Private Equity / Venture Capital
Private Equity industry is experiencing unprecedented growth. In 2006, the industry had record earnings and was involved in 25% of all M&A deals. Industry projections for 2007 are strong and margins are expected to be over 20%. Improving efficiencies and "speed to market" are critical to continue the success in 2007. Firms need to leverage company information internally among all the parties involved, profile investors, while remaining compliant. In addition, managing client expectations must be consistently achieved, requiring timely reporting and problem resolution.
Private equity firms need a solution that can manage their relationships as well as operations. Navatar Group and salesforce.com now bring the answer to you - Navatar's CRM for Private Equity, an on-demand application for private equity and venture capital firms. Navatar CRM for Private Equity provides the ability to manage the capitalization process, investor reporting and on-going partnership operations, including compliance support, that are critical to the operations of private equity and venture capital firms. In addition, live Contacts and Holdings feeds from Thomson Financials are integrated into the solution, taking contact and relationship management to the next level.
Navatar Private Equity CRM has been customized to the unique process, security/compliance requirements, workflow rules, data capture, and terminologies that are specific to the Private Equity organizations. It supports all stages in the process: pre-offering, offering, operations, and termination/distribution.
At the pre-offering stage, it supports all types of compliance rules. The important partner details, including accountant and legal information, are linked for easy access. At the offering stage, Navatar Private Equity CRM tracks all stages of the sales process. With its built-in powerful workflow automation, all pertinent regulations and compliance are meticulously and effortlessly followed. At the operations stage, it simplifies and expedites the due diligence process with its workflow rules. That, coupled with an advanced user interface and dashboards, creates a powerful investment management tool. Built using the Apex on-demand platform, Navatar CRM for Private Equity is immediately available for test drive and deployment from the Financial Services category on the AppExchange at http://www.salesforce.com/appexchange.
Please contact us at (212) 461-2140 or sales@navatargroup.com
Private Equity industry is experiencing unprecedented growth. In 2006, the industry had record earnings and was involved in 25% of all M&A deals. Industry projections for 2007 are strong and margins are expected to be over 20%. Improving efficiencies and "speed to market" are critical to continue the success in 2007. Firms need to leverage company information internally among all the parties involved, profile investors, while remaining compliant. In addition, managing client expectations must be consistently achieved, requiring timely reporting and problem resolution.
Private equity firms need a solution that can manage their relationships as well as operations. Navatar Group and salesforce.com now bring the answer to you - Navatar's CRM for Private Equity, an on-demand application for private equity and venture capital firms. Navatar CRM for Private Equity provides the ability to manage the capitalization process, investor reporting and on-going partnership operations, including compliance support, that are critical to the operations of private equity and venture capital firms. In addition, live Contacts and Holdings feeds from Thomson Financials are integrated into the solution, taking contact and relationship management to the next level.
Navatar Private Equity CRM has been customized to the unique process, security/compliance requirements, workflow rules, data capture, and terminologies that are specific to the Private Equity organizations. It supports all stages in the process: pre-offering, offering, operations, and termination/distribution.
At the pre-offering stage, it supports all types of compliance rules. The important partner details, including accountant and legal information, are linked for easy access. At the offering stage, Navatar Private Equity CRM tracks all stages of the sales process. With its built-in powerful workflow automation, all pertinent regulations and compliance are meticulously and effortlessly followed. At the operations stage, it simplifies and expedites the due diligence process with its workflow rules. That, coupled with an advanced user interface and dashboards, creates a powerful investment management tool. Built using the Apex on-demand platform, Navatar CRM for Private Equity is immediately available for test drive and deployment from the Financial Services category on the AppExchange at http://www.salesforce.com/appexchange.
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Please contact us at (212) 461-2140 or sales@navatargroup.com
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