New Bombshells Have Entered the Villa 💣

Hi there,

It's Friday, it's gorgeous outside, and I have MANY big, new things to tell you about, so let's dive right in!

As always, thank you for reading. Don't forget your shades. 😎

Have a great weekend!

Rachel & The Grata Team

P.S. Know someone who would love this newsletter? Tell them to subscribe here.

The New Deal (Team)

Dealmakers, cue up Celine Dion because a new day has come.

It's news to exactly no one that AI is shaking up M&A workflows, from sourcing to diligence to risk detection.

But the transformation is bigger than that. With "96% of dealmakers already using or exploring the tech to source and screen deals," competitive advantage now lies beyond mere adoption. The dealmaker's role itself is transforming fundamentally.

The Datasite Group teamed up with FT Longitude to survey 1,000 dealmakers globally about how AI is reshaping processes, where competitive edges emerge, and what leading teams execute differently.

Read the report here to see what they had to say.

Dynamic Duo

Another juicy update: Grata now integrates with the Dynamo CRM! Use it to:

• Keep records fresh by syncing Grata data into Dynamo
• Accelerate sourcing decisions with live CRM context by pushing Dynamo data into Grata
• Enhance visibility & streamline handoffs across every stage of the deal

Not a Grata user? What are you waiting for?? Schedule a demo to get started.

You Complete Me

Most deal teams have done some version of market mapping. They've used an LLM to generate a company list, organized it by segment, and ran with it. That'll usually get you started, but is it a complete picture of the market? NAH.

Full market visibility means seeing every relevant company in a space, including the founder-owned businesses that fly below the radar. For that, you need a foundation of verified, proprietary data built specifically for M&A.

In our newest guide, we break down where most market maps fall short, what complete market maps actually look like, and how to build them. Check it out here.

Add It Up

Last week, we launched our Excel Add-In, which is pretty — dare I say — sick. But you know what's even sicker? Combining the add-in with the Grata MCP. 💥

Connecting these two game-changers opens up a whole slew of opportunities to maximize your spreadsheet capabilities.

Have your LLM handle complex requests, like building a full comp set analysis from a single prompt, freeing you up to focus on other high-priority tasks. Or instead of populating Grata's Excel Add-In data cell-by-cell, let your LLM do the leg work for you.

Excel is your oyster! Learn more here.

Put Me in, Coach

Are you a business person? Do you like telling people what to do? Then boy, do I have a deal for you!

A business coaching franchise is for sale right now in the Grata Deal Network. This organization is based in Texas, and has 10 territories in the Austin area. It also has a scalable framework that could be used to build up a team of 150-200 coaches.

For its work, the company brings in around $8.7M in revenue. It's working with a $5M EBITDA and a 58% margin.

Interested? Get started with the Grata Deal Network here.

Already a Grata user? See this deal directly in the GDN here.

Are you an advisor looking for the best buyer for your client? Fill out this form to get started.

Summertime and the Living Is Easy

The Grata Scholars program is officially on summer vacation! But if you're an undergraduate student interested in M&A, don't worry — we'll be back again in the fall. Keep track of program information and deadlines here.

By the way, if you're a Grata client and you're interested in hiring a bonafide Scholar grad, you can do that at any point in the year! Just fill out this form and we'll help you find a great match from our alumni network.

Famous Last Words

I call this one "Segmentation." Learn about why it's important here.