Easy, fast deal screening in Grata

Make decisions quickly on whether a referral is the right fit for your firm.

Deal screening is where momentum is built—or lost. When a teaser lands in your inbox, the clock starts ticking. Investment teams need to get smart fast, form a clear first impression, and decide whether a company is worth deeper attention. By surfacing critical company context, financial signals, and firmographic market positioning, Grata helps teams move quickly from initial exposure to informed go/no-go decisions.

Current Grata client? Start leveraging our Chrome Extension for deal screening today.

React to recommendations

‍Receiving a teaser from a banker or a referral from a connection? Use Grata to get up to speed on new opportunities fast.

Simplified first impressions

‍Stop parsing through wordy, overwhelming websites. Get company highlights instantly, in a single pane of glass view.

Screening with financial data

Use Grata’s revenue, headcount, and funding data to quickly pre-qualify companies across scale and financial readiness.

Dive deeper

‍Leverage Grata’s expansive research functionalities to get a better understanding of where firms sit in the market, their reputation, and what industry events will get you face to face.

Integrated BD workflows

‍Interesting opportunities integrate seamlessly into your existing BD workflows for instant next steps.

Informed decision making

Grata enables teams to make quick go/no-go decisions, so you’re never wasting time on the wrong companies.

With Grata, screening is faster, clearer, and easier to trust, ensuring every opportunity gets the right level of attention. When time is scarce and decisions matter, having the full picture from the start makes all the difference.

Try it for yourself – get started with Grata today.