Spend Less Time on Data Entry. More Time With Candidates.
You're toggling between PitchBook for company research, LinkedIn for candidate profiles, and your ATS for tracking. Every search starts with the same tedious setup. Verata puts it all in one place.
“This is the first tool I've seen that makes sense.”
Managing Director, Boutique Search Firm
See Verata in Action
Watch how leading PE firms use Verata to source proprietary deals through their network.
Your Tools Weren't Built for How You Actually Work
Every search starts the same way: open PitchBook for company data, switch to LinkedIn for candidate profiles, log everything in your ATS, and keep a spreadsheet for what falls through the cracks. Three tools, three logins, three sources of truth that never quite agree.
You're excellent at your job — but you're spending half your time on context-switching and data entry instead of talking to candidates and advising clients.
- ?“Toggling between PitchBook, LinkedIn, and your ATS for every search”
- ?“Manually re-entering candidate data across multiple systems”
- ?“No financial context on candidates — just job titles and company names”
- ?“Backchannels limited to whoever the candidate volunteers as a reference”
You didn't become a search consultant to be a data entry clerk. One integrated platform changes your entire day.
Everything You Need, One Place
Verata combines company intelligence, executive data, and candidate tracking so every search moves faster from intake to placement.
Manage Searches Without the Tool-Switching
From intake to placement, Verata keeps your entire workflow in one place. No more toggling between PitchBook for company research, LinkedIn for candidate profiles, and your ATS for tracking.
- Company intelligence and executive data right where you track candidates
- See revenue, headcount, transactions, and leadership for any target company
- Track candidate pipeline from sourced to placed in a single view
- Export candidate reports and market maps for client presentations
“I went into Verata and rapidly found people. You definitely shortcutted it.”
Managing Director
Retained Search Firm
Score and Compare Candidates With Context
Go beyond the resume. See which transactions happened during a candidate's tenure, which PE firms backed them, and which companies they actually scaled — not just where they worked.
- Transaction timelines overlaid on executive work history
- PE backing attribution mapped to exact tenure periods
- Revenue and headcount growth during each candidate's time at a company
- Side-by-side candidate comparison with financial context
- Filter by time period — see who was at the company during key transactions and growth phases
Find the Real References — Not Just the Provided Ones
For any candidate, instantly discover who overlapped with them — former colleagues, supervisors, and board members who can give you the unfiltered story.
- Tenure overlap computation for any executive
- Historical reporting relationships and shared board seats
- Warm paths through shared employers and schools
- Direct LinkedIn links to every backchannel contact
“That exit feature is very interesting, especially for the CFO practice.”
Research Manager
Large Search Firm
Before and After
See how Verata transforms common consultant workflows.
"Prep for a client intake meeting on a VP Finance search"
Pull up the client company in PitchBook, check LinkedIn for current leadership, search your ATS for past candidates, Google for recent news.
Time: 45-60 minutes
Pull up the company profile — revenue, leadership, transactions, competitors, and potential candidates all in one view.
Time: 10 minutes
"Find backchannel references for a finalist candidate"
Ask the candidate for references, search LinkedIn for former colleagues, hope someone in your firm knows someone.
Time: Hours (often incomplete)
View tenure overlaps, find 10+ former colleagues instantly, see warm paths through your network.
Time: 2 minutes
"Build a candidate long-list for a CFO search at a $200M healthcare services company"
Search LinkedIn with keyword guessing, cross-reference PitchBook for PE-backed companies, manually build a spreadsheet.
Time: Full day or more
Run an AI-powered search with sector, company size, PE-backing, and role filters. Export with full profiles.
Time: 1-2 hours
What Consultants Are Saying
“I went into Verata and rapidly found people. You definitely shortcutted it.”
Managing Director
Retained Search Firm
“That exit feature is very interesting, especially for the CFO practice.”
Research Manager
Large Search Firm
“The industry search and revenue for companies is dead on.”
Senior Associate
Retained Search Firm
Start Closing Searches Faster
Join the consultants replacing three tools with one integrated platform.
Full platform access • No annual contracts • $150/month per seat
Frequently Asked Questions
Verata combines the company intelligence you get from PitchBook, the executive profiles from LinkedIn, and candidate tracking from your ATS — all in one platform. Instead of toggling between three tools that don't share data, everything lives in one place. Most consultants tell us they save 60%+ of their research time.
Yes. You can track candidates from sourced to placed, manage interview notes, and generate client-ready reports. Verata includes AI-native mandate management features — candidate scoring, interview synthesis, and board deck generation — all included at no additional cost.
Most consultants are productive within an hour. The interface is intuitive — if you've used any modern web app, you'll get it immediately. And because company and executive data is already integrated, you skip the setup that slows down other tools.
You can start using Verata for new searches immediately. For existing searches, import your candidate lists and continue tracking in Verata. There's no long migration project — use it alongside your current tools and transition at your own pace.
$150/month per seat. No annual contracts. Full platform access — company intelligence, executive data, backchannel discovery, and export capabilities.