Find the Right Clients to Pitch
Search PE firms, family offices, and corporate boards by AUM, sector focus, geography, and recent activity. Know who to call and what to say before you pick up the phone.
Full coverage of PE firms and their portfolios — with financial intelligence
Business Development Shouldn't Be a Guessing Game
You know PE firms need search help after acquisitions, during leadership transitions, and when they're scaling portfolio companies. But finding those moments — and being prepared when you get the meeting — takes more research than most firms can afford.
“Which PE firms invest in our sectors?”
Manually tracking fund strategies across hundreds of firms
“Who just made an acquisition?”
Deal activity is scattered across news feeds and LinkedIn
“What should I know before this meeting?”
Hours of prep across multiple tools for each client meeting
“How do I look credible in a new sector?”
Getting up to speed on a niche market takes days of research
BD Intelligence for Search Firms
Find the right firms to pitch, track deal activity in your sectors, and walk into every meeting prepared.
Client & Fund Search
Filter PE firms, family offices, and corporate boards by AUM, geography, sector focus, and recent transactions. Find the organizations actively investing in your areas of expertise — and know which ones are most likely to need search help.
- Search PE firms, family offices, and corporate boards by AUM, sector, and geography
- Filter by recent transaction activity and portfolio size
- See investment team composition and key contacts
- Identify firms with active investment theses in your sectors
- Family office search by sector focus and deal activity
- Track new fund raises and deployment timelines
Portfolio Company Intelligence
For any PE firm, see their entire portfolio with revenue, headcount, and leadership data. Understand their needs before the outreach call — walk in knowing which portfolio companies have leadership gaps.
- Complete portfolio company lists with revenue and headcount data
- Leadership profiles for every portfolio company
- Identify open C-suite and VP-level positions
- Track recent executive departures and promotions
- See which portfolio companies are in growth or transition phases
Deal Activity Monitoring
Track recent transactions, exits, and new platform investments. Know when a firm just made an acquisition (and will need to hire) or just exited (and talent may be available).
- Transaction feed: acquisitions, exits, add-ons — continuously refreshed
- Filter deal activity by sector, geography, and deal size
- Identify post-acquisition hiring needs before competitors
- Track exit events where executives may be available
- Follow deal activity in your target sectors
Consultant Preparation
Get smart on any niche market in minutes. Walk into client meetings with revenue data, competitive landscapes, and executive intelligence that makes you look like a sector expert — even if it's your first search in that space.
- Industry overviews with key companies and market dynamics
- Revenue benchmarks and headcount comparisons
- Executive movement trends within sectors
- Competitive landscape mapping for any niche
- Export preparation materials for client presentations
Win More Engagements
Search firms using Verata for BD walk into meetings better prepared — and win more business as a result.
Full
PE and portfolio coverage
Continuous
Deal activity coverage
Minutes
To prep for any meeting
Pre-RFP
Know before the search is formalized
Start Winning More Engagements
Find the right PE firms to pitch, track deal activity, and prepare for meetings — all in one platform.
Bring us a target client — we will prep the meeting with you, live
Frequently Asked Questions
Search our database by AUM, sector focus, geography, and recent investment activity. Filter for firms investing in industries where you have expertise and a track record. See their portfolio companies, recent deals, and investment team — so you know exactly what to say when you reach out.
Yes. Follow transactions in your target sectors and geographies as coverage refreshes. When a PE firm makes a new platform acquisition, you can know about it — often before the executive search need is formalized. This is how you get the call before the RFP.
Before any client meeting, pull up the PE firm's portfolio, recent transactions, and investment team. For the specific search, research the target company's financials, competitive landscape, and executive bench. Walk in with the kind of preparation that earns repeat business.
We have comparable PE firm and transaction data, plus executive intelligence that PitchBook doesn't offer — transaction-tenure mapping, backchannel discovery, and AI-powered industry search. PitchBook was built for deal teams; Verata was built for the people who win and run searches.
Schedule a demo and we'll get you set up quickly. If your firm requires security or vendor review, we'll run that process with you — we're built for it.