• 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

    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

    Data
    DATA
    Our Data

    Access verified private-market company data

    Data Quality

    Reliable data you can act on

    Technology
    TECHNOLOGY
    AI

    AI for Private Markets

    Search Engine

    AI-Powered Search

    Security

    Keep Your Data Safe

    Integrations

    Unified Data Connections

    FEATURED SPOTLIGHT
    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

    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

    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
  • 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 →

  • Company
    COMPANY
    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 →

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Referral Program Terms & Conditions

Grata Inc. (“Grata”, “we” or “us”) offers eligible participants (each, a “Referrer”) in the Grata Referral Program (the “Program”) an opportunity to earn incentives for referring potential customers (each, a “Referred”) to Grata.

These Program Terms and Conditions (“Program Terms and Conditions”) will govern your participation in any and all Program offers. By participating in the Program, you agree to these Program Terms and Conditions, as well as the Site Terms and Conditions and the Site Privacy Policy, as they may be modified from time to time. You are not authorized to participate in the Program if you do not agree to these Program Terms and Conditions in their entirety.

Grata reserves the right to modify these Program Terms and Conditions or to cancel or suspend the Program at any time, in its sole discretion, and without notice to you. Grata also reserves the right to disqualify any Referrers at any time from participation in the Program.

How the Program Works

Referral Submission and Eligibility.

  1. In order to participate in the Program, the Referrer must complete and submit the designated referral form to Grata (a “Referral”). The completed form must indicate the company name of the Referred, as well as the name, title, and valid email address of an individual contact person at the Referred.
  2. The individual contact person at the Referred must hold buying authority in the Referred’s organization or department, be a legal resident of the United States of America and be at least 18 years of age.
  3. In order for a Referral to be eligible for the Program, the applicable Referred must not (a) be a current or past customer of Grata or (b) have received any communication from Grata within 30 days of the Referral.

Review process.

  1. Each Referral will undergo review to determine its validity and eligibility.
  2. Once reviewed, a designated party within Grata will notify the Referrer via email of the Referral’s status.
  3. Any Referral may be rejected without explanation for any reason, stated or unstated, herein.

Referral Incentive.

  1. If the Referred becomes a Grata customer within six months after the date of the Referral, Grata will pay the Referrer a fee (a “Referral Incentive”) in cash. If the Referred enters into a services agreement with a committed term of one year or longer, then the Referral Incentive will be equal to 10% of the annual fees payable by the Referrer to Grata under such agreement. If the Referred enters into a services agreement with a committed term of less than one year, then the Referral Incentive will be equal to 10% of the fees payable by the Referred to Grata over the term of such agreement. Notwithstanding the foregoing, the total amount of the Referral Incentive shall not exceed a maximum of $5,000.
  2. The Referral Incentive is a one-time payment. The Referrer will not be entitled to any fee or other payment in respect of any additional agreements or any future payments made by the Referred to Grata.
  3. Referrals will expire after six months from the date of submission. If Grata enters into an agreement with the Referred outside of such six-month time period, then the Referrer is not entitled to the Referral Incentive.
  4. The Referral Incentive will not be paid until after Grata collects payment from the applicable Referred.
  5. When the Referral Incentive is owed, the Referrer will be notified with instructions on how to receive payment. The Referrer will be required to supply such information and tax forms (such as a Form W-9) as may be requested by Grata before any Referral Incentive is owed. Payment of the Referral Fee may be subject to withholding if required by applicable law.
  6. Failure to respond with the requested information and tax forms within 90 days disqualifies the Referrer from the Program and will result in forfeiture of any Referral Incentive.
  7. Grata may withhold or invalidate any Referral Incentive it deems to be fraudulent, suspect or in violation of these Program Terms and Conditions or if Grata in its sole discretion believes that payment of the Referral Incentive Fee would violate applicable law or impose liability on Grata, its affiliates or any of their respective directors, officers, employees, representatives or agents.

Referrer Eligibility

In order to participate in the Program, you must be a legal resident of the United States of America and be at least 18 years of age. The Referrer must not be an employee or owner of the Referred, and the Referrer may not refer himself or herself. Employees of Grata or its affiliates or their immediate family or household members are not eligible to participate in the Program. This Program is void where such referral programs are prohibited or where participation in the Program would violate any applicable law or regulation.

