from the MergerLinks network - surfaced next to your company data.
Define any thesis, surface the companies that fit, and understand where the next deal is likely to come from. Expand your team’s capacity with agentic AI purpose-built for M&A.
Find companies, markets, and opportunities using Grata data and natural-language search. Build target lists, identify similar companies, screen against an investment thesis, and find relevant buyers or bankers.
Evaluate companies and markets using structured data, contextual research, and supporting evidence.
Use pre-built, or suggested Tasks, Skills, and scheduled or email-initiated workflows to execute more work and automate repeatable tasks.
Straight answers on how Grata Intelligence improves your deal sourcing.
Deal sourcing is the process of finding, researching, and qualifying potential acquisition targets or investment opportunities across private companies.
Most private companies lack public data, making it hard to evaluate business models, validate whether a company fits a thesis, gain a complete understanding of a market, or connect with decisionmakers efficiently.
Teams use thematic research, outbound founder outreach, industry mapping, and private company data platforms to surface opportunities before competitors. Increasingly, teams are also using agentic AI to automate this research — running natural language prompts to surface, filter, and qualify targets at scale.
Grata Intelligence combines agentic AI with investment-grade private market intelligence, letting teams describe a thesis in natural language and surface more relevant companies with greater confidence — without manually building queries.
Grata Intelligence’s contextual, agent-driven search identifies companies based on business attributes rather than static industry codes, letting teams discover niche operators that standard databases miss.
Grata Intelligence’s agentic AI uncovers founder-led, bootstrapped, and non-sponsored companies, giving teams faster, more accurate visibility into niche markets with less competition and more outbound potential.
Analysts use Grata Intelligence’s agentic Tasks and automated workflows for pipeline checks, market mapping, list refreshes, and outbound prep — reducing manual research and improving coverage.
Yes. Users can map sectors, save dynamic lists, track signals, and use Agentic Search to keep sourcing theses updated as markets evolve.
Grata Intelligence helps dealmakers qualify targets faster by combining agentic search with validated private-market intelligence, reducing the manual work required to understand fit, ownership, and market relevance.
Instead of spending precious time and cognitive load formulating the exact right keywords, filters, and queries, dealmakers can interact with Grata Intelligence the way they would interact with an analyst — describing what they need and letting Agentic Search do the rest.
Grata Intelligence helps teams collaborate through shared lists, notes, labels, CRM sync, and pipeline workflows, so sourcing efforts stay aligned across associates, VPs, and partners.
GET STARTED
Give dealmakers more capacity to execute complex work across the lifecycle, grounded in the context needed to make better decisions and focus effort on the opportunities that matter most.
