Proprietary Deal Flow at Scale
Verata is the relationship intelligence platform that turns your firm's network into a systematic source of proprietary deals.
Trusted by Managing Partners at leading PE firms including 3 of the top 10
Relationships Are Your Edge. But You Can't See Them.
You've spent decades building relationships. So has your team. That accumulated network is one of your firm's most valuable assets—it's how you source proprietary deals, get warm introductions to founders, and win competitive processes.
But that network is invisible. Locked in individual heads, scattered across LinkedIn profiles, nowhere aggregated or accessible.
- ?“Who in our firm knows someone at this target?”
- ?“Where do we have strong relationship coverage? Where are the gaps?”
- ?“Are we leveraging our collective network, or just individual rolodexes?”
- ?“How do we systematize proprietary sourcing as we grow?”
The firms that consistently source proprietary deals aren't necessarily the ones with the biggest networks—they're the ones who can see and activate their networks most effectively.
Relationship Intelligence Infrastructure
Verata makes your firm's collective network visible, searchable, and actionable.
Your Firm's Network, Finally Visible
Your firm has decades of accumulated relationships—Partners, Principals, alumni, advisors, portfolio company executives. Until now, that network has been locked in individual heads and LinkedIn profiles.
- Aggregate all firm relationships automatically
- Visualize the path to any target company or executive
- See coverage across sectors and geographies
- Track relationship development firm-wide
“For twenty years, I've said 'our relationships are our competitive advantage.' Verata is the first tool that actually lets us see and leverage that advantage systematically.”
Founding Partner
$3B AUM Firm
Proprietary Sourcing at Scale
Turn proprietary deal flow from an aspiration into a system:
- Identify warm paths to any target before competitors
- Coordinate relationship development across the team
- Track which relationships are generating opportunities
- Build coverage systematically in target sectors
“We've always sourced proprietary deals, but it was opportunistic. With Verata, it's systematic. We know exactly which relationships to cultivate and we're doing it deliberately across the firm.”
Managing Partner
Mid-Market PE Firm
Intelligence That Supports the Team
Arm your deal team with the information they need to execute:
- Private company revenue estimates with transparent methodology
- Headcount trends and growth trajectory
- Funding history and ownership structure
- Leadership profiles with career histories
The Managing Partner's ROI Framework
Verata is infrastructure for proprietary sourcing. The ROI framework is simple:
If it helps you find one company you wouldn't have found, reach one founder through a warm path instead of cold, or win one competitive process because you moved faster—it's paid for itself many times over.
Most firms can point to specific deals within the first year.
$150M+
Average deal size
15-20%
Proprietary discount vs. auction
$20M+
Value of that discount
<$100K
Verata annual cost
“In year one, we sourced two deals directly through relationship paths we discovered in Verata. Combined value was $350M. The ROI calculation isn't even close.”
Managing Partner
$2B AUM Firm
What Managing Partners Are Saying
“I've evaluated every sourcing tool on the market. Verata is the only one that reflects how PE actually works—through relationships. It's become essential infrastructure for our firm.”
Managing Partner
$2B AUM Firm
“The ROI conversation was the shortest I've ever had. One proprietary deal sourced through relationship mapping pays for Verata for decades. We've had several.”
Founding Partner
Growth Equity Firm
“Our LPs ask about our sourcing edge. Now I can actually show them—our relationship map, our coverage, our systematic approach. It's a real differentiator.”
Managing Partner
$1.5B AUM Firm
See Your Firm's Network
Schedule a demo and we'll show you what your firm's relationship map looks like—with your actual data.
30-minute demo • Your firm's real network • No commitment
Frequently Asked Questions
Firm-wide subscription based on AUM tier. Every deal professional gets full access—no per-seat fees, no license allocation headaches. Growth tier starts at $36K/year (under $500M AUM), Professional at $72K/year ($500M-$3B), Enterprise custom for larger firms. See our pricing page for full details.
Lightweight. We map your firm's network using proprietary methods to identify verified professional relationships. No LinkedIn imports required. You're operational within a day or two with no heavy IT project. Most firms are seeing value in the first week.
We integrate with DealCloud, Salesforce, and Affinity on Professional and Enterprise tiers. Your pipeline stays synced, relationship data flows both ways. SSO is included at Professional tier and above. API access is available for Enterprise.
Enterprise-grade encryption, SOC 2 compliance, and strict access controls. Your firm's network data is yours alone—we never share it across clients or use it for any purpose other than serving your firm. Happy to walk through our security architecture with your team.
Two dimensions: efficiency (time saved on research, relationship mapping) and outcomes (proprietary deals sourced through relationship paths). Most firms track specific deals that originated through Verata-discovered paths. The math is usually compelling—one proprietary deal pays for years of subscription.
Yes. 14-day free trial with full platform access. We'll map your firm's network so you see real relationship paths immediately. No credit card required to start. If you don't continue, we delete your data completely.