Investor Portal Software

Today’s Investor Portal market demands your A-game » which relies on proprietary intelligence » which must be collated from information you acquire from your network.

Navatar enables you to harness this intelligence without the admin burden. Get ready to bring your A-game.

Investor Portal Software

Today’s Investor Portal market demands your A-game » which relies on proprietary intelligence » which must be collated from information you acquire from your network.

Navatar enables you to harness this intelligence without the admin burden. Get ready to bring your A-game.

 

Proactive Sourcing

Today’s competitive landscape requires a strong focus on the top of funnel to increase the number of opportunities. Teasers from investment banks are important but you must proactively create opportunities for early looks at relevant companies.

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.

1

Help you understand not just “who knows who” but also “who knows what”

2

Automatically connect all intelligence within each investment thesis to help you identify opportunities

3

Ready knowledge-base for research and collaboration in order to position better

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.

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 at targets

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 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

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 at targets

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

Segmented Workspace

Collaborate in dynamic workspaces created for specific initiatives

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 intelligence 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.

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