Corporate Development vs. Investment Banking Explained
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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 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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Ben Hughes
Head of Business Development
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.
Irune Andres
Associate
Frequently asked questions
How does Grata support investment banking deal origination?
Grata gives bankers access to millions of private companies, AI-powered search, and detailed profiles, helping them find qualified deals faster. Users also have access to the Grata Deal Network, where sell-side advisers can post their live deals to generate inbound interest.
Can Grata help bankers find new sell-side and buy-side opportunities?
Yes. Grata provides bankers with access to millions of private company profiles, which include reliable financial data and growth signals. Investment bankers can also leverage the Grata platform to find buyers, analyze their acquisition patterns, map strategic relevance, and build targeted buyer lists faster. Additionally, bankers can generate inbound interest on their live mandates and connect directly with buyers on the Grata Deal Network.
How do bankers use Grata for market mapping and industry research?
Grata enables bankers to segment and size markets, assess competitive dynamics, and quickly assemble comp and market overviews. Bankers can track interest, refine buyer materials, and align with up-to-date benchmarks all in one place.
How does Grata streamline prospecting for investment banks?
Grata’s Agentic Search curates results for smarter, faster prospecting. Bankers can use the tool to find structured, relevant lists for industries, deal themes, or specific company attributes. Grata also centralizes contact information, prospect lists, and real-time signals, saving bankers time.
What types of private companies can investment bankers find on Grata?
Banks can access millions of middle-market companies across industries — especially privately-owned businesses not captured in traditional company databases.
How does Grata integrate into bankers’ existing workflows?
Grata empowers bankers with differentiated insights at every stage of their process, from discovery to delivery. Bankers can source quality companies using Grata’s AI and Agentic Search, build CIMs and teasers with proprietary comps and growth signals, reach strategic buyers and sponsors based on fit and intent, and more.
How do investment bankers use Grata during early diligence?
Grata provides detailed financials directly on company profiles. Bankers can also leverage tailored, detailed comp sets and market overviews to quickly and accurately benchmark prospects.
What outcomes do investment banks see after adopting Grata?
Banks typically gain faster prospect discovery, broader market visibility, better qualification workflows, and more precise deal origination.
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