AI-Powered Private Equity CRM
Legacy CRMs weren’t built for the pace of today’s AI-savvy private equity firm. Navatar reimagines CRM as an AI-driven engine for sourcing, fundraising, and value creation— automating data entry, connecting insights across teams, and surfacing what matters before your competitors see it.
Private Equity CRM
Today’s Private Equity 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, Supercharged by AI
The best dealmakers don’t just track deals—they anticipate them. Navatar helps top private equity professionals play at the highest level—automating what others do manually, revealing insights others miss, and turning fragmented CRM data into firmwide intelligence. That’s your A-Game, powered by AI.
Navatar uses advanced AI to automate data entry, surface hidden relationships, and connect the dots across sourcing, fundraising, and portfolio management – so your team can outmanoeuvre, outconnect, and outperform.
Smarter Sourcing Starts With Better Intelligence
Proprietary relationships have always been your edge — but in today’s market, that edge is harder to maintain. Relying on teasers from intermediaries isn’t enough. To win early looks, your team needs a CRM that connects the dots across your network.
Navatar captures every meeting, email, and call — and enriches it with deal history, contact touchpoints, and firm affiliations. That means you’re never starting cold. You’ll know who knows the company, who’s already talking to them, and what’s been said — all in one place.
With Navatar, you don’t just track deal flow — you source smarter.
1
Reveal not just “who knows who” — but who’s actually involved in what
2
Unify emails, meetings, and notes to build a complete picture of every opportunity
3
Connect the dots across themes, firms, and contacts to improve qualification and timing
Automation That Keeps Relationships Warm — Without the Busywork
CRM hygiene shouldn’t depend on manual updates. Navatar tracks who you’ve spoken to, when you last connected, and when you should follow up — all without requiring your team to lift a finger.
Every meeting, call, and email is automatically captured and linked to the right firm, contact, or deal. Tiering rules and next-touchpoint alerts make sure your most important relationships never go cold — even if someone leaves the team.
Navatar’s relationship workflows are built for dealmakers. No admin. No reminders. Just intelligent nudges to help you stay relevant in every conversation.
Evaluate Every Opportunity With Full Context
Sourcing is only half the battle. Navatar helps you evaluate deals with confidence by surfacing everything your team already knows — and everything they might miss.
Before you even start diligence, Navatar reveals the full picture: who in your network has spoken to the company, what deals in the sector you’ve seen before, which experts and bankers were involved, and why similar opportunities were passed on.
Every touchpoint, note, and outcome across your firm is connected — giving you an institutional memory that spans sectors, themes, and teams. You’re not just evaluating a deal. You’re tapping into years of pattern recognition.
Your Ecosystem, Modeled the Way You Actually Work
Private equity isn’t a simple buyer/seller dynamic — it’s a network of GPs, LPs, intermediaries, advisors, lenders, and portfolio execs. Most CRMs flatten these relationships into generic records. Navatar does the opposite.
Every firm type is structured with its own fields, logic, and reporting model — whether it’s tracking LP commitments, deal sources, or advisory roles. Parent-subsidiary hierarchies, affiliations, and board seats are modeled natively, giving you an accurate view of how everyone’s connected.
And because Navatar is fully mobile, your entire network — contacts, touchpoints, deal links, org charts — is always in your pocket. Whether you’re in the office, on a flight, or walking into a meeting, the intelligence travels with you.
You’re not just building a database. You’re building a living map of your market — and Navatar keeps it up to date.
Product Features
Table Stakes
Who Knows Who
Identify which of your team members may have relationships at target firms
Deal Pipeline
Manage stages of your deal pipeline and generate management reports
Fundraising & IR
Manage prospective investors and LPs and execute fundraising process
Differentiators
Who Knows What
Understand details of every interaction with every relationship in your network
Create Deals
Automatically collate intelligence to create opportunities for early looks
Deepen Research
Cast a wide net for detailed research based on precise parameters
Delighters
Investment Thesis
Connect intelligence within each investment thesis to create early opportunities
Deal Positioning
Leverage knowledge-base of sector-expert advice for better positioning on deals
Segmented Workspace
Collaborate in dynamic workspaces for any tactical or strategic initiative
Product Features
Table Stakes
Who Knows Who
Identify which of your team members may have relationships at target firm
Deal Pipeline
Manage stages of your deal pipeline and generate management reports
Fundraising & IR
Manage prospective investors and LPs and execute fundraising process
Differentiators
Who Knows What
Understand details of every interaction with every relationship in your network
Create Deals
Automatically collate intelligence to create opportunities for early looks
Deepen Research
Cast a wide net for detailed research based on precise parameters
Delighters
Deal Positioning
Leverage knowledge-base of sector-expert advice for better positioning
Investment Thesis
Connect intelligence within each investment thesis to create early opportunities
Segmented Workspace
Collaborate in dynamic workspaces created for specific initiatives
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.
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