Hedge Fund Software
Today’s market demands your A-game » which relies on proprietary research » which must be augmented with intelligence you acquire from the sell-side.
Navatar harnesses this intelligence for you. You just bring your A-game.
Hedge Fund Software
Today’s market demands your A-game » which relies on proprietary research » which must be augmented with intelligence you acquire from the sell-side.
Navatar harnesses this intelligence for you. You just bring your A-game.
Sell-Side Intelligence
Your A-game requires you to capture all information from interactions with your sell-side relationships at banks and broker-dealers. The intelligence created from consolidating this information for each equity/credit instrument, bank, sector or event, may factor into your buy/sell trading decisions, along with your internal research.
Let us show you how Navatar enables you to capitalize on every thread of intelligence for comprehensive trading decisions.
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Automatically coalesces disparate intelligence around each instrument
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Automatically connects all intelligence within each sector/subsector
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.
Product Features
Table Stakes
Who Knows Who
Track trader interactions with every sell-side brokerage/salesperson
Relationship Management
Consolidate sell-side intelligence for each salesperson/bank
Fundraising & IR
Manage investors and execute fundraising process
Differentiators
Who Knows What
Understand details of each interaction with brokers/banks
Sell SIde Intelligence
Automatically collate sell-side intelligence for each instrument
Deepen Research
Cast a wide net for detailed research on instruments/sectors
Delighters
Investment Thesis
Connect intelligence within each investment thesis to create early opportunities
Deal Positioning
Leverage knowledge-base of sector-expert advice for better positioning on deals
Segmented Workspace
Collaborate in dynamic workspaces created for any tactical or strategic initiative
Product Features
Table Stakes
Who Knows Who
Track trader interactions with every sell-side brokerage/salesperson
Relationship Management
Consolidate sell-side intelligence for each salesperson/bank
Fundraising & IR
Manage investors and execute fundraising process
Differentiators
Who Knows What
Understand details of each interaction with brokers/banks
Relationship Management
Automatically collate sell-side intelligence for each instrument
Deepen Research
Cast a wide net for detailed research on instruments/sectors
Delighters
Sector Coverage
Connect sell-side intelligence within each sector/subsector
Deal Positioning
Leverage knowledge-base of sector-expert advice for better positioning on deals
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.
News & Blog
How Private Equity Professionals Can Leverage Their Own Network Connections Using CRM
Investment Professionals value their network. One of the challenges deal makers face is figuring out which of their connections could be relevant in the context of an early stage active deal or for longer-term proprietary opportunities. During the normal activities of...
Why M&A Advisors Struggle To Create Institutional Memory In Their CRM
Investment bankers have been busy with meetings in this hot M&A market ($2.5 trillion of deals in the first half of the year alone). Most of the meetings uncover valuable information related to potential opportunities and buyers – however, a lot of this data,...
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...
Corporate Development Software: A ‘Relationship Trap’ for Dealmakers?
Corporate development teams now realize they can’t get out of their relationship management systems what they actually need. That’s because corporate development software today does a marvellous job of managing relationships, or deal activity, but often as separate...
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,...