The private equity secondaries market is reaching new heights, redefining how investors and firms approach deal making and portfolio management. Recently, transaction volumes and unrealized value have soared to historic levels, fueled by the widespread adoption of AI-driven solutions and Navatar’s CRM for Salesforce is leading the charge.
A Market in Transformation
Last year, unrealized private equity value rose to an astonishing 77% of assets under management, locking up nearly $9 trillion across 250,000 companies. Where secondaries were once considered niche, today they stand as a pillar of mainstream portfolio strategy. According to Jefferies, secondaries transactions hit $103 billion in just the first half of 2025, smashing previous records. Dedicated capital now stands at $302 billion, energized by both institutional and retail demand.
The New Complexity and Opportunity
This environment brings new challenges for fund managers, GPs, LPs, and advisors:
- Navigating cross-border deals and multi-fund baskets requires sophisticated solutions.
- Regulatory scrutiny is ever-increasing, making compliance and transparency essential.
- Data is fragmented across emails, spreadsheets, cloud platforms, and countless channels, making it harder to capture intelligence and act quickly.
Enter Navatar’s AI-Powered CRM
Navatar’s next-generation platform, built for Salesforce and supercharged by AI, offers a direct answer to these industry shifts:
- It automatically captures data from emails, calls, documents, LinkedIn, Slack, and public sources, transforming daily activity into structured intelligence.
- Exposure tracking across vintages and strategies helps streamline risk management and decision-making.
- Real-time counterparty mapping uncovers active LP sellers, new GP vehicles, and qualified buyers—all while keeping proprietary data confidential.
- Comprehensive audit trails and recordkeeping make regulatory compliance easy and inspire investor confidence.
- As deal flow globalizes, Navatar enables firms to spot emerging opportunities and manage transactions spanning Asia, Europe, and North America.
Immediate Insights, Everywhere
Navatar’s seamless integration with Salesforce AI Agentforce and Microsoft Copilot means that users get instant insights and recommendations in the tools they already use—Outlook, Slack, or CRM. No manual data entry, no switching platforms. The result? Faster execution, more reliable data, and a clear information edge for every dealmaker.
Trusted Expertise and Security
With over two decades of private markets and CRM experience, Navatar combines deep industry expertise with enterprise-grade data protection. AI-powered insights are delivered in a private, compliant environment, built for the rigor and confidentiality that today’s market demands.
The Takeaway
As secondaries evolve into an essential part of liquidity management, successful firms are recognizing the power of intelligent automation. Navatar stands at the intersection of innovation and reliability, making it the partner of choice for private equity professionals looking to master complexity, accelerate deal flow, and strengthen investor relationships.
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