Easy, fast deal screening in Grata

Make decisions quickly on whether a referral is the right fit for your firm.
Workflows
AI & Automation
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.

A screenshot of the Grata Chrome Extension pop-up on Corelight's homepage. With the extension, company highlights are instantly available including company overview, industry, ownership, funding history, post valuation, executive names, and headquarters location.

Screening with financial data

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

A screenshot of the Grata Chrome Extension displaying Corelight's revenue, headcount, and funding data. The cursor hovers over a "View in Grata" button that opens the company's complete profile in the Grata platform.

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.

A screenshot of Corelight, Inc within the Grata platform, specifically showcasing the List Library feature.

Integrated BD workflows

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

A screenshot of Corelight, Inc's company profile in the Grata platform showcasing the business development workflow. The user is creating a list of Founder Meetings within the Grata platform.

Informed decision making

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

A screenshot of the Grata platform and a user-generated list of Founder Meetings for their February trip to San Francisco. The cursor hovers over a CRM Action to sync the list with Salesforce.

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.

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