Select Page

Fund of Funds CRM

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.

Book A Demo

Fund of Funds CRM

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.

Book A Demo

Your A-Game

Building institutional memory is a good start, but that is just your past record. Your A-game begins with making informed decisions on which investors, consultants, placement agents or fund managers to talk to or what to focus the conversation on. To do that, you need to leverage every thread of information your firm gathers, on any topic. Compiling and analyzing all of this information is far from easy. Navatar captures information at the most detailed level and connects the dots to arm you with intelligence that can be a gamechanger in dealmaking.

Deal Evaluation

Your A-game requires you to gather intelligence around funds 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

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

2

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

3

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

Who Knows What

It is useful to understand “Who Knows Who,” or who in your firm may be connected with a person or a firm. In addition, your A-game needs “Who Knows What.” You also need to know everything about that contact or firm -including  all intelligence collected from them or from other sources – in order to see the full context of the relationship.
People in an event

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.

Investor Relations & Fundraising

Whether it is growing your investor base or developing deeper relationships, you must leverage every thread of information about investors that you uncover from all your relationships. Navatar compiles this intelligence to help build strategic partnerships that are critical to unlocking privileged access to capital, co-creation of new investment opportunities, establishing new funds or increasing funds under management.
Women working on the laptop

Needle in a Haystack

Even if you can somehow get data in, finding what you need is never easy in most CRM systems. You must be able to search a topic, casting a wide net that can find all relevant intelligence at the most detailed level, which could be the odd sentence from paragraphs of information. Navatar enables you to fine-tune granular searches even further and then channel results into editable work-streams, making them actionable and collaborative.

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 intelligent 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.

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

Fundraising & IR

Manag investors and execute fundraising process

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 relationships at target firm

Deal Pipeline

Manage stages of your deal pipeline and generate management reports

Fundraising & IR

Manage investors and execute fundraising process

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 specific initiatives

You May Be Thinking…

What is a Fund of Funds CRM?

A Fund of Funds CRM is a specialized, AI-enabled platform that helps investment teams manage relationships with investors, general partners (GPs), and service providers. It centralizes communications, tracks investments, and provides actionable insights to streamline decision-making and strengthen investor relationships.

What core features should I expect in a Fund of Funds CRM?

The core features include investor and GP contact management, pipeline tracking, automated workflows, email integration, reporting dashboards, performance analytics, compliance tracking, and secure document storage. Also, AI-powered analytics and relationship intelligence feature provide actionable insights, improve decision-making, and help teams prioritize high-impact interactions.

What measurable benefits can a fund-of-funds expect from Navatar?

Navatar helps fund-of-funds teams source and evaluate funds faster, streamline due diligence, and strengthen LP engagement. By providing centralized portfolio insights, automated workflows, and AI-driven analytics, it enables smarter decision-making, reduces manual effort, and ensures compliance and reporting are more efficient and accurate.

How can a CRM improve investor relations for a Fund of Funds?

A Fund-of-Funds CRM centralizes all investor interactions to ensure that no updates or follow-ups are missed. With AI-powered engagement scoring, personalized recommendations, and automated follow-ups, teams can strengthen relationships, build trust, and improve investor satisfaction over time.

How does a Fund of Funds CRM differ from a regular CRM?

Unlike regular CRMs, Fund of Funds CRMs are designed specifically for investment workflows. They track due diligence, portfolio performance, fundraising pipelines, and investor communications. AI-powered analytics deliver insights tailored to asset management, highlight high-impact relationships, and recommend next-best actions beyond standard contact management.

Does Navatar help with data capture from emails and calendars?

Yes. Navatar’s AI automatically captures emails, calendar events, and documents, and links them directly to the relevant LPs, funds, or deals. By removing the need for manual data entry, it keeps all information up to date and allows teams to focus on high-value investment decisions and building stronger relationships, rather than spending time on administrative tasks.

How does relationship mapping in CRM benefit a Fund of Funds?

Relationship mapping visualizes connections between investors, GPs, and partners. AI-driven relationship intelligence scores connections, identifies warm introductions, highlights influential stakeholders, and prioritizes high-value interactions, enabling smarter deal sourcing, fundraising, and strategic collaborations.

How secure is sensitive fund-of-funds data in Navatar?

Navatar protects data with enterprise-grade encryption, role-based access, and detailed audit trails. AI-enabled monitoring also detects unusual activity patterns, adding an extra layer of security. Every interaction and document is tracked, ensuring accountability and compliance while safeguarding investor information, fund data, and confidential research.

Does a Fund of Funds CRM support performance reporting?

Yes. A Fund of Funds CRM provides real-time dashboards and detailed reports on fund performance, portfolio metrics, and investment analytics. AI-driven analytics identify trends, highlight high-performing investments, and generate predictive insights, helping teams make faster, smarter decisions and provide LPs with timely, professional updates.

News & Blog

See More News & Blog Posts