Built for the Partners Who Run the Firm
You're managing client relationships, winning new business, and overseeing search quality. Verata consolidates company intelligence, executive data, and mandate management into one platform — so your team stops juggling tools and starts closing searches faster.
Trusted by partners at retained search firms worldwide
See Verata in Action
Watch how leading PE firms use Verata to source proprietary deals through their network.
You're Running the Firm on a Patchwork of Tools
You're managing client relationships, winning new business, and overseeing search quality — while juggling PitchBook, LinkedIn, your ATS, and Excel. Your researchers use one set of tools, your consultants another, and none of them talk to each other.
Every search starts with the same inefficiency: cobbling together company data from one source, executive profiles from another, and tracking candidates in a third. Your team is excellent — but the tools are holding them back.
- ?“Paying $40-75K per seat per year across PitchBook, BoardEx, and an ATS”
- ?“Researchers and consultants working in siloed tools that don't share data”
- ?“No single view of search progress, candidate pipelines, or firm activity”
- ?“Spending hours prepping for client meetings that should take minutes”
The firms that win don't necessarily have the best people — they have the best people with the best tools. One integrated platform changes how your entire firm operates.
One Platform for Your Entire Firm
Verata gives partners the visibility and intelligence infrastructure to run a more efficient, more competitive search practice.
Client-Ready Deliverables in Minutes
Walk into every client meeting armed with company intelligence, market maps, and candidate context that positions you as the sector expert — without hours of prep work.
- Revenue estimates, transaction histories, and competitive landscapes for any company
- Market maps with financial context built in — not just logos on a slide
- Executive profiles with tenure-mapped transactions and PE backing attribution
- Export to Excel or share directly with clients
- Search executives by when they were at a company — find who led the business during the growth phase
“Our revenue is within 10% of the real thing most of the time.”
Founder
Retained Search Firm
Win New Business With Better Intelligence
Search PE firms, family offices, and corporate boards by AUM, sector focus, geography, and recent deal activity. Know who to pitch, what they need, and what their portfolio looks like — before you pick up the phone.
- Filter funds by AUM, geography, sector, and recent transactions
- See full portfolio company details with leadership, revenue, and headcount
- Track deal activity to spot hiring needs before your competitors do
- Prepare for BD calls with deep financial and market context
Firm-Wide Visibility Into Every Search
See what your consultants and researchers are working on, how searches are progressing, and where the bottlenecks are — all from one platform your whole team shares.
- One platform for research, sourcing, backchannels, and candidate tracking
- No more siloed tools across researchers, consultants, and partners
- Team-wide access to company and executive intelligence
- Consistent data quality across every search your firm runs
“Very user friendly alternative to PitchBook. Way more user friendly.”
PE Talent Partner
Middle Market PE Firm
The Partner-Level ROI
At the Partner level, the question isn't "will this save time?" It's "will this help us win more searches and close them faster?"
Replace $40-75K/seat/year in fragmented tools with one platform at $150/month. Your researchers work faster, your consultants deliver better candidates, and you walk into every client meeting with intelligence that sets you apart.
$40-75K
Current tool spend
$1,800
Verata per seat/year
60%+
Research time saved
3+
Tools replaced
“I use PitchBook an insane amount. I use LinkedIn an insane amount. It's awesome someone has built a bridge between these two things.”
Search Firm Partner
Retained Search Firm
What Partners Are Saying
“A bridge between PitchBook and LinkedIn.”
Partner
Executive Search Firm
“Our revenue is within 10% of the real thing most of the time.”
Founder
Retained Search Firm
“Very user friendly alternative to PitchBook. Way more user friendly.”
PE Talent Partner
Middle Market PE Firm
See How Partners Use Verata
Schedule a demo and we'll show you how Verata consolidates your firm's research, sourcing, and candidate tracking into one platform.
30-minute demo • Full platform access • No commitment
Frequently Asked Questions
$150/month per seat. No annual contracts, no procurement theater. Volume discounts available for teams. Schedule a demo to get started — or contact us for a team quote.
Every seat gets full platform access — company intelligence, executive data, backchannel discovery, and export capabilities. Add or remove seats anytime. No feature tiers or per-query charges.
Most search firms spend $40-75K per seat per year across PitchBook, BoardEx, and an ATS. Verata replaces all three at $1,800/seat/year. Beyond cost savings, your team works faster because everything is in one place — no more context-switching between tools that don't talk to each other.
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.
Each team member gets their own seat with full access. This ensures everyone — partners, consultants, and researchers — can work from the same data without stepping on each other's toes. We offer volume discounts for larger teams.