Portfolio Talent Intelligence in One Place
You manage talent across 20+ portfolio companies. You need a centralized view of executive talent, financial context on every candidate, and backchannel discovery — whether you're working with a search firm or sourcing directly.
“You've definitely created something people want.”
PE Talent Partner, Middle Market PE Firm

See Verata in Action
Watch how leading PE firms use Verata to source proprietary deals through their network.
Your Portfolio Deserves Better Talent Intelligence
You cross-reference PitchBook for company data, LinkedIn for profiles, and your own network for backchannels — every time, for every search. Meanwhile, you have no centralized view of talent across your portfolio. No way to know which executives are approaching exit timelines. No easy way to add financial context to candidate profiles regardless of where they came from.
Whether you work with search firms, source directly, or both — you need better intelligence at the portfolio level.
- ?“Candidate profiles lack financial context — revenue, transaction history, and PE backing data”
- ?“No centralized view of executive talent across your portfolio companies”
- ?“No easy way to add financial depth to candidate profiles from any source”
- ?“Multiple tools (PitchBook, LinkedIn, spreadsheets) for every single search”
- ?“No systematic tracking of which executives are approaching exit timelines”
Give your talent team the intelligence infrastructure to make better hiring decisions — regardless of how you source candidates.
Portfolio Talent Intelligence for PE Talent Partners
Verata gives PE talent partners the company intelligence, executive data, and financial context they need to manage talent across the portfolio with confidence.
Map Talent Across Your Entire Portfolio
See every executive across every portfolio company in one view. Filter by function, seniority, tenure, and company performance. Know who your strongest operators are — and where the gaps are.
- Portfolio-wide executive visibility across all companies
- Filter by function, title, revenue range, and geography
- Track executive tenure and identify upcoming transition risks
- Compare leadership depth across portfolio companies

“Very user friendly alternative to PitchBook. Way more user friendly.”
PE Talent Partner
Middle Market PE Firm
Source Executives With PE-Specific Context
Transaction-tenure mapping shows who was at the company during the value creation phase. Find the CFO who managed the $400M exit — not just someone who happened to work there afterward. Revenue growth, headcount scaling, and exit outcomes tied to the people who were actually in the seat.
- Transaction timelines overlaid on executive work history
- Filter executives by when they were at a company — during growth, during exit, during integration
- Revenue and headcount trajectory for every company in their background
- AI-powered search across niche industries and verticals
- Direct contact information and LinkedIn links for outreach

“That exit feature is very interesting, especially for the CFO practice.”
Research Manager
Large Search Firm
Enrich Every Candidate With Financial Context
Add depth to any candidate profile — whether sourced by your team or presented by a search firm. See the financial context, transaction history, and company intelligence that turns a name on a list into a fully informed hiring decision.
- Company intelligence: revenue, headcount, transactions, and competitive landscape
- Layer financial context onto any candidate profile in seconds
- PE backing, exit outcomes, and revenue scaling tied to each role
- Compare candidates side-by-side with financial context

Backchannel Every Finalist
For any candidate, instantly find the people who actually worked alongside them — former colleagues, direct reports, and board members. Find references the candidate didn't provide. Get the unfiltered story before you make a $500K hiring decision.
- Tenure overlap computation for any executive
- Historical reporting relationships and shared board seats
- Warm paths through shared employers, schools, and mutual connections
- Build institutional backchannel knowledge across searches

The PE Talent ROI
Every hiring decision you make with better data leads to better outcomes and faster value creation. Whether your team sources directly or works with search firms, Verata adds the financial context and portfolio-level visibility that drives better decisions.
One platform for talent intelligence across your entire portfolio — at $150/month per seat.
15M+
Executive profiles
8M+
Companies with intelligence
$1,800
Verata per seat/year
50M+
Transactions mapped
“You've definitely created something people want.”
PE Talent Partner
Middle Market PE Firm
What Search Professionals Are Saying
“You've definitely created something people want.”
PE Talent Partner
Middle Market PE Firm
“Very user friendly alternative to PitchBook. Way more user friendly.”
PE Talent Partner
Middle Market PE Firm
“That exit feature is very interesting, especially for the CFO practice.”
Research Manager
Large Search Firm
Better Talent Decisions Across Your Portfolio
Give your talent team the same company intelligence and executive data that retained search firms use — at $150/month per seat.
Full platform access · No annual contracts · $150/month per seat
Frequently Asked Questions
Most PE talent partners use Verata as a research and intelligence layer that complements their search firm relationships. Enrich candidate profiles with financial context, run backchannels more efficiently, and maintain a centralized view of talent across the portfolio. Better data leads to better hiring decisions regardless of who does the sourcing.
Yes. Search for executives by portfolio company, PE backer, function, seniority, and time period. See who is at every portfolio company, when they joined, and what transactions happened during their tenure.
For any candidate, Verata computes tenure overlaps — finding every person in our database who worked at the same company during the same time period. These are the people who can give you unfiltered references, not just the names the candidate provides.
Yes. Revenue estimates via transparent comparable company analysis, headcount trends, transaction history, and competitive landscapes for 8M+ companies. Estimates are clearly labeled — and you can see every comp behind the number.
$150/month per seat. No annual contracts, no feature tiers, no per-query charges. Full platform access for every team member. Volume discounts available for larger teams.