Grata review
A broad private-company research and CRM enrichment platform for deal teams.
Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026
Grata is a private-market intelligence platform for investment banks, private equity firms, corporate development teams, consultants, and other dealmakers. Its core workflow covers private-company search and screening, similar-company discovery, market mapping, company lists, and pipeline management. Users can work with firmographic, financial, company, contact, funding, ownership, and deal data, while enrichment capabilities support batch and API workflows. Grata is particularly suited to teams researching private companies and connecting that research to CRM processes.
The plan structure moves from core research to broader transaction and data-access capabilities. Growth includes private-company data and financials, executive contacts, keyword and similar-company search, CRM integration, and pipeline tracking. Scale adds conference attendee data and a planner, deal data with multiples and valuations, public-company financials, an Excel Add-In, and bidirectional, automated CRM data syncs. Alpha includes everything in Scale plus seller-intent signals and API access for custom integrations. The pricing model is contact sales, so buyers should evaluate the required plan against their data, workflow, and integration needs.
Grata’s ecosystem includes web access, a Chrome extension, APIs, MCP, and data warehouse access. Listed CRM integrations cover Salesforce, HubSpot, DealCloud, Affinity, Microsoft Dynamics 365, and Dynamo Software. The platform also provides search, similar, enrichment, list, and matching APIs, alongside company and contact enrichment. It fits teams that need research, enrichment, market mapping, and pipeline workflows in one system. Teams seeking only lightweight contact enrichment, or those that do not need private-market and deal data, may find this scope broader than necessary.
Questions about Grata
What does Grata run on? Web and Chrome extension. It runs as a browser extension.
What does Grata integrate with? 6 integrations, including Salesforce, HubSpot, DealCloud, Affinity and Microsoft Dynamics 365.
Who is Grata built for? Small businesses, mid-market companies and enterprises (our editorial estimate).
Grata pros and cons
- Where it wins
- Combines private-company search, screening, and similar-company discovery
- Supports batch and API enrichment with company matching
- Connects with major CRMs and supports bidirectional data sync
- Where it doesn't
- Pricing is available through contact sales
- Seller-intent signals and API access require the Alpha plan
- Conference and deal data are reserved for the Scale plan and above
Grata fact sheet, pricing and score →
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