# Underwrite with Confidence

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

## Get started

What is your primary geographic focus?  
*North America  
Latin America  
Europe  
Middle East and Africa  
Asia  
Australia and New Zealand*

What kind of firm do you work for?  
*Consulting  
Corporation / strategic acquirer  
Independent sponsor  
Investment bank  
Other  
Private equity  
Search fund  
Venture capital*

What is your primary use case for Grata?  
*Conference data  
Deal origination  
Executive search / recruiting  
Fundraising / capital raising  
Marketing research  
Other  
Private market investment research  
Real estate investment research  
Sales operations  
Use Grata data in a customer-facing tool or application  
Wealth management*

How did you hear about Grata?  
*Conference  
Google Search  
Podcast  
Print Publication  
Referral from friend/colleague  
Review Site (ie. G2)  
Social Media (ie. LinkedIn)  
Webinar  
Grata Scholars  
MBA Program  
Datasite  
ChatGPT (or other LLMs)*

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## 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

## Borrower Sourcing

Find credible companies with revenue, traction, and operating stability

## Underwriting Support

Validate internal assumptions with structured benchmarks and market context

## 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

## Customer Testimonials

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.

Jack Berney  
Principal

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, limiting visibility.

### How does Grata help credit funds discover qualified borrowers?

Grata offers coverage on 21M+ private companies. Lenders can leverage AI-powered tools like Agentic Search to 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 visibility, faster qualification cycles, more targeted outreach, and scalable sourcing processes with less manual research.