Content Unboxing Edition 🎁

A look back at Grata's biggest 2025 milestones — Agentic Search, the Datasite acquisition, European expansion — plus top guides and PE Playbooks.

TABLE OF CONTENT

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Contributors

Rachel Shope

Director of Content & Brand Marketing

Hi there,

Happy Boxing Day to our readers across the pond, and happy first day of the blur that is the week between Christmas and New Year's Day for our readers at home!

Content is the gift that keeps on giving. So while you eat leftovers and play with all your new toys, we're taking a look back at some of our top pieces from the year.

Rachel & The Grata Team

Looking Back

2025 was a monumental year for Grata. From joining the Datasite family, to launching in Europe and Australia, to releasing Agentic Search, take a look at the major milestones here.

Looking Ahead

AI for dealmaking will become even more integral to M&A workflows in 2026. We dive deep into the technology and strategies dealmakers need to master private equity deal flow here.

Agentic Search

Grata's Agentic Search is redefining what search is for dealmakers. It uses reasoning to understand your intent, then collaborates with you and adapts as your needs evolve. Learn more here. Guides available:

Finding the right companies faster
Uncovering niches your competitors are missing
Searching smarter, not harder, with Market Insights
Using Grata as an industry expert
Unlocking strategic insights

Where genAI requires prompting, agentic AI is designed to solve complex tasks and make decisions autonomously — a transformative impact across industries, including M&A. We explain how here.

Investment-Grade Data

Most LLMs are not purpose-built for M&A. We break down how LLMs work, why a strong data science layer is crucial for useful M&A AI tools, and why that's so difficult to get right, here. Also: how to evaluate the best private market data platforms, here.

PE Playbooks

The auto repair industry is booming as consumers delay new car purchases and EV adoption drives demand. Learn more here. HR services are more important than ever for keeping costs low and retaining talent — read the playbook here. Real estate services (development, design & construction, property management, brokerages) present a wealth of opportunities — read it here.