Build a Sourcing Machine That Scales
Verata gives you the infrastructure to systematize deal origination—relationship intelligence, coverage analytics, and pipeline management in one platform.
Trusted by BD teams at leading PE firms including 3 of the top 10
Sourcing at Scale Requires Infrastructure
You're responsible for building a sourcing function that consistently produces proprietary deal flow. But the tools available weren't built for this job.
Your CRM tracks deals but misses relationships. LinkedIn shows individual connections but not firm-wide coverage. Spreadsheets can't keep up with the complexity.
- ?“Where do we have strong relationship coverage? Where are the gaps?”
- ?“Who on our team is best positioned to reach this target?”
- ?“Are we coordinating outreach, or are we stepping on each other?”
- ?“Which relationship-building activities are actually generating deals?”
You need infrastructure that reflects how PE sourcing actually works—through relationships, systematically cultivated over time.
Sourcing Infrastructure for PE
Verata provides the relationship layer that makes systematic origination possible.
Map Relationship Coverage Across Your Firm
Know exactly which sectors and geographies your firm has strong relationship coverage—and where you need to build:
- Map high-quality, verified professional relationships across your network
- Visualize coverage by sector, geography, and executive level
- Identify relationship gaps in your target markets
- Track relationship development over time
“For the first time, I can show the IC exactly where our relationship coverage is strong and where we need to invest. It's changed how we think about BD strategy.”
Head of Business Development
$3B AUM Firm
Assign and Track Relationship Development
Turn relationship building from ad hoc to systematic:
- Assign targets to specific team members based on relationship proximity
- Track outreach and engagement across the team
- Monitor relationship development progress
- Coordinate coverage to avoid duplicate outreach
Pipeline That Reflects Reality
Most CRMs treat deal sourcing like sales—they miss the relationship layer. Verata adds what's missing:
- See relationship paths alongside pipeline stages
- Track which relationships are driving which opportunities
- Measure sourcing attribution by relationship type
- Integrate with DealCloud, Salesforce, and Affinity (Professional and Enterprise tiers)
“We finally have visibility into our sourcing funnel that makes sense for PE. Not just 'leads' but 'which relationships are generating which opportunities.' It's transformed our BD reporting.”
Director of Business Development
Mid-Market PE Firm
Market Intelligence for Targeting
Build target lists based on real criteria, not just what's available:
- Filter by geography, revenue range, sector, ownership type
- Private company revenue estimates with methodology
- Headcount and growth trajectory
- Funding history and investor details
The BD Leader's ROI
Verata pays for itself in two ways: efficiency gains (your team spends less time on research, more time on relationships) and sourcing outcomes (more proprietary deals through better relationship activation).
Most BD leaders see both within the first quarter.
60%+
Research time saved
100%
Relationship coverage visible
40%+
Proprietary deal flow increase
< 90 days
Time to ROI
“In our first year with Verata, we sourced three proprietary deals directly through relationship paths we discovered in the platform. The ROI was obvious by month two.”
Head of Business Development
$2.5B AUM Firm
What BD Leaders Are Saying
“Verata is the infrastructure layer our BD function was missing. We went from hoping relationships would produce deals to systematically cultivating them. Our proprietary sourcing has never been stronger.”
Head of Business Development
$2B AUM Firm
“I can now report to our Partners exactly which relationships are driving pipeline, which sectors have coverage gaps, and where we need to invest in relationship building. That level of visibility was impossible before.”
VP of Business Development
Growth Equity Firm
“We used to have three people doing relationship research that now takes zero people. They're now focused on actually building relationships instead of researching them.”
Director of Origination
Mid-Market Buyout
Build Your Sourcing Infrastructure
See how Verata can transform your BD function from reactive to systematic.
30-minute demo • Custom for your firm • No commitment
Frequently Asked Questions
Traditional CRMs are built for sales—they track deals and contacts but miss the relationship layer that drives PE sourcing. Verata adds what's missing: firm-wide network mapping, relationship path visualization, and coverage analytics. Most firms use both—Verata for relationship intelligence, their CRM for pipeline management—with the two systems integrated.
We identify high-quality professional relationships using proprietary methods and verified data sources. Unlike LinkedIn—where connections are often meaningless—every Verata relationship represents a real professional bond. You'll never embarrass yourself asking the wrong person for an introduction.
Yes. You can see outreach activity, relationship development progress, and sourcing attribution across your BD team. This gives you visibility into both effort and outcomes—not just 'how many emails' but 'which relationship-building activities are generating opportunities.'
We integrate with DealCloud, Salesforce, and Affinity on our Professional and Enterprise tiers. Your pipeline stays synced, relationship data flows both ways, and you don't lose any existing workflow. Most implementations are completed in less than a week.
Coverage analytics by sector and geography, relationship development metrics, sourcing attribution by relationship type, and pipeline progression. We can also build custom reports for your IC or LP reporting needs.