• Why Grata
    WHY GRATA

    Solutions

    Turn market signals into actionable deal lists

    Data

    Explore private market data with confidence

    Technology

    Build scalable systems on top of trusted data

    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

    SOLUTIONS
    Data
    Our Data

    Access verified private-market company data

    Data Quality

    Reliable data you can act on

    DATA
    Technology
    AI

    AI for Private Markets

    Search Engine

    AI-Powered Search

    Security

    Keep Your Data Safe

    Integrations

    Unified Data Connections

    TECHNOLOGY
    WHY GRATA

    Identify Companies Preparing to Sell Months Before the Rest of the Market

    Read more →

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

    Read 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

    Research & Analyze

    Evaluate markets and deals

    Connect & Automate

    Streamline workflows and execution

    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

    Live Deals

    Browse actionable mandates

    Pipeline Management

    Operationalize your funnel

    SOURCE & DISCOVER
    Source & Discover

    Find companies and opportunities

    Research & Analyze

    Evaluate markets and deals

    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

    RESEARCH & ANALYZE
    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

  • Pricing
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    RESOURCES

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    Updates on the Grata platform and the latest tech

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    Product

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    Insights

    Turn raw data into actionable insight

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    PRODUCT
    FEATURED SPOTLIGHT

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

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    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)

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    (Webinar) Best Kept Sourcing Secrets

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  • Company
    COMPANY
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    A bit about who we are

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    Why partner with Grata?

    Careers

    Explore working at Grata

    Scholars

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    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

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    Introducing the
    Grata MCP Server

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Privacy Policy

This Privacy Policy sets forth how Grata Inc. (“Company”, “we”, “our” or “us”) collects and processes information through our website and the business search and discovery services that we provide through the website to registered users (collectively, the “Services”).  Grata, Inc, is part of Datasite LLC and its affiliates (“Datasite”) Please read this Privacy Policy carefully to understand our policies and practices regarding the information we maintain and process, and how we will treat such information. If you do not agree with our policies and practices, you should not use our Services. By accessing or using our Services, you agree to this Privacy Policy.  

Accessibility: If you are having any trouble accessing this Privacy Policy, please contact us at 516-875-5900. Our hours of operations are: 9am - 5pm EST.

OVERVIEW

  • Our Service may collect your personal information when you access our website and/or register to use the Services.
  • We collect information from a variety of public and private sources, often using automatic means, as described below in this Privacy Policy
  • You have the ability to control how certain information that belongs to you is collected and used, as described below.
  • If you are a resident of California, please see the “California User Rights” section below.

‍

INFORMATION COLLECTION

Our Service collects information that identifies a particular individual ("personal information"). The Company collects the following categories of personal information:

Personal identifiers, business contact information and professional or employment-related information

Name, email address, telephone number and similar information.

Business contact information and employment-related information

Internet or other electronic network activity information, including browsing activity

Browsing history, search history, information on an individual's interaction with our Services.

Geolocation data

Your general geographic location.

We also collect information that is not, by itself, personal information, such as the activities of the vehicle you are operating when a device using our Services is installed, present or activated.

‍

‍Sensitive Personal Data

We do not collect sensitive personal data. Unless we specifically make a request and it is relevant to the services that we provide, we ask that you do not provide us with any sensitive personal data (meaning information revealing racial or ethnic origin, political opinions, religion or philosophical beliefs, trade union membership, genetic, health, or biometric information, information about sex life or sexual orientation, or criminal convictions or offences) through our websites or mobile applications, or otherwise to us.

‍

REGISTRATION INFORMATION

Your information is important to us. When you enter sensitive information (such as a credit card number or personal information), we encrypt that information using secure socket layer technology (SSL) and do not share it with third parties other than services that help us operate our system, including payment processors.

We follow generally accepted industry standards to protect the information submitted to us, both during transmission and once we receive it. However, no method of Internet transmission or electronic storage is 100% secure. Therefore, while we strive to use commercially acceptable means to protect your information, we cannot guarantee its absolute security.

