CRM for Private Markets
Today’s competitive market demands your A-game » which relies on proprietary intelligence » which must be collated from information you acquire from your network.
Navatar harnesses this intelligence for you. You just bring your A-game.
CRM for Private Markets
Today’s competitive market demands your A-game » which relies on proprietary intelligence » which must be collated from information you acquire from your network.
Navatar harnesses this intelligence for you. You just bring your A-game.
Your A-Game
Building institutional memory is a good start, but that is just your past record. Your A-game begins with making informed decisions on who to talk to, what to focus the conversation on, what your next move should be. To do that, you need to leverage every thread of information your firm gathers, on any topic. Compiling and analyzing all of this information is far from easy. Navatar captures information at the most detailed level and connects the dots to arm you with intelligence that can be a gamechanger in dealmaking.
Recent Podcast Episodes
How Family Offices Can Navigate Alternative Assets
In this episode, Alok Misra, CEO of Navatar, and New Republic Partners delve into the evolving landscape of alternative investments, offering valuable insights for family offices and investment professionals. Their discussion covers the impact of the recent election and the new regime on investment strategies.
In this episode of the A-Game podcast, Peter Stefanovich, President of Left Lane Associates, describes how Left Lane’s deep knowledge and wealth of experience in the supply chain has turned them into the advisor of choice in the sector.
Who Knows What
It is useful to understand “Who Knows Who,” or who in your firm may be connected with a person or a firm. In addition, your A-game needs “Who Knows What.” You also need to know everything about that contact or firm – including all intelligence collected from them or from other sources – in order to see the full context of the relationship.
Navatar Private Equity
Your A-game relies on your ability to connect all information within an investment thesis. This intelligence can help you qualify attractive targets early, leverage subsector relationships strategically, reduce deal evaluation costs and much more. Navatar automatically creates this intelligence to power every activity in the complex value creation process.
Navatar M&A
Winning a mandate often depends on your depth of relationships and knowledge within a subsector, sometimes globally. Your A-game relies on your ability to connect every thread of information within that subsector and capitalize on the intelligence, to deliver the best outcomes for clients. Navatar automatically creates this intelligence to power your business development, sponsor coverage and project management activities.
Needle in a Haystack
Even if you can somehow get data in, finding what you need is never easy in most CRM systems. You must be able to search a topic, casting a wide net that can find all relevant intelligence at the most detailed level, which could be the odd sentence from paragraphs of information. Navatar enables you to fine-tune granular searches even further and then channel results into editable work-streams, making them actionable and collaborative.
Needle in a Haystack
Even if you can somehow get data in, finding what you need is never easy in most CRM systems. You must be able to search a topic, casting a wide net that can find all relevant intelligence at the most detailed level, which could be the odd sentence from paragraphs of information. Navatar enables you to fine-tune granular searches even further and then channel results into editable work-streams, making them actionable and collaborative.
Always-On Intelligence
Your A-game relies on insights around a company, person, deal or topic to be available, whenever and wherever. Navatar mobile is your intelligent assistant you can rely on, whatever your need. It also captures and collates any information you gather in your meetings in the most frictionless way.
You May Be Thinking…
Should we switch CRM systems?
Are your senior professionals logging into CRM? Does your CRM add any value other than generating pipeline/compliance reports? If the answer to those questions is no, you need to switch. Talk to us and we will show you what to expect from a CRM for an alternative assets fund or investment bank and how it should add value to your sedulous day-to-day activities that require intensive research and analysis.
Why do our senior professionals never log into CRM?
They are laser focused all day on high-value conversations and activities that require extensive research. CRM systems require them to constantly punch data, without offering any information that can be useful in their research. Your senior professionals need a CRM platform that acts like a smart assistant, ready to offer relevant insights when needed, without the admin overload. Let us show you the CRM platform tailor-made for what they do.
How should we evaluate a CRM for our firm?
Conventional evaluation is based on features/functions such as contact management, relationship intelligence, pipeline management, etc. The problem with this approach is that most CRM platforms check all boxes, but still end up failing in getting user adoption. You need to ask two simple questions: 1) What value will we get and 2) How much data will we need to enter. Let us show you how you can get 80% value with 20% effort.
Isn't CRM about efficiency?
Most CRM platforms are, in fact, designed to automate processes in order to make them more efficient. However, your Partners/MDs want value, not efficiency. A CRM platform worth its salt must offer some tangible benefits to your core set of activities centered around creating, qualifying and/or closing deals. Let us show you how Navatar does exactly that by turning your proprietary information into an indispensable asset.
What if Navatar is never adopted by users?
The Navatar platform is specifically designed for busy investment professionals who are not inclined to spend their time punching data into any type of software. Navatar automatically extracts data from everyday productivity tools that your professionals already use, removing the admin burden. Let us show you how your users will still get value from Navatar even if they never enter any information into the system.
What if we already have Salesforce?
Navatar layers seamlessly on top of Salesforce, using most of the existing underlying objects, with minimal disruption. Our platform will transform Salesforce overnight into an impact engine that captures and converts your internal intelligence into a powerful competitive differentiator with minimal user input. Let us show you exactly how.
News & Blog
Multifamily’s Next Cycle: Valuations, Supply, and the Tech Edge for Real Estate Investors
Intro: A Generational Entry Point Is Emerging Investing in multifamily real estate isn’t just about location—it’s about timing. And according to David Valger, President of DVO Real Estate, there’s rarely been a more attractive time than now. On Navatar’s A Game...
The Bold New Navatar: Salesforce-Based CRM for Modern Private Equity, Alternative Assets, and M&A Advisory Firms
For years, CRM in private markets was treated as an operational task. Partners delegated it to junior team members, who tried to mold their workflows around rigid systems—tracking pipelines and chasing efficiency. The result? A patchwork of over-engineered tools that...
Navatar vs Affinity – Setting the Record Straight On CRM for Private Equity and M&A Advisory
At Navatar, we welcome competition—it drives innovation and pushes us all to better serve our clients. But we also believe that comparisons should be rooted in truth, not fiction. Recently, Affinity published two articles—"Top Navatar Alternatives" and “Is Navatar or...
Top DealCloud Alternative for Private Equity and M&A Advisory – Why Leading Firms Choose Navatar
If you're exploring DealCloud alternatives, you're likely in the market for a CRM platform purpose-built for private markets. While DealCloud has earned recognition in the private equity and investment banking space, it isn’t the only option. Your decision ultimately...
Intelligent Investing: How Family Offices Navigate Alternatives in the Post-Election Era
Alternative investing is entering a new era. For family offices and institutional investors, the post-election landscape isn’t just shifting—it’s demanding a smarter, more adaptive strategy to stay ahead. New Republic Partners, a leading multifamily office, shared...
How Navatar Powers Supply Chain M&A: Why Left Lane Wins Against Goldman Sachs
In the world of mergers and acquisitions (M&A), one truth stands above all: industry expertise wins deals. For firms operating in highly specialized sectors — like supply chain and logistics — generalist investment banks struggle to compete against firms with deep...