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."
"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."
Frequently asked questions
Is this a CRM replacement?
No, Grata complements your CRM by providing deal sourcing-specific tools, real-time syncing, and more intuitive workflows for pipeline tracking.
Can I customize pipeline stages?
Yes. Create custom columns and labels that reflect your team’s unique sourcing process.
Can I share pipeline updates across my team?
Absolutely. Grata is built for collaboration. You can track ownership, log notes, and align across teams.
Check Out Additional Pipeline Management Resources Here
Effective M&A Pipeline Management: Key Strategies & Best Practices