‍

COOKIES AND SIMILAR METHODS

Internet activity and browsing Information is automatically collected through various means such as cookies and pixels through our Services or in our emails.  "Cookies" are pieces of information that may be placed on your device by a service for the purpose of facilitating and enhancing your communication and interaction with that service. Many services use cookies for these purposes.  We may use cookies (and similar items such as clear gifs, web beacons, tags, etc…) through our Services to customize your visit, to analyze how you use our Services and for other purposes to make your visit more convenient, to manage your account or to enable us to enhance our Services.  Cookies and similar items are not used by us to automatically retrieve personally identifiable information from your device without your knowledge, but may be used to store your login credentials.  The type of Cookies that we use can be found at the footer of our website. You can control the Cookies via the Cookies Settings located as a footer to the Website. 

‍

We may use Google Analytics, which is a web analytics service provided by Google, Inc. Google and similar services collect certain information relating to your use of our Services. Such services may use cookies to help us analyze how users use our Services. You can find out more about how Google uses data when you use our Services by visiting “How Google uses data when you use our partners’ sites or apps” (located at www.google.com/policies/privacy/partners/).

Based on your web browser, you may have the ability to accept or decline cookies. Most web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. If you choose to decline cookies, you may not be able to fully experience the interactive features of the services. Further information on cookies is available at www.allaboutcookies.org.

‍

HOW WE COLLECT INFORMATION FOR OUR SEARCHABLE DATABASES

We obtain contact data for in several ways, including the following:

  1. Our search technology scans websites and structures publicly-available information.
  2. We license contact information from vendors and partners.
  3. Users may contribute contact information about themselves or other people.
  4. We make inferences based on machine learning models.

‍

HOW WE USE YOUR INFORMATION THAT WE COLLECT FROM YOU

We use information that we collect from you only as described in this Privacy Policy or as otherwise disclosed to you at the time of collection:

Use of Personal DataLegal Basis
To operate and provide you with our ServicesPerformance of contract with you
To provide you with information through our Services and websitePerformance of contract with you Your consent
To aggregate data collected through our Services and websitePerformance of contract with you Legitimate interests in improving our services
To perform customer surveys and [call recording]consent
To facilitate marketing events and customer surveysconsent
To market products and services to you that we believe may be of interestconsent
To manage your account;  process an order, issue invoices, take payment from, make payment to your organization, or manage account or payment historyPerformance of contract with you Legitimate interest in providing and administering the Services
To analyse and improve our Services and conduct research and developmentLegitimate interest in improving our Services
To process your application for a roleConsent - Legitimate interest in providing HR services to candidates
To respond to request for information in the event of a sale, merger, joint venture or other similar eventLegitimate interests as part of our corporate development
To disclose information in our databases and servers logs to comply with a legal requirementAdministration of justice  and national security that is strictly necessary and proportionate Legitimate interests to minimize fraud

Where we rely on our legitimate interest, we will balance that against our applicable legal obligations to you. We will not collect additional categories of personal data or use the personal data we collected for materially different, unrelated, or incompatible purposes without providing you notice.

If we request your consent to use your personal data, you have the right to withdraw your consent any time in the manner indicated when we requested the consent or by contacting us. If you have consented to receive marketing communications from our third-party partners, you may withdraw your consent by contacting those partners directly.

HOW WE USE YOUR INFORMATION THAT WE COLLECT THROUGH OUR SERVICES

We use the information that we collect from various sources to populate our databases, improve our Services and to enable registered users to search, access and download such information. The legal basis for the processing of your personal data is the performance of any contract with you for registered users, your consent where you have requested information  or for our legitimate interests to improve our Services.

