The Business Case Behind the Request
Your talent team asked for Verata. Here's what they're asking for: one executive intelligence platform that centralizes the market knowledge your firm already pays for in fragments — and puts it to work on the leadership decisions that drive portfolio outcomes.
Leadership Is the Highest-Leverage Line Item You Barely See
Executive decisions drive portfolio outcomes more than almost anything else your operating team touches — and yet the talent function is asked to run them on fragmented data, outsourced research, and an expectation to stay invisible on the fund's P&L.
Every outsourced search is a six-figure fee. Every mis-hire costs a multiple of that in lost time and value creation. And the market knowledge needed to get these decisions right already exists inside your firm — scattered across subscriptions and the deal team's memory.
- ?“Retained searches at $100K+ each, including roles your team could run with better tooling”
- ?“Executive hiring decisions made without the financial context the firm applies to every other decision”
- ?“No portfolio-wide view of leadership talent, tenure, or transition risk”
- ?“Talent tooling evaluated ad hoc, without a clean business case or success criteria”
Verata turns the talent function into what it should be: a leveraged, data-backed capability the firm can point at any portfolio company.
What the Firm Gets
The case for Verata, in the terms you'd evaluate any operating investment.
One Platform Instead of a Stack of Fragments
Your firm already pays for executive market knowledge — in data subscriptions, in search-firm fees, and in the deal team's time. Verata centralizes company intelligence, executive data, and search management into one system your talent function actually lives in.
- Company intelligence, executive profiles, and references in one platform
- Replaces the PitchBook-for-talent, LinkedIn, and spreadsheet workflow
- Executive coverage built from the open web — the full operating bench
- One vendor, one security review, one renewal conversation
Value That Lands in the Portfolio
The work your talent team does on Verata is portfolio work: CEO and CFO searches, leadership diligence, succession planning at the companies you own. Usage maps to portfolio companies, so the business case lands where the value is created.
- Supports searches and leadership diligence at portfolio companies
- Usage reporting by portfolio company to support cost allocation
- Portfolio-wide view of executive talent and transition risk
- The same intelligence whether you source directly or through search firms
Fewer Outsourced Searches. Lower-Risk Hires.
A single retained search runs $100K or more. A single mis-hired portfolio executive costs far more than that. Verata gives your talent function the research depth to run more searches in-house and to backchannel every finalist before the firm commits.
- One in-house search pays for the platform many times over
- Backchannel discovery surfaces references candidates didn't provide
- Transaction-tenure mapping shows who actually created value, and when
- Transparent revenue estimates your investment committee can interrogate
Built to Pass Your Diligence
We expect your firm to run its normal vendor process — and we're built for it. Security documentation, references, and a clean standard agreement, with a team that answers procurement questions directly.
- Your data is never shared with other customers or third parties
- Security, legal, and vendor-diligence documentation on request
- Customer references available for your evaluation
- Annual platform agreement scoped to your firm — no surprise line items
The Math Your Talent Team Will Bring You
The business case isn't a cheaper subscription — it's the cost structure of executive decisions. One search brought in-house covers the platform. One avoided mis-hire pays for it for years. And the diligence speed compounds across every search in the portfolio.
$100K+
Typical retained search fee
Hours
Not days, per diligence cycle
Open web
Coverage, continuously refreshed
Full
Data portability & exit rights
Your Team Found the Tool. We'll Bring the Business Case.
One conversation gets you scoped pricing, security documentation, references, and a pilot plan with success criteria your firm defines.
We run your procurement process with you — diligence welcome
Frequently Asked Questions
A single platform for executive research, sourcing, references, and search management — the work they currently spread across data subscriptions, LinkedIn, and spreadsheets. They're asking for the same market knowledge the deal team carries, in a system built for talent work.
As an annual platform agreement scoped to your firm — team size, portfolio breadth, and what you need from us in onboarding and support. Not a per-seat utility. You'll have a concrete, all-in number after one scoping conversation.
Many customers structure it that way. The platform's usage maps naturally to portfolio company searches and leadership diligence, and we provide usage reporting by portfolio company to support whatever allocation model your firm uses.
A structured pilot on a live search: success criteria agreed up front, weekly check-ins, and a benchmark against your current tools at the end. Your talent team gets real results to bring you; you get a clean basis for a decision.
We support your process — security questionnaires, legal review of our standard agreement, and customer references. Your data is never shared and is exportable and deletable on request. We'd rather start the partnership through your normal diligence than around it.