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ease 0 out of 5 stars
features 0 out of 5 stars
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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

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Description

AgenticPM is a specialized AI platform tailored for the private markets, featuring dedicated agents for private equity firms, transaction advisory teams, and investment banking professionals. Its Deal Scout component helps in identifying and assessing potential targets, mapping out markets, and enhancing target lists with valuable insights. The Deal Advisor function focuses on scrutinizing deal documents, facilitating thorough due diligence, and assisting in the development of investment cases and investment committee memos. Meanwhile, the Portfolio Monitor keeps an eye on the performance and risks associated with portfolio companies, and the Exit Advisor aids in planning for exits and conducting valuation analyses. Additional agents provide support in various areas, including commercial, financial, operational, technology, and restructuring due diligence, as well as managing workflows related to buy-side, sell-side, origination, and capital markets. The platform excels in analyzing critical company and deal information and can seamlessly integrate enhanced target data into a CRM system. AgenticPM is crafted to streamline processes for deal sourcing, due diligence, portfolio management, and exit strategies. Users are encouraged to take advantage of a complimentary trial or arrange a demonstration to explore the platform's capabilities. This approach allows potential clients to fully understand how AgenticPM can address their specific needs in the competitive landscape of private markets.

Description

Grata serves as a B2B search platform tailored for private equity, sales, and marketing teams aiming to discover and engage with private companies. Utilizing advanced machine learning capabilities, Grata allows users to pinpoint similar organizations, uncover new prospects that may otherwise go unnoticed, and streamline personalized outreach efforts. The foundation of successful campaigns is rooted in selecting the most suitable companies, and Grata's search engine fills the gaps left by traditional databases and search engines like Google. By examining full company websites for strategic alignment, users can identify overlooked opportunities that simple company descriptions often miss. Rather than relying on generic information, Grata enables users to locate companies based on their activities, market positioning, and target audiences. With a focused search feature, the platform differentiates between what a company does and what it presents publicly, effectively cutting through the clutter of information. Users can also find companies that resemble their ideal prospects by inputting multiple organizations and emphasizing specific keywords for actionable results. Additionally, Grata helps users discover relevant companies at conferences, trade shows, and events, ensuring that their travel efforts yield maximum benefit. This comprehensive approach empowers teams to enhance their strategies and drive meaningful connections in their respective markets.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

BlueFlame AI No 
Claude Yes 
Intapp DealCloud No 
Midaxo No 

Integrations

BlueFlame AI Yes 
Claude No 
Intapp DealCloud Yes 
Midaxo Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Agentic Private Markets

Founded

2025

Country

United States

Website

www.agenticprivatemarkets.ai/

Vendor Details

Company Name

Grata

Founded

2016

Country

United States

Website

grata.com

Product Features

Data Discovery

Contextual Search No 
Data Classification No 
Data Matching No 
False Positives Reduction No 
Self Service Data Preparation No 
Sensitive Data Identification No 
Visual Analytics No 

Lead Generation

Contact Discovery No 
Contact Import/Export No 
Lead Capture No 
Lead Database Integration No 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Visitor Identification No 

Lead Management

Activity Tracking No 
Campaign Management No 
Lead Capture No 
Lead Distribution No 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Source Tracking No 

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