‍

DISCLOSURE OF YOUR INFORMATION

We may disclose your information as described in this Privacy Policy or otherwise with your consent:

  • To Datasite, contractors, service providers, and other third parties we use to help operate and support our Services.  However, such parties are only authorized by us to use the information for the benefit of us;
  • For customer service and account management, such as a chatbot that creates AI generated responses based on your service questions;
  • To supplement, update, or correct the data or provide additional publicly available data;
  • Where necessary in the course of the professional services that professional advisors such as lawyers, bankers, auditors, and insurers provide to us;
  • To a buyer or other successor in the event of a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of our assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, in which information held by the Company about our Services users is among the assets transferred;
  • To comply with any court order, law, or legal process, including to respond to any lawful government or regulatory request;
  • To enforce or apply our terms, policies, undertake credit checks and identity cehcks with verification agencies or investigate fraud;
  • For safety and security purposes; and
  • If we believe disclosure is necessary or appropriate to protect the rights, property, or safety of the Company, our users or third parties.

‍We may transfer your personal data to any third party who is not otherwise covered by the categories listed above where you have given us permission to do so, or with whom you have entered into a contract when we need to transfer your personal data to that party in order to fulfil that contract.

When we disclose your personal data for a business purpose, we enter a contract that requires that all third-party processors process your personal data with the same level of protection and in a manner consistent with the uses agreed upon in this Privacy Policy.

‍

Browsing Information

Browsing Information and non-personally identifiable Service usage information may be disclosed to any number of third parties and used for any number of purposes as long as it is not directly linked to your personally identifiable information.

‍

INTEREST-BASED ADS

We believe that advertising is more effective and relevant when it is targeted to your interests and behaviors.  Therefore, we may work with third parties who collect information on our website through the use of cookies and similar methods in order to serve you with relevant advertisements on other websites and services or for measurement and analytical purposes, such as to determine that you have seen our advertisements elsewhere.  You do have the ability to control certain advertising practices.  We comply with the Self-Regulatory Principles for Online Behavioral Advertising as administered by the Digital Advertising Alliance (DAA).  You can learn more about interest-based advertising and opt-out of targeted advertising from certain providers with whom we work by visiting https://youradchoices.com/control and the DAA’s consumer choice page.  

‍

You may opt-out of being tracked online by certain companies who are listed at http://www.aboutads.info/choices/ OR http://www.networkadvertising.org/managing/opt_out.asp and may also learn more about online behavioral advertising at such websites. If you opt-out, you will still receive advertisements, but they will not be delivered to you by such companies from whom you have opted-out based upon your behavioral data possessed by the companies from whom you have opted-out.

The opt-out process through the DAA relies upon the placement of an opt-out cookie on your device, and you must repeat this process on each device or if your cookies are purged from your device.  Cookie-based opt-outs are not effective on certain mobile services. Users may opt out of certain advertisements on mobile applications or reset advertising identifiers via their device settings.   To learn how to limit ad tracking or to reset the advertising identifier on your iOS and Android device, click on the following links:

iOS - https://support.apple.com/en-us/HT202074

Android - https://support.google.com/ads/answer/2662922?hl=en

You may also download and set your preferences on the DAA’s App Choices mobile application(s) available in Google Play or the Apple App stores.  More information about opting out on mobile devices is available here - https://www.networkadvertising.org/mobile-choice/  

We do not respond to or honor “do not track” (a/k/a DNT) signals or similar mechanisms automatically transmitted by web browsers for which we are cannot evaluate your choice.

‍

THIRD PARTY SERVICES

This Service may contain links and interactive features with various third parties, such as social media platforms. We do not endorse, or assume responsibility, for any third party services just because a link appears on our Service. If you already use these platforms, their cookies may be set on your device when using our Service and those providers may already be tracking you and collecting your information. We are unable to control such uses of your information when interacting with a social media platform, and by using such services you assume the risk that the personally identifiable information provided by you may be viewed and used by third parties for any number of purposes.

‍

DATA RETENTION

We will retain your information for as long as your account is active or as needed for us to manage and provide our services and for our  legitimate business needs. When personal data is no longer necessary or relevant for the stated purpose or to fulfil a legal or business requirement, it shall be securely destroyed. We will either physically or electronically erase the personal data. When processing in our role as a processor, we will retain personal data for as long as our customer instructs us to and/or as required by applicable law. Personal data about unsuccessful candidates will be held for 12 months before being destroyed or deleted.

