Investment Banking CRM
Legacy CRMs leave you piecing together email trails. Navatar’s M&A CRM unifies your firm’s intelligence, linking every mandate, pitch, and relationship across sectors and subsectors, turning scattered deal data into a competitive edge.
CRM for Investment Banking
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.
Your A-Game
Winning mandates requires insights your competitors can’t match. With AI-driven relationship mapping, subsector intelligence, and real-time updates, Navatar transforms your CRM into a mandate-winning asset so you can identify opportunities first, strengthen client trust, and close the right deals faster. We keep your deal teams at their A-Game by automating manual work and surfacing intelligence that drives every pitch, buyer list, and negotiation.
Smarter Origination
Relationships in a subsector are valuable, but real origination power comes from seeing the full transactional landscape. Navatar’s M&A CRM builds a detailed view of every strategic buyer and financial sponsor—what they’re pursuing, what’s changed, and how to position your pitch.
It aggregates intelligence from every meeting, call, and pitchbook review, creating a dynamic view of your market that powers targeted outreach, stronger proposals, and more signed mandates.
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Automatically coalesces disparate pieces of information to paint a clearer picture of each opportunity
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Automatically connects all intelligence within each sector/subsector to deepen your engagement
Who Knows What
In investment banking, the right connection can be the difference between winning and losing a deal. Navatar captures every relationship, meeting note, and email across your firm, then reveals who holds the most relevant insights, who has history with the client, and where relationships stand.
No chasing colleagues for updates, no inbox searches—just an instant, deal-ready view of your firm’s collective knowledge to fuel pitches and negotiations.
Cross Border M&A
Cross-border mandates add layers of complexity—from managing multi-jurisdiction regulations to coordinating teams across time zones. Navatar consolidates every touchpoint, buyer, seller, and advisory relationship into one global view, so your deal team can act with precision.
It tracks relationships across continents, flags local market changes, and keeps you ahead of compliance and cultural nuances—helping you win mandates in both domestic and multi-region transactions.
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.
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
In M&A, opportunities can disappear in days. Navatar continuously captures activity, monitors changes in client priorities, and flags developments—so you can move before your competitors do. From shifts in a buyer’s acquisition strategy to a new decision-maker joining a target account, your team stays informed in real time, turning your CRM into a live deal pipeline that drives faster, better-informed execution
Product Features
Table Stakes
Who Knows Who
Identify which of your team members may have relationships at target firms
Business Development
Streamline outreach and collate information from targets, sponsors
Pipeline Management
Manage your BD pipeline and generate management reports
Differentiators
Who Knows What
Understand details of every interaction with every relationship in your network
Create Opportunities
Automatically collate intelligence to prioritize opportunities and outreach
Mmandate Execution
Identify relevant targets for smooth execution and best outcomes
Delighters
Subsector Expertise
Connect intelligence within each subsector to deepen engagement
Deal Research
Cast a wide net for detailed research based on precise parameters
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
Business Development
Streamline outreach and collate information from targets, sponsors
Pipeline Management
Manage your BD pipeline and generate management reports
Differentiators
Who Knows What
Understand details of every interaction with every relationship in your network
Create Opportunities
Automatically collate intelligence to prioritize opportunities and outreach
Mandate Execution
Identify relevant targets for smooth execution and best outcomes
Delighters
Subsector Expertise
Connect intelligence within each subsector to deepen engagement
Deepen Research
Cast a wide net for detailed research based on precise parameters
Segmented Workspace
Collaborate in dynamic workspaces created for any tactical or strategic initiative
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.
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