Prep Better. Pitch Smarter. Win More.
Grata empowers bankers with differentiated insights at every stage, so your materials win mandates - not just meetings
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From Discovery to Delivery in One Platform
Find Deals Faster
Source quality companies before they your competitors, using signals like hiring momentum and revenue growth
Craft Compelling Pitch Materials
Build CIMs and teasers with proprietary comps and growth signals that elevate your pitch
Expand Buyer Reach
Reach strategic and sponsor buyers based on fit and buyer intent
Grata Powers
Pitch Prep
Build comps and market overviews in hours — not weeks — using the most accurate private market data
Asset Marketing
Segment markets and position assets for the best-fit strategic and sponsor buyers
Deal Origination
Source more strategically with early visibility into growth-stage companies
Execution
Track interest, refine buyer materials, and align with up-to-date benchmarks
Closing
Validate pricing with precedent comps
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COMPANIES
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PRIVATE FINANCIALS
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HISTORICAL TRANSACTIONS
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CURATED CONFERENCE LISTS
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STRATEGIC BUYERS & SPONSORS
WHY CUSTOMERS LOVE GRATA
Customer Testimonials
The fact that Grata was already focusing on AI before it become a widespread trend shows they're ahead of the curve, positioning AI as the future.
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Grata provides the ability to avoid searching on Google or digging through other platforms and helps analysts focus their time on deliverables that external parties and the broader market will review and analyze.
Frequently asked questions
What is deal sourcing in investment banking?
Deal sourcing in investment banking involves identifying, researching, and qualifying companies that may be ready for M&A, capital raising, or strategic transactions.
How does Grata support investment banking deal origination?
Grata gives bankers access to millions of private companies, contextual search, and detailed profiles, helping them find qualified prospects faster.
Can Grata help bankers find new sell-side and buy-side opportunities?
Yes. Grata reveals founder-owned, bootstrapped, and non-sponsored companies - opening up new mandates on both the buy-side and sell-side.
How do bankers use Grata for market mapping and industry research?
Grata helps teams map sectors, discover emerging sub-industries, and analyze private companies to validate market theses and build targeted outreach lists.
How does Grata streamline prospecting for investment banks?
Grata centralizes discovery, contact research, target lists, and real-time signals, reducing administrative work and speeding up client development.
What types of private companies can investment bankers find on Grata?
Banks can access millions of middle-market companies across industries - especially founder-led businesses not captured in traditional databases.
How does Grata integrate into bankers’ existing workflows?
Grata syncs with CRMs like Salesforce, HubSpot, and DealCloud, allowing bankers to push targets directly into pipelines and track outreach activity.
How do investment bankers use Grata during early diligence?
Teams use Grata’s company profiles, hiring trends, tech signals, and market data to qualify fit, analyze competition, and prepare initial outreach.
What outcomes do investment banks see after adopting Grata?
Banks typically gain faster prospect discovery, broader market visibility, better qualification workflows, and more consistent deal origination.
Check Out Additional investment Banking Resources Here
Corporate Development vs. Investment Banking Explained
M&A Investment Banking: Key Benefits, Processes, and Strategies
Generative AI in Investment Banking: A Game-Changer
