Sales

sales@navatargroup.com

eusales@navatargroup.com

Fund of Funds CRM

Navatar’s fund of funds CRM powers every step of the deal lifecycle, including relationship management, fund evaluation, managing co-investments, and fundraising.

From Deal Sourcing to Close

Relationship Management
Investment and Pipeline Management
FoF-Deal Sourcing
Business Development
Investor Relation and Fundraising
Relationship Management

Define relationships in a way natural to your investment process, including person’s role and past deal reactions, to map a true picture of activity within your deal ecosystem.

Relationship Management
Investment and Pipeline Management

Automatically channel deal flow to the right teams and people; embed approval and review processes for evaluation efficiency; and produce world-class visual reports for pipeline analysis.

Investment and Pipeline Management
Deal Sourcing

Create performance driven coverage strategies based on intelligence gathered from fund performance.

FoF-Deal Sourcing
Business Development

Create a systematic outbound program that streamlines outreach, increases velocity of outbound touchpoints and reduces risk of dropped follow-ups.

Business Development
Investor Relations & Fundraising

Easily manage multiple fundraises and build scalable processes to shorten the fundraising cycle. Walk into every investor meeting with full knowledge of their portfolio needs and history with your firm.

Investor Relation and Fundraising

Seamless User Experience

Navatar's state-of-the-art design creates a seamless user experience, eliminating manual handoffs, because it is fully integrated with your day-to-day apps and third party providers. No need to change the way you work.

Learn More

Seamless User Experience

Navatar's state-of-the-art design creates a seamless user experience, eliminating manual handoffs, because it is fully integrated with your day-to-day apps and third party providers. No need to change the way you work.

Learn More
Testimonials

Navatar helped grow our team fourfold, and keeps everyone working together.

Alex Rogers, VP of Investor Relations, Performance Equity Management

Alex Rogers

Our Thinking

Don't Let Old Technology Slow You Down

Still using outdated data rooms to communicate with investors? Navatar's Investor Portal is the next generation VDR for fund marketing, investor relations and gathering intelligence on LPs.

Learn More About Investor Portal

Don't Let Old Technology Slow You Down

Still using outdated data rooms to communicate with investors? Navatar's Investor Portal is the next generation VDR for fund marketing, investor relations and gathering intelligence on LPs.

Learn More About Investor Portal