Sourcing finds the deal. We govern what comes after.
Grata is proprietary sourcing intelligence — discovery, target screening, sector coverage. Capital Refinery sits above it as the decision integrity layer. The layer that determines whether the output deserves to move forward.
The stack sources. Capital Refinery governs the decision.
What Grata owns
Top-of-funnel discovery and sector intelligence.
Strong for proprietary sourcing, target discovery, and sector coverage. Helps origination and screening teams build a pipeline. The right tool for the discovery layer.
What Capital Refinery owns
The IC decision and the drift after it.
Lane-aware IC memo from raw deal pack, Risk Signals graded against firm policy, source-backed numbers, IC anchor on approval, drift tracking, signed exports the LP can verify.
Why teams run both
Grata finds the deal. Capital Refinery makes sure the decision survives it.
Sourcing is upstream. Decision integrity is downstream. Teams running Grata for top-of-funnel naturally extend into Capital Refinery the moment a target moves into IC prep.
Institutional readiness measurement
Grata solves AI-driven private-company sourcing — identifying and qualifying acquisition targets from a structured firmographic database. Capital Refinery operates a category Grata doesn’t: institutional readiness measurement on the specific target post-sourcing — graded against the same 10-axis framework that buy-side ICs, lender credit committees, and LPs use to evaluate. The artifact carries a deterministic fingerprint and a public verification URL.
The two product surfaces don’t compete — they operate at different layers of the stack. Grata handles target sourcing and qualification; Capital Refinery handles structural readiness measurement and decision integrity post-sourcing. See institutional readiness and the same-engine architecture for the dimension Grata doesn’t address.
Keep Grata for sourcing. Add the layer that governs the decision.
Bring us a target you've moved past initial screening. Same-day diagnostic pack back.
Keep Grata if you need AI-driven private-company sourcing. Use Capital Refinery when you need a neutral, evidence-backed readiness artifact that shows what will survive institutional review.
Capital Refinery is the institutional measurement layer. It does not replace Grata; it sits next to it. The decision to engage is a routing decision, not a swap.
When to use CRIf Grata is surfacing the targets and enriching the firmographic profile but the IC memo on a specific target still has to be built from the CIM and the operator files by hand, that’s when Capital Refinery’s diagnostic enters. Grata identifies the company; CR grades the deal — readiness, blocking risks, and what survives IC review.
Working with an advisor or AI consultant? Use CR as the independent measurement layer via the Modernization Impact Review. Want to shape the methodology? Apply as a design partner.