Case Studies

Learn how Grata drives results — directly from clients.

Case Studies

How Wickdale Capital Acquired Investor Machine Using Grata

Wickdale Capital, a traditional search fund focused on acquiring one exceptional B2B business for the long term, turned to Grata to cut through an opaque private market. By replacing manual research with targeted, data-driven outreach, founder Kunal Pasrija identified, approached, and closed the right acquisition — finding his deal not through volume, but through precision.

Case Studies

The Data Edge: How Investment Bank Equiteq Accelerated Global Growth with Grata

Equiteq, a global investment bank specializing in sell-side M&A for consulting and technology services firms, turned to Grata to compete on precision in one of finance's most fragmented markets. By replacing broad outreach with tightly targeted campaigns across seven offices on four continents, Equiteq has made data quality and global coverage the foundation of its growth strategy.

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Case Studies

How Artemis Origination Accelerates High-Quality M&A Opportunities with Grata

Artemis Origination, a global buy-side M&A advisory firm, turned to Grata to solve one of dealmaking's toughest challenges: achieving deep coverage in fragmented markets where the best targets are hardest to find.

Case Studies

How The JIAN Group Increased Outreach Success with Grata’s Accurate Data and Workflow Solutions

For more than 30 years, The JIAN Group has built its reputation on trust, precision, and successful deal execution in the building materials industry. By adopting Grata, the firm strengthened its sourcing and outreach workflows with accurate, confidential data and responsive support.

Case Studies

Beyond Word of Mouth: How Odeko Saved Time and Sourced Two New Acquisitions with Grata

For years, food tech company Odeko relied heavily on personal connections and word of mouth for sourcing new deals. When the team needed to level-up, they turned to Grata. Here's how Grata drove more efficient sourcing — and real results.

Case Studies

How B. Woods & Company Achieved a More Efficient and Precise Deal Origination Process with Grata’s AI

B. Woods & Company is a boutique buy-side origination firm that executes highly specific acquisition mandates for institutional capital managers. Founder Will Woods explains how Grata became the firm’s starting point for top-of-funnel research, enabling greater precision, faster mandate execution, and more meaningful founder and investor conversations.

Case Studies

Building a Pipeline for the Future: How Grata Supercharged Edgemont’s Deal Sourcing Workflows

Grata's AI-driven search capabilities and robust database have provided the Edgemont team with the specificity needed to be successful in the healthcare sector.

Case Studies

How Grata Revolutionized Recognize’s Investment Sourcing

Jack Berney, a Principal at Recognize chose Grata to replace previous systems due to its dynamic, AI-enabled list-making capabilities, superior data quality, and user interface.

Case Studies

Driving Business Success Through Seamless Contacts and Information Accessibility

Grata has been instrumental in helping Pineland Capital Partners efficiently identify business owners and compile target lists, saving time and enabling effective outreach.

Case Studies

Grata-fying Success: How SDR Ventures Plunges into Niche Markets

Scott Mitchell, Managing Director at SDR Ventures, discusses Grata's effectiveness in identifying relevant niche companies and expanding their business development. Grata has increased meeting setups by 50% at conferences.

Case Studies

Manufacturing Success with AI-Infused Precision at LFM Capital

Ryan Richardson, a Senior Associate at LFM Capital, chose Grata to bolster their traditional methods and level up with a cutting edge proprietary sourcing solution. Ryan discusses Grata’s streamlined capabilities and saving of weekly research time - and how his team even uses Grata to guide their portfolio companies’ sales efforts.

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