Private Credit 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.
Private Credit 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.
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 intermediaries, companies or experts 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 invaluable at every step of the value creation process.
Thematic Sourcing
Today’s competitive landscape requires a strong focus on the top of funnel to increase the number of opportunities. You must narrow down targets and time your moves by leveraging all available intelligence from bankers, fund managers and others in your network.
Let us show you how Navatar enables you to capitalize on every thread of intelligence in order to position early for a ‘shot on goal’ at attractive targets.
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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 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.
Deal Evaluation
If you go from one deal to the next and never really leverage enough of what you learnt, it is because you are not organising all the intelligence gathered during deal evaluation and diligence. Navatar captures all these insights and collates them for each thesis, building an invaluable knowledge-base that can help pinpoint the additional external help required, while reducing deal evaluation costs.
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.
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 relationships at target firms
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
Create Deals
Automatically collate intelligence to create opportunities for early looks
Deepen Research
Cast a wide net for detailed research based on precise parameters
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
Identify which of your team members may have relationships at target firms
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
Create Deals
Automatically collate intelligence to create opportunities for early looks at targets
Deepen Research
Cast a wide net for detailed research based on precise parameters
Delighters
Deal Positioning
Leverage knowledge-base of sector-expert advice for better positioning
Investment Thesis
Connect intelligence within each investment thesis to create early opportunities
Segmented Workspace
Collaborate in dynamic workspaces created for any tactical or strategic initiative
You May Be Thinking…
What is a Private Credit CRM?
A Private Credit CRM is built for private credit, private debt, and direct lending firms, managing the full investment lifecycle. AI automatically captures deal context, borrower interactions, and institutional knowledge, providing predictive insights that help teams prioritize opportunities and make faster, data-driven decisions.
Why does a private credit firm need a specialized CRM?
Private credit teams handle complex relationships with borrowers, sponsors, co-investors, and LPs. AI-powered CRMs centralize all data, analyze relationship patterns, and surface key insights, improving transparency, preserving institutional knowledge, and enabling smarter decision-making as the firm scales.
What are the key features to look for in a Private Credit CRM?
A strong Private Credit CRM includes AI-driven relationship management, deal pipeline tracking, credit intelligence capture, automated activity logging, and reporting dashboards. Advanced features such as portfolio monitoring, covenant tracking, and investor management are improved by AI insights, helping teams prioritize deals and make informed investment decisions.
Why do private credit firms choose Navatar?
Navatar combines private credit domain expertise with AI-enabled technology. Pre-built workflows, automated intelligence capture, and predictive analytics help firms streamline origination, underwriting, and portfolio monitoring. Navatar’s AI-driven insights reduce manual work and highlight the highest-value deals and relationships.
How does a Private Credit CRM improve deal sourcing and intelligence gathering?
A Private Credit CRM uses AI to automatically capture and analyze emails, meetings, calls, and internal discussions, creating a centralized repository of deal intelligence. This allows teams to spot trends, uncover recurring opportunities, and leverage historical knowledge for new deals. By turning raw data into actionable insights, the CRM ensures critical information is preserved and accessible, even as team members change roles, helping firms source deals more efficiently and strategically.
Why is a Salesforce-native Private Credit CRM important for private credit firms?
A Salesforce-native CRM integrates deal, investor, and portfolio data in one AI-enabled platform. AI-powered dashboards and analytics streamline origination, underwriting, and portfolio monitoring, enabling faster, more accurate decision-making while reducing complexity.
How secure is a Private Credit CRM for sensitive financial data?
A Private Credit CRM provides enterprise-grade security to protect sensitive investor and borrower information. It includes role-based access, encryption, and audit trails, while AI-powered monitoring can detect unusual activity patterns for added protection.
How does a Private Credit CRM reduce manual data entry?
It automatically captures emails, meetings, and deal-related activities, eliminating repetitive manual entry. Teams spend less time on administrative tasks and more time on deal sourcing, analysis, and relationship building. AI-powered automation ensures data is accurate, up-to-date, and actionable.
Why can’t private credit firms rely on spreadsheets or generic CRMs?
Spreadsheets and generic CRMs lack AI capabilities, leading to fragmented data, manual processes, and limited visibility. An AI-powered Private Credit CRM centralizes insights, predicts opportunities, and preserves institutional knowledge, reducing operational risk and improving collaboration across the team.
News & Blog
Navatar Launches AI-Powered CRM Operating Model for Private Equity Firms
LONDON and NEW YORK, Feb. 04, 2026 (GLOBE NEWSWIRE) -- Navatar today announced the launch of an AI-powered CRM operating model designed specifically for private equity firms, enabling deal teams to run origination, diligence, execution, and investor engagement...
Navatar and Inven Partner to Deliver AI-Powered Deal Origination for Private Equity and M&A Advisory On Salesforce
LONDON and NEW YORK, Dec. 04, 2025 (GLOBE NEWSWIRE) - Navatar, the leading CRM platform for private markets, today announced a strategic partnership with Inven, the AI-powered platform for discovering and analyzing private companies. The partnership integrates Inven’s...
The Deal Dam Breaks: What Blackstone’s Blowout Quarter Signals for Private Equity and M&A
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India’s M&A Surge Meets AI Innovation: Navatar’s CRM Powers the Next Wave Driven By Private Equity
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How Fed’s September’25 Rate Cut Impacts Private Equity and Investment Banks
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How AI Is Powering the Private Equity Secondaries Boom
The private equity secondaries market is reaching new heights, redefining how investors and firms approach deal making and portfolio management. Recently, transaction volumes and unrealized value have soared to historic levels, fueled by the widespread adoption of...