Navatar Hedge Fund Cloud



Navatar Hedge Fund CRM helps you manage all the operations of your hedge fund, including:

  • Investor subscriptions & redemptions
  • Fund offering & returns
  • Security holdings & trades
  • Fund exposure & risk

It provides a great opportunity to take control of your fundraising, funds and investor relationships.



Navatar Hedge Fund CRM doesn't break the bank and doesn't need IT support. It is built on Salesforce, the leading cloud platform, and is supported by Navatar's financial services specialists.


Navatar Hedge Fund CRM's Comprehensive Functionality Enables You to:

  • Manage prospective investors
  • Manage contacts, calls and meetings
  • Manage investor relations
  • Manage fundraising
  • Track investments
  • Track fund portfolio
  • Generate investor reports
  • Send out fund information and newsletters
  • Stay connected anywhere

Features Include:

  • Real-time reports and dashboards
  • Instant global deployment for offline and online use
  • Full integration with MS Outlook, Google Apps
  • Mobile support for BlackBerry, iPhone/iPad, Android devices
  • Multi-language support

Watch a demo now or contact us at 212-863-9655 or sales@navatargroup.com for an interactive demo with one of our product specialists.




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