Best Private Equity Deal Tracking Software
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— min read
Collaborate with Your Team, Manage Your Deals
Modern sourcing demands visibility. Grata helps you operationalize your funnel and capture institutional knowledge all in one place.
See your whole pipeline. Move faster on every deal.
One Source of Truth
Eliminate complicated spreadsheets. Grata centralizes deal stages, notes, owners, and status.
Tailored to Your Process
Build custom labels or use best-practice templates designed for M&A workflows.
Capture Everything
Track outreach, log insights, and keep deal context from disappearing.
Sync with CRM & Export Instantly
Push updates back to Salesforce, Hubspot, or DealCloud and never double-enter again.
Purpose-built for M&A teams.
Trusted by 1000+ customers.
PIPELINE MANAGEMENT
See more. Move faster.
Visualize your pipeline from every angle and act on the signals that matter.
Define
Visualize deal flow with your own logic
Discover
Spot trends by campaign or team
Analyze
Share funnel metrics instantly
Target
Act on what’s working
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COMPANIES
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PRIVATE FINANCIALS
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HISTORICAL TRANSACTIONS
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CURATED CONFERENCE LISTS
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STRATEGIC BUYERS & SPONSORS
WHY CUSTOMERS LOVE GRATA
Customer Testimonials
"Grata is the main tool I use to identify targets and manage names in my pipeline. I can create different lists and jump between them. We have themes for different types of acquisitions that mirror our verticals to manage deals."
Anonymous
Mid-Market PE Firm
"The user interface is very intuitive. Everything is laid out very well. I really love Grata’s Pipeline Management tool. I've used it in my presentations to our board. Our way of tracking things is now mirrored after the way you track your pipeline."
Anonymous
Middle Market PE Firm
Frequently asked questions
What is a deal pipeline in M&A?
A deal pipeline is the structured workflow teams use to manage targets from initial research and outreach to qualification, diligence, and close.
Why do deal pipelines break down across teams?
Pipelines often live in scattered spreadsheets, emails, CRMs, and personal notes, making it hard to maintain consistency or track real progress.
How does Grata improve day-to-day pipeline management?
Grata centralizes targets, lists, notes, and insights giving teams a single source of truth for tracking deals from first discovery to qualification.
Can teams customize pipeline stages inside Grata?
Yes. Users can tailor stages and workflows to match their sourcing motion, whether their process is outbound-led, thesis-driven, or mixed.
How does Grata help teams prioritize which companies to contact first?
Grata surfaces company and market signals so teams can see which targets are active, growing, or strategically aligned and prioritize accordingly.
How does Grata keep pipelines synchronized across analysts, VPs, and partners?
Shared lists, activity logs, and CRM syncing ensure everyone sees the same target status, reducing duplicated outreach and misaligned updates.
Can Grata integrate with our CRM for unified pipeline tracking?
Yes. Grata syncs with DealCloud, Salesforce, HubSpot, and internal systems so all research, outreach, and stage updates flow into one unified pipeline.
What impact do teams see after adopting Grata for pipeline management?
Teams report more accurate pipelines, clearer prioritization, faster qualification cycles, and sourcing processes that scale with less manual work.
Check Out Additional Pipeline Management Resources Here
Introducing Pipeline View from Grata
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— min read
Effective M&A Pipeline Management: Key Strategies & Best Practices
6
— min read
