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Proprietary Deal Sourcing

Stop Competing on Price. Start Competing on Access.

Verata gives deal teams the relationship intelligence to source proprietary opportunities, find warm paths into targets, and never miss a connection hiding in your firm's network.

Trusted by deal teams at leading PE firms including 3 of the top 10

Verata Deal Sourcing

The Best Deals Don't Come from Bankers

You already know this: proprietary deals—the ones without competitive processes, with reasonable valuations, and real partnership potential—come through relationships. But activating those relationships is harder than it should be.

“Do we know anyone at this company?”

Asked dozens of times a week, answered by guessing

“Who's the best path to this founder?”

Hours of LinkedIn searching for each target

“What's this company's revenue?”

Private company data scattered across sources

“Who else fits our thesis?”

Market mapping takes days of manual work

The Complete Sourcing Platform

Everything your deal team needs to source systematically—relationship intelligence and private company data in one place.

Firm-Wide Relationship Visibility

Your network is larger than you think. Every partner, principal, and associate at your firm carries decades of relationships. Verata maps this collective network and shows the paths to any target.

  • Map your entire firm's network against 10M+ executives and 2M+ companies
  • Filter by sector, geography, revenue, ownership status, and PE stage
  • See connection strength by degree (1st, 2nd, 3rd) and relationship type
  • Identify paths through alumni networks, board service, and portfolio companies
  • Track when connections change roles—your path into a company may have just opened
Firm-Wide Relationship Visibility

We found a path to a founder through an operating partner we'd never have thought to ask. One warm introduction and we had a meeting. That's proprietary sourcing.

Principal

Mid-Market PE Firm

Private Company Intelligence

Know what you need to know before the conversation. Research any private company with institutional-grade intelligence that goes beyond what's publicly available.

  • Revenue estimates with transparent methodology
  • Headcount trends and growth trajectory
  • Funding history with investor details
  • Leadership profiles with career histories
  • Comparable company analysis
Private Company Intelligence

I walked into a meeting knowing their revenue estimate, their headcount trajectory, and that their CFO used to work with our Operating Partner. The CEO asked how I knew so much.

Director

Healthcare PE Firm

Targeted Market Mapping

Build comprehensive market maps in hours, not days. Find every company that matches your thesis—and know which ones you can reach through relationships.

  • Filter by geography, revenue range, sector, ownership type
  • See relationship coverage alongside company data
  • Save searches and get alerts when new companies match
  • Export to Excel for team review and analysis
Targeted Market Mapping

I built a market map of 47 urgent care platforms in the Midwest in about two hours. Included revenue estimates, headcount, funding history, and relationship paths for each.

VP

Healthcare PE Firm

Deal Advisor & Expert Network

Find the right advisors for every opportunity. Deal advisors provide expertise that strengthens your thesis and your relationship with management.

  • Search by industry expertise, functional background, company experience
  • See which advisors are already in your network
  • Review career histories for credibility assessment
  • Identify potential conflicts before reaching out
Deal Advisor & Expert Network

The ROI of Proprietary Sourcing

One proprietary deal sourced through relationships pays for Verata many times over.

+40%

Proprietary deal flow

3-5x

Meeting conversion (warm vs cold)

15-20%

Valuation savings

60%+

Research time saved

“We closed a $200M deal that started with a Verata search. The company wasn't on any banker's radar. We found them, had a path through an alumni connection, and got there first. That one deal paid for Verata for decades.”

Principal, Industrials-Focused PE Firm

How Deal Teams Use Verata

From initial sourcing to management diligence, Verata supports every stage of deal origination.

Proprietary Origination

Identify companies where your firm already has warm paths. Reach founders before competitors.

Warm Path Discovery

When you identify a target, find the optimal path to reach decision-makers through your network.

Deal Advisor Sourcing

Quickly identify advisors with relevant expertise who are accessible through your network.

Management Diligence

Find backchannels to diligence management teams through people who've worked with them directly.

Former Employee Intelligence

Identify former employees of targets who can provide unvarnished insights about the business.

Market Mapping

Build comprehensive sector maps with company data and relationship coverage in hours, not days.

What Deal Teams Are Saying

Verata changed how we source. We went from hoping our network would produce deals to systematically activating it. Our proprietary deal flow is up 40%.

Managing Partner

$2B AUM Firm

We sourced four proprietary deals in our first year with Verata. All of them started with relationship paths we discovered in the platform. The ROI is measured in hundreds of millions.

Principal

Mid-Market Buyout Firm

The combination of relationship mapping and private company data is unique. No other tool gives us both in one place, built specifically for PE.

Partner

Growth Equity Firm

Start Sourcing Through Relationships

Join leading PE firms including 3 of the top 10 using Verata to find proprietary deals through their network.

14-day free trial • No credit card required • See your firm's actual network mapped

Frequently Asked Questions

We identify high-quality professional relationships from verified sources using proprietary methods. Unlike LinkedIn—where people accept requests from anyone—every Verata connection represents a real professional relationship. You won't embarrass yourself asking the wrong person for an introduction.

We estimate revenue using comparable company analysis—the same methodology you'd use in a model. We show you the comps we're using and the methodology so you can assess confidence. For most private companies, it's the best estimate available.

Verata integrates with DealCloud, Salesforce, and Affinity on Professional and Enterprise tiers. Your pipeline stays synced without double entry. Most firms use Verata as the starting point for sourcing research, with deals then tracked in their existing CRM.

Most firms are operational within 1-2 days. We import your team's connections, map your network, and have you seeing relationship paths immediately. No heavy IT project required.