For years, CRM in private markets was treated as an operational task. Partners delegated it to junior team members, who tried to mold their workflows around rigid systems—tracking pipelines and chasing efficiency. The result? A patchwork of over-engineered tools that delivered little value to the people actually driving deals.
Managing Directors and partners rarely engaged with these systems—because they didn’t help them make decisions, uncover insights, or get closer to winning deals. CRM became a glorified spreadsheet with a sleeker UI. And for a time, that was good enough—until it wasn’t.
Today, the game has changed. Data is abundant. AI is unlocking entirely new possibilities. And forward-thinking firms are recognizing the real question is no longer how do I track deals better?—it’s how do I uncover opportunities, relationships, and risks before anyone else does?
That’s the challenge the Bold New Navatar was built to solve.
Why Bold?
Because it takes conviction to admit that legacy CRM doesn’t work—and vision to replace it with something truly smarter. We serve some of the most discerning minds in finance. If we can help them uncover insights they hadn’t already identified on their own, we’re delivering real value. That’s bold. And it means:
- Putting partners—not just associates—at the center of the experience
- Identifying opportunities earlier, before they hit the market
- Surfacing relationships, risks, and patterns others miss
- Aligning the entire firm around evolving theses and strategies
- Asking the radical question: What if your CRM actually helped you win deals?
Why New?
Because this isn’t an upgrade—it’s a complete reimagining of what private markets technology should be. The new Navatar is grounded in two decades of experience and the humility to unlearn outdated assumptions. We questioned everything:
- What if dealmakers never had to enter data again?
- What if workflows weren’t rigid or linear, but shaped in real time around need?
- What if the system flexed to the user—not the other way around?
- What if CRM became a source of competitive edge, not administrative burden?
New means we threw out the idea of CRM as a static system of record. We built a system of advantage—one that adapts, learns, and empowers dealmakers to shape information however they need, in the moment they need it.
We didn’t just redesign a platform. We redefined its purpose. For firms ready to move beyond rigid CRMs and shallow data, Navatar offers a bold new direction—one where intelligence, relationships, and timing work together to create real edge.
Ready to see what bold looks like? Schedule a demo now