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AI for Investors

Grata — AI for Investment, Venture Capital & Trading

Uncover private market deals you can't see elsewhere with AI-powered search and investment-grade data.

Go beyond public data to find, research, and engage founder-owned and non-sponsored companies.

Best forAI for Investors
DifferentiatorAgentic AI search for hard-to-find, non-sponsored private companies.
ProofDatabase of 21M+ companies with a claimed 99% data accuracy.
Explore Grata
Pricing on request
8.3 Zekai
Proprietary deal sourcing
AI for Investment, Venture Capital & Trading
Ease of Use
7.6
Accuracy
8.8
Value
7.8
Time Saving
8.8
AI Deal SourcingPrivate Company DataM&A IntelligenceCRM IntegrationMarket Mapping
📊 Independently reviewed and scored. How we score →
✍️ Reviewed by Zekai Editorial Team · Updated August 7, 2026
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Zekai Verdict

What is it?
Grata is a private market intelligence platform for investment professionals.
Best for
Sourcing and evaluating off-market acquisition targets to build a proprietary deal flow in the private middle market.
Not ideal for
Pricing is not transparent and requires a sales demo, suggesting a high price point.
Price
Pricing on request
Zekai Score
8.3/10
Visit official site ↗Compare alternatives →Why this score →
⭐ Today's SpotlightTradingView★ 9.2/10AngelList★ 9.2/10PitchBook★ 9.1/10Passthrough★ 8.9/10QuantConnect★ 8.8/10Pulley★ 8.8/10Peony★ 8.8/10Be the next sponsor →
Hand-scored by Zekai

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⚡ Quick answer

For Investment, Venture Capital & Trading professionals, Grata is a top AI tool for sourcing proprietary deals in the private markets. It uses 'Agentic AI' to search a database of over 21 million private companies, including hard-to-find founder-owned and non-sponsored businesses. This allows dealmakers to move beyond public data and proactively build a unique deal pipeline.

CategoryPrivate Market Intelligence
Best ForSourcing off-market deals and building proprietary pipelines.
Price FromPricing on request
FreeNo
DifferentiatorAgentic AI search for hard-to-find, non-sponsored private companies.
ProofDatabase of 21M+ companies with a claimed 99% data accuracy.
Rating8.3/10
📖 About Grata

Grata is a private market intelligence platform for investment professionals. It uses AI to help deal teams source, screen, and research companies, providing access to data on over 21M private businesses, including financials, ownership, and executive contacts.

How It Works

Your workflow, automated

1
Define Your Thesis with Agentic Search
Use natural language to search for specific company attributes, market trends, or strategic fits, like 'founder-owned B2B SaaS with $5-10M revenue'.
2
Screen & Qualify Targets
Analyze Grata's investment-grade data, including revenue estimates, ownership details, and growth signals, to build a conviction list.
3
Engage & Manage Outreach
Access verified executive contacts and sync target lists and notes directly to your CRM (DealCloud, Salesforce) to manage your pipeline.
Ready to automate your workflow with Grata?
Explore Grata →
Real Impact

Before & After

❌ Before

Relying on public data and inbound deals, missing most of the private market.

Limited deal flow
✅ After

Proactively sourcing proprietary deals from a universe of 21M+ private companies.

Proprietary pipeline
Prompt Templates

Try it with these prompts

Copy any prompt and paste it directly into the tool.

Find companies attending industry events

Find companies attending specific industry events like [Event Name] or [Another Event Name]. I need to identify potential targets and understand who else is participating to inform my outreach strategy.

Research private company financials

Retrieve verified private company financials, including employee counts, industry classifications, and revenue estimates for [Company Name] or companies in the [Industry Sector] sector. This will help me assess potential…

Identify M&A transaction data

Find details on recent M&A transactions, including PE, corporate, and add-on acquisitions, as well as VC and growth rounds within the [Specific Market] market. I need this data to understand current market valuations and…

