Endowment and Pension Fund Software

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.

Endowment and Pension Fund Software

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.

 

Deal Evaluation

Your A-game requires you to gather intelligence around funds or companies from various sources – bankers, placement agents, consultants or others. You need all the relationships – but, more importantly, you must also collate all information you gather from these sources to qualify an investment opportunity.

Let us show you how Navatar enables you to capitalize on every thread of intelligence for comprehensive deal evaluation.

1

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

2

Automatically coalesces intelligence from your network to paint a clearer picture of each fund

3

Automatically connects all intelligence within each subsector to improve qualification and evaluation

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.

Product Features

Table Stakes

Who Knows Who

Identify which of your team members may have relevant relationships

Deal Pipeline

Manage stages of your deal pipeline and generate management reports

Fund Evaluation

Create advanced processes for evaluating investment opportunities

Differentiators

Who Knows What

Understand details of every interaction with every relationship in your network

Fund Intelligence

Automatically collate intelligence from network for fund evaluation

Deepen Research 

Cast a wide net for detailed research based on precise parameters

Delighters

Investment Thesis

Connect intelligence within each investment thesis for better fund analysis

Knowledge Repository

Build knowledge-base of comprehensive fund information + intelligence

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 relevant relationships

Deal Pipeline

Manage stages of your deal pipeline and generate management reports

Fund Evaluation

Create advanced processes for evaluating investment opportunities

Differentiators

Who Knows What

Understand details of every interaction with every relationship in your network

Fund Intelligence

Automatically collate intelligence from network for fund evaluation

Deepen Research 

Cast a wide net for detailed research based on precise parameters

Delighters

Knowledge Repository

Build knowledge-base of comprehensive fund information + intelligence

Investment Thesis

Connect intelligence within each investment thesis for better fund analysis

Segmented Workspace

Collaborate in dynamic workspaces created for any tactical or strategic initiative

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.

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.

News & Blog

Why It’s Hard To Measure Deal Flow Accurately In Your CRM

How many of your inbound deals end up languishing on email servers without ever making it into a CRM? 10%, 50%, 90%? Whatever the number, the reality is that virtually no private equity or corporate development firm is capturing 100% of its deal flow for totally...

Using Excel to Power Your Private Equity CRM

We’ve designed our private equity software to combine the best of both worlds – dealmakers can enter data using Excel or our Excel-like interface, which is synced to our CRM. Here’s a quick look: 1. Keep using Excel - No need to change your current workflow. Keep...

Private Equity Has A Golden Opportunity to Tap VC-to-PE Buyouts

Now that one in five venture capital exits goes to private equity, the industry has a golden chance to tap the ballooning VC-to-PE deal pipeline for exclusive referrals . By October of last year, private equity sealed more than 800 deals from this emerging channel,...