‍

 Even if we delete some or all of your personal information, we may continue to retain and use de-identified or aggregate data previously collected.

‍

OPT-OUT

  • You may opt-out of our promotional emails at any time by emailing us at privacy@grata.com, and we will process your request shortly.
  • You may block third party cookies on your device as described above.
  • You may stop data being used for interest-based advertising as described in the “Interest-based Ads” section above.
  • If you are a resident of California, you have certain additional rights described below.

If you want your personal information removed from our searchable databases, you should email privacy@grata.com with “Remove my contact information” in the subject line and include the following information in the body: your name, title, and contact information that you wish to have removed.

‍‍

CALIFORNIA USER RIGHTS

This section applies to you if you are a resident of California and a consumer with rights under the California Consumer Privacy Act (CCPA) or have similar rights by law in your jurisdiction. Some CCPA rights may not be applicable to you when personal information is processed in connection with your employment or business dealings.

1. Right to Know About Personal Information Collected, Disclosed or Sold

You have the right to request that we disclose certain information to you about our collection, use, disclosure or sale of your personal information over the past 12 months. Once we receive and confirm your verifiable consumer request (see Exercising Access, Deletion and Opt-out Rights), and subject to certain limitations that we describe below, we will disclose such information to you.

You have the right to request any or all of the following:

  • The categories of personal information we collected about you.
  • The categories of sources from which the personal information is collected.
  • Our business or commercial purpose for collecting or selling that personal information.
  • The categories of third parties with whom we share that personal information.
  • The specific pieces of personal information we collected about you.

2. Right to Request Deletion

You have the right to request that we delete any of your personal information that we collected from you and retained, subject to certain exceptions. Once we receive and confirm your verifiable individual request (see Exercising Access, Deletion and Opt-out Rights), we will delete (and direct our service providers to delete) your personal information from our records. However, we may retain personal information that has been de-identified or aggregated.  Furthermore, we may deny your deletion request if retaining the information is necessary for us or our service provider(s) to perform certain actions, such as detecting security incidents and protecting us from illegal activity.

3. Sale of Personal Information

We do ‘sell’ personal information, as that term sell is defined under the CCPA, that is contained within our searchable databases.  We do not “sell” your account registration information on our Service.

4. Exercising Access, Deletion and Opt-out Rights

To exercise the access and deletion rights described above, please submit a request to us by either:

  • Emailing us at privacy@grata.com

or

  • Calling us at 516-875-5900

or

  • Filling out our online form

The request should include your contact information and describe your request with sufficient detail that allows us to properly understand, evaluate, and respond to it. In addition, you should provide sufficient information that allows us to reasonably verify that you are the person about whom we collected the personal information.  Upon receiving your request, we may reach out to seek further verification from you.  If you use an authorized agent to make request, you must provide the authorized agent written permission to do so, and we may require that you verify your identity directly with us.  In order to protect the security of your personal information, we will not honor a request if we cannot verify your identity or authority to make the request and confirm the personal information relates to you. The method and information used to verify your identity will vary depending on the nature of the request, and may include your email address, government identification and/or signed affidavit.  You have the right not to receive discriminatory treatment for exercising any of your privacy rights.

We have collected the categories of personal information identified in the chart above from individuals within the last twelve (12) months, and will continue to do so in the future.

‍

SECURITY

We take the security of our data and information seriously. We take what we believe are reasonable organisational, administrative, technical and physical precautions to protect against unauthorized access to our systems and to prevent data from being disclosed to unauthorized parties. However, no method of transmission over the Internet, or method of electronic storage, is 100% secure. We limit access to your personal data to those employees, agents, contractors and other third parties who have a business need to know. They will only process your personal data on our instruction, and they are subject to a duty of confidentiality.

