Research That Used to Take Hours. Done in Minutes.
Verata gives you instant access to private company intelligence and relationship paths—so you can focus on deals, not data gathering.
“Cut my research time by 75%. Seriously.”
VP
Mid-Market PE Firm
You're Drowning in Research Requests
Your Principal needs a market map by end of day. There's a new CIM to screen. Tomorrow's meeting requires a full background on the CEO. And somewhere in there, you're supposed to be adding value on the live deal.
Sound familiar?
- ?“Can you build me a list of home health companies in the Southeast by Friday?”
- ?“We're meeting the CEO tomorrow—what do we know about her background?”
- ?“This company came over the transom. Quick gut check—are they in our range?”
- ?“Find me reference contacts for the management team.”
Every request is reasonable. But they add up to hours of manual work—toggling between LinkedIn, PitchBook, Crunchbase, Google, and whatever else you can find. You didn't take this job to copy and paste data from five different tabs.
One Platform. Every Answer.
Verata brings together everything you need to support deal sourcing and execution—private company profiles, contact intelligence, and relationship mapping—in a single platform.
Screen Any Company in 60 Seconds
No more hunting across multiple sources. Verata's company profiles give you everything you need to make a quick call:
- Estimated revenue (with methodology shown)
- Headcount and historical growth trend
- Funding history with investor details
- Leadership team with backgrounds
- Comparable companies (public and private)
- Industry classification and tags
“A new CIM hits my inbox, and I can tell the Principal within five minutes whether it's worth a deeper look. That used to take an hour of Googling.”
Senior Associate
Growth Equity Firm
Build the List Your Principal Asked For—Fast
When you need to map a market, Verata's search gives you precision targeting:
- Filter by geography, revenue range, headcount, ownership type
- See company descriptions and key metrics in-line
- Export to Excel for further analysis
- Save searches to run again as the market evolves
“I built a market map of 47 urgent care platforms in the Midwest in about two hours. Included revenue estimates, headcount, funding history, and key contacts for each. My Principal thought I'd been working on it all week.”
VP
Healthcare PE Firm
Find the People You Need—and How to Reach Them
Whether you're prepping for a meeting or building a reference list for diligence, Verata's contact database has you covered:
- Full work history with dates and titles
- Transactions and funding events during each role
- References from overlapping tenures
- Paths through your firm's network
“For management diligence, I need to find people who worked with the CEO at their previous company. Used to take forever. Now I just pull up their profile and see every overlapping contact with one click.”
VP
Buyout Firm
Every Research Task, Streamlined
"Screen this inbound opportunity"
Open CIM, Google the company, check PitchBook, look up leaders on LinkedIn, estimate size from employee count, compile in email.
Time: 45-60 minutes
Pull up company profile, see revenue estimate/headcount/funding/leadership in one view, send Principal the profile link.
Time: 5 minutes
"Build a market map of [sector] companies in [region]"
Search PitchBook with limited filters, manually research each company, build spreadsheet, fill in gaps from multiple sources.
Time: 8-15 hours
Run filtered search, review results with in-line metrics, export to Excel, refine as needed.
Time: 1-2 hours
"Prep me for tomorrow's CEO meeting"
Read company website, search news, look up CEO on LinkedIn, check for connections, compile notes.
Time: 30-45 minutes
Open company profile for business context, open CEO profile for background and references, check paths for talking points.
Time: 10 minutes
"Find references for management diligence"
Review each executive's LinkedIn, identify former colleagues, search for contact info, hope they're connected somehow.
Time: 2-3 hours per executive
Open executive profile, view references section with overlapping tenures, filter by relationship type, see paths through your network.
Time: 15-20 minutes per executive
More Time for High-Value Work
Every hour you save on research is an hour you can spend on the work that advances your career:
Deeper analysis
on live deals
Developing your own sourcing instincts
alongside Principals
Building relationships
instead of just researching them
Going home at a reasonable hour
(occasionally)
“I've started joining more sourcing calls because I'm not buried in research work. My Principal noticed. We're having different conversations about my development now.”
VP, Mid-Market PE Firm
What VPs and Senior Associates Are Saying
“I used to dread the 'build me a market map' requests. Now I kind of enjoy them. I can put together something comprehensive and insightful in a couple hours—and actually have opinions about what I found.”
VP
Technology-Focused PE Firm
“The reference finding feature alone is worth it. Management diligence used to be a nightmare of LinkedIn stalking. Now I have a structured list of people who actually overlapped with the exec, with context on the relationship.”
Senior Associate
Mid-Market Buyout Firm
“My Principal asked how I prepped the market map so fast. I showed him Verata. Now he's asking me to show the whole team. It's become one of those things where people wonder how we worked without it.”
VP
Healthcare PE Firm
Stop Spending Hours on What Should Take Minutes
Join the VPs and Associates at leading PE firms including 3 of the top 10 who've upgraded their research workflow.
Full access for 14 days • No credit card required • Export everything you find
Frequently Asked Questions
VPs and Associates are our highest-frequency users. The platform is built for the research tasks you do every day—screening companies, building lists, prepping for meetings, finding contacts. If you do those things (and you do), you'll use Verata constantly.
PitchBook is a great database, and many of our customers use both. Verata adds two things PitchBook doesn't have: relationship path mapping (seeing how your firm connects to any target) and deeper private company intelligence (revenue estimates, headcount trends, comparable analysis). Think of it as PitchBook for relationships plus enhanced private company data.
Yes—everything exports to CSV/Excel. Build your market map in Verata, export it, add your own analysis, format it however your Principal likes it delivered.
Most users are productive within an hour. The interface is intuitive if you've used any modern SaaS tool. We also provide onboarding support and workflow guides to help you get the most out of it.