Case Study: Recognize transforms investment sourcing and diligence with Grata

How Grata Revolutionized Recognize’s Investment Sourcing

Recognize, a private equity fund focused on technology services investing, needed a better way to segment companies and identify similar targets within its niche sub-sectors. Its team, led by Principal Jack Berney, struggled with usability, data quality, and list-building in prior tools, making it difficult to efficiently source and diligence potential investments. Grata provided the deal sourcing platform Recognize chose to replace those older systems.

With Grata, Recognize gained dynamic AI-enabled list building, continuously updated target lists, a user-friendly interface, and an integrated workflow for sourcing, benchmarking comparable companies, and managing diligence in one place. Grata also became especially useful for building M&A lists for portfolio companies, a capability the team says was not feasible with other platforms. While the case study does not cite specific revenue or deal metrics, Recognize reports that Grata has become indispensable and offers strong ROI potential through closed deals and strategic insights.

Recognize

Jack Berney

Principal