AI Prompts

Prompts for Investors

Prompt 01 Data Room Diligence Prompt
You are a VC analyst. I have uploaded a startup's data room, which includes their financial model, cap table, and three sample customer contracts. Review these documents and answer the following, citing the source document for each claim: 1…
Prompt 02 Ticker Snapshot & Key Metrics
Act as a financial analyst for a retail investor. I will provide a stock ticker. Your task is to provide a concise, one-page snapshot. **Ticker:** `[[Insert Ticker, e.g., AAPL]]` **Provide the following in a structured report:** 1. **Compa…
Prompt 03 10-K/10-Q Summary for Red Flags
[[Paste full text of the 10-K filing here]]
See all 19 AI prompts for Investors →
Social Proof

Trusted by professionals

Ease of Use
7.6
Accuracy
8.8
Value
7.8
Time Saving
8.8

"The fact that Grata was already focusing on AI before it became a widespread trend shows they're ahead of the curve. It's transformed our dealmaking process."

Ben H., Head of Business Development · June 2026

"The ability to find accurate industry comps is a game-changer. I can quickly break down a company's size and specifics to decide if it's a fit, which saves me an incredible amount of time."

Chris T., Private Equity Analyst · May 2026

"The AI search is powerful for finding unique US companies. However, for our cross-border deals in Asia, the data is less comprehensive than we'd hoped. It's excellent for its core markets, though."

Anna K., M&A Associate · April 2026

"Grata gives us complete, verified intelligence across the private market. We're no longer worried that the right deal is the one that got away. It helps us see more and decide faster."

David L., Corporate Development Manager · March 2026
Proof of Use

Inside Grata

Grata screenshot — interface view 1

Captured by Zekai from the live Grata interface during review.

See Plans & Pricing →
Connects With

Grata integrations

Salesforce HubSpot DealCloud
Setup complexity: Advanced
Grata is a private market intelligence platform for investment professionals. It uses AI to help deal teams source, screen, and research companies, providing access to data on over 21M private businesses, including financials, ownership, and executive contacts.
Comparison

Best Grata alternatives

Grata vs. PitchBook: PitchBook is the industry incumbent with a massive, established database covering both public and private markets. Choose PitchBook for broad market coverage and historical deal data. Choose Grata for its specialized focus on uncovering hard-to-find, non-sponsored middle-market companies using its advanced 'Agentic AI' search. Grata is built for teams who want to generate proprietary, off-market deal flow, whereas PitchBook is more of an all-encompassing market data terminal.

You need a broader, more established database with a focus on public company data (PitchBook).
Your primary need is contact data for sales outreach, not deep M&A intelligence (ZoomInfo).
You have a limited budget and require a tool with transparent, lower-cost pricing tiers.
The decision

Is Grata worth it?

Return on investment
Given the platform's focus on reducing manual research, teams can potentially save dozens of analyst hours per week, justifying a premium subscription by sourcing just one proprietary deal.
Built for
Private equity analysts and partners, investment banking associates, M&A advisors, and corporate development teams.
Effort to adopt
Advanced
Compliance
The website mentions SOC compliance ('SOC for Service Organizations'). Other compliance postures like GDPR are not publicly documented — verify with vendor.
Who It's For

Why Investment, Venture Capital & Trading choose this tool

🎯
Built for
Sourcing and evaluating off-market acquisition targets to build a proprietary deal flow in the private middle market.
In-Depth Overview
For investment professionals, deal flow is everything, but most teams see the same publicly marketed deals. Grata's core function is to break this pattern by providing visibility into the 99% of the market that is private and off-the-radar. It uses what it calls 'Agentic AI' to allow for nuanced, thematic searches beyond simple industry codes, enabling you to find founder-owned, bootstrapped, and non-sponsored businesses that competitors miss. The platform provides investment-grade intelligence—financials, ownership, transaction data, and executive contacts—across a database of over 21 million companies, with a claimed 99% accuracy. This allows your team to move from a high-level investment thesis to a qualified list of proprietary targets with conviction. By integrating with key CRMs like DealCloud and Salesforce, Grata streamlines the entire top-of-funnel workflow, from sourcing and screening to outreach management, ultimately helping you win the deals you previously couldn't see.

