Cultivating Investment-Grade Data 🌱

How Grata cultivates investment-grade private market data, an Equiteq case study on precision sourcing, and why AI model annotation matters for M&A.

Hi there,

It's Long Weekend Eve, and this newsletter is positively stuffed with content, so let us make haste!

As always, thank you for your readership. Happy Memorial Day!

Rachel & The Grata Team

How Does Your Garden Grow?

Dry powder in the global private equity space is currently sitting at around $3.9T, and competition has never been fiercer.

Investment-grade private market data has to be cultivated using:

🧠 Years of experience and expertise in the private equity world

šŸ¢ A deep understanding of the best proxies for company size

šŸ› ļø Data acquisition tools that capture the raw material

šŸ“ˆ Data science that mimics the decision-making and data verification methods used by successful dealmakers

We break down how Grata does it here.

Say That You Love Me

"If we weren't using Grata, we wouldn't be growing as fast." That's from Phil Baxter, Associate Director at Equiteq — a global investment bank specializing in sell-side M&A for consulting and technology services firms.

"Our big reason for selecting Grata was that we could really get precise," Baxter said. "We can research the market, find the M&A drivers, and get to the right decision makers."

Read the full case study here.

Take Note

AI model annotation is the hidden process that turns raw, unstructured private market data into something AI can actually learn from. Learn how it works and why it matters for your workflow here.

A Breath of Fresh Air

A full-service commercial mechanical HVAC contractor is for sale in the Grata Deal Network. Active in the Northeastern US, offering service, maintenance, installation, energy upgrades, and design services, with opportunities to expand plumbing offerings.

For its work, the contractor pulls in $17.3M in revenue. It's working with a $1.3M EBITDA and an 8% margin.

Interested? Get started with the Grata Deal Network here. See the PE Playbook.

What Homework?

The Grata Scholars program is officially on summer vacation! Check out our Guide to Kickstarting Your M&A Career.

Famous Last Words

I call this one, "Annotations." Learn more about AI model annotation here.

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