Case Study: Pineland Capital Partners Streamlines Outreach and Target List Building with Grata

Driving Business Success through Seamless Contacts and Information Accessibility

Pineland Capital Partners, a buy-side investment bank, needed a faster and more accurate way to find the right contacts for platform searches and acquisitions. Before using Grata, the team was manually searching for business owners’ names and cell phone numbers, which made outreach inefficient and slowed down sourcing.

With Grata’s Chrome Extension and company intelligence data, Pineland Capital Partners could quickly surface owners’ names, contact information, LinkedIn links, and ownership details to build target lists and focus outreach. Grata helped the team identify a new target during the initial demo, leading to Pineland’s first closed deal from the platform, and it became a day-to-day tool that saved time and improved sourcing efficiency.

Pineland Capital Partners

Matt Rainwater

Founding Partner