Find the Right PE Buyers Through Relationship Intelligence
Stop cold outreach. Discover warm introduction paths to PE decision-makers, match deals to buyer thesis, and run more efficient sell-side processes.
Trusted by leading investment banks and M&A advisory firms
See Verata in Action
Watch how leading PE firms use Verata to source proprietary deals through their network.
Cold Outreach to PE Firms Is Broken
You know the right PE buyer is out there for your deal. But reaching them is another story entirely.
Cold emails get ignored. Generic outreach disappears into crowded inboxes. And even when you get a response, you're starting from zero—no relationship, no trust, no context.
- ?“Which PE firms are actually looking for deals like this one?”
- ?“Who at our firm knows someone at the target PE fund?”
- ?“How do I get a warm introduction instead of cold outreach?”
- ?“Are we missing buyers who would be perfect but aren't on our radar?”
The best deals close through relationships. You need a way to find the relationship paths that already exist in your network.
Relationship Intelligence for Investment Banking
Verata reveals the warm introduction paths that turn cold outreach into warm meetings.
Map Relationships to PE Decision-Makers
Stop cold outreach. Discover which PE firms you can reach through warm introductions:
- See relationship paths to Partners and Principals at target PE firms
- Identify shared connections across your firm's collective network
- Prioritize outreach based on relationship strength and proximity
- Track relationship development with key buyers over time
“We went from cold-calling PE firms to walking into meetings with warm introductions. The conversion rate difference is night and day.”
Managing Director
Middle-Market Investment Bank
Match Deals to PE Buyer Thesis
Know which firms are actually looking for what you're selling:
- Filter PE firms by sector focus, deal size, and investment criteria
- See recent transaction history and investment pace
- Identify firms actively deploying capital in your deal's sector
- Track thesis changes and new fund announcements
Discover Warm Introduction Paths
Your network is deeper than you think. Verata reveals the paths you didn't know existed:
- Map your firm's collective relationships to PE buyers
- Find introduction paths through portfolio company executives
- Identify alumni networks and board connections
- See which colleagues have the strongest relationships with target firms
“I discovered we had three different paths to a PE firm I'd been trying to reach for months. One introduction later, we had the meeting.”
Vice President
Boutique M&A Advisory
Contact Intelligence for Every Outreach
Never go into a conversation unprepared:
- Verified contact information for PE professionals
- Career history and deal track record
- Board positions and portfolio company roles
- Recent news and professional updates
The Investment Banker's ROI
Every deal that closes faster, every buyer you reach through a warm introduction, every process that runs more efficiently—that's ROI.
Most investment bankers see the value within their first sell-side process.
3x
Buyer response rate increase
70%
Time saved on buyer research
50%
More targeted buyer lists
10+
Warm intro paths discovered
“Our first Verata-assisted process closed in 60 days instead of our usual 90+. The buyer came through a relationship path we discovered in the platform.”
Managing Director
Middle-Market Investment Bank
What Investment Bankers Are Saying
“Verata transformed how we run sell-side processes. Instead of blasting 200 PE firms and hoping, we now target 30-40 firms where we have real relationships. Higher response rates, faster processes, better outcomes.”
Managing Director
Healthcare-Focused Investment Bank
“The relationship mapping alone paid for three years of Verata in our first deal. We found a warm path to the PE firm that ultimately won the process.”
Partner
Lower Middle-Market M&A Advisory
“I used to spend hours researching PE firms before outreach. Now I know in seconds who we can reach, how, and whether they're even looking at deals like ours.”
Director
Technology Investment Bank
Start Reaching PE Buyers Through Relationships
See how Verata can transform your sell-side processes and buyer outreach.
30-minute demo | Custom for your practice | No commitment
Frequently Asked Questions
We map professional relationships using proprietary methods and verified data sources. Unlike LinkedIn connections, every Verata relationship represents a real professional bond. You'll see relationships based on shared work history, board service, deal experience, and other meaningful professional interactions.
Yes. You can filter PE firms by sector focus, deal size, geographic preference, and investment pace. We track fund announcements, recent transactions, and deployment activity so you can prioritize firms that are actively looking for deals like yours.
Verata helps you build a targeted buyer list based on thesis fit and relationship access. Instead of broad outreach to hundreds of firms, you can focus on the 30-50 firms where you have warm introduction paths and known interest. This leads to higher response rates, faster processes, and often better outcomes.
We provide verified business email addresses and phone numbers for PE professionals, along with career history, deal track record, board positions, and recent professional updates. All data is sourced ethically and kept current.
Databases tell you who PE buyers are. Verata tells you how to reach them. We layer relationship intelligence on top of market data, so you're not just seeing a list of firms—you're seeing which firms you can actually get meetings with through your network.