‍

CHANGES TO OUR PRIVACY POLICY

We may change this Privacy Policy at our discretion at any time. If we do make any changes, such change will appear on this page of our Services and we will provide notice of any material changes. The date the Privacy Policy was last revised is identified at the top of the page. Your continued use of our Services following any changes means that you have accepted, consent to, and agree to be bound by such revised Privacy Policy.

‍

UNITED STATES OF AMERICA & CROSS BORDER DATA TRANSFERS

We may store your information in the United States of America and other locations.  By accessing our Services, you freely and specifically give us your consent to export your information to the USA and such other locations designated by us and its storage and use as specified in this Privacy Policy. These countries may have data protection laws that are different to the laws of your country, and in some cases, may not provide an adequate level of protection for personal data  provided by such laws as the EU’s GDPR or UK Data Protection Act. Where such laws are applicable to the processing of personal data, we will put in place the appropriate technical organisational and security measures. Information stored in the USA and other locations may be subject to lawful requests by the courts or law enforcement authorities ..

Datasite LLC maintains compliance with EU-U.S. Data Privacy Framework (and the UK Extension), and the Swiss-U.S. Data Privacy Framework and has certified to the Department of Commerce that it adheres to each Framework’s Principles regarding the collection, use and retention of personal data as well as the notice, choice, security, data integrity, access and enforcement requirements from European Union member countries, the United Kingdom and Switzerland. If there is any conflict between the terms in this Privacy Policy and the Principles, the Principles shall govern. For a listing of U.S. organizations that have self-certified to the Department of Commerce and declared their commitment to adhere to the Principles, visit https://www.dataprivacyframework.gov/.

‍

YOUR RIGHTS (EU, SWISS AND UK ONLY)

If you are based in the EU, Switzerland, the UK or where required by applicable law, you have the following rights:

  • right to withdraw consent in cases where consent is relied upon;
  • right to obtain access to or a copy of, correct and erase of your personal data;
  • right to lodge a complaint;
  • right to object to any automated processing of personal data;
  • right to restrict, or object to, how we use your personal data;
  • right to move or provide some of your personal data to other companies;
  • right to ask us to stop using your personal data;
  • right to ask why we are using your personal data, what personal data we are using, with whom we are sharing, the period for which it is retained, the source of the personal data where it was not provided by you, and the transfers of the personal data to countries outside the EU, Switzerland and the United Kingdom.

In certain circumstances we may not be able to do this or may not be required to do this. If you would like to exercise, or discuss, any of these rights, please see below (“Exercising Rights)

AUTOMATED DECISION MAKING (EU, Swiss and UK Only)

You have the right not to be subject to automated decision making (e.g., profiling) that significantly affects you. The exercise of this right is not available to you in the following cases:

  • The automated decision is required to enter into, or perform, a contract with you;
  • We have your explicit consent to make such a decision;
  • The automated decision is authorised by local law of an EU member state or English law.

Unless the automated decision is authorized by local, English or EU law, you still have the right to obtain human intervention in respect of the decision, to express your point of view and to contest the decision.

‍

EXERCISING RIGHTS(EU, Swiss and UK only)

To exercise your data quality, access, choice, and corrections rights described above, please submit a verifiable request by submitting a request to privacy@grata.com  Only you may make a request related to your personal data. We endeavor to respond to a verifiable request within any legally required time limit or otherwise within thirty (30) days of its receipt, which thirty (30) day period may be extended with written notification, and deliver our response (or reasons we cannot comply with a request) via electronic mail. We will not discriminate against you for exercising any of your rights. We may make a charge, if excessive, repetitive, or manifestly unfounded.

For inquiries related to our activities in the EEA, you may contact our representative data protection contact at privacy@datasite.com or via mail at Datasite Germany GmbH, Company # 49989, Barckhaussstraße 12-16, 60325 Frankfurt am Main Germany.

For inquiries related to our activities in the UK, you may contact our UK representative data protection contact at privacy@datasite.com or via mail at Datasite UK Limited, 15 Bonhill Street, London, EC4A 2DN, United Kingdom

‍

Grata Inc.

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FL 2

New York, NY 10018

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