Privacy

All personal information submitted by the Referrer will be collected, processed and used in accordance with the Site Privacy Policy. By participating in the Program, the Referrer represents that he or she has the Referred’s consent to provide the Referred’s contact information. The Referrer understands that Grata may use the personal information provided by the Referrer to contact the Referrer with respect to the Program and to send communications to Referred regarding Grata’s products and services.

Other Terms

Binding Effects. By participating in the Program, you agree to and are bound by the Program Terms and Conditions. If you do not wish to agree to and abide by the Program Terms and Conditions in their entirety, you are not authorized to participate in the Program.

Termination. Grata may, in its sole and absolute discretion, cancel, change, suspend, or modify any aspect of the Program or Program Terms and Conditions at any time, without notice. Grata may, in its sole and absolute discretion, terminate or suspend any person’s participation in the Program for breach of these Program Terms and Conditions or taking any actions that are inconsistent with the intent of these Program Terms and Conditions.

Release; Limitation of Liability. By participating in the Program, the Referrer releases and holds harmless Grata, its affiliates and their respective directors, officers, employees, agents, representatives, shareholders, licensees, licensors and other business relations from any and all claims, demands, losses, liabilities, damages, costs, or expenses, including, without limitation, property damages, personal injury and/or death, arising out of or in any way connected to the Program. Except to the extent prohibited by law, each participant in the Program understands and agrees that under no circumstances will any participant be entitled to any awards for any losses or damages in connection with or related to the Program, and each participant waives, to the fullest extent permitted by applicable law, any and all rights to claim punitive, incidental, consequential or any other damages arising out of or related to the Program.

Indemnification. Participants in the Program agree to indemnify, defend, and hold harmless Grata, its affiliates and their respective directors, officers, employees, agents and representatives from and against any and all third party claims, demands, liabilities, costs, or expenses, including attorney’s fees and costs, arising from or related to any breach by the participant of any of these Program Terms and Conditions or any violation by such participant of applicable law.

Force Majeure. Grata shall not be liable to any Participant for failure to pay any Referral Incentive or any part thereof by reason of any acts of God, any action(s), regulation(s), order(s), or request(s) by any governmental or quasi-governmental entity (whether or not the action(s), regulation(s), order(s), or request(s) prove(s) to be invalid), equipment failure, threatened terrorist attacks, terrorist acts, air raid, blackout, earthquake, tornado, war, unusually severe weather, explosion, labor or material shortage, transportation interruption of any kind, work slow-down, civil disturbance, or any other similar or dissimilar cause beyond Grata’s control.

General Terms. These Program Terms and Conditions constitute the entire agreement between Participants and Grata concerning Participants’ use of the Program. The failure of Grata to exercise or enforce any right or provision of these Program Terms and Conditions shall not constitute a waiver of such right or provision. If any provision of these Program Terms and Conditions is found by a court of competent jurisdiction to be invalid, the parties nevertheless agree that the court should endeavor to give effect to the parties’ intentions as reflected in the provision, and the other provisions of these Program Terms and Conditions remain in full force and effect. The section titles in these Program Terms and Conditions are for convenience only and have no legal or contractual effect. A person who is not a party to these Program Terms and Conditions shall have no right to enforce or receive the benefit of any of these Program Terms and Conditions. Any disputes, claims and causes of action arising out of related to the Program shall be resolved under the laws of the State of New York (without reference to any conflict of laws principles), and the participant agrees to submit to the exclusive jurisdiction of the state and federal courts located in New York, New York.

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WHY GRATA
SOLUTIONS
  • Private Equity
  • Investment Banking
  • Corporate Development
  • Consulting
  • Private Credit
DATA
  • Our Data
  • Data Quality
TECHNOLOGY
  • AI
  • Agentic Search
  • Security
  • Integrations
COMPANY
  • About Us
  • Careers
  • Referrals
  • Partners
  • Scholars
PLATFORM
SOURCE & DISCOVER
  • Deal Sourcing
  • Seller Intent
  • Buyer List Building
  • Conferences and Events
  • Active Mandates
  • Pipeline Management
RESEARCH & ANALYZE
  • Deal Data
  • Public Comps
  • Market Fragmentation
  • Industry Research
  • Excel Add-In
CONNECT & AUTOMATE
  • MCP
  • API
  • Data Warehouse
  • CRM Intelligence
COMPARE
  • Grata vs PitchBook
  • Grata vs ZoomInfo
  • Grata vs Harmonic
  • Grata vs Inven
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