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WHY GRATA

Underwrite with Confidence

In a market built on opacity, Grata gives private credit teams the clarity they need to assess and monitor risk

From Discovery to Delivery in One Platform

Borrower Discovery

Find credible, high-growth borrowers using operating signals like hiring trends and revenue growth

Risk Validation

Layer in financials, employee trends, and market benchmarks to de-risk your pipeline

Monitoring at Scale

Track post-close signals across your portfolio to spot early warning signs

Grata Powers

Sector Mapping

Understand industry saturation, density, and growth patterns to frame underwriting

Sector Mapping converted

Borrower Sourcing

Find credible companies with revenue, traction, and operating stability

Borrower Sourcing converted

Underwriting Support

Validate internal assumptions with structured benchmarks and market context

Underwriting Support converted

Portfolio Monitoring

Track adjacent shifts, competitor moves, and potential risks.

Portfolio Monitoring converted

WHY GRATA

The only place where data meets live deal flow.

Grata is built into the Datasite ecosystem: sell-side processes, buy-side mandates and verified advisor relationships from the MergerLinks network - surfaced next to your company data.

Live sell-side and buy-side opportunities in Grata

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22M+

COMPANIES

3M+

PRIVATE FINANCIALS

800K+

HISTORICAL TRANSACTIONS

200K+

CURATED CONFERENCE LISTS

100K+

STRATEGIC BUYERS & SPONSORS

PROOF THROUGH CHANGE

Grata has been an incredible add to our internal tech-stack. It has helped us re-engineer our sourcing efforts, enabling thematic capability-based segmentation that’s critical to our investment process.

Principal

The biggest benefit is just how comprehensive all the data is for the individual companies, as well as the industry search capabilities.

Analyst

Frequently Asked
Questions

‍

Deal sourcing for credit funds involves identifying private companies that match a lender’s criteria for size, stability, growth, and risk profile.

Lenders rely on alternative signals such as hiring trends, product activity, leadership changes, tech usage, and market momentum to gauge creditworthiness early.

Private companies share limited financial data, and traditional databases miss many mid-market or founder-led businesses, limiting visibility.

Grata offers coverage on 22M+ private companies. Lenders can leverage AI-powered tools like Agentic Search to find actionable opportunities quickly.

Yes. Grata provides revenue indicators, employee trends, business descriptions, and operational signals that support risk assessment and screening.

Lenders often target stable, cash-flowing middle-market companies, non-sponsored businesses, or sector-specific borrowers aligned with their lending strategy.

Teams segment companies by industry, size, growth stage, or operational attributes, creating focused borrower lists that align with lending theses.

Grata offers alerts on hiring shifts, leadership changes, web activity, and market signals, helping teams track borrower readiness or risk exposure.

Grata syncs with CRMs like DealCloud, Salesforce, and HubSpot, enabling lenders to manage pipelines, outreach, and borrower tracking from a single workflow.

Lenders gain broader visibility, faster qualification cycles, more targeted outreach, and scalable sourcing processes with less manual research.

Check Out Additional Credit Funds Resources Here

De-risk decisions with full market visibility