Grata’s Excel Add-In was built to support public comps workflows and upgrade legacy offerings in the market.
We heard from one customer after another that they were stuck in expensive, under-utilized contracts with platforms like Pitchbook and CapIQ, purely because of how essential an Excel plug-in was to their public comps work. In the same breath, these plug-ins were described as clunky and outdated — appendages of platforms that otherwise lacked the broader data coverage and quality required to support their full private market workflows.
The value of Grata’s Excel Add-In, then, is two-pronged:
- Consolidation across workflows: Grata allows teams to move seamlessly from uncovering private market targets, to identifying public comparables, to building the comps analysis all in one unified environment.
- Consolidation across budgets: Dealmakers can finally part ways with the legacy tools no longer serving their teams, freeing up significant spend.
But the possibilities for our Excel Add-In increase exponentially when it's used in combination with Grata’s MCP. The interaction between these two features unlocks a host of expanded and net-new capabilities to ensure you’re getting the most out of your spreadsheets.
*Note: Grata’s MCP is surfaced within Excel through your LLM’s Excel Integration, the two most common being Claude for Excel or ChatGPT for Excel.
How Grata’s MCP Supercharges Existing Excel Add-In Capabilities
Workflow Automation
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.
Example query: “Using Grata, build a public comps model for Stripe. Include a column with comp set rationale”
Data Transparency
Grata’s MCP can trace figures back to the specific filings they originated from, making it easy to defend numbers and decisions internally.
Example queries: “Using Grata, pull direct EDGAR filing links for each company and include them in a dedicated ‘SEC Filings’ column”
Bulk Data Population
Instead of populating Grata’s Excel Add-In data cell-by-cell, let your LLM do the leg work for you. Fill your spreadsheets in seconds.
Example query: “Populate market cap, EV, and LTM revenue for every company in column A, using the Grata Excel Add-In”
How Grata’s MCP Unlocks New Private Company Workflows in Excel
Private Company Comps
Grata’s MCP constructs nuanced private comps directly in your spreadsheets, eliminating the time-intensive research normally required to identify the right peer set for an analysis.
Grata’s unparalleled full market visibility — including niche and founder-owned companies other platforms overlook — results in the most granular comps in the industry.
Example query: “Pull private comps for Claricode using Grata.”
Private Company Data
Use our MCP to populate hardcoded private company data across fields like headcount, growth rate, estimated revenue, and more, pulling directly from the Grata platform.
Example query: “Add headcount, growth rate, estimated revenue, and industry NAICS code from Grata for every company in this spreadsheet.”
Getting Started
Interested in learning more? Reach out to your Grata representative or schedule time with our product specialists for a first conversation.
Grata reps can also support the migration of existing models from CapIQ or Pitchbook over to Grata, ensuring there’s no friction to transition.
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