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Underwrite with Confidence

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

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From Discovery to Delivery in One Platform

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Borrower Discovery

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

Risk Validation 2

Risk Validation

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

Monitoring at Scale 2

Monitoring at Scale

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

Grata Powers

Sector Mapping converted

Sector Mapping

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

Borrower Sourcing converted

Borrower Sourcing

Find credible companies with revenue, traction, and operating stability

Underwriting Support converted

Underwriting Support

Validate internal assumptions with structured benchmarks and market context

Portfolio Monitoring converted

Portfolio Monitoring

Track adjacent shifts, competitor moves, and potential risks.

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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

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WHY CUSTOMERS LOVE GRATA

Customer Testimonials

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

Analyst
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Wills Hutras
Analyst

Frequently asked questions

What is deal sourcing for credit funds?

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

How do credit funds assess private companies without public financials?

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

Why is borrower discovery challenging in private markets?

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

How does Grata help credit funds discover qualified borrowers?

Grata identifies millions of private companies with filters aligned to credit criteria, helping lenders find actionable opportunities quickly.

Can Grata support underwriting or early credit qualification?

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

What types of companies do credit funds typically look for?

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

How do credit funds use data to build targeted outreach lists?

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

How does Grata help lenders monitor potential borrowers over time?

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

How does Grata integrate with credit fund workflows?

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

What impact do credit teams typically see after adopting Grata?

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

Check Out Additional Credit Funds Resources Here

PE Fund Structure 101

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 — min read
PE Fund Structure 101

Search Funds - The Shadow Asset Class That Went Mainstream

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 — min read
Search Funds - The Shadow Asset Class That Went Mainstream

PE Fundraising: Best Practices for Sizing a Debut Fund

2
 — min read
PE Fundraising: Best Practices for Sizing a Debut Fund
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De-risk decisions with full market visibility

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