Case Studies

End-to-end business development

How The JIAN Group Increased Outreach Success with Grata’s Accurate Data and Workflow Solutions
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.
Grata-fying Success: How SDR Ventures Plunges into Niche Markets
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.
filters
All
Popular Tags
Search
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
How Artemis Origination Accelerates High-Quality M&A Opportunities with Grata
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.
Building a Pipeline for the Future: How Grata Supercharged Edgemont’s Deal Sourcing Workflows
Case Studies
Investment Banking

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.
Beyond Word of Mouth: How Odeko Saved Time and Sourced Two New Acquisitions with Grata
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.
How B. Woods & Company Achieved a More Efficient and Precise Deal Origination Process with Grata’s AI
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.
How Stout Scopes the Middle Market with Grata
Case Studies
Investment Banking

How Stout Scopes the Middle Market with Grata

Grata uncovers 25-50 new companies per engagement.
Manufacturing Success with AI-Infused Precision at LFM Capital
Case Studies
Private Equity

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.
How One Private Equity Firm Transformed Proprietary Sourcing with Grata
Case Studies
Private Equity

How One Private Equity Firm Transformed Proprietary Sourcing with Grata

How Normandy Advisors Scopes the Middle Market
Case Studies
Investment Banking

How Normandy Advisors Scopes the Middle Market

How Normandy improved their results significantly by utilizing resources provided by Grata.
How Grata Powers DWP Capital’s Outbound Shop
Case Studies
Private Equity

How Grata Powers DWP Capital’s Outbound Shop

Grata increases market analysis and deal qualification speed by 10x

No results found

Please try a different filter or search query.