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Unlocking Strategic Insights

With thoughtful analysis followed by tactical recommendations, Grata’s Agentic Search steps in to support across strategy and early diligence.
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Unlocking Strategic Insights
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Contributors
Jenna Kotcher
Product Marketing Manager, Associate
12 Dec 2025
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2 min read
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With thoughtful analysis followed by tactical recommendations, Grata’s Agentic Search steps in to support across strategy and early diligence.

You need clarity on markets, confidence in your assumptions, and actionable next steps without carving out hours for in-house research or paying a consulting firm - especially when evaluating market fragmentation to understand how crowded, consolidated, or roll-up ready a space truly is. Enter: Grata’s Agentic Search. As an on-demand strategic partner, it understands nuanced requests, pulls proof points, and gives you the recommendations that move you forward – instantly.

Current Grata client? Click here to experience Agentic Search in the platform today!

Start with context

‍Kick off your search by defining your ask. Just describe what you're trying to understand, and Agentic Search takes it from there.

A vertical screenshot of Grata's Agentic Search chat box. The agent asks, "What companies can we help you find?" The user responds, "I'm building a new findtech product for grocery stores and want to understand the total addressable market. How many grocery stores are there in the US?" After interpreting the search, the agent responds, "There are roughly 60,000-65,000 grocery stores in the United States, depending on definition (traditional supermarkets, limited-assortment grocers, natural/organic, warehouse clubs, and independent grocers). Would you like to explore companies or market segments within grocery technology and services?" r

Guidance from the get-go

‍Agentic search explains the nuance behind the request, overviews its own line of thinking, and suggests new directions to explore.

A vertical screenshot of Grata's Agentic Search feature. The user asks the agent, "In its current state, my new product is best for mom & pop shops. I'm trying to understand the serviceable available market -- how many independent grocers are there on the East Coast?" After interpreting the search, the agent responds, "Independent grocers on the U.S. East Coast are commonly estimated in the 15,000-20,000 range, depending on the definition used (single-store owners vs. small local chains and which states you include). Would it help to break this into a few segments and see where your product might resonate most?" The agent offers quick suggestions, including "Single-store neighborhood markets serving dense urban neighborhoods."

Pull the proof points

‍Get as granular as you need to. At any point in our search, request a company list, making it easy to confirm results.

A horizontal screenshot of Grata's Agentic AI feature. In the chat box (left), user inputs, "Pull a list of independent, bootstrapped grocery stores in the tri-state area (including both single stores and small regional chains." After interpreting the search, the agent responds, "Focusing on independent, self-funded grocery stores and small local chains across New York, New Jersey, and Connecticut. Would you like to see a few ways to sharpen this set?" The agent presents the following quick suggestions to narrow the search: Companies with 5-100 employees reflecting single stores and small regional groups; annual revenue between $1M and $25M to capture typical mom-and-pop operators." Grata returns a search of more than 3,000 companies (right).

Get weigh in

‍Prompt Agentic Search for strategic recommendations – and it'll give it, along with the “why”.

A vertical screenshot of Grata's Agentic Search feature. In a chat box, the user asks the agent, "Based on these results, which state do you think we should target for our first product launch?" After interpreting the search, the agent responds, "New York offers the densest concentration of independent grocers and small chains -- especially in NYC's boroughs -- supporting faster learning cycles and partner pilots, but it's competitive and operationally complex. New Jersey typically provides a strong mix of suburban independents with easier operations and slightly lower CAC dynamics. Connecticut has fewer targets but simpler logistics and potentially warmer early adopter conversations. Would you like to explore these markets by segment to align with your launch goals?"

Receive full cycle support

‍Move seamlessly from analysis to recommendations to actionable next steps, with focused, structured responses in seconds.

A horizontal screenshot of Grata's Agentic Search feature. In the chat box (left), the user inputs, "Per your recommendation, let's focus on businesses in New York state. Narrow this list to the grocers you think I should reach out to first -- our ICP is grocers with slow YoY growth that have been in business for at least 5 years." Grata's agent responds, "Focusing on independent, self-funded grocers in New York with 5+ years in business and flat-to-declining headcount year over year. Would you like to look first at single-store operators or small local chains?" The agent offers the following quick suggestions: Single-location neighborhood grocers serving dense urban neighborhoods; Small regional chains with 2-10 stores across boroughs and suburbs. Grata returns a list (right) of more than 150 relevant companies.

With Agentic Search, strategy becomes a short conversation instead of a time-intensive research project. Get fast, defensible insight with consultant-grade reasoning, but without the time, invoices, or back-and-forth of traditional research. Insights are delivered through Grata’s secure industry research platform, protecting sensitive diligence questions and proprietary workflows.. Whether its early investment diligence or broader strategic requests, Grata equips you with the clarity to move faster and the confidence to move first.

Want to see it for yourself? Get started with Grata today.

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