Case Study: SDR Ventures boosts niche deal sourcing and conference meetings with Grata

How SDR Ventures Plunges into Niche Markets

SDR Ventures, a lower middle market investment bank focused on helping founders and entrepreneurs, needed a more efficient deal sourcing tool to identify niche companies and expand its reach. Before Grata, its previous vendor had limited coverage, higher costs, and less effective results for its business development and niche-market targeting efforts.

SDR Ventures adopted Grata for its affordability, automation, and strong company-identification capabilities, using the platform’s data on niche companies and conferences and events to power outreach and advocacy campaigns. With Grata, SDR Ventures said it tripled its outreach volume in some cases and increased meetings with founders and entrepreneurs by 50% at a pet industry conference, helping the team grow its pipeline and improve sourcing efficiency.

SDR Ventures

Scott Mitchell

Managing Director