• Why Grata

    Why Grata

    Solutions

    Turn market signals into actionable deal lists

    Technology

    Build scalable systems on top of trusted data

    Why Grata

    Solutions
    Solutions
    Private Equity

    Business development and market mapping

    Investment Banking

    Deal origination and buyer list building

    Corporate Development

    Targeted market research for acquisitions

    Consulting

    Identify actionable opportunities

    Private Credit

    Next-generation market intelligence

    Technology
    Technology
    Blueflame

    Datasite's M&A Agent

    Search Engine

    AI-Powered Search

    Security

    Keep Your Data Safe

    Integrations

    Unified Data Connections

    Featured Spotlight
    Dealmaker reviewing information at a laptop
    Identify companies preparing to sell months before the rest of the market.

    Learn More →

    Supercharge Your Spreadsheets by Connecting Grata's Excel Add-In to the Grata MCP

    Read More →

  • Platform
    Platform

    Source & Discover

    Find companies and opportunities

    Source & Discover

    Find companies and opportunities

    Research & Analyze

    Evaluate markets and deals

    Research & Analyze

    Evaluate markets and deals

    Connect & Automate

    Streamline workflows and execution

    Source & Discover
    Source & Discover
    Deal Sourcing

    Uncover new targets

    Seller Intent

    Engage warm leads first

    Buyer List Building

    Find tailored exit opportunities

    Conferences and Events

    Plan your travel schedule

    Active Mandates

    Browse actionable mandates

    Pipeline Management

    Operationalize your funnel

    Research & Analyze
    Research & Analyze
    Deal Data

    Benchmark deals with confidence

    Industry Research

    Map markets comprehensively

    Public Comps

    Compare multiples quickly

    Excel Add-In

    Streamline financial modeling

    Market Fragmentation

    Identify unsaturated markets

    Private Market Index

    Uncover market momentum

    Connect & Automate
    Connect & Automate
    MCP

    Connect to your LLM

    API

    Build custom systems

    Data Warehouse

    Ingest Grata’s dataset

    CRM Intelligence

    Harness your relationship data

  • Data
    Data
    Our Data

    Explore Grata’s private-market intelligence.

    Data Quality

    How we source, verify, and maintain our data.

    Featured Spotlight
    Grata Expands Global Intelligence Platform with Integrated Valu8 Data, MCP Launch, and Customers in 26 Countries

    Read More →

  • Pricing
  • Resources

    Resources Center

    Product

    Updates on the Grata platform and the latest tech

    Learning

    Guides for M&A professionals of all levels

    Insights

    The latest industry trends

    Media

    Webinars, videos, and more

    Resources Center

    Product
    Product
    Product

    Core tools for sourcing, tracking, and outreach

    Help Center

    Support docs and FAQs

    Learning
    Learning
    Learning Hub

    Educational content for M&A professionals

    Grata Scholars

    Academic programs and access

    Insights
    Insights
    Insights

    Turn raw data into actionable insight

    Case Studies

    Real-world deal examples

    Media
    Media
    Media Hub

    On-demand content from Grata

    Webinars

    Live and on-demand expert sessions

    Featured Spotlight
    What Are MCP Servers and Why Do They Matter for Dealmakers?

    Read More →

    How to Build an AI-Native Deal Sourcing Engine

    Read More →

    How Dealmakers Win Now That AI Is Table Stakes

    Read More →

    What a Complete Market Map Actually Requires

    Read More →

    The PE Playbook: HVAC

    Read More →

    The Hidden Gems Report: Finding Low-Profile Companies in High-Momentum Industries

    Read More →

    Effective Strategies for Communicating with Limited Partners (LPs)

    Read More →

    (Webinar) Best Kept
    Sourcing Secrets

    Read More →

  • About
    About
    About Us

    A bit about who we are

    Partners

    Why partner with Grata?

    Careers

    Explore working at Grata

    Scholars

    Your connection to a career in M&A

    Referrals

    Spread the word, and get rewarded

    Featured Spotlight
    Grata Expands Global Intelligence Platform with Integrated Valu8 Data, MCP Launch, and Customers in 26 Countries

    Read More →

    Introducing the
    Grata MCP Server

    Know More →

Get Started
ri arrow line
Log In
Americas
EMEA
APAC

Select the region your company operates in.

