Private markets firms have spent the last two years experimenting with Claude and other frontier models — using them to source targets, analyze deals, summarize documents, and draft materials. What most firms have discovered along the way is that AI experimentation alone doesn't create a shared, auditable, workflow-ready way of working. Individual bankers get faster. The firm doesn't.
Navatar is closing that gap. Today we're launching our Claude-native deal engine: a new operating model that combines Navatar CRM, Navatar AI, Salesforce Agentforce, and Claude into one governed system for origination, relationship intelligence, and investment workflows.
The question every firm is asking
As Claude adoption grows across financial services, deal teams are running into the same set of questions. If Claude can already connect to CRM, PitchBook, CapIQ, email, and documents, what's CRM actually for anymore? How do you make AI outputs consistent across a whole team rather than a handful of power users? And critically — how do you stop sensitive LP, deal, and portfolio information from flowing too freely into external models?
Our answer is to change what CRM does. Instead of being a static system of record, Navatar becomes the rules and data spine behind an AI-first deal process. Claude acts as an on-demand reasoning layer — the freeform thinking engine. Navatar CRM and Navatar AI provide the structured, always-on operating layer underneath it: keeping data complete, workflows consistent, and intelligence shared across the whole deal team, not trapped in individual chat histories.
A division of labor, not a bake-off
We don't think firms should have to choose between Claude and their CRM. We think of it as a division of labor:
- Navatar AI handles the structured 80% — recurring workflows, proactive signals, one-click actions, and persistent context that lives on every record.
- Claude handles the freeform 20% — cross-pipeline questions, one-off analysis, and complex research that benefits from a broader reasoning model.
In practice, that means firms can:
- Surface proactive signals across deals, relationships, LPs, and sectors — without waiting for someone to ask the right question.
- Give partners, originators, and deal teams a shared view of intelligence on the same record, instead of fragmented individual chat sessions.
- Cut manual data entry by pairing workflow automation with AI-driven next steps and write-back inside Salesforce.
- Improve the quality of Claude's reasoning by feeding it structured, relational, PE-specific data instead of raw CRM exports.
Governed by design
Security was the design brief, not an afterthought. By pairing Salesforce Agentforce with Navatar CRM and Navatar AI, firms can keep sensitive workflows inside a governed Salesforce agent layer while selectively invoking Claude exactly where it adds the most value. That gives firm leadership the control they've been asking for: clear boundaries on where confidential LP, deal, and portfolio data is processed, and which workflows are allowed to reach external models at all.
As Ketan Khandkar, COO at Navatar, put it, firms need a way to "make frontier-model reasoning work inside a structured, secure, and auditable operating system."
Available now
Navatar's Claude-native deal engine is live today for private markets firms — private equity, venture capital, private credit, real estate, infrastructure, secondaries, fund of funds, and M&A/investment banking advisory teams.
Book a demo to see it on your own pipeline.