Research Faster. Source Smarter. Surface What Others Miss.
You're the one building the long-lists, verifying the data, and finding the needle-in-a-haystack candidates. Your current tools weren't built for executive search — you've hacked them into something usable. Verata was built from the ground up for your workflow.
“The company descriptions and financial context are features I didn't know I needed until I had them. Now I expect them everywhere.”
Senior Researcher, Retained Search Firm
See Verata in Action
Watch how leading PE firms use Verata to source proprietary deals through their network.
Your Tools Weren't Built for Executive Search
You're the backbone of every search. You build the long-lists, verify the data, find the candidates no one else can find, and make the consultants look smart. But your tools were built for investors, not researchers.
PitchBook gives you company data but no executive context. LinkedIn gives you profiles but no financial intelligence. Your ATS tracks candidates but knows nothing about the companies they come from. You've stitched these together into a workflow that works — but it's slow, manual, and fragile.
- ?“Keyword-guessing on LinkedIn to find candidates in niche industries”
- ?“Manually cross-referencing PitchBook and LinkedIn for every candidate”
- ?“No financial context on executive profiles — just job titles and dates”
- ?“Building long-lists in spreadsheets because no single tool has everything”
You need a research platform that understands executive search — one where company intelligence, executive data, and financial context are all in the same place.
The Research Advantage
Verata gives researchers the AI-powered intelligence tools to find better candidates faster — and surface the context that makes every long-list credible.
AI-Powered Industry Search
Type a natural language description of your target market and get relevant companies ranked by match quality. No more keyword guessing or manually filtering thousands of irrelevant results.
- Natural language search — "waste-to-energy companies in the Southeast doing $50-200M"
- Filter by revenue, geography, PE backer, headcount, and industry
- Discover adjacent industries and competitors automatically
- Results include financial context — not just company names
“Found companies I hadn't found in other ways. Don't replicate LinkedIn — you're doing something better.”
Researcher
Boutique Search Firm
Company Intelligence Built for Search
Revenue estimates built on transparent comparable company analysis. The same methodology you'd use in a model — auditable, with comps you can see and adjust.
- Revenue estimates via comparable company analysis — see every comp
- Industry tags, customer data, and competitive landscape
- Headcount trends and growth trajectory
- Full transaction and funding history
Executive Profiles With Financial Context
Go beyond job titles. See which transactions happened during an executive's tenure, which PE firms backed them, and what outcomes they were part of — the context that makes your long-lists credible.
- Transaction timelines overlaid on work history
- PE backing attribution by tenure period
- Exit outcomes tied to the people who were actually there
- Revenue, headcount, and funding history for every company in their background
- Filter executives by when they were at a company — find who was there during the exit, not just who's there now
“That exit feature is very interesting, especially for the CFO practice.”
Research Manager
Large Search Firm
Find Candidates LinkedIn Can't Surface
LinkedIn search is keyword-based and misses anyone who doesn't use the right buzzwords. Verata's AI understands niche verticals and surfaces executives based on what their companies actually do — not what's in their profile headline.
- Find current and former executives at any company in the database
- Filter by role, seniority, industry, company size, and PE backing
- Surface candidates from adjacent industries you wouldn't have considered
- Direct LinkedIn links for outreach on every profile
Before and After
See how Verata transforms common research workflows.
"Build a long-list of CFO candidates from healthcare services companies doing $50-200M"
Search PitchBook for PE-backed healthcare companies, export to Excel, search LinkedIn for CFOs at each company, manually compile profiles.
Time: Full day or more
Run one search with industry, PE-backing, role, and seniority filters. Export complete profiles with financial context.
Time: 1-2 hours
"Get me a market map of industrial water treatment companies in the $50-200M range"
Google industry reports, search PitchBook with keyword guessing, manually research each company for revenue estimates.
Time: Half day to full day
Natural language search returns ranked results with revenue estimates, headcount, funding, and leadership data included.
Time: 15 minutes
"Find backchannel references for a finalist candidate"
Ask the candidate, search LinkedIn for shared connections, hope someone in the firm knows someone.
Time: Hours (often incomplete)
View tenure overlaps instantly — former colleagues, supervisors, board members who can give you the real reference.
Time: 2 minutes
What Researchers Are Saying
“Revenue range is great. Current revenue has been dead on in personal experience.”
Researcher
Boutique Search Firm
“Found companies I hadn't found in other ways.”
Researcher
Boutique Search Firm
“That exit feature is very interesting, especially for the CFO practice.”
Research Manager
Large Search Firm
Start Researching Smarter
Join the researchers who are finding better candidates faster with AI-powered company and executive intelligence.
Full platform access • No annual contracts • $150/month per seat
Frequently Asked Questions
PitchBook is built for deal teams and investors. Verata is built for the people who source and place executives. We have the company data you need (revenue, transactions, funding) plus executive intelligence PitchBook doesn't offer — transaction-tenure mapping, backchannel discovery, and AI-powered search across niche industries. Our revenue estimates show transparent comps so you can verify the data before putting it in front of a client.
Yes. Export company lists, candidate long-lists, and market maps to Excel with full financial context included. No manual copy-paste from multiple tools.
Describe what you're looking for in plain English — "industrial services companies in the Midwest doing $50-200M revenue" — and our AI returns ranked results. It understands niche verticals and finds companies you'd miss with keyword search. Every result includes revenue, headcount, funding, and leadership data. Tip: start with a descriptive industry term and narrow from there. The AI matches semantically — 'waste management' finds 'environmental services' automatically.
We aggregate from regulatory filings, public deal announcements, board records, and professional profiles. Revenue estimates use transparent comparable company analysis — you can see every comp and the math behind every estimate. We never use black-box AI to fabricate data.
$150/month per seat. Full platform access — company intelligence, executive data, AI search, backchannel discovery, and Excel export. No annual contracts.