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Mosaic, Kairos & Grata: Comparing Leading AI Deal Tools –
Oct 6, 2025
In private equity, the race for high-quality deal flow is fiercer than ever. With data volumes exploding, AI-powered platforms are reshaping how firms’ source, analyze, and prioritize opportunities—giving GPs an edge before competitors even spot them.
- Mosaic streamlines financial modeling, turning hours of Excel work into minutes. By integrating with sources like Capital IQ and FactSet, it delivers transparent, downloadable models that save deal teams’ valuable time.
- Kairos focuses on workflow automation. Its AI “agents” handle sourcing, diligence, and memo drafting, cutting repetitive tasks by up to 80%. With deep integrations into CRMs, ERPs, and data rooms, it helps firms scale dealflow without scaling headcount.
- Grata specializes in deal sourcing at scale, with access to 16+ million companies and AI-driven search filters. It identifies unique targets and syncs with existing CRMs, making it a powerful engine for building differentiated pipelines.
| Tool | Strengths | Weaknesses | Best For | Key Integrations |
|---|---|---|---|---|
| Mosaic | Ultra-fast deal modeling, transparent outputs, Excel compatibility | Limited customization, longer onboarding | Firms needing rapid, accurate financial models | Capital IQ, FactSet |
| Kairos | AI agents automate sourcing, diligence, memo writing | Integration complexity, adoption curve | Firms scaling dealflow without adding headcount | CRMs, ERPs, Data Rooms |
| Grata | 16M+ private co. database, unique deal flow, AI search | Limited CRM features, shallow relationship mapping | Firms prioritizing proprietary deal sourcing | CRM sync, Chrome extension |
With tools like these, deal sourcing is shifting from manual research to predictive intelligence.
The firms that adopt early won’t just compete—they’ll set the new benchmark for private equity value creation.