G2

Verified User in Investment Banking

Mid-Market (51-1000 emp.)

5/20/2026

"Precisely targeted, global coverage - and clean HubSpot integration"

5/5

What do you like best about Grata?

The combination of global coverage, accurate decision-maker identification, and the HubSpot integration is what sets Grata apart for us.

We're an M&A advisory firm operating across North America, Europe, India, Singapore, and Australia, so US-centric or Europe-only tools were a non-starter. Grata is the only platform we evaluated with proper global sector coverage — when we're researching a fragmented niche like cyber services or engineering boutiques in DACH or APAC, the companies are actually there.

The keyword-based search and website synthesis is the standout feature. I can describe a micro-niche in plain English, surface the right companies, and reliably get to the founder or senior decision maker — not a junior contact. That's transformed our outbound: instead of spray-and-pray to 10,000 tech services companies, we send a health tech report to ~100 verified health tech companies. Open rates and deliverability both improved.

The HubSpot integration saves significant CRM hygiene work — new companies and contacts flow into our pipeline without manual rekeying.

Unexpected benefit: Grata has become an onboarding accelerator. When we hired a senior specialist recently, we used it to surround them with target companies beyond their own network — they were productive on origination weeks earlier than they otherwise would have been. Review collected by and hosted on G2.com.

What do you dislike about Grata?

HubSpot sync is solid but it's sometimes hard to manage complexities around domain names and changes to company status. It'd be neat to be able to define some additional rules to manage the integration Review collected by and hosted on G2.com.

What problems is Grata solving and how is that benefiting you?

Before Grata, our origination engine was running on a US-centric data tool that wasn't a fit. Data quality was inconsistent, identifying the actual decision maker among hundreds of contacts per company was nearly impossible, and coverage gaps across our non-US markets were a constant drag - a real problem for a firm operating across four continents.

The core problems Grata solves for us:

Decision-maker accuracy. We struggled to identify founders reliably, but now we get closer to the right person on the first attempt, which means our outbound actually reaches people who can engage on an M&A conversation.

Global sector coverage. We couldn't research fragmented niches outside the US, but now we dive into micro-niches across four continents with the same precision, which has materially expanded our addressable universe.

Targeting precision. We can, for example, send a health tech report to ~100 verified health tech companies, which has improved open rates and email deliverability.

New hire ramp-up. Senior hires used to take time to get productive on origination, but now we use Grata to surround them with relevant targets beyond their network, which has shortened their time-to-productivity by weeks.

Bottom line: if we weren't using Grata, we wouldn't be growing as fast. Review collected by and hosted on G2.com.