WHY GRATA INTELLIGENCE
Origination and modeling, connected
Source companies, build comp sets, conduct diligence, and model valuations without moving between disconnected systems.
EXCEL ADD-IN
All your market intelligence and modeling, right in Excel
Grata's Excel Add-In enables investment teams to run public comps workflows directly within Grata, combining public financials with Grata's private market intelligence in a single platform, so there's no need to jump between tools.
WHY GRATA INTELLIGENCE
Refreshable public comps
Access live and historical public comps data updated daily, including share price, market cap, EV/revenue, EV/EBITDA, and more.
WHY GRATA INTELLIGENCE
Faster financial modeling
Reduce manual data entry, eliminate static exports, and keep models current without rebuilding datasets.
WHY GRATA INTELLIGENCE
Built for private market workflows
Use public comps in the context of deal screening, valuation analysis, portfolio monitoring, exit planning, LP reporting, and more.
Trusted by over 2,000 global customers
From origination through comps analysis
Grata’s Excel Add-In plugs into existing Excel workflows, giving teams access to refreshable public market data without changing how they already model.
Target and comp set building
Build highly tailored target and comp sets using Grata's verified private-market intelligence, then screen, diligence, and analyze the market in the same platform.
Refreshable comps modeling
Pull refreshable public comps directly into Excel, without changing how you already model.
Ongoing valuation monitoring
Keep valuations current with updated market data and evolving peer benchmarks.
Frequently asked questions
Straight answers on how Grata’s Excel Add-In fits your modeling workflow.
The Add-In includes public comps data, with access to 28 metrics including share price and market cap. Market-based metrics are refreshed daily after market close, while company financials are updated following quarterly earnings releases.
Setting up Grata’s Excel Add-In takes less than one minute. It’s easy to find and add within your Excel instance with no additional configuration required.
No. The Add-In is built to extend Grata into the Excel workflows teams already use.
No. Teams can build comp sets and conduct research in Grata, then bring public comps data into Excel for modeling and analysis.
Insights & resources
Grata's Excel Add-In: The Modern Workflow for Financial Modeling
3
— min read
Supercharge Your Spreadsheets by Connecting Grata's Excel Add-In to the Grata MCP
3
— min read
How to Value a Private Company: Public Comps
7
— min read
EXCEL ADD-IN
Build comp sets where you already work.
Grata’s Excel Add-In plugs into existing Excel workflows, giving teams access to refreshable public market data without changing how they already model.