See it in action
ri arrow line
Legal

Information Security Safeguards

Last Revised:October 1, 2026

On this page
On this page
Information Security Program
Access and Personnel Security
Data and Infrastructure Security
Application and Development Security
Third-Party Security
Business Continuity and Resiliency
Security Assessments and Documentation
Privacy Contact
Questions about
your data?
privacy@datasite.com
Call us:
516-875-5900
Mon–Fri, 9am–5pm EST

Provider maintains the following administrative, technical, and physical safeguards designed to protect Client Confidential Information and Client Materials processed through the Platform.

Provider may update or modify these safeguards from time to time, provided that Provider will not materially decrease the overall level of security provided for Client Confidential Information and Client Materials during the applicable Order Form term.

Section 1

Information Security Program

Provider maintains a written information security program that includes administrative, technical, and physical safeguards appropriate to the nature of the Platform and the Client Confidential Information and Client Materials processed through the Platform.

Provider maintains written information security policies and an incident response program designed to identify, respond to, mitigate, and recover from security incidents. Such policies and procedures are reviewed and updated periodically, as appropriate.

Section 2

Access and Personnel Security

Provider maintains access controls designed to limit access to Client Confidential Information and Client Materials to authorized personnel with a legitimate business need. Access privileges are assigned based on role and the principle of least privilege and are periodically reviewed.

Provider maintains authentication controls, including multi-factor authentication where appropriate, and logging or auditing controls for access to systems containing Client Confidential Information or Client Materials.

Provider maintains personnel security and access-management processes appropriate to personnel roles and responsibilities, which may include background screening where permitted by applicable law and appropriate to the role. Provider maintains processes designed to timely modify or revoke access following termination of employment or changes in personnel responsibilities.

Personnel with access to Provider systems receive information security and privacy training upon hire and periodically thereafter, as appropriate to their roles and responsibilities.

Section 3

Data and Infrastructure Security

Provider maintains administrative and technical controls designed to protect systems and environments used to process Client Confidential Information and Client Materials.

Provider uses industry-standard encryption designed to protect Client Confidential Information and Client Materials in transit and at rest, where appropriate to the nature of the applicable system and information.

Provider maintains logical access and segregation controls designed to prevent one client from accessing another client’s Client Confidential Information or Client Materials, except where expressly authorized by the applicable client.

Provider also maintains controls designed to protect credentials, access tokens, encryption keys, secrets, and similar authentication information from unauthorized access or disclosure.

Section 4

Application and Development Security

Provider maintains secure software-development and change-management practices designed to protect the confidentiality, integrity, and availability of the Platform.

Provider uses appropriate development, testing, and production controls and maintains processes for reviewing, approving, and tracking material production changes.

Provider maintains security monitoring and vulnerability-management practices designed to identify malicious activity, unauthorized access, and security vulnerabilities affecting the Platform. Identified vulnerabilities are assessed, prioritized, and remediated based on risk.

Provider conducts periodic penetration testing or comparable security assessments of the Platform and supporting infrastructure.

Section 5

Third-Party Security

Provider maintains a risk-based process for evaluating third-party service providers that process Client Confidential Information or Client Materials or otherwise materially support the Platform.

Provider evaluates such providers based on factors including the nature of their access to information and Provider’s operational dependency on their services.

Provider’s use of subprocessors in connection with personal data is subject to the applicable data processing addendum.

Section 6

Business Continuity and Resiliency

Provider maintains business-continuity and disaster-recovery measures appropriate to the Platform and periodically reviews or tests such measures.

Provider maintains measures designed to support the availability and resiliency of systems used to provide the Platform.

Any service-level, recovery-time, or recovery-point commitments will apply only if expressly set forth in an Order Form or other written agreement between the parties.

Section 7

Security Assessments and Documentation

Provider will maintain independent security assessment or audit documentation applicable to the Platform.

Upon Client’s reasonable written request and subject to appropriate confidentiality protections, Provider will make available its then-current independent security audit report or other reasonable security documentation customarily provided to similarly situated clients.

Subscribe to get the latest updates and insights

This site is protected by reCAPTCHA.

Contact us

United States
3 Columbus Circle, Floor 4
New York, NY 10019

United Kingdom
15 Bonhill Street
London EC2A 4DN

hello@grata.com

Platform

Source & DiscoverResearch & AnalyzeConnect & AutomateLive DealsGrata AgentsIntegrationsBlueflame

Data

CompaniesContactsSeller IntentDeal DataAPI & Data Warehouse

Solutions

Private EquityInvestment BankingCorporate DevelopmentGrowth EquityPrivate Credit

Company

AboutCareersCustomersResourcesPricingContact

© 2026 Grata, a Datasite company

TermsPrivacyCookie policyData Processing AddendumInformation Security SafeguardsDo Not Sell My InfoInstagramLinkedIn