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Guided Pilot — Free

Put Verata on a Search You're Working

A structured, two-week pilot on your live search — full platform access, success criteria agreed up front, and weekly check-ins. Run it alongside your current tools and see what they miss. No credit card required.

Full Platform Access

Every feature, no limitations. Use Verata exactly as paying customers do.

A Live Search, Together

We kick off on a search you're actually working — and run it side by side with your current tools.

Success Criteria Up Front

Before we start, we agree on what a successful pilot looks like — and benchmark against it.

Weekly Check-Ins

A short working session each week to review what you found and where the gaps are.

Request Your Guided Pilot

Tell us who you are and we'll scope the pilot together. No credit card required.

By signing up, you agree to our Terms of Service and Privacy Policy.

How the Pilot Works

Structured on purpose — a pilot on a live search tells you more in two weeks than a login you never open.

1

Scope the Pilot

Tell us about a search on your desk. We'll agree on success criteria and put the kickoff on the calendar.

2

Kick Off on a Live Search

We run your search together on day one — candidates, company intelligence, and backchannels — alongside your current tools.

3

Benchmark and Decide

Weekly check-ins against the success criteria. At the end, a clear decision — either way.

Relationship Path Discovery

What You'll Discover

Most teams are surprised by what they find during their trial:

  • Candidates LinkedIn misses — Executives in niche verticals surfaced through AI-powered industry search, not keyword matching
  • Financial context on every executive — See which transactions happened during their tenure, not just where they worked
  • Time savings — Research that sprawled across tools happens in one place, with company intelligence and executive profiles in one place
  • Backchannel discovery — Instantly find former colleagues and board members who can give you the real reference on any candidate

Pilot FAQs

How long is the pilot?

Two weeks of focused use is usually enough to see everything that matters — most teams surface candidates and company intelligence their current tools missed within the first few days. If your timing calls for a longer pilot, we'll structure it with weekly check-ins.

Why is it structured? Can't I just poke around?

Because an unattended login doesn't tell either of us anything. The pilot works when it runs on a real search with real success criteria. If now isn't the right time — you're closing a fund, the firm is heads-down — we'd rather schedule the pilot for the moment you can use it.

What happens when the pilot ends?

We review the results against the success criteria we set together. If Verata is a fit, we'll scope a proposal for your firm. If not, no hard feelings — your data is deleted and there's no obligation.

Do I need to provide a credit card?

No. We don't collect payment information until you decide to subscribe.

Can my whole team participate?

Yes. During the pilot, you can add team members — partners, consultants, and researchers — so everyone can experience the platform.

Is my firm's data secure?

Yes. Your data is never shared with other customers or third parties, and your search activity and saved research stay yours — exportable any time, deleted on request. We support your firm's security review with questionnaires and documentation.

Have a Search on Your Desk Right Now?

That's the perfect pilot. Request one today — no credit card, no obligation.

Prefer to see it first? Schedule a demo