Corporate Development CRM
Today’s 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.
Corporate Development CRM
Today’s 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 which intermediaries, companies or experts to talk to or what to focus the conversation on. 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 invaluable at every step of sourcing and evaluation processes.
Thematic Sourcing
Let us show you how Navatar enables you to capitalize on every thread of intelligence in order to position early for a ‘shot on goal’ at attractive targets.
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Automatically coalesces disparate pieces of information to paint a clearer picture of each opportunity
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Automatically connects all intelligence within each subsector to improve qualification and evaluation
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.
Events
You must have access to all relevant intelligence on the go in order to keep your all your interactions focused. In addition, all new relationships as well as additional information from each interaction at the event must add to your actionable intelligence. Navatar’s automated intelligence engine helps you maximize your event participation to make sure every bit of information adds to your sourcing efforts.
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.
Product Features
Table Stakes
Who Knows Who
Identify which of your team members may have relationships at target firms
Business Development
Streamline outreach and collate information from targets, bankers
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
Subsector Focus
Connect intelligence within each subsector to create early opportunities
Deal Positioning
Leverage knowledge-base of sector-expert advice for better positioning on deals
Segmented Workspace
Collaborate in dynamic workspaces created 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
Business Development
Streamline outreach and collate information from targets, bankers
Deal Pipeline
Manage stages of your deal pipeline and generate management reports
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
Subsector Focus
Connect intelligence within each subsector to create early opportunities
Segmented Workspace
Collaborate in dynamic workspaces created for any tactical or strategic initiative
You May Be Thinking…
What is a Corporate Development CRM?
A Corporate Development CRM is a purpose-built, AI-enabled platform that helps teams identify, track, and evaluate acquisition and partnership opportunities efficiently. It centralizes deal pipelines, strategic relationships, proprietary intelligence, and historical context, creating a single source of truth across the M&A lifecycle.
How is a Corporate Development CRM different from a traditional CRM?
Unlike traditional CRMs focused on short sales cycles, a Corporate Development CRM leverages AI-driven relationship intelligence and institutional memory to support complex, high-stakes transactions. It helps teams navigate multi-stakeholder networks, make strategic decisions, and execute deals with confidence.
How does Navatar’s Corporate Development CRM support deal sourcing?
Navatar uses AI to automatically capture and structure insights from emails, meetings, and interactions, turning them into searchable intelligence. This enables teams to uncover warm pathways, identify early-stage opportunities, and proactively engage targets before formal processes begin.
What ROI can firms expect from a Corporate Development CRM?
From a Corporate Development CRM, firms gain faster sourcing cycles, greater deal visibility, stronger relationship leverage, and reduced administrative effort. AI-driven insights help teams prioritize high-value opportunities, collaborate more effectively, and execute transactions with greater speed and accuracy.
What specific problems does Navatar’s Corporate Development CRM solve?
Navatar eliminates fragmented data silos and repetitive manual tasks by using AI to analyze emails, meetings, and interactions in real time. AI identify relationship strength, sourcing signals, and emerging opportunities, helping teams prioritize targets, strengthen top-of-funnel deal sourcing, and make informed strategic decisions faster.
What features should I look for in a corporate development CRM?
Look for AI-powered deal tracking, relationship mapping, predictive insights, automated data capture, pipeline analytics, advanced reporting, and seamless integrations with productivity tools. Custom dashboards and predictive analytics are critical for informed strategic decision-making.
Can a Corporate Development CRM help with investor relations?
Yes. It centralizes investor communications, tracks engagement history, and uses AI to surface follow-ups and relationship health indicators, ensuring consistent, transparent, and proactive investor management.
Is Navatar easy to integrate with my existing tools?
Absolutely. Navatar works with Salesforce, email, calendars, and productivity apps. It complements existing workflows without disrupting current systems, making adoption seamless.
How does automation in a Corporate Development CRM help?
AI-driven automation captures interactions, identify deal signals, and prioritizes follow-ups, freeing teams to focus on strategic decisions instead of manual tasks.
News & Blog
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