THE AGENTIC M&A WORKSPACE FOR CONSULTING FIRMS
Your consulting team already knows how to map a market, size it, and advise on it. Grata Intelligence gives every one of those steps more context.
Trusted by over 2,000 global customers
Private companies don’t publish their financials, the best insights won’t wait, and what your firm has learned tends to stay with the people who learned it.
Grata Intelligence is the agentic M&A workspace that connects proprietary data, firm knowledge, VDR content, and evolving deal context with Blueflame, Datasite’s M&A agent, so every task starts with richer, more relevant context and moves forward with greater speed and efficiency.
Combine proprietary data and context to identify opportunities earlier.
Execute more complex work across the deal lifecycle with greater speed and quality.
Turn better focus and greater capacity into stronger deal flow.
MARKET MAPPING
Build dynamic company lists, size niche markets, and define market participants. Identify whitespace. Blueflame does the legwork against Grata’s private-market data, and a scheduled task keeps the lists current as the market moves.
COMPETITIVE LANDSCAPE
Map competitors, follow high-growth company signals, and pull private company financials. Ask Blueflame to evaluate emerging niches. Findings come with supporting evidence behind them.
SIZING & STRATEGY
Size segments with segment-level TAM, build on AI-enhanced taxonomies, and model the market breakdown. Develop the market entry strategy. Blueflame starts from the context already in the workspace, and the work can come back as Excel and PowerPoint outputs.
DILIGENCE & M&A SCANS
Blueflame can run M&A target scans, pull precedent transactions, and analyze the data room. Support investment research. Diligence builds on the research already in the workspace.
PROFILING & OUTREACH
Build executive and company profiles, capture positioning and business attributes, and plan the conferences worth attending. Sync to your CRM, with Salesforce, HubSpot and DealCloud supported.
CONNECTED CONTEXT
What your firm knows shouldn’t stay in someone’s inbox
Grata Intelligence connects four kinds of context with Blueflame, so each task starts with more of what your team already has.
BUILT FOR THE WHOLE TEAM
Walk into the client conversation with a sharper view of the market and where the whitespace is.
Size the market, test the entry strategy, and keep the work moving across workstreams.
Define participants, build competitor sets, and pull private company financials faster.
Profile the right executives, plan the conferences worth attending, and sync outreach to the CRM.
Most private companies publish limited data, making it hard for consultants to analyze markets, benchmark industries, or assess competitive landscapes.
Consultants use private-company databases, contextual search tools, and sector intelligence platforms to size markets and identify key players.
Teams analyze company attributes, hiring trends, product signals, and growth indicators to understand new segments and validate market hypotheses.
Grata provides private-company financials, industry insights,deeper search powered by AI, and detailed profiles, enabling fast, accurate research across industries.
Yes. Grata reveals sub-sectors, company clusters, and niche players, allowing consultants to produce clear, precise market maps and industry overviews.
Grata helps teams assess company attributes, analyze the competitive landscape, qualify targets, and collect insights that support diligence and growth strategies.
Consultants can access 22M+ of founder-led and mid-market companies across industries, including hard-to-find businesses not listed in traditional directories.
Grata centralizes company sourcing and screening, market insights, company financials, comp sets, and more, reducing manual research time and improving the accuracy of insights shared with clients.
Yes. Grata connects with CRMs and workflow systems like Salesforce, HubSpot, and DealCloud, supporting cross-team collaboration and project tracking.
Firms report faster research cycles, stronger market insights, higher-quality deliverables, and greater confidence in private-company analysis.
CONSULTING
See how your team’s next market map, sizing model or outreach list starts with more context, and how much further it gets in the same week.