Key Use Cases

💼
Build a proprietary pipeline of off-market targets.
Private Equity Analyst
Use Agentic Search to map a niche sector like 'bootstrapped HVAC service providers in the Southeast US' and identify founder-owned companies not currently for sale. Export qualified targets and contacts directly to DealCloud.
Weeks of manual research reduced to hours
✓ Pros
Uncovers founder-owned and non-sponsored companies often missed by other platforms.
Proprietary 'Agentic AI' enables more nuanced, thematic market searches.
Claims 99% data accuracy on key metrics like financials and headcount.
Integrates directly with key industry CRMs like DealCloud and Salesforce.
Provides access to live deal teasers and conference attendee lists to find active opportunities.
· Cons
Pricing is not transparent and requires a sales demo, suggesting a high price point.
Data is most comprehensive for the US, UK, France, Germany, and Australia, with less coverage in other regions.
The platform's full value is tied to active deal sourcing workflows, less so for passive market monitoring.
Recent merger with Sourcescrub may introduce platform changes or integration challenges.
⚡ Editorial Verdict

Grata excels at surfacing hard-to-find private companies beyond the usual sponsored deals, using its 'Agentic AI' to provide deep intelligence. Its primary trade-off is the lack of public pricing, requiring a demo and likely a significant investment, making it best suited for dedicated deal teams rather than casual users.

See all 158 AI tools for Investors → Browse the AI Directory →
Questions & Answers

Frequently asked questions

What is Grata?

+
Grata is a private market intelligence platform that uses AI to help investors, bankers, and corporate acquirers find, research, and connect with private companies for dealmaking.

How does Grata help with deal sourcing?

+
Grata provides AI-powered search, comprehensive data on over 21 million private companies, and intuitive workflows, enabling private equity teams to find insights, qualify deals, and make decisions faster.

What makes Grata different from other private market intelligence solutions?

+
Grata differentiates itself with its 'Agentic AI' for finding hard-to-discover companies, a focus on proprietary data for the private middle market, and workflows designed specifically to accelerate deal sourcing and screening.

What countries does Grata's private market intelligence cover?

+
Grata has a strong focus on the Americas (US), EMEA (UK, France, Germany), and APAC (Australia). While its database is extensive, coverage is most comprehensive in these key regions.

Does Grata integrate with CRM or deal workflows?

+
Yes, Grata integrates with Salesforce, HubSpot, and DealCloud, allowing teams to export company data, track pipelines, and maintain a unified workflow between platforms.

How accurate is Grata’s private company data?

+
Grata claims its data has 99% accuracy, which it achieves through a combination of AI extraction, machine learning models, and proprietary research on metrics like financials, transactions, and headcount.

Last reviewed:

Plans & Pricing

Grata pricing and plans

Pro
Pricing on request
Pricing is customized and requires a demo with the sales team.
Start Pro Plan

Prices and features are updated regularly but can change at any time — always confirm on the official website. Some links on this page are affiliate links.

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Free guide

Take it with you

The Off-Market Deal Sourcing Playbook
  • Translate your investment thesis into an AI-powered search query.
  • Identify and screen companies that have no online presence.
  • Map competitive landscapes in fragmented industries.
  • Uncover private company financials and ownership data.
  • Build and manage an outreach pipeline in your CRM.
+3 more steps inside the guide
Send me the full guide

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About Grata

Full Description

Grata is a private market intelligence platform for investment professionals. It uses AI to help deal teams source, screen, and research companies, providing access to data on over 21M private businesses, including financials, ownership, and executive contacts.

Editorial Verdict

Grata excels at surfacing hard-to-find private companies beyond the usual sponsored deals, using its 'Agentic AI' to provide deep intelligence. Its primary trade-off is the lack of public pricing, requiring a demo and likely a significant investment, making it best suited for dedicated deal teams rather than casual users.

Last reviewed:
Disclaimer
Zekai is an independent AI tools directory. We are not affiliated with, endorsed by, or officially connected to Grata unless clearly stated. All product names, logos, and brands are the property of their respective owners and are used for identification purposes only. The information on this page — including pricing, features, and availability — is general information, may have changed since our last review, and is not professional advice. Zekai Scores and verdicts are our editorial opinion. Some outbound links are affiliate links that may earn us a commission at no extra cost to you. Spotted outdated or incorrect information? Request a correction →
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