Grata's Excel Add-In: The Modern Workflow for Financial Modeling

Financial modeling depends on accurate, up-to-date market data. But for most teams, getting that data into Excel still creates unnecessary friction.

Legacy plug-ins like CapIQ and Pitchbook are clunky. They make it hard to find and build comp sets. And because the platforms aren’t comprehensive private market solutions, they fragment workflows, operating as yet another tool dealmakers feel they need to keep in their tech stack but don’t use holistically.  

But still, these legacy tools are preferrable to the alternative: manually pulling and re-entering static data that becomes outdated quickly.  

Today, we’re introducing Grata’s Excel Add-In, a modern integration that was built to solve for the pain points of legacy Excel integrations, while fitting into the broader sourcing, screening, and research ecosystem that private market dealmakers require.  

By making live and historical public comps data accessible directly within your Excel, our new Add-In makes it easier than ever to build, refresh, and maintain financial models.

Streamline Your Workflows

With fragmented workflows, your team may be sourcing companies in one platform, researching them in another, and building comp sets in third. That doesn’t just create duplicate work; it’s also risky. Fragmented tech stacks lead to inefficient processes, siloed workflows, and an increased risk of losing data between platform handoffs.

By consolidating workflows in Grata, teams move seamlessly from private market intelligence to public comps for diligence in a single environment. Identify new markets, find targets of interest, build relationships, surface nuanced comparables, then build the full comps analysis in Excel with fast, deterministic formulas. That’s end-to-end workflow support, all in one platform.  

As one mid-market private equity investor described it:

“The primary reason why we preferred Grata to PitchBook was the private company data, and now the Excel Add-In means our public comps workflow is in the same platform."  

The result is better market context, quicker modeling, and more time spent on actual analysis & actionable next steps.  

Streamline Your Tech Stack

For many firms, legacy tools remain in the tech stack for one reason: the Excel plug-in.

That means teams often continue paying for expensive platforms they barely use, simply because replacing the Excel integration would create too much operational friction.

Not anymore. Grata’s Excel Add-In:  

• Accesses 28 different metrics, including share price, market cap, EV/revenue, EV/EBITDA, and more

• Has a native formula builder, making it easy to select the right companies, choose specific metrics, and populate data by date

• Is updated daily, with historical data going back through January 1, 2020

• Refreshes the entire worksheet with a single-click

• Can be used in combination with Grata's MCP--via your LLM’s Excel Integration--to easily automate complex tasks, like building a full comp set analysis from a single prompt

• Takes less than 2 minutes to set up, with no additional configuration required

Stop accepting fragmented workflows across multiple vendors. Centralize your process inside Grata, reducing duplicate spend while improving efficiency across the deal lifecycle.  

Make Confident Decisions

Private market teams shouldn’t have to choose between better workflows and better data. With Grata’s Excel Add-In you get both, so it’s easier than ever to make defensible investment decisions based on the latest market movements.

Contact your Grata representative or get started to learn more.