Case Study: Peterson Partners Achieves Faster, More Accurate Deal Sourcing with Grata

Peterson’s Multi-layered Strategy Powered by Grata No matter the sector, Grata builds a complete market map

Peterson Partners, a firm with VC, PE, and search fund operations, needed better tools to help its searchers find companies and support its small business development team in mapping the middle market. The team was spending too much time on manual searching, outsourced research, and pieced-together tools, making it hard to quickly identify companies and hidden verticals that fit its investment theses.

Peterson Partners implemented Grata, a deal sourcing platform with AI-powered company search, similar company search, and continuously refreshed data to speed up sourcing and research. With Grata, the team replaced older workflows, found new verticals, and improved the accuracy and speed of company discovery; Max Artz said, “Grata checks the right boxes. It’s fast and accurate.” Peterson Partners has used Grata for 4+ years and noted ongoing improvements in data quality and product updates.

Peterson Partners

Max Artz

Partner