Sourcing Infrastructure That Actually Works
Verata provides the relationship intelligence platform your investment team is asking for—with enterprise-grade security, clean integrations, and predictable pricing.
What Your Investment Team Gets
Verata is a relationship intelligence platform purpose-built for PE deal sourcing:
- Relationship Path Mapping: See how your firm connects to any target company or executive
- Private Company Intelligence: Revenue estimates, headcount, funding history, leadership profiles
- Targeted Search: Filter by geography, size, sector, ownership type
- CRM Integration: Sync with DealCloud, Salesforce, Affinity (Professional and Enterprise tiers)
The result: your deal team spends less time on research and more time on relationships. Most firms see significant productivity gains within the first month.
What You Care About
Implementation, integration, security, and pricing—built for how PE firms actually operate.
Implementation That Doesn't Require a Project
Most firms are operational within 1-2 days. No heavy IT lift, no months of configuration:
- Automatic relationship mapping using proprietary methods—no imports required
- Identifies high-quality, verified professional relationships across your network
- SSO integration (SAML 2.0) for Professional and Enterprise tiers
- User provisioning via SCIM where needed
“I expected a months-long implementation. We were live in two days. The team was using it that same week.”
COO
Mid-Market PE Firm
CRM Integration That Actually Works
Verata complements your existing CRM rather than replacing it. Available on Professional and Enterprise tiers:
- Native integrations with DealCloud, Salesforce, and Affinity
- Bi-directional sync—pipeline stays coordinated
- Contact and company enrichment from Verata to CRM
- Custom field mapping for your workflow
Enterprise-Grade Security
Your firm's relationship data is sensitive. We treat it that way:
- SOC 2 Type II certified
- Data encrypted in transit and at rest (AES-256)
- Dedicated tenant isolation for Enterprise tier
- Regular third-party penetration testing
- Detailed audit logs for compliance
Simple, Predictable Pricing
Firm-wide subscription with no per-seat surprises:
- Unlimited users included at every tier
- Add team members as you grow—no incremental cost
- Annual subscription with multi-year discounts available
- No hidden implementation fees or usage charges
“Finally, a vendor pricing model that makes sense. One subscription, everyone covered, no surprise invoices.”
CFO
Growth Equity Firm
Predictable, Firm-Wide Pricing
No per-seat fees. No surprise invoices. One subscription covers your entire firm.
Growth
$36K/year
Up to $500M AUM
Professional
$72K/year
$500M - $3B AUM
Enterprise
Custom
$3B+ AUM
What Operations Leaders Are Saying
“As someone who's implemented dozens of tools, Verata was refreshingly easy. The team knew exactly what PE firms need, and the technical setup was straightforward.”
COO
$2B AUM Firm
“The security review was painless. They had all the documentation ready, answered our questions clearly, and passed our due diligence faster than most vendors.”
Head of Technology
Multi-Fund Platform
“I was skeptical about adding another tool to our stack. Six months in, it's one of the most-used platforms at the firm and requires almost no support from my team.”
COO
Mid-Market PE Firm
Ready to Evaluate?
Schedule a technical demo and we'll walk through implementation, integration, and security in detail.
30-minute demo • Technical deep-dive available • No commitment
Technical & Operations FAQ
Day 1: We set up your firm account and configure SSO if applicable. Team members connect their LinkedIn accounts (user-initiated OAuth). Day 2: Network is mapped, platform is configured. That's it. Most of the work is automated—there's no manual data entry or lengthy configuration.
SOC 2 Type II certified. All data encrypted in transit (TLS 1.3) and at rest (AES-256). Enterprise tier includes dedicated tenant isolation. We conduct regular penetration testing and maintain detailed audit logs. Happy to share our security documentation and walk through architecture with your security team.
Admin console for user provisioning, role assignment, and access management. SSO via SAML 2.0 for Professional and Enterprise. SCIM provisioning available for Enterprise tier. Audit logs track all user activity for compliance.
Native integrations with DealCloud, Salesforce, and Affinity are available on Professional and Enterprise tiers. Bi-directional sync keeps pipeline data coordinated. API access available at Enterprise tier for custom integrations. We can also discuss custom integration needs for other systems.
Email and chat support included at all tiers. Enterprise tier includes dedicated customer success manager and priority response times. We also provide onboarding assistance and training for your team.
Your data is yours. Full export capability in standard formats (CSV, JSON) at any time. If you choose not to renew, we provide complete data export and then delete your data from our systems.
We identify relationships using proprietary methods and verified professional data sources. This gives you high-quality, meaningful connections—not the low-quality connections that clutter LinkedIn.